Transactions

Assets transactions — 7 entities with their key fields and relationships.

Submittable documents with a docstatus lifecycle. Once submitted they are immutable and post ledger entries; corrections are amendments or returns.

7 entities in Assets.

Asset

Represents a company-owned item capitalized for use over multiple accounting periods.

Transaction Submittable

Naming: Naming Series · 76 fields · 18 inbound refs

Key fields

Field	Type	Req	Label
`naming_series`	Select		Series
`asset_name`	Data	yes	Asset Name
`purchase_date`	Date	yes	Purchase Date
`status`	Select		Status

Relationships

Field	Type	References	Req
`amended_from`	Link	Asset
`asset_category`	Link	Asset Category
`asset_owner_company`	Link	Company
`company`	Link	Company	yes
`cost_center`	Link	Cost Center
`custodian`	Link	Employee
`customer`	Link	Customer
`default_finance_book`	Link	Finance Book
`department`	Link	Department
`item_code`	Link	Item	yes
`journal_entry_for_scrap`	Link	Journal Entry
`location`	Link	Location	yes
`purchase_invoice`	Link	Purchase Invoice
`purchase_receipt`	Link	Purchase Receipt
`split_from`	Link	Asset
`supplier`	Link	Supplier
`finance_books`	Table	Asset Finance Book

Asset Capitalization

Combines stock, services, or existing Assets and their costs into a newly capitalized Asset.

Transaction Submittable

Naming: Naming Series · 39 fields · 1 inbound ref

Key fields

Field	Type	Req	Label
`title`	Data		Title
`posting_date`	Date	yes	Posting Date
`posting_time`	Time	yes	Posting Time
`naming_series`	Select	yes	Series

Relationships

Field	Type	References	Req
`amended_from`	Link	Asset Capitalization
`company`	Link	Company	yes
`cost_center`	Link	Cost Center
`finance_book`	Link	Finance Book
`project`	Link	Project
`target_asset`	Link	Asset
`target_fixed_asset_account`	Link	Account
`target_item_code`	Link	Item
`asset_items`	Table	Asset Capitalization Asset Item
`service_items`	Table	Asset Capitalization Service Item
`stock_items`	Table	Asset Capitalization Stock Item

Asset Depreciation Schedule

Maintains an Asset’s depreciation method and dated depreciation rows for one Finance Book.

Transaction Submittable

Naming: Naming Series · 25 fields · 1 inbound ref

Key fields

Field	Type	Req	Label
`naming_series`	Select		Naming Series
`status`	Select		Status

Relationships

Field	Type	References	Req
`amended_from`	Link	Asset Depreciation Schedule
`asset`	Link	Asset	yes
`company`	Link	Company
`finance_book`	Link	Finance Book
`depreciation_schedule`	Table	Depreciation Schedule

Asset Movement

Transfers custody or location of one or more Assets on a recorded date.

Transaction Submittable

Naming: format ACC-ASM-{YYYY}-{#####} · 11 fields · 1 inbound ref

Key fields

Field	Type	Req	Label
`purpose`	Select	yes	Purpose
`transaction_date`	Datetime	yes	Transaction Date

Relationships

Field	Type	References	Req
`amended_from`	Link	Asset Movement
`company`	Link	Company	yes
`reference_doctype`	Link	DocType (fw)
`assets`	Table	Asset Movement Item	yes
`reference_name`	Dynamic Link	resolved via `reference_doctype`

Asset Repair

Records repair work, consumed stock, Supplier invoices, cost, and resulting status for an Asset.

Transaction Submittable

Naming: Naming Series · 37 fields · 2 inbound refs

Key fields

Field	Type	Req	Label
`naming_series`	Select	yes	Series
`failure_date`	Datetime	yes	Failure Date
`downtime`	Data		Downtime

Relationships

Field	Type	References	Req
`amended_from`	Link	Asset Repair
`asset`	Link	Asset	yes
`company`	Link	Company
`cost_center`	Link	Cost Center
`project`	Link	Project
`invoices`	Table	Asset Repair Purchase Invoice
`stock_items`	Table	Asset Repair Consumed Item

Asset Shift Allocation

Assigns shift factors to an Asset over a period and recalculates shift-based depreciation.

Transaction Submittable

Naming: Naming Series · 9 fields · 1 inbound ref

Key fields

Field	Type	Req	Label
`naming_series`	Select	yes	Naming Series

Relationships

Field	Type	References	Req
`amended_from`	Link	Asset Shift Allocation
`asset`	Link	Asset	yes
`finance_book`	Link	Finance Book
`depreciation_schedule`	Table	Depreciation Schedule

Asset Value Adjustment

Changes an Asset’s recorded value and updates its depreciation basis from the adjustment date.

Transaction Submittable

Naming: hash · 17 fields · 1 inbound ref

Key fields

Field	Type	Req	Label
`date`	Date	yes	Date
`current_asset_value`	Currency	yes	Current Asset Value
`new_asset_value`	Currency	yes	New Asset Value

Relationships

Field	Type	References	Req
`amended_from`	Link	Asset Value Adjustment
`asset`	Link	Asset	yes
`company`	Link	Company
`cost_center`	Link	Cost Center
`difference_account`	Link	Account	yes
`finance_book`	Link	Finance Book
`journal_entry`	Link	Journal Entry