Fixed assets management & system policies by barcode

First Phase:

The Specialized team throughout this phase count all the fixed assets and operations supplies in every place or area in the institution and this is on the basis of many standards & criteria through the specifications and the complete data of the assets from the actual and from where its located them into main groups then sub groups and all of these are recorded by a specialized program for the company in Fixed Assets. The Country of Origin, the picture, production date, capacity, code, color,…..etc are recorded in that program.

The specialized team performs the bar code, giving the groups whether the main or sub groups of the assets a code number, through this the data is converted into the bar code devices through a specialized program. Then it is printed and sticked onto all the institution’s assets.

 

Second Phase:

When the above step is completed & finished, the statements of the assets and the inventory are printed which through it the organization receives them including the following data which helps in & facilitates the inventory, handover, control and maintaining the assets later:-

Detailed identification of the location of the assets & their location within the institution.

Integrated Description of each asset through ( dimension-color-capacity- mark-country of origin- manufacturing date……etc).

    Electronic original picture that confirms with the original one in the handover date.

    The records will also include all the S.O.E equipments with all its numbers and integrated description.

 

Third Phase:

This phase consists of giving all the reports, software related to the above to your company which includes the following:

Training the institution staff on the program and how to perform the Assets Management works through it.

Inventories & handovers approved and signed by the institution management or who are authorized to sign on all the assets.

Records of assets & operating equipment programs that includes all the data & integrated description and the codes related to all the assets as a database that will be used in the yearly inventory that will be done in the coming years adding to that, the control & maintaining the assets and using it in calculating the depreciation, exclusions & additions which will complete the assets which doesn’t make any space for wasting or misuse these assets.

    Technical & Engineering final report including all the technical remarks that resulted from the operations plus the general recommendations for keeping the assets and the procedures that should be followed by the management ( activation management programs from the first operation day- opening cards for all equipment- adjusting the depreciation rates………etc).

 

 

 

 

Assets Management System

 

Policies and procedures of the operation in fixed assets management system

 

 Fixed Asset Purchasing

*First: Data Restriction & Collection

First we should collect the data of the fixed asset which the institution management needs to purchase by returning back to the available data before of the fixed management assets system as of technical specifications materials quality, sizes, prices, resources…etc.

*Second: The Purchase Order

institution management needs in this stage to compare the prices of the fixed asset by the entered data before of similar kinds as of prices, dates of purchasing, data of the supplier which had been dealing with before in purchasing similar assets to choose the best offer & make the purchase order, the purchase order should be attached with a copy of the asset description from the assets system if there is then to be signed from the responsible managements then implement the purchase order.

*Third: Fixed Asset Receiving

When the fixed asset has been reached to the receiving area of the institution, the receiving clerk (or the fixed assets responsible clerk) should check the technical specifications of the asset & compare it with the issued purchase order.

A copy of receiving form should be sent to assets management attached with a copy to fixed assets manager to review it & compare it with the actual to enter the date on assets management system, extract a barcode & stick it on the asset, take into account the texture of the asset & if the barcode can be stuck on it or not before direct it to the department that requested it.

 

Fixed Asset Moving

There are two main cases in fixed asset moving:

*First case: asset moving to use it temporarily in particular place & return it back to its main place; in this case there will not be any special procedure or amendment in assets management system only assets manager will follow up this case & be sure that the asset returned back to its place by making a file to record in it the asset name, barcode, the asset main place, the place will be temporarily moved to it, date of moving, reason of moving & the date that the asset returned back to its main place.

*Second case: asset moving permanently; assets manager should know the old & new place of the asset to amend it on assets management system by fill asset transfer form by using asset barcode not asset name as that all asset data can be known by its barcode then it should be signed by the responsible managements at last a copy of transfer form should be received by assets management to can continue its work by transferring the asset from its old place to the new one.

Fixed Asset Scraping

First there should be a technical report that this asset is invalid to use it again & when that approved a scraping assets form should be filled and signed from the responsible managements at last a copy from it should be received by assets management in the institution that those assets are out of order & should be scraped.

Important Duties During the Financial Year

1-      To print a monthly report contains all received & entered assets on fixed assets management system.

2-      To print a monthly report contains all scraped assets during the month & be sure that it’s not operated.

3-      To print a monthly report contains the assets entered by mistake on assets management system to know the reason of this mistake & avoid it on the future & to be sure if the clerk deleted by mistake a fixed asset from the system.

4-      The fixed assets clerk to make a random inventory for one or two areas weakly to watch the assets and be sure that it’s matching its place on assets management system.

5-      To deliver a new copy of assets management system to every department head after all barcoding works to keep it to help him in using all transfer, scraping & temporarily moving forms.