CN116862409A - Asset management method based on system - Google Patents
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- 230000008520 organization Effects 0.000 claims description 10
- 230000008859 change Effects 0.000 claims description 9
- 238000004140 cleaning Methods 0.000 claims description 6
- 238000012423 maintenance Methods 0.000 claims description 3
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- G06K19/00—Record carriers for use with machines and with at least a part designed to carry digital markings
- G06K19/06—Record carriers for use with machines and with at least a part designed to carry digital markings characterised by the kind of the digital marking, e.g. shape, nature, code
- G06K19/06009—Record carriers for use with machines and with at least a part designed to carry digital markings characterised by the kind of the digital marking, e.g. shape, nature, code with optically detectable marking
- G06K19/06018—Record carriers for use with machines and with at least a part designed to carry digital markings characterised by the kind of the digital marking, e.g. shape, nature, code with optically detectable marking one-dimensional coding
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- G06K—GRAPHICAL DATA READING; PRESENTATION OF DATA; RECORD CARRIERS; HANDLING RECORD CARRIERS
- G06K19/00—Record carriers for use with machines and with at least a part designed to carry digital markings
- G06K19/06—Record carriers for use with machines and with at least a part designed to carry digital markings characterised by the kind of the digital marking, e.g. shape, nature, code
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- G06K7/00—Methods or arrangements for sensing record carriers, e.g. for reading patterns
- G06K7/10—Methods or arrangements for sensing record carriers, e.g. for reading patterns by electromagnetic radiation, e.g. optical sensing; by corpuscular radiation
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- G06Q10/00—Administration; Management
- G06Q10/08—Logistics, e.g. warehousing, loading or distribution; Inventory or stock management
- G06Q10/087—Inventory or stock management, e.g. order filling, procurement or balancing against orders
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
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Abstract
The invention discloses a system-based asset management method, which comprises the following steps: A. asset warehouse entry: and the asset manager of each warehouse or node inputs the purchased asset information into the system, generates a unique number and a two-dimensional code identifier of the asset, and prints and pastes the number and the two-dimensional code identifier on the new warehouse-in asset equipment. The unified asset management platform realizes asset data sharing; one object one code, the unique ID number follows the equipment for life; full life cycle management of assets, namely, purchasing and warehousing of assets, asset leading, asset leaving, asset transferring, asset borrowing or returning, asset changing, asset inventory checking and asset scrapping, and supporting full flow management of the assets; the asset forms and the flow forms are customized, so that the personalized requirements of clients are met; the asset is associated with repair, so that the fault condition of the asset is mastered in real time, and the utilization rate of the asset is improved; the mobile terminal WeChat applet performs inventory and change management, and is convenient and quick.
Description
Technical Field
The invention relates to the technical field of asset management, in particular to a system-based asset management method.
Background
Asset management is an important component in organizational management, and fixed asset management has the characteristics of high value, long service life, scattered use places, great management difficulty and the like, and many enterprises may all encounter the following problems in asset management: 1) The wide supervision of asset distribution is difficult: the distribution of the assets in the space range is wide, and the management mode of headquarter-branch-store is difficult to manage and easy to cause the loss of the assets; 2) Asset replacement is frequent: the general assets such as computers are one period in 3-5 years, the update frequency of company assets is high, the period of the consumable is calculated in months, the life cycle of the assets is difficult to be completely synchronized, the management difficulty is increased, and the enterprise loss is excessive; 3) The asset management informatization means is not enough: assets cannot be accurately managed, are easy to lose and cannot be monitored in real time; 4) The information transfer is not smooth: because the asset is widely distributed and is far away, the response of the management layer to the asset information is delayed, and the information island is easy to form.
Disclosure of Invention
The present invention is directed to a system-based asset management method to solve the above-mentioned problems set forth in the background art.
In order to achieve the above purpose, the present invention provides the following technical solutions: a system-based asset management method comprising the steps of:
A. asset warehouse entry: asset administrators of all warehouses or nodes enter purchased asset information into a system, generate unique numbers and two-dimensional code identifiers of assets, and print and paste the numbers and the two-dimensional code identifiers on new warehouse-in asset equipment;
B. asset reception: after the asset is attributed to a certain employee for a long time, for example, a new employee is taken in, a computer is led, when the asset is led, the employee or an administrator can initiate a leading list, fill in the asset information required to be led, submit an application, be led by a department and examine and approve, and can normally receive after signature is confirmed;
C. asset warehouse-out: returning the assets to a warehouse manager, for example, before the employee leaves, returning the computer for the collar to the company, when the assets are returned, the employee or the manager can initiate a library returning application form, select asset information needing to be returned, submit the application, and be led by the department for approval;
D. asset allocation: including inter-department transfer, inter-warehouse transfer, and off-company transfer;
E. asset borrowing or returning: including inter-store borrowing assets and borrowing assets from warehouses;
F. asset cleaning and scrapping: the asset owner initiates an application, and confirms to perform asset cleaning work after approval and rejection;
G. asset depreciation: the fixed asset is a real object with poor value, and has loss in daily work, so that the value of the fixed asset is depreciated, and the depreciation can be automatically depreciated according to the service life or depreciation rate of the asset;
H. asset inventory: a manager or a person with relevant configuration authority initiates an inventory task at a PC end, corresponding asset inventory is carried out aiming at the range of asset inventory, inventory can be carried out on library assets, distributed assets and the like, inventory results are submitted to relevant personnel for auditing according to actual inventory conditions, and records of an enterprise asset database can be updated after the auditing passes;
I. asset change management: the method is characterized in that the change works such as new addition, removal, movement and the like of the asset are performed, the state, the position and the relation of the asset are changed due to daily work or other reasons, the change management is needed for the timely and accurate data of the asset, the asset change is initiated by maintenance personnel, all the changes can be examined and approved, and records are inquired in a change list after the examination and approval are passed;
J. and (3) flow management: allowing an administrator to add a custom approval process, establishing a corresponding process according to the actual requirements of a company, supporting custom approval nodes, and assisting the enterprise in customizing the standardized and efficient approval process;
K. form management: in the home asset platform, recording data or modifying data is achieved by [ preset forms ], such as asset collusion, asset allocation;
l, configuration management: the clients can customize asset information such as asset classification, names, brands, models and the like according to own business requirements, meanwhile, a mode of multi-tenant management is adopted, and the clients customize functional roles, organization structures, warehouse management and the like, so that the customization requirements of various clients are met.
Preferably, in the step B, the asset can only be taken up, and the assets that are idle or in the library can not be taken up again.
Preferably, in the step C, when the assets are returned, only the assets in use are returned, and the assets in the warehouse cannot be returned.
Preferably, in the step D, the inter-department transfer is to transfer the assets in the organization between departments, the inter-warehouse transfer is to transfer the assets between different warehouses in the organization, and the external transfer is to transfer the assets between organizations.
Preferably, in the step E, assets are borrowed between stores, for example, the stores borrow cash registers from each other, and the date of the appointment returns; assets are borrowed from the warehouse, such as equipment such as a projector and the like can be rented by staff, the borrowed assets can be returned afterwards, the return time can be provided with a reminding function, and the lease period can be prolonged when the borrowed assets cannot be returned due to expiration.
Preferably, in the step H, the process operation of checking the asset may be performed at the PC end or the WeChat applet end, for example, an employee may receive a checking task through the WeChat applet, scan the two-dimensional code to compare the actual asset with the asset to be checked, modify the content of the asset, including the model, brand, serial number, and delivery date of the asset, save and update the modified result, including checking the asset with or without the inventory, and submit the checked asset to the relevant person for checking, and meanwhile, during the checking process of the asset, the condition of checking with or without the inventory of the asset is found, various information of the asset including the name, brand, and model of the asset may be entered, and an asset warehouse entry is generated, the status of the asset is changed, and the inventory cause of the asset is filled in, for example, the inventory is performed on the asset, the status and the asset information are changed, and recorded in the asset database.
Preferably, in the step K, the preset form includes preset fields, for example, the asset name, the asset classification, the specification model, and the like, and if the preset fields cannot meet the service requirement, the system supports adding a custom field to the preset form, and through the custom field, the user can flexibly collect more data.
Compared with the prior art, the invention has the following beneficial effects:
1) The unified asset management platform realizes asset data sharing; 2) One object one code, the unique ID number follows the equipment for life; 3) Full life cycle management of assets, namely, purchasing and warehousing of assets, asset leading, asset leaving, asset transferring, asset borrowing or returning, asset changing, asset inventory checking and asset scrapping, and supporting full flow management of the assets; 4) The asset forms and the flow forms are customized, so that the personalized requirements of clients are met; 5) The asset is associated with repair, so that the fault condition of the asset is mastered in real time, and the utilization rate of the asset is improved; 6) The mobile terminal WeChat applet performs inventory and change management, and is convenient and quick.
Description of the embodiments
The technical solutions of the embodiments of the present invention will be clearly and completely described below in conjunction with the embodiments of the present invention, and it is apparent that the described embodiments are only some embodiments of the present invention, not all embodiments. All other embodiments, which can be made by those skilled in the art based on the embodiments of the invention without making any inventive effort, are intended to be within the scope of the invention.
The asset management method based on the system comprises the following steps:
A. asset warehouse entry: asset administrators of all warehouses or nodes enter purchased asset information into a system, generate unique numbers and two-dimensional code identifiers of assets (all information of the assets can be seen by scanning tags so as to realize informationized dynamic management), and print and paste the numbers and the two-dimensional code identifiers on new warehouse-in asset equipment (the classified entry requirements of clients on the respective assets can be met);
B. asset reception: after the asset is attributed to a certain employee for a long time, for example, a new employee is taken in, a computer is led, when the asset is led, the employee or an administrator can initiate a leading list, fill in the asset information required to be led, submit an application, be led by a department and examine and approve, and can normally receive after signature is confirmed;
C. asset warehouse-out: returning the assets to a warehouse manager, for example, before the employee leaves, returning the computer for the collar to the company, when the assets are returned, the employee or the manager can initiate a library returning application form, select asset information needing to be returned, submit the application, and be led by the department for approval;
D. asset allocation: including inter-department transfer, inter-warehouse transfer, and off-company transfer;
E. asset borrowing or returning: including inter-store borrowing assets and borrowing assets from warehouses;
F. asset cleaning and scrapping: the asset owner initiates an application, and confirms to perform asset cleaning work after approval and rejection;
G. asset depreciation: the fixed asset is a real object with poor value, and has loss in daily work, so that the value of the fixed asset is depreciated, and the depreciation can be automatically depreciated according to the service life or depreciation rate of the asset;
H. asset inventory: a manager or a person with relevant configuration authority initiates an inventory task at a PC end, corresponding asset inventory is carried out aiming at the range of asset inventory, inventory can be carried out on library assets, distributed assets and the like, inventory results are submitted to relevant personnel for auditing according to actual inventory conditions, and records of an enterprise asset database can be updated after the auditing passes;
I. asset change management: the method is characterized in that the change works such as new addition, removal, movement and the like of the asset are performed, the state, the position and the relation of the asset are changed due to daily work or other reasons, the change management is needed for the timely and accurate data of the asset, the asset change is initiated by maintenance personnel, all the changes can be examined and approved, and records are inquired in a change list after the examination and approval are passed;
J. and (3) flow management: allowing an administrator to add a custom approval process, establishing a corresponding process according to the actual requirements of a company, supporting custom approval nodes, and assisting the enterprise in customizing the standardized and efficient approval process;
K. form management: in the home asset platform, recording data or modifying data is achieved by [ preset forms ], such as asset collusion, asset allocation;
l, configuration management: the clients can customize asset information such as asset classification, names, brands, models and the like according to own business requirements, meanwhile, a mode of multi-tenant management is adopted, and the clients customize functional roles, organization structures, warehouse management and the like, so that the customization requirements of various clients are met.
In step B, the asset is only available for idle or in-store assets, and the assets already available cannot be available again.
In the step C, when the assets are returned, only the assets in use can be returned, and the assets in the warehouse can not be returned.
In the step D, the inter-department transfer is to transfer the assets in the organization among departments, the inter-warehouse transfer is to transfer the assets among different warehouses in the organization, and the out-company transfer is to transfer the assets among the organizations.
In step E, borrowing assets between stores, such as borrowing cash registers from each other between stores, and returning contracted dates; assets are borrowed from the warehouse, such as equipment such as a projector and the like can be rented by staff, the borrowed assets can be returned afterwards, the return time can be provided with a reminding function, and the lease period can be prolonged when the borrowed assets cannot be returned due to expiration.
In step H, the process operation of checking the asset can be performed at the PC end or the WeChat applet end, for example, an employee can receive the checking task through the WeChat applet, scan the two-dimensional code to compare the actual asset with the asset to be checked, modify the content of the asset, including the model, brand, serial number and delivery date of the asset, save and update the modified result, including checking or checking the asset, and submit the checked asset to relevant personnel for checking, meanwhile, in the process of checking the asset, the condition of checking or checking the asset exists, the checking of the asset is found, various information of the asset, including the name, brand and model of the asset is recorded, the status of the asset is changed, the checking reason of the asset is generated, for example, the checking reason of the asset is filled out, the out operation is performed on the asset, the status and the information of the asset are changed, and the information of the asset is recorded in the asset database.
In step K, the preset form includes preset fields, for example, the asset name, the asset classification, the specification model, etc., and if the preset fields cannot meet the service requirement, the system supports adding a custom field for the preset form, and through the custom field, the user can flexibly collect more data.
Although embodiments of the present invention have been shown and described, it will be understood by those skilled in the art that various changes, modifications, substitutions and alterations can be made therein without departing from the principles and spirit of the invention, the scope of which is defined in the appended claims and their equivalents.
Claims (7)
1. A system-based asset management method, characterized by: the method comprises the following steps:
A. asset warehouse entry: asset administrators of all warehouses or nodes enter purchased asset information into a system, generate unique numbers and two-dimensional code identifiers of assets, and print and paste the numbers and the two-dimensional code identifiers on new warehouse-in asset equipment;
B. asset reception: after the asset is attributed to a certain employee for a long time, for example, a new employee is taken in, a computer is led, when the asset is led, the employee or an administrator can initiate a leading list, fill in the asset information required to be led, submit an application, be led by a department and examine and approve, and can normally receive after signature is confirmed;
C. asset warehouse-out: returning the assets to a warehouse manager, for example, before the employee leaves, returning the computer for the collar to the company, when the assets are returned, the employee or the manager can initiate a library returning application form, select asset information needing to be returned, submit the application, and be led by the department for approval;
D. asset allocation: including inter-department transfer, inter-warehouse transfer, and off-company transfer;
E. asset borrowing or returning: including inter-store borrowing assets and borrowing assets from warehouses;
F. asset cleaning and scrapping: the asset owner initiates an application, and confirms to perform asset cleaning work after approval and rejection;
G. asset depreciation: the fixed asset is a real object with poor value, and has loss in daily work, so that the value of the fixed asset is depreciated, and the depreciation can be automatically depreciated according to the service life or depreciation rate of the asset;
H. asset inventory: a manager or a person with relevant configuration authority initiates an inventory task at a PC end, corresponding asset inventory is carried out aiming at the range of asset inventory, inventory can be carried out on library assets, distributed assets and the like, inventory results are submitted to relevant personnel for auditing according to actual inventory conditions, and records of an enterprise asset database can be updated after the auditing passes;
I. asset change management: the method is characterized in that the change works such as new addition, removal, movement and the like of the asset are performed, the state, the position and the relation of the asset are changed due to daily work or other reasons, the change management is needed for the timely and accurate data of the asset, the asset change is initiated by maintenance personnel, all the changes can be examined and approved, and records are inquired in a change list after the examination and approval are passed;
J. and (3) flow management: allowing an administrator to add a custom approval process, establishing a corresponding process according to the actual requirements of a company, supporting custom approval nodes, and assisting the enterprise in customizing the standardized and efficient approval process;
K. form management: in the home asset platform, recording data or modifying data is achieved by [ preset forms ], such as asset collusion, asset allocation;
l, configuration management: the clients can customize asset information such as asset classification, names, brands, models and the like according to own business requirements, meanwhile, a mode of multi-tenant management is adopted, and the clients customize functional roles, organization structures, warehouse management and the like, so that the customization requirements of various clients are met.
2. The system-based asset management method of claim 1, wherein: in the step B, the asset can only be taken up and idle or in-warehouse assets, and the assets which are already taken up cannot be taken up again.
3. The system-based asset management method of claim 1, wherein: in the step C, when the assets are returned, only the assets in use can be returned, and the assets in the warehouse can not be returned.
4. The system-based asset management method of claim 1, wherein: in the step D, the inter-department transfer is to transfer the assets in the organization among departments, the inter-warehouse transfer is to transfer the assets among different warehouses in the organization, and the out-company transfer is to transfer the assets among the organization.
5. The system-based asset management method of claim 1, wherein: in the step E, assets are borrowed among stores, for example, cash registers are borrowed among stores, and the appointed date is returned; assets are borrowed from the warehouse, such as equipment such as a projector and the like can be rented by staff, the borrowed assets can be returned afterwards, the return time can be provided with a reminding function, and the lease period can be prolonged when the borrowed assets cannot be returned due to expiration.
6. The system-based asset management method of claim 1, wherein: in the step H, the process operation of checking the asset may be performed at the PC end or the WeChat applet end, for example, an employee may receive a checking task through the WeChat applet, scan the two-dimensional code to compare the actual asset with the asset to be checked, modify the content of the asset, including the model, the brand, the serial number, and the delivery date of the asset, save and update the modified result, including checking or checking the asset, and in the checking process, the checked asset may be submitted to relevant personnel for checking, and meanwhile, in the checking process, the condition of checking or checking the asset is present, the checking condition of the asset may be found, various information of the asset may be recorded, including the name, the brand, and the model of the asset may be recorded, and an asset entry list may be generated, the status of the asset may be changed, and the cause of the checking of the asset may be generated, for the checking condition of the asset may be checked, for example, the out operation of the asset may be performed, the status and the information of the asset may be recorded in the asset database.
7. The system-based asset management method of claim 1, wherein: in the step K, the preset form includes preset fields, for example, the asset name, the asset classification, the specification model, etc., and if the preset fields cannot meet the service requirement, the system supports to add a custom field for the preset form, and through the custom field, the user can flexibly collect more data.
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| CN202310703688.9A CN116862409A (en) | 2023-06-14 | 2023-06-14 | Asset management method based on system |
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| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN117391592A (en) * | 2023-12-11 | 2024-01-12 | 常熟理工学院 | Tenant mode asset inventory method and system based on edge computing |
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Cited By (2)
| Publication number | Priority date | Publication date | Assignee | Title |
|---|---|---|---|---|
| CN117391592A (en) * | 2023-12-11 | 2024-01-12 | 常熟理工学院 | Tenant mode asset inventory method and system based on edge computing |
| CN117391592B (en) * | 2023-12-11 | 2024-02-06 | 常熟理工学院 | Tenant mode asset inventory method and system based on edge computing |
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