Difference between revisions of "Acquisitions and Disposals"

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== Overview ==
 
== Overview ==
  
Acquisition and Disposal records can be viewed and edited in the:
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This module allows the user to record all the information pertaining to the sourcing and disposal of existing horses in the database.
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Each horse can have multiple records for acquisition and disposal.
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Horses that have died are treated uniquely with minimum details recorded.
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Each disposal entered can automatically update the relevant horse record status. (died, sold, retired etc.)
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Acquisition and Disposal records are created from the existing Source Types. If a horse was bought or sold at a Sale, the Sale Company and Sale Event records must be predefined.
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There are printed lists available in summary & detail format for all Acquisitions, Disposals and Show Lists. Reports can be sorted by Date or Horse and Excel Exports will be available under the Data Exports Dataview: Acquisitions/Disposals/Show Lists.
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== Editing/Viewing Acquisitions and Disposals  ==
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Acquisition and Disposal records can be edited and viewed in the:
  
 
<b>Acq. / Disp.</b> tab on the Horse record
 
<b>Acq. / Disp.</b> tab on the Horse record

Revision as of 14:18, 8 June 2018

Overview

This module allows the user to record all the information pertaining to the sourcing and disposal of existing horses in the database.

Each horse can have multiple records for acquisition and disposal.

Horses that have died are treated uniquely with minimum details recorded.

Each disposal entered can automatically update the relevant horse record status. (died, sold, retired etc.)

Acquisition and Disposal records are created from the existing Source Types. If a horse was bought or sold at a Sale, the Sale Company and Sale Event records must be predefined.

There are printed lists available in summary & detail format for all Acquisitions, Disposals and Show Lists. Reports can be sorted by Date or Horse and Excel Exports will be available under the Data Exports Dataview: Acquisitions/Disposals/Show Lists.

Editing/Viewing Acquisitions and Disposals

Acquisition and Disposal records can be edited and viewed in the:

Acq. / Disp. tab on the Horse record

Acqdisp horse.png

Acquisitions & Disposals tab on the Sale page

Acqdisp sale.png

Add New Acquisition

Basic Acquisition Record

Acquisition new.png

Sale Acquisition Record

When an acquisition is added that has a Source Code with the "Sale" option checked, Price and Tax Details fields become available

Acquisition new sale.png

Add New Disposal

Basic Disposal Record

Acquisition new.png

Sale Disposal Record

When an disposal is added that has a Source Code with the "Sale" option checked, Price fields become available

Disposal new sale.png

Dead Disposal Record

When an disposal is added that has a Source Code with the "Dead" option checked, "Date Died" and "Cause of Death" fields become available

Disposal new dead.png