Difference between revisions of "Acquisitions and Disposals"
(→Overview) |
|||
| (15 intermediate revisions by the same user not shown) | |||
| Line 1: | Line 1: | ||
== Overview == | == Overview == | ||
| − | Acquisition and Disposal records can be | + | This is an optional add on module. Please contact Equisoft for more information. |
| + | |||
| + | 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: | ||
| + | |||
| + | |||
| + | <b>Acq. / Disp.</b> section on the main horse record | ||
| + | |||
| + | [[File:AcqMainhorse.png]] | ||
| + | |||
<b>Acq. / Disp.</b> tab on the Horse record | <b>Acq. / Disp.</b> tab on the Horse record | ||
| − | [[File: | + | Clicking on the sale name will also redirect you to that sales page |
| + | |||
| + | [[File:AcqTab.png]] | ||
<b>Acquisitions & Disposals</b> tab on the Sale page | <b>Acquisitions & Disposals</b> tab on the Sale page | ||
| − | [[File: | + | [[File:Saleacq.png]] |
== Add New Acquisition == | == Add New Acquisition == | ||
| − | + | ===Basic Acquisition Record=== | |
[[File:Acquisition_new.png]] | [[File: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 | When an acquisition is added that has a Source Code with the "Sale" option checked, Price and Tax Details fields become available | ||
[[File:Acquisition_new_sale.png]] | [[File:Acquisition_new_sale.png]] | ||
| + | |||
| + | ===Creating New Horse on the fly=== | ||
| + | |||
| + | A new horse can be created on the fly via the horse search when creating a new acquisition record. | ||
| + | |||
| + | [[File:Newhorse.png]] | ||
| + | |||
| + | After saving the new acquisition record the user will be given the option to go to the new horses page and update it's details. | ||
| + | |||
| + | [[File:Newhorseeditlink.png]] | ||
== Add New Disposal== | == Add New Disposal== | ||
| − | + | ===Basic Disposal Record=== | |
[[File:Acquisition_new.png]] | [[File: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 | When an disposal is added that has a Source Code with the "Sale" option checked, Price fields become available | ||
| Line 35: | Line 69: | ||
[[File:Disposal_new_sale.png]] | [[File: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 | When an disposal is added that has a Source Code with the "Dead" option checked, "Date Died" and "Cause of Death" fields become available | ||
[[File:Disposal_new_dead.png]] | [[File:Disposal_new_dead.png]] | ||
| + | |||
| + | == Add Movement Record when adding Acquisition/Disposal == | ||
| + | |||
| + | When adding a new Acquisition/Disposal the user will be given the option to add a new movement record. | ||
| + | |||
| + | [[File:Disp movementrecord.png]] | ||
| + | |||
| + | If this option is checked when the user clicks the save button that horses movement record will be shown. | ||
| + | |||
| + | From this window a new movement can be added. More information about movements can be found here: [https://wiki.equisoftlive.com/index.php?title=Movement Movement] | ||
| + | |||
| + | [[File:Movement record.png]] | ||
Latest revision as of 08:59, 29 May 2020
Contents
Overview
This is an optional add on module. Please contact Equisoft for more information.
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. section on the main horse record
Acq. / Disp. tab on the Horse record
Clicking on the sale name will also redirect you to that sales page
Acquisitions & Disposals tab on the Sale page
Add New Acquisition
Basic Acquisition Record
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
Creating New Horse on the fly
A new horse can be created on the fly via the horse search when creating a new acquisition record.
After saving the new acquisition record the user will be given the option to go to the new horses page and update it's details.
Add New Disposal
Basic Disposal Record
Sale Disposal Record
When an disposal is added that has a Source Code with the "Sale" option checked, Price fields become available
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
Add Movement Record when adding Acquisition/Disposal
When adding a new Acquisition/Disposal the user will be given the option to add a new movement record.
If this option is checked when the user clicks the save button that horses movement record will be shown.
From this window a new movement can be added. More information about movements can be found here: Movement
