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ERP Fixed Assets and Inventory User Manual

EUM05

Develops ERP user guidance for asset registration, depreciation, transfers, disposals, inventory movements, stock counts and asset/inventory reporting.

What changes

More reliable asset and inventory records, improved ERP adoption and fewer asset or stock-control errors.

What you get

ERP fixed assets and inventory user manual EUM013
Quick reference guides for depreciation runs and stock counts EUM014
Asset and inventory validation checklist EUM015

What has to come first

Configured ERP with fixed asset and inventory modules live Required

Modules must be live (via PDA modules or an existing system)
EUM01ERP General Ledger and Chart of Accounts User Manual Recommended

GL and COA manual so asset and inventory coding aligns with the ledger
AMP01 and AMP02 Recommended

The asset and inventory policies the manual operationalises

Who is involved

From the National Society's side. This is what the engagement asks of your people.

Your own staff work alongside the adviser throughout, so this is a commitment of their time as well as the Centre's. Ask in the request and you are given the day estimate per role before anything is signed.

Role	What they do
HNS Finance Director	Owns asset and inventory balances
HNS asset, logistics and finance officers	The manual users
HNS ERP or system administrator	Maintains asset classes and depreciation setup
HNS branch and store staff who record movements	Post in the system
HNS internal audit function	Relies on reliable registers, where it exists
GFDC delivery team	Drafts and advises

How it is measured

Indicator	Target	Evidence
Asset and inventory user manual approved and issued	Approved within 7 weeks of kick-off	Approval record; issued manual
Procedures validated against the live system	100% of documented procedures	Validation checklist signed off
Asset, logistics and finance users trained on the manual	100% of asset and inventory users	Training record
ERP asset and inventory records reconciled to physical count and ledger	At first count, then on cycle	ERP reconciliation report

Tools

2 of 3 ready to download. The rest are in development and listed so you know they are coming.

EUM013 ERP fixed assets and inventory user manual Template In development
EUM014 Quick reference guides for depreciation runs and stock counts Template DOCX
EUM015 Asset and inventory validation checklist Template XLSX

Standards

IPSAS 17 - Property, Plant and Equipment (IAS 16 equivalent under IFRS reporting)
HNS ERP vendor documentation and configuration

Describe the problem, not the service

You do not need to know which of the 124 to ask for.

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