dodil/erp-method
modules/fixed-assets/signoff/fixed-assets/fixed-assets_asset_transaction.bpmn
<?xml version="1.0" encoding="UTF-8"?>
<bpmn:definitions xmlns:bpmn="http://www.omg.org/spec/BPMN/20100524/MODEL" xmlns:bpmndi="http://www.omg.org/spec/BPMN/20100524/DI" xmlns:dc="http://www.omg.org/spec/DD/20100524/DC" xmlns:di="http://www.omg.org/spec/DD/20100524/DI" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:dodil="https://git.dodil.io/dodil/erp-platform/bpmn/1" id="Definitions_fixed-assets_v3" name="Fixed assets & depreciation processes" targetNamespace="https://git.dodil.io/dodil/erp-platform/processes" exporter="erp-platform erp-compose bpmn" exporterVersion="1">
<bpmn:collaboration id="Collaboration_fixed-assets_v3">
<bpmn:documentation>Fixed assets & depreciation: one pool per entity lifecycle, generated from module.yaml.</bpmn:documentation>
<bpmn:participant id="Participant_fixed-assets_asset_transaction" name="Asset transaction" processRef="Process_fixed-assets_asset_transaction_v3" />
</bpmn:collaboration>
<bpmn:process id="Process_fixed-assets_asset_transaction_v3" name="Asset transaction" isExecutable="false">
<bpmn:documentation>Lifecycle of the asset transaction, generated from module.yaml by erp-compose bpmn; change the workflow there, not this file. States: proposed, approved, posted, rejected, reversed. Note: a transfer between companies is ONE transaction with two legs (retire in the sender, acquire in the receiver); both post or neither</bpmn:documentation>
<bpmn:laneSet id="LaneSet_asset_transaction">
<bpmn:lane id="Lane_asset_transaction_asset_accountant" name="the person who keeps the asset register (financial accountant, bookkeeper)">
<bpmn:flowNodeRef>Start_asset_transaction</bpmn:flowNodeRef>
<bpmn:flowNodeRef>Task_propose_retirement</bpmn:flowNodeRef>
<bpmn:flowNodeRef>Task_propose_asset_transfer</bpmn:flowNodeRef>
<bpmn:flowNodeRef>Task_propose_revaluation</bpmn:flowNodeRef>
<bpmn:flowNodeRef>Task_propose_impairment</bpmn:flowNodeRef>
<bpmn:flowNodeRef>Gateway_asset_transaction_none__if</bpmn:flowNodeRef>
</bpmn:lane>
<bpmn:lane id="Lane_asset_transaction_finance_approver" name="the financial controller (finance manager)">
<bpmn:flowNodeRef>Task_approve_asset_transaction</bpmn:flowNodeRef>
<bpmn:flowNodeRef>Task_reject_asset_transaction</bpmn:flowNodeRef>
<bpmn:flowNodeRef>Task_reverse_asset_transaction</bpmn:flowNodeRef>
<bpmn:flowNodeRef>Gateway_asset_transaction_proposed__if</bpmn:flowNodeRef>
<bpmn:flowNodeRef>End_asset_transaction_rejected</bpmn:flowNodeRef>
<bpmn:flowNodeRef>End_asset_transaction_reversed</bpmn:flowNodeRef>
</bpmn:lane>
<bpmn:lane id="Lane_asset_transaction_system" name="The system">
<bpmn:flowNodeRef>Task_post_asset_transaction</bpmn:flowNodeRef>
</bpmn:lane>
</bpmn:laneSet>
<bpmn:startEvent id="Start_asset_transaction" name="Asset transaction needed">
<bpmn:outgoing>Flow_Start_asset_transaction__Gateway_asset_transaction_none__if</bpmn:outgoing>
</bpmn:startEvent>
<bpmn:userTask id="Task_propose_retirement" name="Propose a sale or a scrapping" dodil:step="propose_retirement">
<bpmn:documentation>By: the person who keeps the asset register (financial accountant, bookkeeper). From none to proposed. When: the retirement date today or earlier; by amount, percent or quantity, not above what remains. Effect: depreciation to the retirement date by the key's convention; gain or loss per area computed.</bpmn:documentation>
<bpmn:incoming>Flow_Gateway_asset_transaction_none__if__Task_propose_retirement</bpmn:incoming>
<bpmn:outgoing>Flow_Task_propose_retirement__Gateway_asset_transaction_proposed__if</bpmn:outgoing>
</bpmn:userTask>
<bpmn:userTask id="Task_propose_asset_transfer" name="Propose a transfer to another asset or company" dodil:step="propose_asset_transfer">
<bpmn:documentation>By: the person who keeps the asset register (financial accountant, bookkeeper). From none to proposed. When: the receiving asset, or company and class; a transfer variant (gross | net); the transfer date falls in a period whose depreciation is posted (transfer_period_posted). Effect: the values leaving and arriving per area.</bpmn:documentation>
<bpmn:incoming>Flow_Gateway_asset_transaction_none__if__Task_propose_asset_transfer</bpmn:incoming>
<bpmn:outgoing>Flow_Task_propose_asset_transfer__Gateway_asset_transaction_proposed__if</bpmn:outgoing>
</bpmn:userTask>
<bpmn:userTask id="Task_propose_revaluation" name="Propose a revaluation" dodil:step="propose_revaluation">
<bpmn:documentation>By: the person who keeps the asset register (financial accountant, bookkeeper). From none to proposed. When: the area's policy is the revaluation model. Requires: evidence. Effect: the change per area; reserve and profit or loss split.</bpmn:documentation>
<bpmn:incoming>Flow_Gateway_asset_transaction_none__if__Task_propose_revaluation</bpmn:incoming>
<bpmn:outgoing>Flow_Task_propose_revaluation__Gateway_asset_transaction_proposed__if</bpmn:outgoing>
</bpmn:userTask>
<bpmn:userTask id="Task_propose_impairment" name="Propose an impairment or its reversal" dodil:step="propose_impairment">
<bpmn:documentation>By: the person who keeps the asset register (financial accountant, bookkeeper). From none to proposed. When: not above the NBV; a reversal not above what the carrying amount would have been. Requires: evidence. Effect: the loss or reversal per area.</bpmn:documentation>
<bpmn:incoming>Flow_Gateway_asset_transaction_none__if__Task_propose_impairment</bpmn:incoming>
<bpmn:outgoing>Flow_Task_propose_impairment__Gateway_asset_transaction_proposed__if</bpmn:outgoing>
</bpmn:userTask>
<bpmn:userTask id="Task_approve_asset_transaction" name="Approve the transaction" dodil:step="approve_asset_transaction" dodil:approval="true">
<bpmn:documentation>By: the financial controller (finance manager). From proposed to approved. When: the approver is not the proposer (email AND sub); the asset's version unchanged since the proposal. Effect: who and when recorded. An approval.</bpmn:documentation>
<bpmn:incoming>Flow_Gateway_asset_transaction_proposed__if__Task_approve_asset_transaction</bpmn:incoming>
<bpmn:outgoing>Flow_Task_approve_asset_transaction__Task_post_asset_transaction</bpmn:outgoing>
</bpmn:userTask>
<bpmn:userTask id="Task_reject_asset_transaction" name="Reject with a reason" dodil:step="reject_asset_transaction">
<bpmn:documentation>By: the financial controller (finance manager). From proposed to rejected. Requires: reason.</bpmn:documentation>
<bpmn:incoming>Flow_Gateway_asset_transaction_proposed__if__Task_reject_asset_transaction</bpmn:incoming>
<bpmn:outgoing>Flow_Task_reject_asset_transaction__End_asset_transaction_rejected</bpmn:outgoing>
</bpmn:userTask>
<bpmn:serviceTask id="Task_post_asset_transaction" name="Post per area to its ledger" dodil:step="post_asset_transaction" implementation="##unspecified">
<bpmn:documentation>By: The system. From approved to posted. When: every company's and area's ledger period open. Effect: journals per company and posting area keyed derived_id(transaction_id, area); the tax area recorded, never posted.</bpmn:documentation>
<bpmn:incoming>Flow_Task_approve_asset_transaction__Task_post_asset_transaction</bpmn:incoming>
<bpmn:outgoing>Flow_Task_post_asset_transaction__Task_reverse_asset_transaction</bpmn:outgoing>
</bpmn:serviceTask>
<bpmn:userTask id="Task_reverse_asset_transaction" name="Reverse a posted transaction" dodil:step="reverse_asset_transaction" dodil:approval="true">
<bpmn:documentation>By: the financial controller (finance manager). From posted to reversed. When: the year is open; nothing later on the asset depends on it. Requires: reason. Effect: a reversing transaction dated today. An approval.</bpmn:documentation>
<bpmn:incoming>Flow_Task_post_asset_transaction__Task_reverse_asset_transaction</bpmn:incoming>
<bpmn:outgoing>Flow_Task_reverse_asset_transaction__End_asset_transaction_reversed</bpmn:outgoing>
</bpmn:userTask>
<bpmn:exclusiveGateway id="Gateway_asset_transaction_none__if" name="New asset transaction?">
<bpmn:incoming>Flow_Start_asset_transaction__Gateway_asset_transaction_none__if</bpmn:incoming>
<bpmn:outgoing>Flow_Gateway_asset_transaction_none__if__Task_propose_retirement</bpmn:outgoing>
<bpmn:outgoing>Flow_Gateway_asset_transaction_none__if__Task_propose_asset_transfer</bpmn:outgoing>
<bpmn:outgoing>Flow_Gateway_asset_transaction_none__if__Task_propose_revaluation</bpmn:outgoing>
<bpmn:outgoing>Flow_Gateway_asset_transaction_none__if__Task_propose_impairment</bpmn:outgoing>
</bpmn:exclusiveGateway>
<bpmn:exclusiveGateway id="Gateway_asset_transaction_proposed__if" name="Asset transaction proposed: what next?">
<bpmn:incoming>Flow_Task_propose_retirement__Gateway_asset_transaction_proposed__if</bpmn:incoming>
<bpmn:incoming>Flow_Task_propose_asset_transfer__Gateway_asset_transaction_proposed__if</bpmn:incoming>
<bpmn:incoming>Flow_Task_propose_revaluation__Gateway_asset_transaction_proposed__if</bpmn:incoming>
<bpmn:incoming>Flow_Task_propose_impairment__Gateway_asset_transaction_proposed__if</bpmn:incoming>
<bpmn:outgoing>Flow_Gateway_asset_transaction_proposed__if__Task_approve_asset_transaction</bpmn:outgoing>
<bpmn:outgoing>Flow_Gateway_asset_transaction_proposed__if__Task_reject_asset_transaction</bpmn:outgoing>
</bpmn:exclusiveGateway>
<bpmn:endEvent id="End_asset_transaction_rejected" name="Asset transaction rejected">
<bpmn:incoming>Flow_Task_reject_asset_transaction__End_asset_transaction_rejected</bpmn:incoming>
</bpmn:endEvent>
<bpmn:endEvent id="End_asset_transaction_reversed" name="Asset transaction reversed">
<bpmn:incoming>Flow_Task_reverse_asset_transaction__End_asset_transaction_reversed</bpmn:incoming>
</bpmn:endEvent>
<bpmn:sequenceFlow id="Flow_Gateway_asset_transaction_none__if__Task_propose_retirement" sourceRef="Gateway_asset_transaction_none__if" targetRef="Task_propose_retirement" />
<bpmn:sequenceFlow id="Flow_Gateway_asset_transaction_none__if__Task_propose_asset_transfer" sourceRef="Gateway_asset_transaction_none__if" targetRef="Task_propose_asset_transfer" />
<bpmn:sequenceFlow id="Flow_Gateway_asset_transaction_none__if__Task_propose_revaluation" sourceRef="Gateway_asset_transaction_none__if" targetRef="Task_propose_revaluation" />
<bpmn:sequenceFlow id="Flow_Gateway_asset_transaction_none__if__Task_propose_impairment" sourceRef="Gateway_asset_transaction_none__if" targetRef="Task_propose_impairment" />
<bpmn:sequenceFlow id="Flow_Start_asset_transaction__Gateway_asset_transaction_none__if" sourceRef="Start_asset_transaction" targetRef="Gateway_asset_transaction_none__if" />
<bpmn:sequenceFlow id="Flow_Gateway_asset_transaction_proposed__if__Task_approve_asset_transaction" sourceRef="Gateway_asset_transaction_proposed__if" targetRef="Task_approve_asset_transaction" />
<bpmn:sequenceFlow id="Flow_Gateway_asset_transaction_proposed__if__Task_reject_asset_transaction" sourceRef="Gateway_asset_transaction_proposed__if" targetRef="Task_reject_asset_transaction" />
<bpmn:sequenceFlow id="Flow_Task_propose_retirement__Gateway_asset_transaction_proposed__if" sourceRef="Task_propose_retirement" targetRef="Gateway_asset_transaction_proposed__if" />
<bpmn:sequenceFlow id="Flow_Task_propose_asset_transfer__Gateway_asset_transaction_proposed__if" sourceRef="Task_propose_asset_transfer" targetRef="Gateway_asset_transaction_proposed__if" />
<bpmn:sequenceFlow id="Flow_Task_propose_revaluation__Gateway_asset_transaction_proposed__if" sourceRef="Task_propose_revaluation" targetRef="Gateway_asset_transaction_proposed__if" />
<bpmn:sequenceFlow id="Flow_Task_propose_impairment__Gateway_asset_transaction_proposed__if" sourceRef="Task_propose_impairment" targetRef="Gateway_asset_transaction_proposed__if" />
<bpmn:sequenceFlow id="Flow_Task_approve_asset_transaction__Task_post_asset_transaction" sourceRef="Task_approve_asset_transaction" targetRef="Task_post_asset_transaction" />
<bpmn:sequenceFlow id="Flow_Task_reject_asset_transaction__End_asset_transaction_rejected" sourceRef="Task_reject_asset_transaction" targetRef="End_asset_transaction_rejected" />
<bpmn:sequenceFlow id="Flow_Task_post_asset_transaction__Task_reverse_asset_transaction" sourceRef="Task_post_asset_transaction" targetRef="Task_reverse_asset_transaction" />
<bpmn:sequenceFlow id="Flow_Task_reverse_asset_transaction__End_asset_transaction_reversed" sourceRef="Task_reverse_asset_transaction" targetRef="End_asset_transaction_reversed" />
</bpmn:process>
<bpmndi:BPMNDiagram id="BPMNDiagram_fixed-assets_v3">
<bpmndi:BPMNPlane id="BPMNPlane_fixed-assets_v3" bpmnElement="Collaboration_fixed-assets_v3">
<bpmndi:BPMNShape id="Participant_fixed-assets_asset_transaction_di" bpmnElement="Participant_fixed-assets_asset_transaction" isHorizontal="true">
<dc:Bounds x="0" y="0" width="1470" height="900" />
</bpmndi:BPMNShape>
<bpmndi:BPMNShape id="Lane_asset_transaction_asset_accountant_di" bpmnElement="Lane_asset_transaction_asset_accountant" isHorizontal="true">
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</bpmndi:BPMNShape>
<bpmndi:BPMNShape id="Lane_asset_transaction_finance_approver_di" bpmnElement="Lane_asset_transaction_finance_approver" isHorizontal="true">
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</bpmndi:BPMNShape>
<bpmndi:BPMNShape id="Lane_asset_transaction_system_di" bpmnElement="Lane_asset_transaction_system" isHorizontal="true">
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</bpmndi:BPMNShape>
<bpmndi:BPMNShape id="Start_asset_transaction_di" bpmnElement="Start_asset_transaction">
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</bpmndi:BPMNShape>
<bpmndi:BPMNShape id="Task_propose_retirement_di" bpmnElement="Task_propose_retirement">
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<bpmndi:BPMNShape id="Task_propose_revaluation_di" bpmnElement="Task_propose_revaluation">
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</bpmndi:BPMNShape>
<bpmndi:BPMNShape id="Task_reverse_asset_transaction_di" bpmnElement="Task_reverse_asset_transaction">
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</bpmndi:BPMNShape>
<bpmndi:BPMNShape id="Gateway_asset_transaction_none__if_di" bpmnElement="Gateway_asset_transaction_none__if">
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</bpmndi:BPMNShape>
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<bpmndi:BPMNShape id="End_asset_transaction_reversed_di" bpmnElement="End_asset_transaction_reversed">
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