Perform asset audits to compare the physical location of the asset in the system with the actual physical location of the asset. Define the parameters for the asset inventory on the Parameters tab, and then perform the asset inventory manually or using a handheld device.
To define parameters for asset inventory:
-
Select Equipment > Additional Features > Asset Inventory.
-
Click the Parameters tab.
-
Select the Parameter List, and then specify the Asset Organization, Department, Asset Class, Asset Status, Inventory Verification Date, Parent Store, and Standard WO.
The Session ID will be created after you click Create/Update Session. Specify a description of the session in the adjacent field.
-
Specify this information:
Assigned To - Specify to whom the asset counting is assigned.
Physical Location Parent - Specify the physical location parent for the asset. The system automatically populates Physical Location Parent Org.
Physical Location Type - Select the physical location type for the asset.
-
Optionally, specify the Asset Organization, Department, Asset Class, Asset Status, and Inventory Verification Date.
The system will exclude all asset records with an Inventory Verification Date later than the date specified on the Parameters tab.
-
Select the Blind Inventory check box if the Inventory Results tab should not be synced to the mobile device.
-
Select the Allow Move WO(s) check box to give the iPad user permission to create Move WO(s).
-
Select the Allow Physical Location Updates to give the iPad user permission to make structural changes.
-
Click Create/Update Session. The system displays the results on the Inventory Results tab for the selected Physical Location Parent and asset children with a status of "I" if a specific status is not specified.
When Create/Update Session is clicked, the system saves and protects all fields except Standard WO.