Defining parameters for asset inventory

Perform assets audits to compare the system physical location of the asset with the actual physical location of the asset. Define the parameters for the asset inventory on the Parameters tab which specifies counting criteria, and then perform the count manually or using a handheld device.

To define parameters for asset inventory:

  1. Select Equipment > Asset Inventory > Asset Inventory.
  2. Click the Parameters tab.
  3. Specify this information:
    Note: The system automatically populates Status, Created By, and Date Created.
    Parameter List
    Select the parameter list.
    Session ID
    The session ID will be created after you click Create/Update Session. Specify a description of the session in the adjacent field.
    Asset Organization
    Specify the organization to which the asset belongs.
    Department
    Specify the department to which the asset belongs.
    Asset Class
    Specify the class to which the asset belongs. The system automatically populates Class Org.
    Asset Status
    Specify the status of the asset.
    Parent Store
    Specify the parent store of the Part associated with the In Store asset.
    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.
    Standard WO
    Specify the standard work order.
    Blind Inventory
    Select if the Inventory Results tab should not be synced to the mobile device.
    Allow Move WO(s)
    Select to give the iPad user permission to create Move WO(s).
    Allow Physical Location Updates
    Select to give the iPad user permission to make structural changes.
  4. 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.
    Note: When Create/Update Session is clicked, the system saves and protects all fields except Standard WO.