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Select Assets tab (Inventory module)

By default, all inventories include all relevant assets. However, you can use this tab to restrict the assets that are included in an inventory.
There are two ways to open this tab.
  • When creating a new inventory, select
    Next
     in the
    Setup Inventory
    , then
    General Information
     tab.
  • In an existing inventory, select
    Inventory
    , then
    Properties
    , and then select the
    Select Assets
     tab.

Fields and buttons

This checkbox is marked for all inventories by default. To exclude assets that are assigned to specific situses, activities, or associations from the current inventory, clear this checkbox and, using the options on the left side of this group box, move the specific items that you want to exclude to the
Exclude from inventory
 pane.
To include a subset of assets in the current inventory (rather than all assets), select the categories to include or exclude.
To exclude any associations other than those listed (Groups, Locations, Types, and Divisions), select
All other assoc
 and select the association from the dropdown list.
Lists the items (situses, activities, or associations) to be excluded from the current inventory.
Lists the items (situses, activities, or associations) to be included in the current inventory.
Select the option.
  • Regardless of cost/basis
    : This option is marked by default.
  • Whose Tax cost/basis is over
    : To include in the current inventory only assets with a Tax cost/basis greater than a specific amount, select this option and enter the amount in the corresponding field.
  • Whose Book cost/basis is over
    : To include in the current inventory only assets with a Book cost/basis greater than a specific amount, select this option and enter the amount in the corresponding field.
This checkbox is marked for each inventory by default. When marked, assets with a disposal method of Casualty/Theft - No Replacement, Casualty/Theft - Replacement, Sold/Scrapped, or Traded in the
Asset Detail
 window's
Disposal
 tab, or assets that have been transferred to another activity or association, won’t be included in the current inventory.
To include assets with the preceding methods of disposal in the current inventory, clear this checkbox.

This article applies to:

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