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Reconcile Assets dialog (Inventory module)

Use the
Reconcile Assets
 window to change the inventory status for a group of assets.
To open this window, in the
Fixed Assets Inventory
 module, select
Tasks
, then
Reconcile Assets
.

Fields and buttons

Lists all assets that are available for selection. You can change the columns that are displayed here using the checkboxes in the
Focus
 group box. You may also change the assets that are displayed by changing the
Association Value
 fields.
  • Activity
    : Select an activity from the dropdown list for the
    Activity
     field.
  • Situs
    : Select a situs from the
    Situs
     dropdown list to list only those assets that are assigned to a specific situs.
  • Inventory Status
    : Select an inventory status from the
    Inv Status
     dropdown list.
  • Review Status
    : Select an inventory review status from the
    Reviewed
     dropdown list.
  • Association Value
    : Use the
    Association Value
     fields to customize the asset list according to group, location, property type, division, or any custom association that maintains a list.
You can change the columns that are displayed here using the checkboxes in the
Focus
 group box.
You can use a barcode scanner to select assets by scanning each asset's barcode label.
Lists the assets you have selected. In addition to the
Select
 and
Select All
 buttons, you may use a barcode scanner to select assets by scanning each asset's barcode label.
Focus group box
Use this field to limit the assets that are available for selection to those that are contained in a specific activity folder. Or, to display all assets in all activities, select
(All Activities)
 from the dropdown list.
To display only those assets that are assigned to a specific situs, select the situs from the dropdown list.
  • To have all assets for all situses available for selection, select
    All States
     from the dropdown list.
  • To have all assets that are not assigned to any situs available for selection, select
    No States
     from the dropdown list.
To display only those assets that are assigned to a specific inventory status, select that status from the dropdown list. Or, to have all assets available for selection regardless of inventory status, select
(All Status)
 from the dropdown list.
To display only assets that have been reviewed or only assets that have
not
 been reviewed, select the review status from the dropdown list. Or, to have all assets available for selection regardless of review status, select
(All Review)
 from the dropdown list.
Use the
Display
 checkboxes and
Association Value
 fields to determine which columns appear in the
Assets available
 pane.
Display checkboxes
Use the checkboxes next to the association titles to determine which columns are displayed in the
Assets available
 pane. Note that marking and clearing these checkboxes doesn't affect the assets that are available for selection.
Association Value fields
A field appears here for each association that maintains a list. Use these fields to limit the assets that are available in the
Assets available
 pane.
  • To include all assets that are assigned to a particular association, select
    (All [association])
     from the dropdown list.
  • To include only assets that are assigned to a particular association value, select that value from the dropdown list.
To include all assets that haven’t been assigned to a particular association, select
(No [association] association)
 from the dropdown list. For example, if you want to include in the list all assets that are not assigned to a location, select
(No Location association)
 from the dropdown list.
Reconcile to group box
From the
Inv Status
 dropdown list, select the inventory status to which you want to reconcile the assets that are listed in the
Assets available
 pane.

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