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Reconcile Assets dialog (Inventory module)
Show all hidden content
Use the window to change the inventory status for a group of assets.
Reconcile Assets
To open this window, in the
Fixed Assets Inventory
module, select Tasks
, then Reconcile Assets
.Fields and buttons
Assets available to reconcile
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 theActivityfield.
- Situs: Select a situs from theSitusdropdown list to list only those assets that are assigned to a specific situs.
- Inventory Status: Select an inventory status from theInv Statusdropdown list.
- Review Status: Select an inventory review status from theRevieweddropdown list.
- Association Value: Use theAssociation Valuefields 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.
Assets to reconcile
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.note
To remove an asset from this list, select the asset and select pane.
Remove
. The asset returns to the Assets available
Focus group box
Activity
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.Situs
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, selectAll Statesfrom the dropdown list.
- To have all assets that are not assigned to any situs available for selection, selectNo Statesfrom the dropdown list.
note
Only assets that are not in multiple-unit activities can be reassigned to different situses through the window. Multiple-unit activity assets are assigned to situses based on the activity in which they reside. To change the situs for a multiple-unit activity, select
Reassign Assets
Setup
, then Activities
, and edit the activity.Inv Status
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.Reviewed
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.Display / Association Value
Use the pane.
Display
checkboxes and Association Value
fields to determine which columns appear in the Assets available
Display checkboxes
Use the checkboxes next to the association titles to determine which columns are displayed in the pane. Note that marking and clearing these checkboxes doesn't affect the assets that are available for selection.
Assets available
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 pane.
Assets available
- 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
Inv Status
From the pane.
Inv Status
dropdown list, select the inventory status to which you want to reconcile the assets that are listed in the Assets available