Adding new tags to the inventory sheet

This page allows you to add new asset tags to the inventory sheet. Tell me more.

Select the “Add Tags” link at the bottom of the “Select Inventory Sheet” page.

The “Add Tags to Inventory Sheet” page appears.

The system displays the following field:

Inventory Sheet No.

The number identifying the inventory sheet.

Modify the following field if required:

Sheet Description

A textual description pertaining to the inventory sheet (Alphanumeric, 40). Mandatory.

The system displays the following field:

Status

The status of the inventory sheet.

Modify the following field if required:

Sheet Date

The date on which the inventory sheet is created (Date Format). Mandatory. The sheet date must fall within the open financial period.

Enter the following fields in the group box to search for the assets which has to be added to inventory sheet:

Asset Location Code	A number identifying the asset location (Alphanumeric, 20). Mandatory. Enter the code in full or partially using the * character. The system displays all the assets whose location code is similar to the value entered here.
	This number must be defined in the “Create Asset Location” activity of “Asset Location” business component.
	Help facility available.
Child Location	Check the box if you want to retrieve asset tags at all the locations mapped to the parent asset location. The child location for the asset location must be defined for the asset location in “Create Asset Location” activity of “Asset Location” business component.
Asset Class Code	Use the drop-down list box to specify the code identifying the class to which the asset belongs. The system displays “All” by default.
Asset Group Code	A code identifying the group to which the asset belongs (Alphanumeric, 25). Help facility available.
Child Group	Check the box if you want to retrieve the asset tags with all asset groups mapped to the parent asset group. The child group for the asset location must be defined for the asset location in “Create Asset Location” activity of “Asset Location” business component.
Finance Book	Use the drop-down list box to select the code identifying the finance book in which the asset details are posted. All the finance books mapped to the login organization unit are listed in the drop-down list box. The system displays “All” by default.
Asset No.	A number identifying the asset (Alphanumeric, 18).
	Help facility available.
Asset Description	A textual description pertaining to the asset (Alphanumeric, 40). Enter the description in full or partially using the * characters. The system retrieves all the assets whose description is similar to the text entered here.
Cost Center	A code identifying the cost center (Alphanumeric, 10). Enter the cost center in full or specify it partially using the * characters. The system retrieves all the asset that have cost centers is similar to the value entered here. Help facility available.
Tag No.	A number identifying the asset tag (Integer).
	Help facility available.

Note: The tag must be in “Active” status.

Tag Description	A textual description pertaining to the tag (Alphanumeric, 40). Enter the description in full or specify it partially using the * characters. The system retrieves all the tags whose description is similar to the text entered here.
Asset Category	Use the drop-down list box to specify the category to which the asset belongs. The various asset categories available are
	Newly Acquired – Indicates that the asset tags are newly acquired and are not yet been inventoried.
	Newly Transferred – Indicates that the asset tags are in transit. The date on which the assets are received is greater than the last inventoried date.
	Inventory Overdue – Indicates the asset tags whose inventory due date is greater than the inventory sheet date.
	The system displays “All” by default.
Inventory Due Date From	The starting date in the range of dates during which the inventory is due for verification (Date Format). The system retrieves all the assets whose due date later than the date entered here. The date entered must be less than the date entered in “To” field.
	If this field is left blank, and only ‘”To” field is entered, then system retrieves all assets whose inventory due date is earlier than the date entered in “ To” field.
To	The ending date in the range of dates during which the inventory is due for verification (Date Format). The system retrieves all the assets whose due date is earlier than the date entered here.
	If this field is left blank, and only “Inventory due date from” field is entered, then system retrieves all assets whose inventory due date is later than the date entered in “ Inventory due date from” field.
Asset Cost From	The starting amount of the asset in the range of asset cost for which the details are to be retrieved (Decimal). The system retrieves all the assets whose cost is greater than the amount entered here. The amount entered here must be lesser than the amount entered in the “To” field.
	If this field is left blank and the “To” field is entered, then the system retrieves all the assets whose cost is lesser than the value entered in the “To” field.
To	The ending amount of the asset in the range of asset cost from which the details are to be retrieved (Decimal). The system retrieves all the assets whose asset cost is less than the value entered here.
	If this field is left blank and the “Asset Cost From” field is entered, then the system retrieves all the asset tags whose cost is greater than the value entered in the “asset Cost From” field.

Click the “Get Details” pushbutton to retrieve the details in the multiline:

The system displays the following fields in the “Asset Details” multiline:

Asset No.	The number identifying the asset.
Asset Description	A textual description pertaining to the asset.
Tag No.	The number identifying the asset tag.
Tag Description	A textual description pertaining to the asset tag.

Note: The asset and the tags must not be already be included for verification in any of the inventory sheets.

The asset number and the tag number combination must be unique.

Asset Location Code	The code identifying the asset location.
Inventory Cycle	The frequency in which the inventories has to be verified. The inventory cycle could be “Monthly”, “Quarterly”, “Half Yearly” and “Yearly” or “Not Required”.
Inventory Due Date	The date during which the inventory is due for verification.
Asset Class Code	A code identifying the asset code.
Asset Cost	The cost of the asset.
Cost Center	The code identifying the cost center.
Finance Book	A code identifying the finance book in which the asset details are posted.
Asset Group Code	A code identifying the asset group.

Check the box in the “Select” column of the multiline to mark the asset number.

Note: Atleast one row must be selected in the multiline.

Click the “Add To List” pushbutton to add the assets, which has to be verified, to the list.

The system stores all the details of the inventory sheet in the temporary file.

Click the “Show List” pushbutton to display all the assets included in the asset inventory.
Click the “Add Tags” pushbutton to add asset tags to the inventory sheet.

Note: You can add many tags into the list and finally save the inventory sheet.

The system updates the status of the sheet to “Fresh”.

The system updates the status of all the tags included in the inventory sheet to “Frozen.

Note: The tags included in the inventory sheet cannot be included in another sheet.

The system displays the following fields:

Created By	The login ID of the user who created the inventory sheet.
Created Date	The date on which the inventory sheet is created.
Last Modified by	The Login ID of the user who last modified the inventory sheet
Last Modified date	The date on which the inventory sheet was last modified.

Adding new tags to the inventory sheet – An overview

You can modify the description of the sheet and the date of the inventory sheet. You can search for the asset tags using location of the asset, the group to which the asset tags belongs, asset number, asset tag number, cost center in which the asset is present, category to which the asset belongs, date on which the asset verification is due, and the total cost. You can also retrieve all the assets from the child location of the location specified and the child group of the group specified. You can also retrieve the assets, which are newly acquired, newly transferred and whose verification is long pending. The system retrieves all the assets based on the search criteria. You can select the asset and add it to the list. The assets can be appended to the list till the inventory sheet is created.

The system updates the status of the inventory sheet to “Fresh” and the status of the tags included to “Frozen” in Asset capitalization Business Component. The system stores the login ID of the user along with the modification history.

What you can do in this page

Add new asset tags and view the tags included in the inventory sheet

Modify the inventory sheet details

Add new asset tags and view the tags included in the inventory sheet

You can add new asset tags to the existing sheets, which are in “Fresh” status. The asset tags must not been already included in any other inventory sheet. You can append the assets with the already existing assets in the inventory sheet. You can also view the assets included in the sheet.

Specify the search criteria to search for the assets.
Select the assets from the multiline and click the “Add To List” pushbutton to add the assets to the sheet.
Click the “Show List” pushbutton to view the tags in the sheet.
Click the “Add Tags” pushbutton to add the tags in the sheet.

The asset tags are “Frozen” in the “Asset Capitalization” business component once included in the sheet.

Modify the inventory sheet details

You can modify the description of the sheet and the date of the inventory sheet.

Modify the sheet description and the sheet date if required.
Save the modification made.