Selecting inventory sheet for reconciliation
This page allows you to search and select the inventory sheet for reconciliation. You can directly enter the sheet number or you can carry out the search using sheet number, status of the tag, date on which the sheet is raised, attributes of the asset tags included in the sheet like location in which the asset exists, class to which the asset belongs, group to which the asset belongs, asset and tag details and the cost center in which the asset exists. The system retrieves all the inventory sheet based on the search criteria.
Select the “Reconcile Inventory” link under the “Asset Inventory” business component.
The “Select Inventory Sheet” page appears.
Enter the following field if you are aware of the inventory sheet number:
Inventory Sheet No. |
A number identifying the inventory sheet (Alphanumeric, 15). |
Note: The sheet must not be in “Completed” status.
Enter the following fields in the “Search Criteria” group box to search for the inventory sheet. Data entry in the following fields, are optional.
Inventory Sheet No. From |
The starting number in the range of inventory sheet numbers for which the details are to be retrieved (Alphanumeric, 15). The system lists all the inventory sheets that are greater than the value entered here. |
If this field is left blank and the “To” field is entered, then the system retrieves all the inventory sheets that are lesser than the value entered in the “To” field. |
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To |
The ending number in the range of inventory sheet numbers for which the details are to be retrieved (Alphanumeric, 18). The system lists all the inventory sheets that are lesser than the value entered here. The number entered here must be greater than the number entered in the “Inventory Sheet No. From” field. |
If this field is left blank and the “Inventory Sheet No. From” entered, then the system retrieves all the inventory sheets greater than the value specified in the “Inventory Sheet No. From” field |
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Status |
Use the drop-down list box to select the status of the inventory sheet. |
Sheet Date From |
The starting date in the range of sheet dates from which the inventory sheet details must be retrieved (Date Format). The system lists all the inventory sheets that are raised later than this date. The date specified here must be less than the date entered in the “To” field. |
If this field is left blank and the “To” field is entered, then the system retrieves all the inventory sheets raised later than the date specified in the “To” field. |
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To |
The ending date in the range of inventory sheet dates until which the inventory sheet details must be retrieved (Date Format). The system lists all the inventory sheets that are raised earlier than this date. |
If this field is left blank and “Sheet Date From” field is entered, then the system retrieves all the inventory sheets raised on later than the date specified in the “Sheet Date From” field |
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Asset Location Code |
A number identifying the asset location (Alphanumeric, 20). This number must be defined in the “Create Asset Location” activity of “Asset Location” business component. |
Help facility available. |
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Asset Class Code |
Use the drop-down list box to specify the code identifying the class to which the asset belongs. All the asset class defined in the “Create Asset Class” activity of the “Asset Type Definition” business components are displayed in the drop-down list box. The system displays “All” by default. |
Asset Group Code |
A number identifying the group to which the asset belongs (Alphanumeric, 25). The system retrieves all the assets, which belong to group specified here. |
Help facility available. |
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Asset No. |
The number identifying the asset (Alphanumeric, 18). |
Help facility available. |
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Asset Description |
The textual description pertaining to the description (Alphanumeric, 40). Enter the description in full or specify it partially using the * characters. The system retrieves all the sheets whose asset description is similar to the value 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 assets 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. |
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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 inventory sheets whose tag description is similar to the text entered here. |
Click the “Search” pushbutton to retrieve the details in the multiline.
The system retrieves the following fields in the “Search Results” multiline:
Inventory Sheet No. |
The number identifying the inventory sheet. |
Sheet Description |
The textual description pertaining to the inventory sheet. |
Sheet Date |
The date on which the inventory sheet is created. |
Status |
The status of the inventory sheet. |
Select the “Reconcile Inventory” link at the bottom of the page to reconcile the inventory in the sheet.