Data displays on this screen as a result of creating template data and running the process from the Create Asset Inventory Transactions screen and/or from making manual additions or edits on this screen.
The data resides in this table window screen on an interim basis, where you can edit it as needed. Once your data review is complete on this screen, you can run the final process from the Create Asset Inventory Information screen, by which the system clears the inventory data from this screen and writes it to the individual asset inventory records based on your final selection parameters.
The system automatically displays the asset number, item number, and the asset's short description in non-editable fields in this table window screen. The related inventory data for each asset record includes a date field and eight user-defined inventory fields. Each user-defined inventory field can be used independently from each of the other seven user-defined inventory data columns.
On the Manage Tracking Field Labels screen, you can optionally define the labels for the inventory data columns, such as Counted By, Condition, and so on. Your labels, along with the Date column, will display as the column names for the table window on this screen, as well as on the Manage Asset Inventory Information screen, the Create Asset Inventory Transactions screen, the Manage Asset Inventory Transactions screen, and on the Print Asset Inventory Information Report. Use this optional feature to customize the inventory data that you record for ease in recognition.
It is not a system requirement that you establish one or more labels for the table columns. If you do not choose to define labels, system default labels (for example, Inventory1, Inventory2, and so on) will display as the column names. You may find, however, that data entry and history review is more meaningful when appropriate labels display.
Although you can set up and change the labels on the Manage Tracking Field Labels screen at any time, you may find it more convenient to decide on the label names before you begin to enter data on this screen. To achieve consistency throughout your records, it is preferable for you to plan for and establish as much as possible of this setup data during your initialization procedures.
You can enter, edit, delete, or view inventory data on this screen at any time after you have established your asset records on the Manage Asset Master Information screen, created the template data and run the process from the Create Asset Inventory Transactions screen and/or made any manual additions or edits.
In this table window, you can enter, edit, delete or view inventory data for asset records based on your Query selection parameters.
In most cases, the data on this screen will have been system-populated from template data entered on the Create Asset Inventory Transactions screen. In some instances, however, you may have entered or edited data manually on this screen after you have run the Create Asset Inventory Transactions process.
When you have entered, edited, and/or reviewed the data on this screen, you can run the process from the Create Asset Inventory Information screen, which moves data from this table into the Manage Asset Inventory Information screen on an asset-by-asset basis.
Edit, enter, or click to select, the date associated with the inventory record in this field. You can enter multiple rows of data associated with the same date, because the system records a line sequence number "behind-the-scenes".
The date you entered in the template on the Create Asset Inventory Transactions screen automatically displays as the default date for this "temporary" asset inventory record.
This field is required, so you cannot delete this data for the row. You can, however, delete the entire row if you choose. If you delete the entire row, the data from the row will not be moved to the Manage Asset Inventory Information screen when you run the final process from the Create Asset Inventory Information screen. The final process moves data from this table window into the Manage Asset Inventory Information screen on an asset-by-asset basis, and deletes the data from this screen.
The asset number that was included in the selection parameters for the process run from the Create Asset Inventory Transactions screen automatically displays for this "temporary" asset inventory record.
To change the asset number or to enter a new row in the table window, enter, or click to select, the desired asset number to be associated with the inventory record.
The associated Item No automatically appears after you specify the Asset No which has already been added as a record on the Manage Asset Master Information screen.
This field is required, so you cannot delete this data for the row. You can, however, delete the entire row if you choose. If you delete the entire row, the data from the row will not be moved to the Manage Asset Inventory Information screen when you run the final process from the Create Asset Inventory Information screen. The final process moves data from this table window into the Manage Asset Inventory Information screen on an asset-by-asset basis, and deletes the data from this screen.
The item number that was included in the selection parameters for the process run from the Create Asset Inventory Transactions screen automatically displays for this "temporary" asset inventory record.
To change the item number or to enter a new row in the table window, enter, or click to select, the desired item number to be associated with the inventory record.
The associated Asset No automatically appears after you specify the Item No which has already been added as a record on the Manage Asset Master Information screen.
This field is required, so you cannot delete this data for the row. You can, however, delete the entire row if you choose. If you delete the entire row, the data from the row will not be moved to the Manage Asset Inventory Information screen when you run the final process from the Create Asset Inventory Information screen. The final process moves data from this table window into the Manage Asset Inventory Information screen on an asset-by-asset basis, and deletes the data from this screen.
The system automatically displays the associated short description when you select an Asset No or Item No. The short description comes from the Asset Master record on the Manage Asset Master Information screen. If the Asset No and Item No fields are blank, you can click to select a record from the Lookup through its short description.
You may alternately have made edits to the short description on the Manage Asset Description Information screen and/or on the Manage Asset Master Global Changes screen, subject to security and configuration constraints. If you did not establish a short description for this record, this field will be blank.
If you designated labels for these fields in the Inventory Labels group box of the Manage Tracking Field Labels screen, your label descriptions will display.
It is not a system requirement that you establish a label for these fields. If you did not set up a label for any of them, the system automatically displays default labels (for example, Inventory1) as the labels for these columns in the table window.
The data you entered for these fields in the template on the Create Asset Inventory Transactions screen automatically displays as default data for these field in this "temporary" asset inventory record.
To change the data or to enter new data for these fields, enter values in these fields to specify the desired information to be associated with the inventory record. You can also delete data in these fields if needed, as it is neither required nor validated.
You can also choose to delete the entire row if you choose. If you delete the entire row, the data from the row will not be moved to the Manage Asset Inventory Information screen when you run the final process from the Create Asset Inventory Information screen. The final process moves data from this table window into the Manage Asset Inventory Information screen on an asset-by-asset basis, and deletes the data from this screen.