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assetmanagement:maintenance:inventorymaintenance:inventory

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assetmanagement:maintenance:inventorymaintenance:inventory [2020/01/21 22:00] – emorenoassetmanagement:maintenance:inventorymaintenance:inventory [2022/02/22 21:23] (current) – emoreno
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-Use the import function of the Transaction Records tab to import Asset Management records from the Finance application save the file to automatically add inventory records. The record information is automatically added to the Inventory Records and Transaction Records tabs.+You can use the import function on the Transaction Records tab to import Asset Management records from the Finance application, and then save the file to automatically add inventory records. The record information is automatically added to the Inventory Records and Transaction Records tabs.
  
 </WRAP> </WRAP>
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 ====Add or modify a record:==== ====Add or modify a record:====
  
-^Add|++Add an item.|{{page>general:assetmanagement_add_item}}++| +^Add|{{page>general:assetmanagement_add_item}}| 
-  OR +^Retrieve an existing item|{{page>general:assetmanagement_search_for_item}}|
-^Retrieve an existing item.|++Search for a record.|{{page>general:assetmanagement_search_for_item}}++|+
  
  
 ^ Field                                        ^ Description   ^  /*Table with two rows*/ ^ Field                                        ^ Description   ^  /*Table with two rows*/
 ^Catalog Nbr |{{page>general:asset_man_cat_nbr}}| ^Catalog Nbr |{{page>general:asset_man_cat_nbr}}|
-^Vendor Nbr|The vendor number is displayed, and is retrieved from the first available transaction record with vendor information. Vendor information can be added to the transaction record from the Transaction Records tab.|+^Vendor Nbr|The vendor number is displayed and is retrieved from the first available transaction record with vendor information. Vendor information can be added to the transaction record from the Transaction Records tab.|
 ^Inventory Type|Click {{:images:dropdown.gif|Drop-down Arrow}} to select an inventory type code (C for Capital Assets or I for Inventory Assets). The field is required for depreciation calculations.|  ^Inventory Type|Click {{:images:dropdown.gif|Drop-down Arrow}} to select an inventory type code (C for Capital Assets or I for Inventory Assets). The field is required for depreciation calculations.| 
 ^Status|Click {{:images:dropdown.gif|Drop-down Arrow}}  to select a status code. The code must exist on the Tables > Status Code tab before it can be used on this page.| ^Status|Click {{:images:dropdown.gif|Drop-down Arrow}}  to select a status code. The code must exist on the Tables > Status Code tab before it can be used on this page.|
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 ^Dt Last Update|The date the item record was last updated is displayed.| ^Dt Last Update|The date the item record was last updated is displayed.|
 ^Description|Type a description for the item. The field can be a maximum of 50 characters. If the **Use Catalog Description** field is selected on the Asset Management Options page, the description from the Catalog table is used if the** Description** field is blank.| ^Description|Type a description for the item. The field can be a maximum of 50 characters. If the **Use Catalog Description** field is selected on the Asset Management Options page, the description from the Catalog table is used if the** Description** field is blank.|
-^Serial Nbr|Type the serial number imprinted on the item by the factory, or type a district-assigned serial number. The field can be a maximum of 30 characters.|+^Serial Nbr|Type the serial number imprinted on the item by the factory, or type an LEA-assigned serial number. The field can be a maximum of 30 characters.|
 ^Vendor Name|The vendor name from the first available transaction record with vendor information is displayed. Vendor information can be added to the transaction record from the Transaction Records tab.| ^Vendor Name|The vendor name from the first available transaction record with vendor information is displayed. Vendor information can be added to the transaction record from the Transaction Records tab.|
 ^Campus|Click {{:images:smallpicklist.gif|Ellipsis Icon}} to select a campus code from the available list. The code must exist in the Finance Campus Name and Address table before it can be selected or used on this page.| ^Campus|Click {{:images:smallpicklist.gif|Ellipsis Icon}} to select a campus code from the available list. The code must exist in the Finance Campus Name and Address table before it can be selected or used on this page.|
 ^Local Use1|Type comments that are related to this record. The field can be a maximum of ten characters. Otherwise, leave blank.| ^Local Use1|Type comments that are related to this record. The field can be a maximum of ten characters. Otherwise, leave blank.|
-^Local Use2 and Local Use3|Type comments that are related to this record. The fields can be a maximum of 11 digits. Otherwise, leave blank.|+^Local Use2 and Local Use3|Type any specific amounts that are related to this record. The fields can be a maximum of 11 digits. Otherwise, leave blank.|
 ^Number of Units |{{page>general:asset_man_num_of_units}}| ^Number of Units |{{page>general:asset_man_num_of_units}}|
 ^Unit Cost|Type the cost of an individual unit. The field is required for depreciation calculations and can be a maximum of 11 digits. If this is a multiple unit record, the cost field can be calculated using the formula Total Cost/Number of Units = Unit Cost.| ^Unit Cost|Type the cost of an individual unit. The field is required for depreciation calculations and can be a maximum of 11 digits. If this is a multiple unit record, the cost field can be calculated using the formula Total Cost/Number of Units = Unit Cost.|
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-VCV Click **Save**+VCV Click **Save**.
  
  
assetmanagement/maintenance/inventorymaintenance/inventory.1579644034.txt.gz · Last modified: 2020/01/21 17:00 (external edit)

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