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assetmanagement:utilities:massupdate:inventory

Inventory - BAM7000

Asset Management > Utilities > Mass Update > Inventory

This utility is used to update the inventory data for all records, only capital asset records, or only inventory asset records. Values in the drop-down list of the From column are derived from inventory record values. Values in the drop-down list of the To column are derived from the code tables.

Note: When multiple criteria are selected for mass update, records selected must match all criteria.

Mass update inventory records:

❏ Under Inventory Types:

Field Description
Capital AssetsSelect assets that were valued at greater than $5,000.00 when originally purchased.
Inventory AssetsSelect assets that were valued at less than $5,000.00 when originally purchased, but which require inventory control and management.
BothSelect capitalized and inventory records.
Change Last Inventory DateSelect to update the last inventory date for the selected item(s).
Last Inventory DateType the date the last inventory was performed in the MMDDYYYY format.
Change Status Code

Select to change the status code for the selected item(s).

• In the From column of the Status field, click Drop-down Arrow to select the original status code from the inventory records.

• In the To column of the Status field, click Drop-down Arrow to select the new status code from the asset management code tables.

Change Catalog Nbr

Select to change the catalog number for the selected item(s).

• In the From column of the Catalog Nbr field, click Drop-down Arrow to select the original catalog number from the inventory records.

• In the To column of the Catalog Nbr field, click Drop-down Arrow to select the new catalog number from the asset management code tables.

Change Campus

Select to change the campus code for the selected item(s).

• In the From column of the Campus field, click Drop-down Arrow to select the original campus code from the inventory records.

• In the To column of the Campus field, click Drop-down Arrow to select the new campus code from the asset management code tables.

Change Department

Select to change the department code for the selected item(s).

In the From column of the Department field, click Drop-down Arrow to select the original department code from the inventory records.

In the To column of the Department field, type the new department code from the asset management code tables.

Change Room Nbr

Select to change the room number for the selected item(s).

In the From column of the Room field, click Drop-down Arrow to select the original room number from the inventory records.

In the To column of the Room field, type the new room number from the asset management code tables.

Change Condition Code

Select to change the condition code for the selected item(s).

In the From column of the Condition field, click Drop-down Arrow to select the original condition code from the inventory records.

In the To column of the Condition field, click Drop-down Arrow to select the new condition code from the asset management code tables.

Change Gain Code

Select to change the gain code for the selected item(s).

In the From column of the Gain field, click Drop-down Arrow to select the original gain code from the inventory records.

In the To column of the Gain field, click Drop-down Arrow to select the new gain code from the asset management code tables.

Change Insurance Code

Select to change the insurance code for the selected item(s).

In the From column of the Insurance field, click Drop-down Arrow to select the original insurance code from the inventory records.

In the To column of the Insurance field, click Drop-down Arrow to select the new insurance code from the asset management code tables.

❏ Click Execute to execute the process. When the processing is completed, the Mass Update Inventory Record Preview report is displayed. Review the report.

❏ Click Process to update the selected records in the asset management tables.

A message is displayed indicating that the process was successfully completed. Click OK.


assetmanagement/utilities/massupdate/inventory.txt · Last modified: 2020/09/15 21:52 by emoreno