Physical Inventory Batch List
The Physical Inventory Batch List page allows authorized users to initialize and manage the results of physical inventories of assets. Asset Service's Physical Inventory allows you to keep track of your organization's fixed assets. Physical inventory batches can be run as many times as you'd like. After the physical inventory batches are created, you can print and distribute worksheets to users to perform the inventory.
To access the Physical Inventory Batch List page, go to Financial Management > Asset Management > Physical Inventory.
The Physical Inventory Batch workflow process allows authorized users in your organization to validate, generate the edit and error listing, and post groups of physical inventory batches to which the user is authorized. Approvals are not required to post physical inventory batches.
New
Click New to create a new physical inventory batch or click the Description hyperlink to open and edit an existing physical inventory batch. See Add or Edit a Physical Inventory Batch for more information.
Delete
To delete a batch from the Physical Inventory Batch List page, select the batch in the list to highlight it and click Delete.
The Delete button is hidden or disabled if you do not have the appropriate security permissions. If you are authorized, when you click Delete you are prompted to confirm the deletion.
Refresh
If needed, click Refresh to repopulate and update the list to include any changes made by you or other authorized users.
Maintain Results
With a physical inventory batch selected, click Maintain Results to open the Physical Inventory Asset List page where you can view and maintain a list of all assets included in the physical inventory batch.
Export
The Export feature is not available at this time, but will be operational in a future release.
Import
The Import feature is not available at this time, but will be operational in a future release.
Worksheet
To generate a worksheet for batch physical inventory items and their corresponding system values and physical inventory results, follow the steps below.
- Click Worksheet. The Physical Inventory Worksheet pop-up window opens.
- In Sort Order, select the order in which you want the report output sorted.
- Select the Include Detail check box to display detail worksheet data about the asset.
- Select the Include Results Values check box to display the physical inventory result data about the asset.
- Click Print to send the Physical Inventory Worksheet to myReports.
See also: