General Information tab (Inventory module)

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Use this tab to enter a name for the new inventory or update the name of an active inventory.
note
This tab is available only if you are licensed for the Fixed Assets Inventory module.
There are three ways to open this tab.
  • While creating a new inventory, this tab opens:
    • If there are no other inventories (active or closed) for the client's current fiscal year end and you select
      Tasks
      , then
      Inventory
      in Fixed Assets CS.
    • When you select
      New
      in the
      Inventory
      window.
  • In an existing inventory, this tab opens when you select
    Inventory
    , then
    Properties
    .

Fields & buttons

Inventory name
Enter a description of the inventory.
Date initiated
This read-only field displays the date on which the inventory is started.
For internal use only
The separate license needed to access the Inventory Module is named DINVNAME.DAT.
  • You first need to verify if the firm is licensed for the Inventory module in Flash or EMS. If they are, have the user download their licenses. If the firm encounters issues downloading their licenses, you can download the firm's license, rename their DWNAME.DAT to DINVNAME.DAT, and then email the license file you created to the firm.
    Never walk an external user through renaming their DWNAME.DAT license. This is to be completed internally only if a firm is having problems with downloading their licenses.
  • If the firm is not licensed for the Inventory module, you will need to submit an EMS Help Desk ticket so that the license can be made available to the firm through CS Connect. If the firm doesn’t license the Inventory Module and is interested in doing so please transfer the customer to Sales (x751363).

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