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Inventory dialog (Inventory module)
Show all hidden content
Use this window to view the status of existing inventories or select to create a new inventory, discontinue an existing active inventory, or print inventory reports.
note
This window is available only if you have a license for the Fixed Assets Inventory Module.
This window appears when you select
Tasks
, then Inventory
from within Fixed Assets CS if you've finalized at least 1 inventory.Fields and buttons
Inventory list
Displays the name of each inventory, the date on which the inventory started, the period end date, and the status of each inventory (Active or Closed).
Discontinued / Reports button
- Discontinued: This button is named "Discontinued" when an active inventory is selected in the Inventory list. Select this button to change the status of the selected inventory to Discontinued.
- Reports: This button is named "Reports" if the highlighted inventory has a status of Closed or Discontinued. SelectReportsto open thewindow in which you can print various inventory asset reports and worksheets.Print
New Inventory / Open button
- New Inventory: This button is named "New Inventory" when all of the Fixed Assets CS client's inventories have a status of Closed or Discontinued. Selecting this button opens a new inventory for the Fixed Assets CS client.
- Open: This button is named "Open" when the active inventory is selected in the Inventory list.
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 has a license for the Inventory Module in Flash or EMS. If they do, 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. You need to complete this internally only if a firm is having problems with downloading their licenses.
- If the firm doesn't have a license 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 have a license for the Inventory Module and has an interest in doing so, transfer the user to Sales (x751363).