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Select Assets tab (Inventory module)

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By default, all inventories include all relevant assets. However, you can use this tab to restrict the assets that are included in an inventory.
note
This tab is available only if you have a license for the Fixed Assets Inventory module.
There are two ways to open this tab.
  • When creating a new inventory, select
    Next
     in the
    Setup Inventory
    , then
    General Information
     tab.
  • In an existing inventory, select
    Inventory
    , then
    Properties
    , and then select the
    Select Assets
     tab.

Fields and buttons

Include only assets that are not disposed (sold, traded, casualty/theft) and not transferred
This checkbox is marked for all inventories by default. To exclude assets that are assigned to specific situses, activities, or associations from the current inventory, clear this checkbox and, using the options on the left side of this group box, move the specific items that you want to exclude to the
Exclude from inventory
 pane.
Situs / Activities / Groups / Locations / Types / Divisions / All other assoc
To include a subset of assets in the current inventory (rather than all assets), select the categories to include or exclude.
To exclude any associations other than those listed (Groups, Locations, Types, and Divisions), select
All other assoc
 and select the association from the dropdown list.
Exclude from inventory pane
Lists the items (situses, activities, or associations) to be excluded from the current inventory.
Include in inventory pane
Lists the items (situses, activities, or associations) to be included in the current inventory.
Include all assets
Select the option.
  • Regardless of cost/basis
    : This option is marked by default.
  • Whose Tax cost/basis is over
    : To include in the current inventory only assets with a Tax cost/basis greater than a specific amount, select this option and enter the amount in the corresponding field.
  • Whose Book cost/basis is over
    : To include in the current inventory only assets with a Book cost/basis greater than a specific amount, select this option and enter the amount in the corresponding field.
Include only assets that are not disposed (sold, traded, & casualty/theft) and not transferred
This checkbox is marked for each inventory by default. When marked, assets with a disposal method of Casualty/Theft - No Replacement, Casualty/Theft - Replacement, Sold/Scrapped, or Traded in the
Asset Detail
 window's
Disposal
 tab, or assets that have been transferred to another activity or association, won’t be included in the current inventory.
To include assets with the preceding methods of disposal in the current inventory, clear this checkbox.
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 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 is interested in doing so, transfer the user to Sales (x751363).

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