Inventory dialog (Inventory module)

Alerts and notices

Use this dialog to view the status of existing inventories or choose to create a new inventory, discontinue an existing active inventory, or print inventory reports.

Note: This dialog is available only if you are licensed for the Fixed Assets Inventory module.

This dialog appears when you choose Tasks > Inventory from within Fixed Assets CS if you have finalized at least one inventory.

Fields & buttons

Displays the name of each inventory, the date on which the inventory was started, the period end date, and the status of each inventory (Active or Closed).

  • Discontinued: This button is named "Discontinued" when an active inventory is selected in the Inventory list. Click 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. Click the Reports button to open the Print dialog in which you can print various inventory asset reports and worksheets.
  • 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. Clicking 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.

Internal notes

Support: 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 does not license the Inventory Module and is interested in doing so please transfer the user to Sales (x751363).