Adding an asset in the Fixed Assets Inventory module

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See also: Inventory processing sequence

Note: The Fixed Assets Inventory module is licensed separately from Fixed Assets CS.

When you start an inventory, only the assets that are present in Fixed Assets CS at that time can be included in the inventory. To add an asset to an active inventory, perform the following steps.

Note: When you finalize the inventory, you will have the option of importing the new asset into the main Fixed Assets CS asset list.

  1. Open the active inventory.
  2. Choose Edit > Add Asset.
  3. In the Add Asset dialog, enter the appropriate information in each field on each tab. Click the link for the appropriate tab to view detailed information about the fields and options in that tab.
  4. Click OK to return to the Inventory Asset List window or click the Add Another button to continue adding assets.

Notes

  • Each new asset is automatically assigned an inventory status of New.
  • When an asset's barcode is scanned and it is not recognized, a new asset is created.

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).

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