Modifying asset data 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.

To modify information for an asset in the active inventory, perform the following steps.

  1. Open the active inventory.
  2. Make any necessary changes to the asset's information in the Inventory Asset List window.
  3. With the asset selected, choose Edit > Additional Asset Info.
  4. In the Enter Asset Information dialog, enter the appropriate information in the Disposal, Vehicle/Listed, Home Office (1040 only), and Image tabs. To view information on the fields and options in each tab, click the link for the appropriate tab below.

Notes

  • When you finalize the inventory, any changes you made to an asset's associations, situs, or activity are automatically reflected in the Fixed Assets CS asset list. You must accept or discard any other changes you made on an asset-by-asset basis using the Asset Import tabs.
  • When an asset's information is changed, its inventory status is updated as appropriate.

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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