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Wizards

 

 

The Wizards in the Fixed Asset Inventory Count provide functions designed to simplify inventory count. They allow for the efficient Export and Import of fixed asset (FA) data and support easy and accurate updates to the Movement tab, such as changes in location, department, cost centers, or other key attributes. These functions help ensure that the FA records remain consistent, up-to-date, and aligned with actual inventory status.

 

The Wizards can be accessed by selecting  Financials | Fixed assets | Inventory Count | IN00 – Fixed Asset Inventory Count | Wizards

Hint

Examples of how to use the inventory count specific Wizards functions are described on the corresponding pages of the User Manual for PANTHEON.

 

 

The Wizards consist of the following functional units:

Export

Used to generate two types of .txt files:

  • Lokacije (Locations): Contains a list of location codes and their corresponding location names, for example 001; Accounting.

Hint

The Lokacije (Locations) .txt file structure:
 

  Number of characters Type of entry
Location Up to 10 Location code
Name Up to 30 Location name

 

  • Sredstva (Assets): Contains a list of FA inventory numbers, FA names and location code, for example 00003; Peugot Boxer; 004.

Hint

The Sredstva (Assets) .txt file structure:

 

Hint

Refer to the Header chapter for information about selecting the Path for the export folder .

 

Simple Import

Inventory count files, whether prepared manually or generated using a barcode reader, can be imported into the program using this function.

Imported files must be in three separate .txt formats and must be named as SREDID.txt, NOVELOK.txt and NSREDST.TXT:

  • SREDID.txt: contains a list of FA inventory numbers with location codes.

Hint

The SREDID.txt file structure:

 

 

  • NOVELOK.txt: contains a list of new locations and their codes created during the inventory count.

Hint

The NOVELOK.txt file structure:

  • NSREDST.txt: contains a list of FAs not on the list or in the register

Hint

The NSREDST.txt file structure:

 

Warning
  • All records must be separated by a semicolon, otherwise a message indicating an incorrect file structure will be displayed.
  • If attempting to import a file that contains missing locations, PANTHEON will display an error message listing all missing locations.
Advanced Import

Used if additional information about FAs needs to be imported.

The imported file must be in a single .txt format, usually automatically created by a barcode reader and containing the following information about an individual FA:

 

 

Warning

Information from the .txt file that does not have an equivalent field in the PANTHEON (such as expected location or old FA name), will not be visible in in the FA register.

 

Fill

It fills the Items section with a list of existing FA or small tools from their respective registers, depending whether the FAs or small tools radio button is selected in the Header.

The program compares the imported inventory data already in the Items with the FA’s register and identifies any FAs that exist in the register but were not included in the current inventory count.

If such FAs are found, they are automatically added as new lines in the inventory count and assigned the status M – Missing, indicating that these items were expected but not physically verified.

 

Hint

Before the comparison and data update are performed, a confirmation window appears with the message:

Click the OK button to confirm this action for the program to proceed, or select Cancel to exit without importing.

Transfer Selected to Register

If the FA is newly discovered or previously unregistered, use this function to transfer it to the Fixed Assets or Small Tools register.

 

Warning

This function works correctly only when the .txt files, generated by the barcode reader, are imported using the Simple or Advanced Import.

Fill in FA locations from inventory count

(Fill in fixed assets locations from inventory count)

Transfers the new FA locations to the Fixed Assets or Small Tools registers, provided the locations are specified in the inventory count and the Type field is set to M-Moved.

 

A new entry is created in the Movement tab with the following updates:

  • The FA’s Location is updated to the Location recorded in the inventory count.
  • The Date of Issue and Returned fields are populated with the transfer date.
  • The Note field is filled with the inventory count number from which the Location was transferred.
Warning

This function works correctly only when the .txt files, generated by the barcode reader, are imported using the Simple or Advanced Import.

Fill in FA locations from inventory count (with dept. and cost. Ctr.)

(Fill in Fixed Assets locations from inventory count (with department and cost center))

Transfers the new Location, along with the associated Department and Cost Center, to the Fixed Assets or Small Tools registers when the Type field is set to M-Moved.

The Department and Cost Center information are retrieved from the Fixed Asset Locations register, which correspond to the selected Location.

 

A new entry is created in the Movement tab with the following updates:

  • The FA’s Location is updated to the Location recorded in the inventory count.
  • Department and Cost Center fields are populated with the information retrieved from the Fixed Asset Locations register, which correspond to the selected Location.
  • The Date of Issue and Returned fields are populated with the transfer date.
  • The Note field is filled with the inventory count number from which the Location was transferred.
Warning

This function works correctly only when the .txt files, generated by the barcode reader, are imported using the Simple or Advanced Import.

Brisanje inventure v panelu Gibanje

(Remove inventory count from the Movement tab)
If a FA’s location has been mistakenly transferred to the Movement tab, this function allows the corresponding record to be removed.

 

  

     


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