PANTHEON™ Help

 Toc
 PANTHEON Help - Welcome
[Collapse]PANTHEON
 [Collapse]Guides for PANTHEON
  [Collapse]Guide for PANTHEON
   [Expand]Settings
   [Expand]Orders
   [Expand]Goods
   [Expand]Manufacturing
   [Expand]POS
   [Expand]Service
   [Collapse]Financials
    [Expand]Accounting Basics
    [Expand]Posting
    [Expand]Automatic Posting
    [Expand]Accounting Dashboard
    [Expand]Overview
    [Expand]Close
    [Expand]Accruals and Deferrals
    [Expand]Credits and Leases
    [Expand]Reports
    [Expand]Special Reports
     Consolidated Financials Statements
    [Collapse]Fixed Assets
     [Expand]Fixed Assets
      Small Tools
      Register - Fixed Assets in Acquisition
     [Expand]Depreciation Calculation
     [Collapse]Inventory Count
      [Collapse]IN00 - Fixed Asset Inventory Count
       [Collapse]Toolbar
         Wizards
         Reports
        Header
        Items
      Messages and Warnings
    [Expand]Transactions
    [Expand]Debt Collection
    [Expand]Reminders
    [Expand]Year-end
    [Expand]Interest
    [Expand]Cash
    [Expand]Archive
     ZEUS Planning
   [Expand]Personnel
   [Expand]Analytics
   [Expand]Desktop
   [Expand]Help
   [Expand]Messages and Warnings
   [Expand]Additional programs
  [Expand]Guide for PANTHEON Retail
  [Expand]Guide for PANTHEON Vet
  [Expand]Guide for PANTHEON Farming
 [Collapse]User Manuals for PANTHEON
  [Expand]User Manual for PANTHEON
  [Expand]User Manual for PANTHEON Retail
  [Expand]User manual for PANTHEON Vet
  [Expand]User Manual for PANTHEON Farming
[Collapse]PANTHEON Web
 [Collapse]Guides for PANTHEON Web
  [Expand]Guide for PANTHEON Web Light
  [Expand]Guide for PANTHEON Web Terminal
  [Expand]Guide for PANTHEON Web Legal
 [Collapse]User Manuals for PANTHEON Web
  [Expand]Getting started PANTHEON Web
  [Expand]User Manual for PANTHEON Web Light
  [Expand]User Manual for PANTHEON Web Terminal
  [Expand]User Manual for PANTHEON Web Legal
[Collapse]PANTHEON Granules
 [Collapse]Guides for PANTHEON Granules
  [Expand]Personnel Granule
  [Expand]Travel Orders Granule
  [Expand]Documents and Tasks Granule
  [Expand]Dashboard Granule
  [Expand]B2B Orders Granule
  [Expand]Field Service Granule
  [Expand]Fixed Assets Inventory Granule
  [Expand]Warehouse Inventory Granule
 [Collapse]User Manuals for PANTHEON Granules
  [Expand]Getting started
  [Expand]Personnel Granule
  [Expand]Travel Orders Granule
  [Expand]Documents and Tasks Granule
  [Expand]B2B Orders Granule
  [Expand]Dashboard Granule
  [Expand]Field Service Granule
  [Expand]Fixed Assets Inventory Granule
  [Expand]Warehouse Inventory Granule
[Expand]User Site

Load Time: 1343.7641 ms
"
  1000005660 | 225066 | 409422 | Updated
Label

Wizards

 

 

The Wizards in the Fixed Asset Inventory Count provide features 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 features 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 features 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, which contain information from the Fixed Assets or Small Tools register:

  • 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, their names and their location codes, for example 00003; Peugot Boxer; 004.

Hint

The Sredstva (Assets) .txt file structure:

  Number of characters Type of entry
Invent. No. (Inventory Number) Up to 16 Fixed asset Inventory Number
Name Up to 50 Fixed asset Name
Location Up to 10 Fixed asset Location code

 

Hint

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

Simple Import

Used to import Inventory count files, which have been generated using a barcode reader or prepared manually.

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 and their location codes.

Hint

The SREDID.txt file structure:

  Number of characters Type of entry
Invent. No. (Inventory Number) Up to 16 Fixed asset Inventory Number
Location Up to 10 Fixed asset Location code

 

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

Hint

The NOVELOK.txt file structure:

  Number of characters Type of entry
Location Up to 10 Location code
Name Up to 30 Location Name
  • NSREDST.txt: contains a list of FAs and their locations, which are not on the list or in the register

Hint

The NSREDST.txt file structure:

  Number of characters Type of entry
Invent. No. (Inventory Number) Up to 16 Fixed asset Inventory Number
Name Up to 50 Fixed asset Name
Location Up to 10 Fixed asset Location code

 

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, which is automatically created by a barcode reader or similar, containing the following information about individual FAs:

 

  Field Number of characters
1 Invent. No. Up to 16
2 Name Up to 40
3 ID of Expected Location Up to 10
4 Name of Expected Location Up to 40
5 Location ID Up to 10
6 Location Name (correct one) Up to 40
7 Cost Center Up to 16
8 New code Up to 16
9 Date Up to 8
10 Time Up to 4
11 Read Up to 1
12 Added Up to 1
13 Renamed Up to 1
14 Manual Entry Up to 1
15 Expected ID of Cost Center Up to 16
16 User ID Up to 10
17 Comment Up to 20
18 Write Off Up to 1
19 Old FA Name Up to 1

 

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 the program.
  • To properly use Advanced Import:
    • the FA register must be first exported as a .txt file, which is then imported into a barcode reader.
    • During the inventory count, the barcode reader generates a corresponding .txt file as FAs are scanned.
    • Once the inventory count is complete, the newly created .txt file is imported into PANTHEON using the Advanced Import feature.
Fill

Fills the Items section with a list of existing FAs 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 Fixed Assets or Small Tools 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 to the inventory count and assigned the status M – Missing, indicating that they 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 feature to transfer it to the Fixed Assets or Small Tools register.

 

Warning

For this feature to work correctly, the Simple or Advanced Import feature have to be used when importing .txt files generated by the barcode reader. 

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, which was 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

For this feature to work correctly, the Simple or Advanced Import feature have to be used when importing .txt files generated by the barcode reader.

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, which was 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

For this feature to work correctly, the Simple or Advanced Import feature have to be used when importing .txt files generated by the barcode reader.

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 feature allows the corresponding record to be removed.

 

 

Rate this topic
Was this topic usefull?
Comments
Comment will also bo visible in forum!