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Fill inventory

By selecting the Fill function the Wizards menu in the toolbar of the Inventory Count form, the imported data is compared with the Fixed Assets register to look for fixed assets that are in the register and have not been counted (listed).

This chapter shows how to use Fill Wizard in PANTHEON Fixed Assets Inveotry Granule.

CASE SUMMARY

Tecta's employee Asseta Fixed decides to make an inventory count of fixed assest. She crates new invetory count and compares them with Fixed Assets register using Wizzard Fill. This is done by following the steps below:​

  1. Creating new FA inventory
  2. Selecting Wizard Partial Stock
  3. Adjusting Fixed Asets Inventory recods

1. Creating new FA inventory

Firstly she creates new FA inventory and fills it with all the necessary data. 

This is done as described in chapter Creating new FA invetory  following steps 1. to 3.

She countines using Wizards  Fill.

2. Selecting Wizard Partial Stock

Once the inventory document is created, the person responsible clicks the button Wizards in the toolbar and selects Fill.

This option compared filed data with Fixed Assets register. 

If any such fixed assets are found, they are transferred into inventory count lines and receive the status M - Missing.

Next, she enters adjust Fixed Inventory records according to the actual situation.

3. Adjusting Fixed Asets Inventory recods

The person responsible enters the actual Fixed Inventory data into the program.

Item Computer is missing so she chages Type status to M-Missing.

She selects a  button and adds a note to look for this item at other departments.

She saves a note with Save button.

Item Type status is changed and the Note idicicator turns yellow.

She saves changes made to Fixed Inventory document using Save button in toolbar.

 

 

 


 

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