General information

An inventory document is composed of <<inventory sheets>> which contain a list of <<fixed assets>> along with quantities resulting from documents and actual quantities.

To add a fixed asset inventory document, from the level of the menu Fixed Assets -> Inventories, select button [Add]. A form of inventory document will open.

An inventory document is composed of the following elements:

Side panel

Number – number generated automatically by the system on the basis of document numeration tool

Confirmation Date – non-editable field, filled-in with the system date at the moment of confirming a document. If the date of issue on an inventory form is later than the date of inventory document confirmation, when confirming a document, the system asks whether to change the date of document confirmation to the latest date of issue from the sheets.

Blockade – decides whether an unconfirmed inventory document should block the possibility of modifying <<forms of fixed assets>> and of generating <<documents>> to all fixed assets of the company or only for fixed assets included in a given inventory document. By default, the option of blocking all fixed assets is set, but the setting can be changed until the first <<inventory sheet>> is added.

Date Set upon Document Generation – decides with what date should be generated documents of fixed assets resulting from discrepancies. Such documents can be generated with inventory completion date (default setting) or a current date. The value of the parameter can be changed regardless of the document status.

Owner

Description – field for providing an additional description

Tab General

In the tab General, a list of inventory sheets added within a given inventory document, is presented. Detailed description of the inventory sheet can be found in article <<Adding inventory sheet>>.

Tab Associated Documents

Description of the tab can be found in article <<Tab Associated Documents>>.

In the tab Associated Documents → System, there is information regarding fixed asset documents which were created on the basis of a given inventory.

Tabs Attributes, Attachments and Change History

Detailed description of the tabs Attributes, Attachments and Change History can be found in article <<Tabs Discount Codes, Analytical Description, Attributes, Attachment and Change History>>.