PROCESS INVENTORY TRANSACTIONS

Use this screen to make a final selection by asset/item number from among the data in the Edit Inventory Transactions screen and to initiate the final process that populates the individual inventory records with this data. After this process is run, you can edit or view this data on an asset-by-asset basis in the Maintain Inventory Info screen.

You should edit data in the Edit Inventory Transactions screen before you run this process. In this way, you can narrow the selection parameters by specifying a more limited range of asset/item numbers. During this process, note that data in both the Create Inventory Transactions screen and the Edit Inventory Transactions screen will be cleared.

Select Asset/Item Numbers

In this group box, you can choose the range of asset/item numbers to be populated with data from the Edit Inventory Transactions screen. Your selection of asset/item numbers can be all-inclusive, if desired, to ensure that all potential data records from the Edit Inventory Transactions screen are converted to inventory records for each asset record selected.

Alternately, you may choose to select a smaller range of records. You should do this with caution; however because data for any records not selected for the final process will be cleared from the Edit Inventory Transactions screen. If you need to create additional inventory data for records that did not fall into the range of your final selection criteria, you can:

• Enter template data again in the Create Inventory Template subtask of the Create Inventory Transactions screen.

• Create new selection criteria in the Create Inventory Transactions screen and execute the process.

• Edit this interim data in the Edit Inventory Transactions screen.

• Select the final range of records and execute the final process in this screen that writes the inventory data to individual asset records.

Range Opt

The default option for this field is "All." You can accept the displayed default range option, enter a different valid range option, or select one from the drop-down box. Range options are "All," "One," "Range, "From Beginning," and "To End."

If you save the selection parameters for this process, the selected range option, as applicable, will be identified in the Query table in the Asset/Item Range column.

From

The asset/item number that you enter in these fields will vary, depending on the option that you selected at the Range Opt field. You can use Lookup to review the available asset/item numbers previously established in the Maintain Asset Master Info screen. Because this is a standard Lookup to the ASSET table, you may find that you have selected asset/item numbers for which data does not exist in the FA_TRACKING_EDIT table.

If you select "All," or "From Beginning" as the range option, these fields will be inactive.

If you save the selection parameters for this process, the selected From value(s), as applicable, will be identified in the Query table in the Starting Asset No and Starting Item No columns.

To

The asset/item number that you enter in these fields will vary, depending on the option that you selected at the Range Opt field. You can use Lookup to review the available asset/item numbers previously established in the Maintain Asset Master Info screen. Because this is a standard Lookup to the ASSET table, you may find that you have selected asset/item numbers for which data does not exist in the FA_TRACKING_EDIT table.

If you select "All," "One," or "To End" as the range option, these fields will be inactive.

If you save the selection parameters for this process, the selected To value(s), as applicable, will be identified in the Query table in the Ending Asset No and Ending Item No columns.

Process

Select this button on the toolbar to initiate the system process that populates the Maintain Inventory Info screen with data from the Edit Inventory Transactions screen, based on your selection parameters from this screen.

Note:  The Process button on the toolbar in this screen populates ONLY the Maintain Inventory Info screen for the asset record(s) selected. Although this is the final step in the automatic population of inventory data for individual asset records, note that you can still make manual edits on an asset-by-asset basis in the Maintain Inventory Info screen.

Hint:  You can save selection criteria for this process with or without processing. After making your selections, select the Save button on the toolbar or go to Save in the File menu. Enter an alphanumeric identifying code and a short description to help you recognize the process parameters and select OK. Later, you can run Find or Query from this screen to access the process parameters you created, and run the same report without having to enter all the selection screen information again.

Stored process parameters are especially useful if reports are to be run through Process Manager. If you want to keep these parameters but want to run the process using different selection parameters, you can use Clone to copy the parameters and make minor changes to them without changing your saved parameters. To use Clone, go to the File menu or press [F4]. The Clone window will display on the screen. Enter the parameters ID you want to clone, or select the Execute pushbutton to display and select from a list of parameter IDs. When you click on the Select pushbutton, the system makes a copy of the parameters, which you can edit as needed.

Table Information

The system stores user-defined inventory labels, as applicable, in the FA_LABELS table.

The process run from this screen inserts inventory data into the FA_TRACKING (Tracking) table and deletes inventory data from the FA_TRACKING_EDIT (Tracking Edit) table.

Lookup accesses data from the ASSET (Asset) table.