Costpoint Online Help

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FAQs for the Create Asset Inventory Transactions Screen

This section contains frequently asked questions when creating asset inventory transactions.

How can I change or delete inventory data on this screen?

There is no referential integrity relationship between the inventory data on this screen and any other Fixed Assets screens, so you can add, edit, or delete inventory data at will in the same manner as in any other table window screen.

Which Fixed Assets setup screens are directly associated with the data on this screen?

On the Manage Tracking Field Labels screen, you can optionally define the labels for the inventory data fields, such as Counted By, Condition, and so on. Your labels, along with the Date label, will display as the field names for the template fields on this screen. Use this optional feature to customize the inventory data that you record for ease in recognition.

It is not a system requirement that you establish one or more labels for the table columns. If you do not choose to define labels, system default labels (for example, Inventory1, Inventory2, and so on) will display as the field names. You may find, however, that data entry and history review is more meaningful when appropriate labels display.

Although you can set up and change the labels on the Manage Tracking Field Labels screen at any time, you may find it more convenient to decide on the label names before you begin to enter data on this screen. To achieve consistency throughout your records, it is preferable for you to plan for and establish as much as possible of this setup data during your initialization procedures. Note that labels display on a "real-time" basis, in that data entered using a different label can only be retrieved with the current label displayed.

You can run the process from this screen at any time after you have established your asset records on the Manage Asset Master Information screen.

Can I print inventory data from the standard system reports?

You can print the "final" inventory data from one standard inventory report from the Print Asset Inventory Information Report screen.

This report provides a real-time current "snapshot" of inventory data for your property, and you can print this report whenever you choose.

You can choose from three different formats for the report by selecting to sort by:

  • Asset/item number
  • Asset Account/Organization to which the asset record was assigned "ownership"
  • Inventory date

You can also choose to include inventory data in the report for inactive records, non-depreciable records, and disposals.

You can select any four of the eight user-defined fields to print on the report in the column position you choose.