Costpoint Online Help

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Manage Asset Inventory Transactions

Data displays on this screen as a result of creating template data and running the process from the Create Asset Inventory Transactions screen and/or from making manual additions or edits on this screen.

The data resides in this table window screen on an interim basis, where you can edit it as needed. Once your data review is complete on this screen, you can run the final process from the Create Asset Inventory Information screen, by which the system clears the inventory data from this screen and writes it to the individual asset inventory records based on your final selection parameters.

Note: The data on this screen is company-specific and will be available for use only by your company of login. If you have set up multiple companies in Costpoint, you can enter, edit, view or use the data on this screen for each company only by using the separate company login for each.

The system automatically displays the asset number, item number, and the asset's short description in non-editable fields in this table window screen. The related inventory data for each asset record includes a date field and eight user-defined inventory fields. Each user-defined inventory field can be used independently from each of the other seven user-defined inventory data columns.

On the Manage Tracking Field Labels screen, you can optionally define the labels for the inventory data columns, such as Counted By, Condition, and so on. Your labels, along with the Date column, will display as the column names for the table window on this screen, as well as on the Manage Asset Inventory Information screen, the Create Asset Inventory Transactions screen, the Manage Asset Inventory Transactions screen, and on the Print Asset Inventory Information Report. 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 column 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: Labels display on a "real-time" basis, wherein the data entered using a different label can only be retrieved with the current label displayed.

You can enter, edit, delete, or view inventory data on this screen at any time after you have established your asset records on the Manage Asset Master Information screen, created the template data and run the process from the Create Asset Inventory Transactions screen and/or made any manual additions or edits.

Note: Even after you execute the final process from the Create Asset Inventory Information screen, you can still make manual edits to inventory data on an asset-by-asset basis on the Manage Asset Inventory Information screen.