Contents of the Import Asset Locations Screen

Use the fields and options to configure the Import Asset Locations screen.

Note: Currently, Costpoint Fixed Assets has automatic integration features with Intermec 2400 series hand-held bar code scanners (models 2410*, 2415*, 2420*, and 2425*).

(*These scanner models are not equipped with radio frequency transmission capability.)

  • If you use one of these Intermec scanner models, please read the applicable special instructions for Intermec users.
  • If your scanning hardware is a different Intermec model or is from a different manufacturer, please read the special instructions regarding the format of the bar code input file that will be read when you execute the process from this screen.

You can import either a specific file or you can use the Exceptions Table as the input source. If the input source is a file, you must also specify whether the format is delimited or of fixed length. If the format is delimited, you must indicate whether a comma or other delimiter separates the data fields. If the delimiter is a character other than a comma, you must specify which character has been used as the separator. You must also specify whether the input file is to be read by asset/item number or by tag number, depending on how your bar-coded property label has been configured.

The system automatically compares the results of the scanned location data with the location data already residing in the Asset Master record and writes the discrepancies (exceptions) to an Exceptions table. The Manage Asset Location Exceptions screen displays exceptions found, such as an invalid asset/item number, invalid location group, invalid location code, and so on. Once you have edited the exceptions, you can use this screen, the Import Asset Locations screen, to import the corrected data from the Exceptions table to the Asset Master records.

You can also specify additional operations to be performed along with the reading of the input file location data. These options include:

  • Printing a discrepancies report
  • Updating location data in Asset Master records
  • Creating audit trail records to capture changes made as a result of updating location data in Asset Master records
  • Creating inventory event records on the Manage Asset Inventory Information screen.

If you select this option, you must also enter some template data used by the system when populating the Manage Asset Inventory Information screen. The inventory date is always required. You can set up the labels for the additional eight inventory data fields and enter optional data in these fields as desired.

You can run the process from this screen at any time providing there is an input file from which to draw data (or data has been edited on the Manage Asset Location Exceptions screen and you are ready to import the corrected data to the Asset Master records).