Inventory an object at a location

You can record inventory details to confirm the location of objects.

Steps

  1. Open the Object > Location window for the object you want to move.

  2. Click Inventory.

  3. In the Inventory Transaction window, enter data in these fields:

    • Date, Time: These will show the current date and time, but you can delete these and backdate an inventory.

    • Part: This will default to 0-Whole. If the object has multiple parts, you can select parts for this inventory. You can enter Rest of Object by entering a forward slash (/) into the field.

    • Reason: If you enter a reason of Usual Location, the Usual Location field will be update for that object or part.

    • Location: This is automatically filled from the Current Location table. If the object or any of its parts are inventoried at a location different than its current location, the system will update the Current Location table to show the inventoried location.

  4. Optional: Entering a Packing Unit will automatically fill the Location and External fields with the current location and external details of that Packing Unit.

  5. Optional: The External field refers to companies or individuals or institutions from the Person file who currently have possession of the object.

  6. Click OK.

  7. Click Save.

See also