Inventory Workflow Presentation Fall ACCBO 2014

1. NC Equipment Inventory
Workflow
ACCBO Presentation 10/28/2014
Ken MacKenzie - NCCCSO

2. Overview
• The NC Equipment Inventory system is an
extension to Colleague’s Fixed Assets
Module.
• Inventory records are maintained as a
separate snapshot of location and scan
data to be applied to the Fixed Asset system
as a batch.
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3. Important Parameter
Settings
• Asset Types determine
if a Fixed Asset should
be treated as
Equipment.
• Scanner File Format is
only relevant for older
fixed width files.
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4. Inventory Initialization
• Performance and
convenience step.
• Clears all data from
Inventory snapshot
structure.
• ‘N’ mode populates
snapshot based on
current Fixed Asset
information.
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5. Importing Scanner Files
• XISI imports scanner
data into the Inventory
snapshot.
• Can look up any file in
SCANNED.RECORDS
directory.
• Designed to handle
numerous file and
property tag formats.
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6. Manually Editing Inventory
• XIMI allows manual
maintenance of the
Inventory snapshot.
• Each line can detail to
ASST
• Detail at bottom
displays FXEQ.
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7. Inventory Status Report
• XISR enables a status
check of Inventory
processing without
committing data to
Fixed Assets.
• Compares Inventory
snapshot to Fixed
Assets.
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8. Inventory Results
Processing
• XIIR commits
Inventory snapshot
information to Fixed
Assets.
• Handles moving
equipment and
updating location
history. It will not
dispose of or change
equipment status.
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9. Transmit Inventory Results
• XITR transmits data in
Fixed Assets and XEI
(custom) Fixed Assets
files.
• Does not send data
from Inventory
snapshots.
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10. Cleanup
After all Inventory processing is complete,
reports have been run and data has been
transmitted to the SO, your college system
administrator should archive and remove
scanner files.
The scanner files are in the
SCANNED.RECORDS directory.
This will prevent accidental importation of a
prior year file in the next Inventory cycle.
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