NC Equipment Inventory

Workflow

ACCBO Presentation 10/28/2014

Ken MacKenzie - NCCCSO

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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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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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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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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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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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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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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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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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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