Scheduling Asset Physical Verification

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Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment
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You can request for Physical Verification of the Assets by scheduling the frequencies so that the Verification process of the Assets is started at the set date and time.

To schedule Asset Physical Verification:

  1. Select Asset > Configuration > Others > Asset Physical Verification.
  2. On the ACTIONS panel of the ASSET PHYSICAL VERIFICATION page, click ADD NEW. The ASSET PHYSICAL VERIFICATION configuration page is displayed. Fill in the required details and click SUBMIT. For more information about the fields on the ASSET PHYSICAL VERIFICATION page, see Field Description.

    ASSET PHYSICAL VERIFICATION page
    Figure: ASSET PHYSICAL VERIFICATION page

Field Description

The following table describes the fields on the ASSET PHYSICAL VERIFICATION page:

Field

Description

Category

Select the Asset Category from the drop-down list.

Request Type

Select the Physical Verification Request Type from the drop-down list.

Stores

The field is displayed if you select Store in the Request Type drop-down list. Select the Stores from the drop-down list for which you want to schedule a Physical Verification process.

Floors

The field is displayed if you select Floor in the Request Type drop-down list. Select the Floors from the drop-down list for which you want to schedule a Physical Verification process.

Customers

The field is displayed if you select Customer in the Request Type drop-down list. Select the Customers from the drop-down list for whom you want to schedule a Physical Verification process.

Notify To

Specify the E-mail Ids of the users to whom you want to notify during the Physical Verification process.

Active

If selected, the Physical Verification configuration becomes active.

Enable Exclude Options

If selected, the EXCLUDE SECTION is displayed where you can specify certain criteria for the Assets to exclude these Assets from the Physical Verification process.

EXCLUDE SECTION

Assets Allocated Within

Specify the number of days in the Assets Allocated Within field. The Assets that are allocated within the specified days, are excluded from the Physical Verification process.

Physical Verification done for Assets Within

Specify the number of days in the Physical Verification done for Assets Within field. The Assets that are already verified within the specified days, are excluded from the Physical Verification process.

Asset Reconciliation done Within

Specify the number of days in the Asset Reconciliation done Within field. The Assets that are reconciled within the specified days, are excluded from the Physical Verification process.

Assets already in Physical Verification Process

Specify the number of days in the Assets already in Physical Verification Process field. The Assets that are reconciled within the specified days, are excluded from the Physical Verification process.

FREQUENCY

Schedule Type

Select the type to schedule the Physical Verification. You can schedule it One Time or More than One Time (Recurring).

  • One Time: If selected, the Physical Verification process is executed once.
  • Recurring: If selected, the Physical Verification process is executed repeatedly at the specified time in the Occurs Every field.

Next Verification Date

Specify the subsequent Date when you want the Physical Verification process to be executed.

Occurs Every

Specify the Monthly or Yearly frequency when the you want the Physical Verification process to be executed.
Example: If you specify "2" in the text box and select Monthly in the drop-down list, the Physical Verification process is executed exactly after 2 months and at a interval of every 2 months thereafter.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the ASSET PHYSICAL VERIFICATION page.

SHOW LIST

Click SHOW LIST to display the LIST table showing all the configured Physical Verification Schedules of the Assets. The ASSET PHYSICAL VERIFICATION page is displayed.

ASSET PHYSICAL VERIFICATION list page
Figure: ASSET PHYSICAL VERIFICATION list page

To update a Physical Verification schedule, click the required Request Type. Make appropriate changes and click SUBMIT.

Note:

When the Physical Verification schedule list are displayed under the LIST table, the following actions are displayed on the ACTIONS panel:

  • Filters: Click Filters to specify a filter criteria to view a particular set of Physical Verification schedules.

    FILTERS pop-up page
    Figure: FILTERS pop-up page
  • ADD NEW: Click ADD NEW to create a new Physical Verification schedule.