Process Physical Inventory Data

This example demonstrates how to process physical inventory data in Oracle Assets using either the ADFdi spreadsheet or the FBDI template.

The following table summarizes key decisions for this scenario:

Decisions to Consider	In This Example
What setup data are you uploading?	Physical inventory data using either the ADFdi spreadsheet or the FBDI template
Is the data an update or new setup data?	New

Summary of Tasks

This worked example includes details of the following tasks you perform when processing asset physical inventory:

1. Completing the prerequisite setup

2. Entering physical inventory data either using the ADFdi spreadsheet or the FBDI template

3. Uploading the data into the application

4. Verifying the entered data

Prerequisites

This worked example assumes that the following tasks are complete:

1. The Allow Physical Inventory option is enabled for your asset book.

2. The In Physical Inventory check box is checked for all assets in Assets to be included in the physical inventory comparison.

Load Physical Inventory Data

You can load physical inventory data in Assets using any one of the following methods:

1. Loading Physical Inventory Data using an ADFdi spreadsheet

2. Loading Physical Inventory Data using the FBDI template

Load Physical Inventory Data Using an ADFdi Spreadsheet

1. Navigate to the Scheduled Processes work area and search for the Manage Physical Inventory task.

2. Click Enter.

3. In the dialog box select Asset Book and enter a unique Physical Inventory name.

4. Click Next.

5. Sign in and download the ADFdi spreadsheet.

6. Enter the following physical inventory data in the spreadsheet:

   Field	Value
   Location	Enter the asset location
   Number of Units	Enter the number of units
   Employee	Optionally enter an employee name
   Asset Number	Enter an asset number
   Tag Number	Enter a tag number
   Serial Number	Enter a serial number

7. Click Submit to submit the Physical Inventory Comparison process.

8. View the comparison status in the Manage Physical Inventory page.

9. Select a row and click Review to export to the ADFdi spreadsheet.

10. Verify the results in the Manage Physical Inventory page and correct the differences, if any.

11. Click Save and Close.

Load Physical Inventory Data Using the FBDI Template

1. Navigate to the Oracle Enterprise Repository and download the physical inventory FBDI template.

2. Enter the physical inventory data in the FBDI template.

3. Generate a .zip file.

4. Upload the .zip file.

5. Navigate to the Scheduled Processes work area and run the Load Interface File for Import process to import the physical inventory data.

6. Run the Asset Physical Inventory Comparison task.

7. Navigate to the Assets landing page and select your asset book.

8. Select the Manage Physical Inventory task from the Tasks panel tab.

9. Verify the comparison status in the Manage Physical Inventory page.

10. Select a row and click the Review button to export to the ADFdi spreadsheet.

11. Verify the results in the Manage Physical Inventory page and correct the differences, if any.

12. Click Save and Close.