Inventory orders

Navigation to this function

Menu path

Use this form to control and organize your inventory orders for systematic stocktaking. Define the scope of the inventory by selecting the rooms and object types to be checked, specify the people involved and set the time frame. The form supports various recording methods (mobile app or data-collecting scanner) and shows the current processing status. The inventory orders are controlled via a workflow.

Workflow

Workflow inventory orders

Identification

Basic information for identifying and controlling the inventory order, including order type, description and time frame of the inventory.

Property	Description
End of inventory period	Planned end date of the inventory period. This date is for information and planning purposes, but has no technical effect on the execution of the physical inventory.
Created from move	If the inventory order was created from a relocation, the link to the relocation is specified here. This function is not available for all relocation workflows.
Description	Detailed explanation of the inventory order. May contain information on the procedure, special features or objectives of the physical inventory.
Designation	Descriptive name of the order for clear identification and differentiation. Serves as a meaningful title for the order in inventory management.
Order type	Technical classification of the inventory task according to the type of end device used. Distinguishes between 'MyEtaskApp' (mobile application) and 'data-collecting scanner'. The selection controls the workflow forwarding and data processing processes. Task types are defined in the form of the same name.
Start inventory period	Planned start date of the inventory period. This date is for information and planning purposes, but has no technical effect on the execution of the physical inventory.

Participants

Defines the persons and groups involved in the inventory order. Defines the client, contractor group and the executing contractor for workflow control.

Property	Description
Client	Person who acts as the ordering party for the inventory order workflow. For new data records, the creator is automatically preselected as the client.
Contractor Group	Rights group of the persons who are to carry out the inventory order. The group must contain the required authorizations and persons.
Contractor	Person who carries out the inventory order. Is automatically entered if a person from the previously selected contractor group accepts the order in the workflow.

Scanner data

Area for recording and processing raw data from data-collecting scanners. The data is imported here, given an inventory date and then processed further via the workflow.

Property	Description
Raw data scanner	Field for recording the raw data from a data-collecting scanner. Activate the field by clicking on it and then unload the scanner with the corresponding command to transfer the data here. The scanner data is automatically processed further by the workflow.
scanned by	Person who carried out the scanning. Documents who recorded the inventory data with the scanner.
scanned on	Date to be used as the inventory date for the scanned data. This date is saved as the time of entry when the scanner data is transferred to the system.

Selection of object types

The object types to be assigned to the inventory order can be selected here.

Selection of rooms

The rooms that are to be assigned to the inventory order can be selected here.

Selected object types

This info area contains the list of object types that have been assigned to this inventory order. The assignment is made via the selection tree in the order.

selected rooms

This info area contains the list of rooms that have been assigned to this inventory order. The assignment is made via the selection tree in the order.

Prepared scanner data

This list contains the prepared raw data from the last scan before it is processed for use with the live data.

Evaluation of scanner data Objects

01 Process raw data

02 Enrich raw data (latest/last scan no.)

03 Logical data check (latest/last scan no.)

04 Transfer data (latest/last scan no.)

Delete data from last delivery from scanner data

Delete data (all) from scanner data

This group includes features for deleting all captured scanner data from an inventory job. It enables the complete removal of scanned information to reset or restart the job.