Mass issue
Use this function to save or cancel the issue of a group or selection of physical assets belonging to the same company.
Before being carried out in real mode, the processing can be simulated in order to assess the result using the report. The disposal parameters and the selection criteria can be saved in a Memo code to avoid entering them again.
When a physical element is assigned to an asset, the issue of the physical element is never instantaneous. This movement is defined as pending for the physical element and it must be validated through the disposal of the asset (see the description of the processing below).
Prerequisite
Refer to documentation Implementation
Screen management
This function is composed of:
- A header, to specify the geographic selection criteria of the physical elements to be processed
- The Main tab, used to enter the disposal parameters or to request the cancellation of a disposal or the cancellation of the cancellation
- The Extended selection tab, used to select the physical assets to be processed.
Disposal processing setup
You can:
- Either perform the processing setup
- Or recall an existing setup previously saved under a Memo code. Click Recall in the action panel and enter the Memo code.
To complete the processing setup:
- Select the company, as well as the financial site, the building and the location in which the physical assets are referenced.
- Enter the parameters relating to the disposal: location, date and reason.
- If necessary, perform a selection of physical assets related to the processing by entering your criteria on the Extended selection tab.
- Specify the processing options: By default, the process is performed in Simulationmode and it generates a Log.
When the setup of a process is completed, it is possible to save it under an identification code using the Memo button in the action panel. You can then recall this setup upon a future disposal.
Setup of the cancellation processing or of the stop on a cancellation processing
- You can also enter the geographical selection criteria. This information is used as a filter to select the physical assets to be processed.
- You can complete the selection by entering the information specific to the issue that you wish to cancel or for which you wish to stop the cancellation : the date and the reason.
- Select Disposal cancellation or Stop cancellation.
Header
Specify the company to be processed.
You can also enter the site, building and location concerned. For a more refined selection, enter further criteria on the dedicated Extended selection tab.
Field descriptions
Criteria
| Company (field CPY)
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Specify the company to be processed.
This information is compulsory.
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| All sites (field ALLFCY)
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Select the All sites check box to include all sites or leave this check box unselected and enter a specific site in the Site field.
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| Financial site (field FCY)
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This field can only be accessed if the check box "All sites" is not selected.
It is used to specify the reference of the site to be processed.
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| All buildings (field ALLBUI)
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Check this box to select all the physical elements attached to all the buildings.
To select a building, clear this box and specify in the field Building the code of the building to be processed.
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| Building (field BUICOD)
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This field can only be accessed if the check box All buildings is not selected.
It is used to specify the reference of the building to be processed.
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| All locations (field ALLLCT)
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Check this box to select all the physical elements attached to all the locations that meet the selection criteria you may have entered.
To select a location, clear this box and specify in the field Location the code of the location to be processed.
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| Location (field LCTCODO)
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This field can only be accessed if the check box All locations is not selected.
It is used to specify the reference of the location to be processed.
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Tab Main
Select the chosen processing type: Disposal, Disposal cancellation or Stop cancellation.
For a disposal, enter:
- The disposal date.
- The reason for that disposal.
For a disposal cancellation or a stop on a cancellation, the date and the reason are not mandatory. This information is used to filter the elements to be processed.
Field descriptions
Parameters
| field ISSACT
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Select the action you wish to carry out on the physical element:
Disposal
You must enter the date and the reason for the disposal.
Disposal cancellation
You can enter the date and the reason for the disposal. This information is used to filter the disposals to be canceled.
Stop cancellation
This action is useful if a disposal cancellation has been carried out by mistake on physical elements attached to assets. Stopping the cancellation is used to delete the disposal cancellation movements that are pending validation on the assets.
You can enter the date and the reason for the disposal. This information is used to filter the disposal cancellations to be stopped
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| Issue date (field ISSDAT)
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This is the date at which the disposal is recorded. This date is mandatory for a disposal. It is displayed on the disposal event PHYISS.
If the disposal is canceled, this date is not mandatory. It is used to filter the disposals to be canceled or the disposal cancellations to be recorded.
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| Disposal reason (field ISSTYP)
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Help common to the single and mass disposal processes.
This field is used to enter the disposal reason.
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In case of a disposal, this information is mandatory.
In case of a disposal cancellation or a unitary disposal cancellation, this information is not needed.
In case of a mass disposal cancellation or the cancellation of mass disposal cancellation, this information is used as a filter for the disposals to be canceled or the disposal cancellations to be canceled.
Options
| Simulation (field FLGSIM)
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This check box is selected by default and runs the closing in simulation mode. In this case, controls and the process are carried out but there are no updates recorded in the database.
Clear this check box to run in actual mode. In this case, you cannot reverse the closing and updates are recorded in the database. If you are using intermediate commits, it is recommended that the NIVTRACE – Log file level parameter (AAS chapter, MIS group) value is 0.
The impact of the processing on the physical elements can be viewed in the log file displayed at the end of the processing.
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| Log (field FLGTRC)
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Check this box to view, at the end of the process, a detailed report of the process carried out.
This log file displays the value of the different parameters applied during the execution of the processing and the detail of the previous and new values of the updated physical elements. It displays the rejection reason for all the non processed elements.
The viewing and printing of log files are possible at any time via the report code ATRACE - Print log file print request, obtained from the Supervisor function in the Print/Group print menu.
This setup is only used upon an actual processing.When the processing is launched in simulation, the processing report is automatically displayed.
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Tab Extended selection
This tab contains multiple lines, each used to enter a selection criterion.
Each criterion is linked to the next using the following operators: And, Or.
To enter a selection criterion:
1/ Enter or select using the Selection icon, the field in the PHYELT physical elements table, which contains information to which the selection is applied.
2/ Then select the operator: 'Any', 'Equal', 'Different', 'Greater than', 'Greater than or equal', 'Less than', 'Less than or equal', 'Like'.
The 'Like' operator is valid only for numeric fields. It allows the use wild cards.
3/ Enter a value. When the values are included in a local menu or table (miscellaneous table, common table or accounting table...), click the Selection icon to display the available values.
You can also:
- enter the criteria as an Expression. Click Fields from the Actions icon to display and select fields in the PHYELT physical elements table,
- enter a selection formula by calling the Formula editor.
The selection options are the same as those used in the standard Advanced selection function. For further information, see the documentation on ADONIX objects ergonomics.
Field descriptions
Block number 1
| Fields (field FLD)
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Use the look-up icon to select a field from the Fixed assets table.
| Memo (field PAR)
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Select this checkbox to save this search option.
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Block number 2
| Expression (field EXP1)
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Use this field to enter an expression for the selection criteria.
This criterion is added to the previous criteria by the link AND.
The expression cannot contain fields from a table other than the Fixed assets table. These can be indexed.
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| Memo (field PAREXP)
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Select this checkbox to save this search option.
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Processing description
Issue process
Depending on the situation, the disposal is carried out according to the following terms:
- The physical element is not assigned to an asset:
- The disposal of the physical element is immediate.
- The physical element is assigned to an asset:
- The disposal is held until movement.
- If this physical element is the only one assigned to the asset, the disposal of the physical element will be validated by the disposal of the asset.
If multiple physical elements are assigned to the asset, you must do one of the following:
- Detach the physical element(s) not affected by the disposal and validate the disposal for the asset.
- Split the asset and process the disposal of the asset assigned to the physical element whose disposal is requested.
- Perform the disposal from the asset: In this case, all physical elements attached to the asset are disposed.
Validating the disposal triggers:
- The update of the physical element with the disposal information entered.
- The generation of a Disposal (PHYISS) event.
You can inquire events in the Events Journal screen, which can be accessed from the Action panel.
Issue cancellation process
The disposal is canceled, depending on the cases, according to the following terms:
- The physical element is not assigned to any fixed asset:
This cancellation triggers the update of the physical element by deleting the issue info.
- The physical element is not assigned to an asset:
The disposal cancellation is pending until the asset disposal cancellation is validated.
The disposal validation triggers the generation of a Disposal cancellation event (PHYISS).
You can inquire events in the
Events Journal window, which can be accessed from the Other info tab.
Stop cancellation process
This action is useful if a disposal cancellation has been carried out by mistake on a physical element attached to an asset.
Stopping the cancellation enables the deletion of pending disposal cancellation movements.
Specific Buttons
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Memo
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Click this action to save the current settings to a Memo code to be reused later. The memo is linked to your user profile, not to the function or the screen.
The STD memo code is associated with the screen and is loaded immediately when you open the function.
For more information on the advanced use of the Memo action, refer to the documentation on the General ergonomics of SAFE X3 software.
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Recall
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Click this action to enter a Memo code to load the settings associated with the code.
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Delete Memo
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Click this action to delete a Memo code.
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Error messages
The only error messages are the generic ones.
Tables used
Refer to documentation Implementation