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IFS Cloud

Overview

The Fixed Asset Counting application is designed to support the physical verification and auditing of fixed assets within the IFS environment. The solution provides a simplified and mobile-friendly process for performing fixed asset counting activities efficiently using mobile devices.

The application enables users to:

  • Access assigned physical count records.

  • Verify the existence of fixed assets using barcode scanning or manual selection.

  • Update asset statuses during the counting process.

  • Add notes and image attachments for audit evidence.

  • Modify selected asset-related information directly from the mobile interface.

Functionality

Pre-requisites

Before using the application, ensure the following prerequisites are fulfilled:

  • Access to the IFS environment.

  • Existing “Object Physical Count” records created in IFS.

  • Mobile device (phone or tablet) with internet connectivity.

  • Barcode scanning capability on the mobile device.

User Requirements

  • User must have authorization to access Object Physical Count records.

  • User should have access rights to update asset statuses, notes, and attachments.


Steps

Step 1 – Select Physical Count

Users can view and select available “Object Physical Count” records that are currently in the Created status.

Process

  1. Open the application.

  2. Navigate to the Select Physical Count screen.

  3. Select the required Object Physical Count from the available list.

Features

  • Displays all Physical Counts with status Created.

  • Single selection functionality.


Step 2 – Objects to Count List

After selecting a Physical Count, the application displays all fixed assets associated with the selected count.

Users can:

  • Review asset details and statuses.

  • Select one or multiple assets.

  • Update counting statuses in bulk.

Available Actions

Action
Description

Exists

Marks selected assets as “Exists”.

Missing

Marks selected assets as “Missing”.

Clear Status

Removes the assigned status from selected assets.

Close FA Counting

Completes the Physical Count when all assets are marked as “Exists”.

Detailed Counting

Opens detailed counting for selected assets.

Process

  1. Review the list of fixed assets.

  2. Select one or more assets.

  3. Perform one of the available actions:

    • Mark as Exists

    • Mark as Missing

    • Clear status

  4. If detailed verification is required, click Detailed Counting.

  • Checkboxes indicate whether notes exist for an asset.

  • The Close FA Counting option is only available when all assets are marked as Exists.


Step 3 – Select FA Object

The user can select a specific fixed asset for detailed processing.

Selection Methods

  • Manual selection from the list.

  • Barcode scanning.

Process

  1. Select a fixed asset from the displayed list.

  2. Alternatively, scan the asset barcode.

  3. The application navigates to the Simple View screen.

The list displays all assets from the selected Physical Count or only selected assets from the previous step.


Step 4 – Simple View

The Simple View provides a simplified overview of the selected fixed asset.

Information Displayed

  • Basic fixed asset information.

  • Current Physical Count status.

Available Actions

Action
Description

Exists

Marks the asset as “Exists”.

Missing

Marks the asset as “Missing”.

Clear Status

Clears the current status.

Details

Opens the Detailed View screen.

Process

  1. Review the displayed asset information.

  2. Update the asset status if required.

  3. Click Details to open the Detailed View.

Once a status is updated, the asset is removed from the processing list passed from previous stages.


Step 5 – Detailed View

The Detailed View provides extended functionality for managing and documenting fixed assets.

Features

  • View pinned steps and related attachments.

  • Add notes to the Physical Count.

  • Upload image attachments.

  • Modify selected asset information.

  • Update Alternative Estimated Life values.

Editable Fields

  • Object Group

  • Object Class

  • Supplier

  • Owner

  • Alternative Estimated Life

Available Actions

Action
Description

Add Photo

Uploads a photo attachment to the asset in IFS.

Add Notes

Adds notes related to the Physical Count.

Save

Saves all updated values to IFS.

Process

  1. Review the asset details and existing attachments.

  2. Modify editable fields if necessary.

  3. Add notes or photos as supporting evidence.

  4. Click Save to update the information in IFS.

  • Object Group, Object Class, and Supplier are selectable from predefined lists.

  • Owner must be entered manually.

  • Existing notes and attachments can be reviewed before adding new records.

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