The following guide is intended to Perform Physical Inventory.

• Perform Physical Inventory – Mass Updates and Assets with Parent/Child Relationship.
• Perform Physical Inventory – Single Asset.
  • See Managing Fixed Assets – Asset Maintenance QRG for Update Descriptive Details.

Terminology

• FBDI (File Base Data Import): FBDI is a tool used to load data into Oracle Cloud from external sources and is one of the many ways in Oracle Fusion Cloud to do conversions.
• Post Mass Update Descriptive Details: Use the Post Mass Update Descriptive Details file-based data import process to update the descriptive details of assets in your asset book. You can download a spreadsheet template to use to prepare your data.

Perform Physical Inventory – Mass Updates and Assets with Parent/Child Relationship

1. Login using Company Single Sign-On to access your Oracle account.

2. Navigate and select the Fixed Assets module.
3. Select Assets.

4. Select the Taskbar.
5. Under General, select Inquire Assets.

6. Using the Advanced Search, enter the Parent Asset to update Last Inventory Date and select Search.

7. Export the resulting list by click onto Export to Excel button. You will use this later.

8. Open the Update Descriptive Details FBDI.
9. Enter Transaction Group, Asset Book, ATTRIBUTE_DATE1, and Asset Number (exported in step 7).
   1. Note: ATTRIBUTE_DATE1 corresponds to Last Inventory Date in the system.
   2. Note: You must have downloaded and saved the Fixed Asset Update Descriptive Detail Template (FBDI) to a local place on your Desktop before starting this process.

10. Toggle to Instructions and CSV Generation tab and select the Generate CSV File button.

11. Return to the User Interface and select Tools.
12. Select Schedule Processes.

13. Select Schedule New Process.

14. Search Load Interface File for Import and click OK.

15. Search Post Mass Update Descriptive Details for Import Process and select the ZIP file you saved during step 10.
16. Select Submit.

17. Wait until the predecessor job runs successfully.
18. Select Schedule New Process again.

19. Search Post Mass Update Descriptive Details and select OK.

20. Select Book and Transaction Group.
21. Select Submit.

22. Highlight the Post Mass Update Descriptive Details line by clicking into the row.
23. Select the hyperlink next to Attachment.

24. Click into the Log file and review all the records have been processed.

25. Return to the Assets work area and select the Taskbar.
26. Under General, select Inquire Assets.

27. Using the Advanced Search, enter the Parent Asset to you modified and select Search.

28. Navigate to the Descriptive tab and verify Last Inventory Date had been updated.

You have now completed the process to Perform Physical Inventory.

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