Customer Audit - Revision history

Sdigon at 14:20, 15 March 2022

2022-03-15T14:20:41Z

Sdigon at 14:19, 15 March 2022

2022-03-15T14:19:38Z

Sdigon: /* Overview */

2022-03-15T14:18:18Z

Overview

Sdigon: /* How it Works */

2022-03-15T14:17:53Z

How it Works

Jgreco: Initial proofread pass - docs

2021-11-29T17:58:34Z

Initial proofread pass - docs

Show changes

Lpickett: /* Reconcile the Audit When a Parent Account Has Multiple Child Accounts */

2018-05-10T17:52:32Z

Reconcile the Audit When a Parent Account Has Multiple Child Accounts

Lpickett: /* Reconcile the Audit When a Parent Account Has Multiple Child Accounts */

2018-05-10T17:52:04Z

Reconcile the Audit When a Parent Account Has Multiple Child Accounts

Lpickett: /* Reconcile the Audit */

2018-05-10T17:51:39Z

Reconcile the Audit

Eschurdak at 21:15, 11 May 2017

2017-05-11T21:15:12Z

Eschurdak at 20:58, 11 May 2017

2017-05-11T20:58:23Z

Show changes

@@ Line 161: / Line 161: @@
 When you do the Customer Audit, you won't find 111 on the balance anymore because it is no longer at the location. When the audit logic tries to reconcile, it sees that there were RNS of that type, so it figures that the missing asset was one of those RNS and just marks it as returned, rather than returning it and marking it as lost.
-==Customizing it for You==
+==Customizing It for You==
 If you need any of the functionality described under the '''Customizing it for You''' section, please contact your [[Contact_Us|TrackAbout Support Team]].

@@ Line 12: / Line 12: @@
 ==Overview==
 Customer Audit allows you to perform a physical audit at a customer location, and reconcile it with that customer's TrackAbout balance. It gives you the ability to accurately account for assets at customer sites.
 ==How It Works==
 === Scan Assets at the Customer Site ===
@@ Line 52: / Line 54: @@
 The Customer Audit action will create Customer Audit Records that can be viewed from the [[TrackAbout Activity]] page, or in the TrackAbout Dashboard.

@@ Line 11: / Line 11: @@
 ==Overview==
-Customer Audit allows you to perform a physical audit at a customer location, and reconcile it with that customer's TrackAbout balance.
+Customer Audit allows you to perform a physical audit at a customer location, and reconcile it with that customer's TrackAbout balance. It gives you the ability to accurately account for assets at customer sites.
 ==How It Works==

@@ Line 17: / Line 17: @@
 This feature gives you the ability to accurately account for assets at customer sites.
-==How it Works==
+==How It Works==
 === Scan Assets at the Customer Site ===

@@ Line 133: / Line 133: @@
 ==== Reconcile the Audit When a Parent Account Has Multiple Child Accounts ====
-In the case where there are multiple child accounts under one parent account, with the child accounts set to be Billed With Parent, you can either select all child accounts to reconcile with the parent together, or you can reconcile one child account at a time, with pros and cons to both ways.
+In the case where there are multiple child accounts under one parent account, with the child accounts set to be '''Billed With Parent''', you can either select all child accounts to reconcile with the parent together, or you can reconcile one child account at a time, with pros and cons to both ways.
 ===== If you audit and reconcile all accounts together: =====

← Older revision		Revision as of 17:52, 10 May 2018
Line 134:		Line 134:

	In the case where there are multiple child accounts under one parent account, with the child accounts set to be Billed With Parent, you can either select all child accounts to reconcile with the parent together, or you can reconcile one child account at a time, with pros and cons to both ways.		In the case where there are multiple child accounts under one parent account, with the child accounts set to be Billed With Parent, you can either select all child accounts to reconcile with the parent together, or you can reconcile one child account at a time, with pros and cons to both ways.
−

	===== If you audit and reconcile all accounts together: =====		===== If you audit and reconcile all accounts together: =====

@@ Line 130: / Line 130: @@
 CASE 2: Audit records are ''not'' reconciled in the order in which they happened
 If customer B is reconciled first, the asset gets marked as Lost. When reconciling Customer A, the asset is found, but that record was before the asset was “lost” so at the end of the day, the asset is lost.
 == Troubleshooting Audits ==

@@ Line 35: / Line 35: @@
 * Scan the barcodes of all the assets at the customer’s site.
 ** For assets that don’t have a barcode, affix the barcode(s) to the asset and hit the Add New button.
 ** Choose the Category, Group, Type, and Item# (Product Code) from drop-down lists
 ** Select the correct Owner.
 ** Tap the Continue button.
 ** Scan the Barcode and key in the Serial Number of the asset
 ** When done, tap the Save button
+[[File:CustomerAuditMobile22017.png|border|300px]]        [[File:CustomerAuditMobileAddNew2017.png|border|300px]]     [[File:CustomerAuditMobileAddNew22017.png|border|300px]]
@@ Line 101: / Line 89: @@
 [[File:auditwebsites5.png|400px]]
 * The Incomplete Audit Summary page shows a summary of the assets found on the audit records compared to the customer's TrackAbout balance:
@@ Line 106: / Line 99: @@
-** Expected:  shows how many of each type of asset TrackAbout expected the Customer had prior to the Audit
-** Found: shows how many of each type of asset was actually found during the course of the Audit
+* Click on Reconcile This Audit to begin the reconciliation process
-** Difference: shows the difference between how many of each type of asset were expected before the Audit, and how many were actually found during the Audit
+* The next page suggests that this audit should really be finished all in one process rather than half starting and coming back to it later. Click on the Begin button
-** Not Found Unique Assets: displays how many unique assets were expected at the Customer site, but were not found during the course of the Audit
 [[File:auditwebsite7.png|400px]]
-* This screen serves as a reminder that all handhelds must be synced before continuing the Audit Resolution. After confirming, click on the Yes button. <br />
 [[File:auditwebsite8.png|400px]]
 * The surprise finds page lists barcode numbers that were found on this customer’s balance that were not on it before the audit. Click on the Continue button.<br />