How to Complete a Physical Inventory
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Step 1: Determine if physical inventory is due
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What to do |
How to do it |
| A. |
Determine your custody codes |
Use Custodial Code Lookup (144):
- Enter your department name in the Custodial Code Description field. If you have a long department name, enter just part of the name to ensure that you get results.
- Click Process Query.
- Review the fields for accuracy. If corrections are needed, complete the Department/Division Information Update form.
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| B. |
Review list of custody codes due |
Search the Physical Inventory Lookup:
- If your custody code has a Yes in the Due column, your inventory is due this year.
- If your custody code does not have a Yes in the Due column, your inventory will be due the following year.
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Next - Verify that received dates are in CAMS