Interesting... in our previous ILS, the Inventory Date was updated with every Check-In action, so I didn't initially understand where the problem was... Realizing now that Polaris doesn't update Inventory Date values with Check-In actions, I understand where you're coming from. That said, I think it would be easier to bypass the bulk edit action altogether and just have the Inventory Date updated at Check-In. I know there's a dedicated Inventory Check-In, but that could still be used for direct inventory processes (like loading scans from a file/buffer) where you don't want any other other action taken on the item. I'm not opposed to editing the items via a record set, but unless there are some circumstances where you don't want the Inventory Date updated at Check-In, that seems like another step that could be eliminated.

Hi Pil,

Your understanding is correct. We use SimplyReports to select the items that were checked in recently and then output the item barcodes. It's a multi-step process.

Mei

While I understand the notion, I'm curious about you're existing workflow. It seems like if you were scanning items for inventory, you would just use the Inventory workform. Alternatively, I would think any record set you might create would need to have been created either by scanning items directly or adding them using another report or file. In both cases, it seems like you should have a file you could load into the Inventory workform? We've only been live in Polaris for a month, so I haven't really had to work out our inventory procedures yet, but my plan had been to output locally stored scans from a barcode reader to a file and load that... It seemed simple enough, but I've not tested anything and am curious about whatever logistical challenges you or others have experienced.

Anything that would help streamline the inventory process would be a great improvement, and this would definitely help streamline it.

We would like the ability to update the inventory date directly via a record set. Currently, to update the date for recently checked-in items, we must generate a text file of barcodes and upload it through the Check In - Inventory workform. We are hoping for a feature that allows us to edit inventory dates within a record set, similar to the 'edit due dates' function.