---
title: "Asset Physical Verification"
slug: "asset-physical-verification"
updated: 2025-12-23T11:54:11Z
published: 2025-12-23T11:58:53Z
canonical: "help.symphonysummitai.com/asset-physical-verification"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Asset Physical Verification

### What is Asset Physical Verification?

Physical Verification is a procedure to ensure the Assets are physically present and usable. The Physical Verification is carried out by the Analyst for all Assets in Allocated status. Assets are verified by scanning the bar code labels. For information about Asset Physical Verification using RFID, see [Asset Physical Verification Using RFID](https://help.symphonysummitai.com/apex/docs/apex2-asset-physical-verification-using-rfid).

**Scheduling Asset Physical Verification**

Physical Verification of the Assets can be scheduled based on the Company policies and requirements. Once scheduled, the Physical Verification process is automatically initiated by the Apex 2.0 application.

**Steps to Schedule Asset Physical Verification**

1. Select **Asset > Configuration** > **Others** > **Asset Physical Verification**.
2. On the **ACTIONS** panel of the **ASSET PHYSICAL VERIFICATION** page, click **ADD** **NEW**. The **ASSET PHYSICAL VERIFICATION** configuration page is displayed.
3. Select Asset Category from **Category** drop-down list.
4. Select Physical Verification Request Type from **Request Type** drop-down list.
  - The field is displayed if you select Store in the **Request Type** drop-down list. Select **Stores** from the drop-down list to schedule a Physical Verification process.
  - The field is displayed if you select Floor in the **Request Type** drop-down list. Select **Floors** from the drop-down list to schedule a Physical Verification process.
  - The field is displayed if you select Customer in the **Request Type** drop-down list. Select **Customers** from the drop-down list to schedule a Physical Verification process.
5. Check the **Active** check box to activate Physical Verification.
6. Check the **Enable Exclude Options** to get the **EXCLUDE** **SECTION** where you can specify certain criteria for the Assets to exclude these Assets from the Physical Verification process.
7. Under the **FREQUENCY** section.
  - Specify the number of days in the **Assets Allocated Within** field to exclude Assets that are allocated within the specified days from the Physical Verification process.
  - Specify the number of days in the **Physical Verification done for Assets Within** field. The Assets that are already verified within the specified days are excluded from the Physical Verification process.
  - Specify the number of days in the **Asset Reconciliation done Within** field. The Assets that are reconciled within the specified days are excluded from the Physical Verification process.
  - Check **Assets already in Physical Verification Process** check box to include all the Assets that are already in the Physical Verification Process.
  - Select **Schedule Type** as **One Time** to schedule the Physical Verification process for once and as **Recurring** to schedule the Physical Verification repeatedly.
  - Click the **Calendar** icon in **Next Verification Date** to specify the subsequent execution date and time of Physical Verification process to be executed in Next Verification Date.
  - Specify the Monthly or Yearly frequency when you want the Physical Verification process to be executed in **Occurs Every** drop-down menu. **Example:** If you specify "2" in the text box and select **Monthly** in the drop-down list, the Physical Verification process is executed exactly after 2 months and at an interval of every 2 months thereafter.
8. Click the required **Request** **Type** to update a Physical Verification schedule. Make appropriate changes and click **SUBMIT**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/asset phy vl.png) Figure: Asset Physical Verification Page

### Approval Configurations

**Configuring Approval Matrix**

The Approval Matrix is a decision table that allows the Administrators to define the roles of the Approvers. You can configure an Approval Matrix to define level-wise Approvers for specific requests.

**Steps to configure an Approval Matrix:**

1. Select **Asset** > **Configuration** > **Others** > **Approval** **Matrix**. The **APPROVAL MATRIX** page is displayed.
2. On the **ACTIONS** panel of the **APPROVAL MATRIX** page, click **APPROVAL MATRIX**. The **APPROVAL MATRIX** page is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/approval matrix.png) Figure: Approval Matrix page
3. Select the **Tenant** from the drop-down list.
4. Select **Physical Verification** from **Approval Matrix For** drop-down list.
5. Select the Matrix Enter **Matrix type** to configure the Approval Matrix.
6. Select the number of Approval levels from **No. of Approval Levels** drop-down list through which the Approval criteria must pass before it is approved.
7. Ensure **Active** check box is checked.
8. Displays the number of levels that you have selected in the **No. of Approval Levels** drop-down list.
9. Select the Approver Role from **Approver Role** drop-down list for each Approver level. The Approver Roles are displayed based on the selected **Matrix** **Type**.
10. Check **Allow Refer Back** check box to allow the Approver to Refer Back to the Approval initiator/previous Approver Level. The Level 1 Approver is not allowed to refer a request.
11. Check **Allow Rejection** check box if you want to allow the Approver to reject the Physical Verification request.
12. Check the **Display Assets** check box to allow the respective Approver to view the previous level Assets.
13. Specify the E-mail Ids of the Users in **Carbon Copy e-mail IDs** textbox to notify for each approval Level.
14. Click **SUBMIT.**

**Configuring Approver Role**

You can configure an Approver Role. The Role that you configure is mapped to an Approver.

#### To configure a new Approver Role:

1. Select **Asset** > **Configuration** > **Others** > **Approval** **Matrix**.
2. On the **ACTIONS** panel of the **APPROVAL MATRIX** page, click **CONFIGURE** **APPROVER ROLE**. The **CONFIGURE APPROVER** **ROLE** pop-up page is displayed. Fill in the details on the **CONFIGURE APPROVER ROLE** pop-up page, and then click **SUBMIT**. For more information about the fields on the **CONFIGURE APPROVER ROLE** pop-up page, see **Field Description**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/approver role.png) Figure: CONFIGURE APPROVER ROLE pop-up page

**Field Description**

The following table describes the fields on the **CONFIGURE APPROVER ROLE** pop-up page:

| **Field** | **Description** |
| --- | --- |
| Tenant | Select the Tenant for which you want to configure the Approver Roles. |
| Approver Role | Specify the Approver Role that you want to configure. |
| Active | If selected, the Approver Role becomes active. |
| Include Inactive Records | If selected, the inactive Approver Role configurations are displayed with the active Approver Role configurations. |

**Mapping Approvers**

You can map an Approver to an Approver Role for a specific Tenant. The configured Approvers become a part of the Approval Matrices.

To map an Approver to an Approver Role, perform the following steps:

1. Select **Asset** > **Configuration** > **Others** > **Approval** **Matrix**. The **APPROVAL MATRIX** page is displayed.
2. On the **ACTIONS** panel of the **APPROVAL MATRIX** page, click **APPROVER MAPPING**. The **APPROVER MAPPING** pop-up page is displayed. Fill in the details on the **APPROVER MAPPING** pop-up **page**, and then click **SUBMIT**. For more information about the fields on the **APPROVER MAPPING** pop-up **page**, see Field Description. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/map approver.png) Figure: MAP APPROVER pop-up page

### Asset Physical Verifications

**Asset Physical Verification Request on Web**

While approving Assets for Physical verification, the Approver needs to select either **Found** or **Not Found** from the **Last User Status** drop-down list and provide appropriate remarks.

### Custom Scheduler Job

Apart from configuring Physical Verification in the Apex 2.0 application, relevant Custom Scheduler Job needs to be configured for the Physical Verification to function correctly.

##### Initiate Physical Verification

This job is responsible for initiating the Physical Verification workflow based on the scheduled time. This job needs to be configured on the SUMMIT Application server. It is recommended to configure once a day.