Contents of the Manage Physical Counts Screen

Use the fields and options to configure the Manage Physical Counts screen.

Identification

Field	Description
Warehouse	Enter, or click to select, the warehouse ID where the count will take place.
Count ID	If you select the Physical Count transaction on the Transaction IDs subtask of the Manage Warehouses screen and select the Auto-Assign checkbox, leave this field blank and Costpoint will automatically assign the next count ID. If you select Auto-Assign and you manually assign a count ID in this field, Costpoint will not update the Last Inv Trans ID field on the Transaction IDs subtask. If you clear the Auto-Assign checkbox, you can manually enter a count ID.
Count Type	This field displays the type of count created. The values include Cycle Count, Standard Physical Count, Cycle Count Schedule, and Null for pre-existing count records.
Schedule	This field displays the cycle count schedule corresponding to the cycle count when Count Type is Cycle Count Schedule.

Count Detail

Field	Description
Count Date	This field displays the system date as the default count date, but you can enter, or click to select, a new date.
Control Prefix	Enter the prefix to be attached to all control IDs for this physical count.
Active	This field displays Y to indicate the status is active, until the physical count has been completed.
Count Sheet Printed	This field displays Y if the count sheet/tags have been printed. Otherwise, it displays N.

Physical Count Details

Field	Description
Control No	The control number is automatically generated from the Starting Control Number field on the Create Physical Counts screen, but you can modify it when adding a new line.
Part	Enter, or click to select, the part ID of the item to be counted.
Part Security	This field is visible only if the Use Part Data Security Controls checkbox is selected on the Configure Product Definition Settings screen, which indicates that the replacement part is subject to data security restrictions, as defined in the International Traffic in Arms Regulations (ITAR) or the Export Administration Regulations (EAR). If enabled, this field displays one of the following values to indicate whether the part is subject to part data security restrictions and whether you have the necessary authorization to access information for that part: Unrestricted: The part is not subject to data security restrictions. Restricted: The part is subject to data security restrictions and you are authorized to access detailed part information. *UNAUTHORIZED*: The part is subject to data security restrictions and you are not authorized to access or view part information. This value is displayed in red background color.\ Note: The features in this release relating to Part Data Security are intended to assist your company in achieving ITAR compliance. However, it is each company’s responsibility to confirm that it is meeting its obligations with respect to ITAR or other applicable requirements. Deltek does not warrant that use of this functionality will result in compliance.
Rev	This field automatically displays the last revision assigned to the part ID; however, you can enter, or click to select, another revision that exists for this part ID.
Description	The description of the part selected will automatically display and cannot be modified.
Location	Enter, or click to select, the location ID to be counted.
Inventory Abbrev	Enter, or click to select, the inventory abbreviation to be counted.
U/M	The inventory unit of measure of the part selected will automatically display and cannot be modified.
Pre-Count Qty	This field displays the pre-count quantity for this part.
Counted	This field displays N (No) if an actual count has not been entered for this count line. Y (Yes) displays if an actual count has been entered for this count line.
Actual Count Qty	This field displays the actual count quantity for this count line.
Variance Qty	This field displays the variance quantity for this count line. The variance quantity is the Pre-Count Qty less the Actual Count Qty.
Tolerance	This field displays the count tolerance percentage for this part.
Reconciled	Y (Yes) displays if this count line has been reconciled. Otherwise, N (No) displays.
ABC	The ABC code of the part selected will automatically display and cannot be modified.
Last Count Date	This field displays the last count date for this part.
Active	This field displays Y (Yes) until the physical count has been completed and adjustments created. N (No) will be displayed if the physical count has not been completed.

Subtask

Subtask	Description
Serial/Lot Info	Click this link to open the Serial/Lot Info subtask to view serial/lot information for the selected transaction line.

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Contents of the Manage Physical Counts Screen

Use the fields and options to configure the Manage Physical Counts screen.

Identification

Field	Description
Warehouse	Enter, or click to select, the warehouse ID where the count will take place.
Count ID	If you select the Physical Count transaction on the Transaction IDs subtask of the Manage Warehouses screen and select the Auto-Assign checkbox, leave this field blank and Costpoint will automatically assign the next count ID. If you select Auto-Assign and you manually assign a count ID in this field, Costpoint will not update the Last Inv Trans ID field on the Transaction IDs subtask. If you clear the Auto-Assign checkbox, you can manually enter a count ID.
Count Type	This field displays the type of count created. The values include Cycle Count, Standard Physical Count, Cycle Count Schedule, and Null for pre-existing count records.
Schedule	This field displays the cycle count schedule corresponding to the cycle count when Count Type is Cycle Count Schedule.

Count Detail

Field	Description
Count Date	This field displays the system date as the default count date, but you can enter, or click to select, a new date.
Control Prefix	Enter the prefix to be attached to all control IDs for this physical count.
Active	This field displays Y to indicate the status is active, until the physical count has been completed.
Count Sheet Printed	This field displays Y if the count sheet/tags have been printed. Otherwise, it displays N.

Physical Count Details

Field	Description
Control No	The control number is automatically generated from the Starting Control Number field on the Create Physical Counts screen, but you can modify it when adding a new line.
Part	Enter, or click to select, the part ID of the item to be counted.
Part Security	This field is visible only if the Use Part Data Security Controls checkbox is selected on the Configure Product Definition Settings screen, which indicates that the replacement part is subject to data security restrictions, as defined in the International Traffic in Arms Regulations (ITAR) or the Export Administration Regulations (EAR). If enabled, this field displays one of the following values to indicate whether the part is subject to part data security restrictions and whether you have the necessary authorization to access information for that part: Unrestricted: The part is not subject to data security restrictions. Restricted: The part is subject to data security restrictions and you are authorized to access detailed part information. *UNAUTHORIZED*: The part is subject to data security restrictions and you are not authorized to access or view part information. This value is displayed in red background color.\ Note: The features in this release relating to Part Data Security are intended to assist your company in achieving ITAR compliance. However, it is each company’s responsibility to confirm that it is meeting its obligations with respect to ITAR or other applicable requirements. Deltek does not warrant that use of this functionality will result in compliance.
Rev	This field automatically displays the last revision assigned to the part ID; however, you can enter, or click to select, another revision that exists for this part ID.
Description	The description of the part selected will automatically display and cannot be modified.
Location	Enter, or click to select, the location ID to be counted.
Inventory Abbrev	Enter, or click to select, the inventory abbreviation to be counted.
U/M	The inventory unit of measure of the part selected will automatically display and cannot be modified.
Pre-Count Qty	This field displays the pre-count quantity for this part.
Counted	This field displays N (No) if an actual count has not been entered for this count line. Y (Yes) displays if an actual count has been entered for this count line.
Actual Count Qty	This field displays the actual count quantity for this count line.
Variance Qty	This field displays the variance quantity for this count line. The variance quantity is the Pre-Count Qty less the Actual Count Qty.
Tolerance	This field displays the count tolerance percentage for this part.
Reconciled	Y (Yes) displays if this count line has been reconciled. Otherwise, N (No) displays.
ABC	The ABC code of the part selected will automatically display and cannot be modified.
Last Count Date	This field displays the last count date for this part.
Active	This field displays Y (Yes) until the physical count has been completed and adjustments created. N (No) will be displayed if the physical count has not been completed.

Subtask

Subtask	Description
Serial/Lot Info	Click this link to open the Serial/Lot Info subtask to view serial/lot information for the selected transaction line.