SET UP PHYSICAL COUNT

Use this screen to set up a unique full physical or cycle count for material within a warehouse. A unique count ID can be added to the Physical Count table and the program will determine which part, location, and inventory abbreviation combinations will be counted as part of the physical count.  The Inventory Warehouse Location table for each selected combination will be marked with the count ID and control number.  A record will be created in the Physical Count Detail table for the printing of count sheets/tags and the comparison of perpetual quantities against actual counts.

Use this screen to execute a full physical or cycle count for material within a warehouse.

Count ID

If you entered "Y" in the Auto-Assign field in the Transaction IDs subtask of the Warehouses screen and selected "Physical Counts," leave this field blank and the system will automatically assign the next count ID. If Auto-Assign is "Y" and a count ID is manually assigned in this field, the Last Inv Trans ID field in the Transaction IDs subtask of the Warehouses screen will not be updated. If you entered "N" in the Auto-Assign field, you can manually enter a count ID containing up to 10 alphanumeric characters. The value in this field cannot begin with a space. This is a required field.

Warehouse

Enter, or use Lookup to select, the warehouse ID where the physical count will take place. This is a required field.

Count Date

The system date will display as the count date and it cannot be maintained.

Active

This checkbox is selected, indicating active status, until the physical count is finished.

Sort

Select the radio button to indicate how this report will be printed, either by Location or Part.

Count Type

Select the count type to be performed.

Cycle Count

If you select this radio button, parts for this count type are selected based on ABC code and last count date.

Std Physical

If you select this radio button, parts for this count type are selected based on the user-defined selection criteria on this screen.

Select Make/Buy

Use this group box to determine the type of parts that will be included in the count.

Make

Select this checkbox to include Make parts in this count. If you do not select this checkbox, Make parts will not be included.

Buy

Select this checkbox to include Buy parts in this count. If you do not select this checkbox, Buy parts will not be included.

Count Status

This field displays either "Count Not Printed" or "Count Printed" to indicate the status of the Set Up Physical Count process. Once the count has been saved, the count status displays "Count Not Printed."

Select Project

Range Option

Select the range of inventory projects to be counted. The system-defined selections are "All," "One," "Range," "From Beginning," and "To End."

From/To

Enter, or use Lookup to select, the project that will be the starting and/or ending points to be counted on this physical count.

Select Inventory Abbreviation

Range Option

Select the range of inventory abbreviations to be counted. The system-defined selections are "All," "One," "Range," "From Beginning," and "To End."

From/To

Enter, or use Lookup to select, the inventory abbreviation that will be the starting and/or ending points to be counted on this physical count.

Part/Locations to Count

Enter the number of part/location combinations that should be counted for this cycle count for each ABC code. These fields are not used for a standard physical count.

Select Locations

Range Option

Select the range of locations to be counted. The system-defined selections are "All," "One," "Range," "From Beginning," and "To End."

From/To

Enter, or use Lookup to select, the locations that will be the starting and/or ending points to be counted on this physical count.

Select Inventory Account Types

Asset

Select this checkbox to include inventory abbreviations with an inventory account type of account-owned assets. If you do not select this checkbox, asset inventory will not be included.

Expensed

Select this checkbox to include inventory abbreviations with an inventory account type of expenses. If you do not select this checkbox, expensed inventory will not be included.

GFM

Select this checkbox to include inventory abbreviations with an inventory account type of Government-Furnished Material (GFM). If you do not select this checkbox, GFM will not be included.

Starting Cntl ID

Enter the prefix, up to five alphanumeric characters, to be attached to all control numbers for this physical/cycle count.

Starting Cntl No

Enter a control number, up to a five digits, that the system should start with when it automatically assigns numbers to inventory.

Include Zero Quantity Locations

Select this checkbox to print part/location combinations that had inventory but are now depleted in the system. If you do not select this checkbox, zero quantity locations will not be included.

Overwrite Previous Counts

Select this checkbox to have the system overwrite any unreconciled or uncounted counts for a selected part. If you do not select this checkbox, the system will not overwrite any previous counts.  This checkbox is available only if you selected the Std Physical radio button in the Count Type group box.

Print Options

Show Pre-Count Quantities

Select this checkbox to print pre-count quantities on the count sheets/tags. If you do not select this checkbox, pre-count quantities will not print on the count sheets/tags.

Display Serial/Lot No

Select this checkbox to print serial/lot information on the count sheets/tags. If you do not select this checkbox, serial/lot information will not print on the count sheets/tags.

Font Type

Small

Select this radio button print the report in condensed Courier New font. The report layout is designed to fit all columns in standard 8.5" x 11" landscape orientation.

Large

Select this radio button to print the report in large Courier New font.  The report layout is designed to fit all columns in standard 8.5" x 11" landscape orientation.

Save physical count and pre-count quantities and print the count sheets/tags

Use this button on the toolbar to save the physical and pre-count quantities and print the report.

Save this count for entry of actual count and adjustment generation

Use this button on the toolbar to save the physical and pre-count quantities. This button is unavailable until you print the report.

Table Information

The information that is entered in this screen and saved as a parameter is stored in the FUNC_PARM_CATLG table. The INPPHYS_COUNT table stores the settings from this screen. This screen also relies on the settings in the INVT_SETTINGS table. Information for setting up physical count data is also stored in and/or pulled from the following tables: INV_TRN, INVT, INVT_ABBRV_CD, INVT_PROJ, INVT_TRN, INVT_WHS_LOC_SR_LT, INVT_WHSE_LOC, ITEM, ITEM_CST, ITEM_PROJ_CST, ITEM_UM, IWL, PART, PHYS_CNT_DTL_SR_LT, PHYS_COUNT, PHYS_COUNT_DETL, POST_SEMAPHORE, SEQ_GENERATOR, WHSE_LAST_TRANS, WHSE_LOC.

This application utilizes the following worktable when processing data:  Z_INPPHYS_COUNT.