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Contents of the Create Physical Counts Screen

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

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Project

Field Description
Option

Select a range option for projects from the drop-down list. The available options are:

  • All
  • One
  • Range
  • From Beginning
  • To End
Start

Enter, or click to select, the project that will be the starting point for this physical count.

End

Enter, or click to select, the projects that will be the ending point for this physical count.

Inv Abbrev

Field Description
Option

Select the range option for inventory from the drop-down list. The available options are:

  • All
  • One
  • Range
  • From Beginning
  • To End
Start

Enter, or click to select, the inventory that will be the starting point for this physical count.

End

Enter, or click to select, the inventory that will be the ending point for this physical count.

Warehouse

When creating a Cycle Count, the Warehouse lookup will only display warehouses that are enabled for Cycle Counts in Manage Warehouses. When creating a count for a cycle count schedule, the Warehouse lookup will display warehouses with a cycle count schedule that is valid for the current date based on the start/end date of schedule. If you manually enter a warehouse with a schedule that does not cover the current date, you will encounter an error.

Field Description
Option

This always displays One.

Start

Enter, or click to select, the warehouse ID where the physical count will take place.

Location

Field Description
Option

Select the range option for locations from the drop-down list. The available options are:

  • All
  • One
  • Range
  • From Beginning
  • To End
Start

Enter, or click to select, the locations that will be the starting point for this physical count.

End

Enter, or click to select, the locations that will be the ending point for this physical count.

Part/Rev

Field Description
Option

Select a range for the parts to be included in the generated standard physical or cycle count. If the Count Type is Cycle Count Schedule, the range defaults to All and cannot be edited.

  • All: Select this option to include all available records. You cannot use the Start and End fields for this option. This option displays as the default selection.
  • One: Select this option to include only one record. You must enter that value in the Start field. You cannot use the End field for this option.
  • Range: Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
  • From Beginning: Select this option to include all the records from the beginning of the available records to a specific record. You must enter the last value for the range in the End field. The Start field is disabled for this option.
  • To End: Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. You cannot use the End field for this option.

Sort By

Field Description
1st Sort

Select the sort option from the drop-down list to indicate how the report will be printed. The available options are:

  • Location
  • Part

Options

Count Type

Select the count type to be performed.

Field Description
Cycle Count

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

Cycle Count Schedule Select this option to create a cycle count based on an existing cycle count schedule. Counts are generated based on the applicable schedule for the selected warehouse. Once a warehouse is selected, Costpoint loads the Cycle Count Schedule ID corresponding to the warehouse and current date, which must be within schedule start/end dates. If this option is selected, the Warehouse lookup will display all warehouses with cycle count schedule valid for the current date based on the start/end date of schedule. If you manually enter a warehouse with a schedule that does not cover the current date, you will encounter an error.
Standard Physical

If you select this option, 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.

Field Description
Make

Select this check box to include Make parts in this count. If you clear this check box, Make parts are not included.

Buy

Select this check box to include Buy parts in this count. If you clear this check box, buy parts are not included.

Part/Locations to Count

Field Description
A to E

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 Inventory Account Types

Field Description
Asset

Select this check box to include inventory abbreviations with an inventory account type of account-owned assets. If you clear this check box, asset inventory is not included.

Expensed

Select this check box to include inventory abbreviations with an inventory account type of expenses. If you clear this check box, expensed inventory is not included.

GFM

Select this check box to include inventory abbreviations with an inventory account type of Government-Furnished Material (GFM). If you clear this check box, GFM is not included.

Print Options

Field Description
Show Pre-Count Quantities

Select this option to print pre-count quantities on the count sheets/tags.

Display Serial/Lot Numbers

Select this option to print serial/lot information on the count sheets/tags.

Include Zero Quantity Locations

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

Overwrite Previous Counts

Select this check box to have the system overwrite any unreconciled or uncounted counts for a selected part. If you clear this check box, the system will not overwrite any previous counts. This check box is available only if you selected the Standard Physical option in the Count Type group box.

Generate

Field Description
Count ID

If you select the Physical Count transaction in the Transaction IDs subtask of the Manage Warehouses screen and select the Auto-Assign check box, leave this field blank and Costpoint will automatically assign the next count ID. If you select Auto-Assign and manually assign a count ID in this field, the Last Inv Trans ID field in the Transaction IDs subtask of the Manage Warehouses screen will not be updated. If you clear the Auto-Assign check box, you can manually enter a count ID. The value in this field cannot begin with a space.

Control Number Prefix

Enter the prefix to be attached to all control numbers for this physical/cycle count.

Starting Control Number

Enter a control number that Costpoint should start with when it automatically assigns numbers to inventory.

Count Date

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