Physical Inventory Count Sheet Print

Menu Path: Warehouse Management $Images\bluerarw.gif$ Inventory Management $Images\bluerarw.gif$ Physical Inventory $Images\bluerarw.gif$ Physical Inventory Count Sheet Print

Purpose

Generate inventory count sheets for physical inventory IDs.

Overview

Use Physical Inventory Count Sheet Print to create an Inventory Count Sheet for a physical inventory ID. The count sheet can list the current on-hand quantities for products, or it can be blank (for a blind count). After you print count sheets, you are in a state of counting, and you cannot perform any inventory-related transactions in the system, such as stock adjustments.

Outputting an Inventory Count Sheet

To output an inventory count sheet:

Enter a physical inventory ID in the Physical Inventory ID field.
Make the appropriate selections for displaying computer counts on the count sheet, printing an error report, setting page breaks by bin, displaying zero product quantities on the count sheet, and defaulting the physical inventory to the system quantity on hand.
Click the Print Options tab.
Select a processing option and an output option for the count sheet.
Click the Print button in the ribbon to output the count sheet based on the selected process and output options. If the Print Error Report check box is selected, and there are unconfirmed pick demands, or confirmed pick demands/work orders that were not inventory adjusted, the Inventory Count Sheet Errors Report outputs. If this report is output, you must resolve the pick demands or work orders listed on the report. After the pick demands have been adjusted for inventory (or cancelled), you must re-output the count sheet.

The Inventory Count Sheet outputs for the specified physical inventory ID. You can now enter physically counted quantities in the count column and verify and recount, if necessary.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Physical Inventory Count Sheet Print window.
Print	Click this button to display, output, email, or print the inventory count sheet.

Select Tab Fields and Buttons

Field or Button	Description
Physical Inventory ID	Enter a physical inventory ID, or click the Lookup button to select a physical inventory ID. For information on creating physical inventory ID's, see Physical Inventory Select.
Sort by	Select whether to sort products by product code or name.
Show Computer Count on Count Sheet	Select this check box to display the current on-hand quantity on the count sheet. This setting indicates whether you want a blind count.
Print Error Report	Select this check box to output the Inventory Count Sheet Errors Report, which will output if there are confirmed or unconfirmed pick demands for products in the selected physical inventory ID. If there are errors, a dialog appears, and informs you that there are pick demands that have not had inventory adjusted at the location for the physical inventory ID. You must resolve the items listed on the report to continue with the next step of Physical Inventory Entry.
Page Break By Bin	Select this check box to insert a page break after each bin on the count sheet.
Show Zero Quantities	Select this check box to display products with a current on-hand quantity of zero on the count sheet.
Default Physical Inventory Count As Is	Select this check box to copy the current on-hand quantity to the physical count. This is done typically in a paper count so that only the exception counts need to be entered in the system. If this check box is cleared, you will need to enter all the physical counts. Note This generally works in conjunction with the Show Computer Count on Count Sheet check box. If you are showing counts, you probably only want to enter the physical count differences.

Print Options Tab Fields and Buttons

Field or Button	Description
Output Option	Select one of the following output options: Screen - Output to a PDF so you can immediately view the count sheet. If you select this option, you cannot output using Scheduling Assistant. File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name. Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field and the number of copies to print in the Number of Copies field. Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the count sheet attached as a PDF file. Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information. If you select this option and select to output to Scheduling Assistant, you are prompted to select recipients for an email, and Scheduling Assistant sends an email with the report attached as an Excel file.
Save Report File	Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Save Access Database File	Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Output File Type	Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.
Specify File Name	Select this check box to specify the file name of the output count sheet. This check box is only available if you select the File radio button.
Output Directory	Enter the location for the output count sheet, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared.
Output File Name	Enter a location and file name for the output count sheet, or click the Lookup button to navigate to and select a location and file name. This field is only available if you select the Specify File Name check box.
Excel Format Name	Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.
Format Maintenance	Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button.
Save As Type	Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.
Include header	Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.
Delimiter	Enter a comma (,), caret (^), or vertical bar (\|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.
Enclosing Character	If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.
Printer	Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.
Print Full Heading on All Pages	Select this check box to include the entire heading from the first page of the count sheet on all pages of the count sheet. This check box is cleared by default, and only enabled if you select the Screen, File, Printer, or Email radio button.
Print Title Line on All Pages	Select this check box to include the count sheet title, page number, and printed date/time on all pages of the count sheet. This check box is selected by default and only enabled if you select the Screen, File, Printer, or Email radio button, and if the Print Full Heading on All Pages check box is cleared.
Report Language 1	Enter the first language for the count sheet, or click the Lookup button to select a language.
Report Language 2	Enter the second language for the count sheet, or click the Lookup button to select a language. If you enter a language in this field, the count sheet is printed in this language and the language entered in the Report Language 1 field.
Horizontal Shading	Select this check box to include horizontal shading on alternate lines of the count sheet to make it easier to read the data. This check box is cleared by default, and is only enabled if you select the Screen, File, Printer, or Email radio button.
Collate	Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc.
Horizontal Shading Color	Click the Lookup button to select the color of horizontal shading on the count sheet. This Lookup button is only enabled if you select the Horizontal Shading radio button.
Number of Copies	Enter the number of copies of the count sheet to print. This field is only enabled if you select the Printer radio button.
Process	Select whether the count sheet is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the process occurs. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen.
Time	Enter the time to output or process, and select AM or PM. These fields are only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.
Date	Enter the date (or first date) to output or process. This field is only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.
Task Occurs	Select one of the following options: Once - Output or process at a specified date and time. Every - Output or process on a recurring basis. You can select to output/process at a specific time: every week on specified days after a specified number of days on the first or last day of each month after a specified number of minutes After - Output/process after a specified task is completed. These radio buttons are only enabled if you select the Schedule radio button.
Frequency	Select one of the following: Day of Week - Output or process every week on the selected days. Days - Output or process after a specified number of days, starting on a specified date. Month - Output or process on the first or last day of each month, starting on a specified date. Time - Output or process after a specified number of minutes, starting on a specified date. These radio buttons are only available if you select the Every radio button.
Day of Week	Select the day(s) of the week to output or process. These check boxes are only enabled if you select the Schedule radio button, and select the Every and Day of Week radio buttons.
Repeat Every X Days	Enter a number of days after which to output or process. This field is only available if you select the Days radio button.
Repeat On	Click the Lookup button and select whether to output or process on the first or last day of the month. This field is only available if you select the Month radio button.
Repeat Every X Minutes	Enter a number of minutes after which to output or process. This field is only available if you select the Time radio button.
Triggering Task Id	Click the Lookup button to select a task ID that will trigger the task. This field is only available if the After radio button is selected.
Triggering Task Name	This field displays the name of the triggering task. This field is only available if the After radio button is selected.
Triggering Task Description	This field displays the description of the triggering task. This field is only available if the After radio button is selected.
Task Description	Enter a description of the task. This can help users understand the purpose of a recurring task.
Scheduling Assistant Queue	Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue.
External Email	Select this check box to send an email (outside of Apprise, using SMTP) when the task is completed.
Screen Alert	Select this check box to display an alert when the task is completed.
Internal Email	Select this check box to send an internal Apprise email when the task is completed.
Report Files	This grid displays report files set up for the count sheet, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns: Print - Select the check box in this column to output the report file. Number of Copies - Enter the number of copies of the report file to print. This column is only available if you select the Printer radio button. Report Description - This column displays the description of each report file. Report Filename - This column displays the .rpt file name for each report file. Report Name - This column displays the name of each report file.