Physical Inventory Select

Menu Path: Warehouse Management $Images\bluerarw.gif$ Inventory Management $Images\bluerarw.gif$ Physical Inventory $Images\bluerarw.gif$ Physical Inventory Select

Purpose

Define a new physical inventory ID.
Delete an unused physical inventory ID.

Overview

Use Physical Inventory Select to define and maintain physical inventory identifications for a specific warehouse location. After a physical inventory ID has been defined, it can be selected in performing a physical inventory count by three count types: all, cycle, or high value.

$Images\warning.gif$ Paper-based physical inventory cycle counting in the software creates a cycle count by grouping together products that are identified with a cycle class code. During your procedure, you should not have any unconfirmed pick demands or confirmed pick demands that have not been adjusted for inventory. You also should not have any work orders that have not yet been adjusted for inventory. If pick demands or work orders have not been adjusted for inventory, Physical Inventory Count Sheet Print displays an error message and an Inventory Count Sheet Errors report is generated. You cannot complete a cycle count unless the pick demands or work orders have been appropriately adjusted for inventory.

Note For Wireless Warehouse cycle counting, the bin or product is only frozen at the point that the cycle count task is selected and is released when the cycle count is complete.

Creating a Physical Inventory ID

To define a new physical inventory ID:

Click the New button in the ribbon.
Enter a name in the Physical Inventory ID field.
Select options for the physical inventory.
Click the OK button in the ribbon to save the new physical inventory ID information. The physical inventory ID is created.

Deleting a Physical Inventory ID

Note If a snapshot was created for a physical inventory ID, you must clear the snapshot for it in Physical Inventory Entry before you can delete it. You can only delete a physical inventory ID if you have not reconciled inventory for it.

To delete a physical inventory ID:

Enter the physical inventory ID in the Physical Inventory ID field.
Click the Delete button in the ribbon.
Click the OK button in the ribbon to delete the physical inventory ID. The physical inventory ID is deleted.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Physical Inventory Select window.
New	Click this button to create a new physical inventory ID.
Delete	Click this button to delete the selected physical inventory ID.
OK	Click this button to accept an action. This button is only available after you click the New or Delete button in the ribbon.
Cancel	Click this button to reject an action. This button is only available after you click the New or Delete button in the ribbon.
First	Click this button to display the first physical inventory ID.
Prev	Click this button to display the previous physical inventory ID.
Next	Click this button to display the next physical inventory ID.
Last	Click this button to display the last physical inventory ID.

Main Tab Fields and Buttons

Field or Button	Description
Physical Inventory ID	Enter a name for the physical inventory ID, or click the Lookup button to select a physical inventory ID.
Location Prefix	Enter a location prefix for the location in which products will be counted, or click the Lookup button to select a location prefix.
Name	Enter a location name for the location in which products will be counted, or click the Lookup button to select a location name.
Default Adjustment Code	Enter the default adjustment code for the physical inventory ID, or click the Lookup button to select a physical inventory ID. This code is used when determining the general ledger posting for any physical inventory adjustment postings.
Allow Wireless Warehouse Adjustment Code Change	Select this check box to allow the adjustment code to be changed using wireless warehouse.
Include Bins with Potential Discrepancies	Select this check box to include products that have potential discrepancies. These products will be displayed in the count sheet along with the cycle count, but these products may belong to any group and have any cycle class code; that is they may be outside the selected count type. A product/location has a potential discrepancy if the Potential Discrepancy check box is selected for the product/location on the Warehouse tab in Product Location Maintenance. This check box can be selected, as follows: You can manually select the Potential Discrepancy check box. This is a manual method of setting products as potential discrepancy products; however, this status can be changed any time in Product Location Maintenance. If a pick demand is confirmed for less than the recommended pick quantity for an order, the Potential Discrepancy check box is automatically selected for the product/location. Example 6 units are allocated, but only 4 are picked and confirmed. The order is invoiced for 4 units and closed; 2 units remain allocated but never shipped. In Voucher Entry, if the invoice quantity does not equal the quantity received or reconciled, the Potential Discrepancy check box is automatically selected for the product/location whether it is due to an overage or shortage.
Include Drop Ship Only Items	Select this check box to only include drop-ship products. A product is defined with this status in Product Maintenance or Product Location Maintenance, suggesting the product is a drop-ship only item. A must drop ship product also assumes a non-stocked product status. If you want to include such products in the physical inventory count, select this check box. This check box is only enabled if the Include Only Non Stock Items check box is cleared, and is cleared by default.
Include Non Stock Items	Select this check box to include non-stock products. A product is defined with this status in Product Maintenance or Product Location Maintenance, suggesting the product is not typically stocked. If you want to include such products in the physical inventory count, select this check box. This check box is only enabled if the Include Only Non Stock Items check box is cleared, and is cleared by default.
Include Only Non Stock Items	Select this check box to only include non-stock products. A product is defined with this status in Product Maintenance or Product Location Maintenance, suggesting the product is not typically stocked. If you want to only include such products in the physical inventory count, select this check box. If selected, the Include Drop Ship Only Items and Include Non Stock Items check boxes are disabled. This check box is only enabled if the Include Drop Ship Only Items and Include Non Stock Items check boxes are cleared.
Count Type	Select the count type for the physical inventory ID. Select one of the following options: All - The count is for all inventory subject to the other selection criteria. High Value - Only count products with a product class of A (as defined in Product Maintenance). Cycle - by Product - Cycle count by product. This indicates that you want to count products for a specific product cycle class code. You indicate a product’s cycle class code in Product Location Maintenance. If you select this option, the Cycle Class Code field appears and allows you to enter a cycle class code. Cycle - by Bin - Cycle count by bin. If you select this option, you can optionally select a zone and bin range.
Cycle Class Code	Enter the product cycle class code you want to count, or click the Lookup button to select a cycle class code. This defaults to the cycle class code after the previously counted cycle class (based on the sequence numbers of the cycle count classes). This field is only available if you select the Cycle - by Product radio button. For information on setting up cycle class codes, see Product Cycle Count Class Maintenance.
Zone	Enter a zone in which to count by bin, or click the Lookup button to select a bin. This field is only enabled if you select the Cycle - by Bin radio button.
Show Computer Count	Select this check box to display the current on-hand quantity printed on the count sheet. This setting indicates whether you want a blind count. Note For wireless warehouse cycle counting, expected on-hand quantity for each selected unit of measure will display on the handheld.
Show Zero Quantities	Select this check box to display products with a current on-hand quantity of zero. Note For wireless warehouse cycle counting, products that were previously stored in a bin that now have a zero quantity in that bin display in the information for the bin.
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. Note For wireless warehouse cycle counting, the product unit of measure's expected quantity defaults automatically into the Qty field.
Sequence by	Select whether to sequence by individual bins or bin sequences. This controls the list of bins selected to be counted. These radio buttons are only enabled if you select the Cycle - by Bin radio button.
All Bins	Select this check box to count all bins. This check box is only available if you select the Cycle - by Bin radio button, and is cleared by default.
From	Enter the first bin in a range of bins to count, or click the Lookup button to select a bin. This field is only enabled if the All Bins check box is cleared.
To	Enter the last bin in a range of bins to count, or click the Lookup button to select a bin. This field is only enabled if the All Bins check box is cleared.