Entering physical counts

Program Information

  1. Click Inventory Control>Physical Inventory >Enter Counts.
  2. In the Warehouse field, enter the warehouse for which the physical inventory is being taken.
  3. In the Item Type field, enter the item type to enter counts for: Stocked items and/or Nonstocked items.
  4. In the Item field, enter the item number for which the count is to be entered. The entry must be a valid item number. This displays the item, description, stocking unit of measure, serial/lot number (if applicable), capture date, location and captured quantity. If the count has already been entered at least once, the recorded count is also displayed. Press Enter to default to the next item captured (same order as count sheets).  
  5. In the Location field, specify bin location for the item.

    As records are displayed on the screen, the location label displays as either "PRI LOC" or "ALT LOC". If the location is not the primary location of the item, the capture quantity field displays blanks. For a serial or lot item when the inventory order is not location, you can only enter the item’s primary location.

    Inventory Order of Location Only – Since serial items can only have a quantity of zero or one, when you enter a serial number and a count of 1, the Enter Counts program looks for any other location records for that serial number. If it finds one that already has a count of 1, it displays a message indicating the location that already has the count and the quantity will be changed back to zero. If there is an adjustment that needs to be made, you have to zero the count on the first location record before he is able to enter it onto the new location.
  6. If you enter an ‘un-captured item*’, the system displays the message: Specify N or YES to indicate whether the item should be added. If N is entered the program returns to the item number field. If you enter Yes, the system displays the message Caution! Inventory quantities will be affected!. Press OK to accept the message and enter the amount as of the capture date, i.e. captured amount. The program then proceeds to the next prompt. 
  7. *It is possible to enter an item in this program that was not captured since it may be an item that was found on the shelf but was not captured. An example would be an item assigned to the incorrect bin location.
  8. For serial and lot items enter the serial or lot number in the S/L field.
  9. In the Count field, enter the physical count for this item. Press Enter to replace the displayed quantity with the number of items counted. Press F1to add the number to the displayed quantity. Press F2 to change the unit of measure. Press F3 to display the next item captured (on the count sheet).
  10. Save your inventory count when you have finished entering records.
    You can:
    Cancel item count entry.
    Add additional item counts after stopping line entry.
  11.  After recording the count, the program returns to the Item Type field. The item just recorded is displayed in the bottom portion of the screen.
  12. Click Done.

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