Count Transaction

You can use the Count transaction to report physical inventory.

See Configuring Count Transaction Parameters, for more information about customizing this transaction.

This transaction is comprises of these screens:

To open the Count transaction, select a transaction profile associated with the Count transaction from the main menu.

Note:  Any time you are scanning an item number, you have the option of scanning an item alias number instead.

Search Phys Inv screen

Use this screen to select a physical inventory record to count. Physical inventories that contain one or more uncounted lines with a recount number of 0 are listed. The list is sorted by the date the physical inventories are scheduled to be counted.

Search Phys Inv screen parameters

Parameter Name Values Example Default Value
Auto trigger CREATE

0: No

1: Yes

 1 0
Auto trigger next when all fields confirmed

0: No

1: Yes

 1 0
Date format From/To Date display

Format

1. YYYYMMDD

2. YYYYDDMM

3. MMYYYYDD

4. MMDDYYYY

5. DDYYYYMM

6. DDMMYYYY

7. YYMMDD

8. YYDDMM

9. MMYYDD

10. MMDDYY

11. DDYYMM

12. DDMMYY

Separator

A. None (e.g. “YYMMDD”)

B. Period (e.g. “YY.MM.DD”)

c. Dash (e.g. “YY-MM-DD”)

D. Slash (e.g. “YY/MM/DD”)

E. Space (e.g. “YY MM DD”)

From/To Date is entered using no of days and not the actual date. This parameter controls the display of the calculated date (today +/- the entered number of days)

1=C

7=A
Default data for input field From Date

Any numeric (single)

Planned physical inventory date set as no of days back from current date.

Note. Set to N it lists physical inventories with planned physical inventory date >= Today - N days.

The value set in this parameter applies even if input field ”From Date” is not set in parameter ”Sequence of filter fields”.

5

Blank (include all)
Default data for input field Phys inv method
  1. Cyclic
  2. Periodic
  3. Zero point
  4. Pick reporting
  5. Deviation
 1;2 1;2;3;4;5
Default data for input field Phys inv line status

0: Not reported

1: Auto approved (within tolerance)

2: Manually approved (out of tolerance)

3: Not approved (out of tolerance)

Note: Filter also applies to the Search and List Phys Inv Line screens. The lines for which status is selected are included in the Search or List Screen.
1;2 0
Default data for input field Phys inv recount no

0: First count

1

2: Third count (Second recount): Second count (First recount

Note: 
  1. User can select only one recount number.
  2. Filter also applies to the Search and List Phys Inv Line screens. The lines for which status is selected are included in the Search or List Screen.
 1 0
Default data for input field To Date

Any numeric (single)

Planned physical inventory date set as no of days forward from current date.

Note. Set to N it lists physical inventories with planned physical inventory date <= Today + N days.

The value set in this parameter applies even if input field ”To Date” is not set in parameter ”Sequence of filter fields”.

5

Blank (include all)
Default data for input field Zone

Options:

Any zone (single)

Display:

I: Set as Info field

Note: 

If "I" is added to a fixed zone in the "X;I" format, the input field is a Info field. The user cannot change this value and the browse option is not available.

This filter is also applicable to the Search and the List Phys Inv Line screens. The lines with the selected zone only are included in the search or list.

 A1 or B1;I Blank
Enable option to create new Phys inv

0: No

1: Yes. The option enables to create one location for the physical inventory.

2: Yes. The option enables to create a range of locations for the physical inventory.

Note: 
  1. If the parameter is set to 1 or 2, then the Create button is displayed.
  2. Click Create to display the Create Phys Inv screen.
  3. If the Parameter is set to 1, the form displays one input field Location.
  4. If parameter is set to 2, the form displays two input fields for From or To Location.
 0 1
Numeric keypad - Activate negative sign

1. From Date

2. To Date

A. No

B. Yes

 1=B;2=B 1=A;2=A
Numeric keypad - Enable

1. From Date

2. To Date

A. No

B. Yes

C. Yes and auto display when field is selected.

 1=C;2=B 1=B;2=B
Search field search sequence

1. Physical Inventory

2. Location

 2;1 1
Sequence of filter fields

1. Search

2. Physical Inventory

3. Location

4. Zone

5. From Date

6. To Date

 3;2;4 1;2;4
Zone browse - Zones to include

Any zone (multiple or range)

If this parameter is active, only the values set in this parameter are allowed.

A1;F7;W3-W9;Z1

Blank (all zones are included)
Note: If you do not specify a value for the parameter, or you specify an invalid value, the default value is used.

See Count Transaction Parameters: List Phys Inv, for instructions on configuring parameters that affect this screen.

List Phys Inv screen

Use this screen to select a physical inventory record to count. Physical inventories that contain one or more uncounted lines with a recount number of 0 are listed. The list is sorted by the date the physical inventories are scheduled to be counted.

List Phys Inv screen parameters

Parameter Name Values Example Default Value
Action when pressing Select

1: Display Search Phys Inv Line screen

2: Display Search Package screen

 2 1
Auto select first record

0: No

1: Yes - Always

2: Yes - if only one record is listed. Also applies after filtering.

 1 0
Note: If you do not specify a value for the parameter, or you specify an invalid value, the default value is used.

See Count Transaction Parameters: List Phys Inv, for instructions on configuring parameters that affect this screen.

Search Phys Inv Line screen

Use this screen to search for inventory lines to count, report a location as empty or scan item to create a new line.

Search Phys Inv Line screen parameters

Parameter Name Values Example Default Value
Auto confirm input field data
Fields:
  1. Location

Options:

A. No. Require confirm by scan/enter data.

B. Yes. Always auto confirm field.

C. Yes. Auto confirm field if suggested data is NOT blank.

D. Yes. Auto confirm field if suggested data is blank.

 1=B 1=A
Auto trigger Next

0: No

1: Yes

When set to 1, Next is triggered automatically, when available. The Search Phys Inv Line screen is skipped and List Phys Inv Lines screen is displayed after selecting a Phys Inv. The location is either suggested and auto confirmed or that Next is available even with blank location (setting “Enable option to list phys inv lines for all locations”).

 1 0
Auto trigger Next when all fields confirmed

0: No

1: Yes

 1 0
Auto trigger Next when Location is confirmed

0: No

1: Yes

If set to 1, Next is triggered whenever a location is scanned in either the Location or Search input field.

 1 0
Enable option to add new phys inv line

0: No

1: Yes. Only by function button.

2: Yes. Only by Next.

3: By Next or function button.

When set to 1 or 3, if the location is confirmed, a new phys inv line can be added using the Add Line function. This displays the Report Phys Inv Line screen with location confirmed and all other input fields blank and open for input.

When set to 2 or 3,

If the location is confirmed, a new phys inv line can be added in these ways:

  • Scan an item in the search field. If the search does not return any results, the Report Phys Inv Line screen is displayed with Location and Item confirmed and all other input fields blank and open for input. If lot and/or container filter fields were populated when search was triggered, these fields are to be confirmed in the report screen.
  • Confirm item in the item input field. If applicable, confirm lot and/or container. Select Next. A search is performed for open lines matching the filters. If there is no match, the Report Phys Inv Line screen is displayed with the filter data input fields confirmed and all other input fields blank and open for input.
 3 2
Enable option to list reported/pending/all lines

Options:

A. Reported lines

B. Pending lines

C. All lines

Status:

0 Not reported

1 Reported

2 Reported (Manually approved)

3 Reported (Not approved)

Set list options that should be available to access via function buttons. For each list option set the line statuses to include.

If this parameter includes A, the List Rep function is available and displays the List Phys Inv screen to list lines with selected statuses. For example, “A=123” include lines with statuses 1, 2 and 3.

If this parameter includes B, the List Pend function is available and displays the List Phys Inv screen to list lines with selected statuses. For example, “B=0” include lines with status 0.

If this parameter includes C, the List All function is available and displays the List Phys Inv screen to list lines with selected statuses. For example, “C=0123” include lines with statuses 0,1, 2 and 3 (all available statuses).

 A=123;B=0;C=0123 Blank
Enable option to list phys inv lines for all locations

Options:

0: No

1: Yes.

When set to 1, an option to press Next is available even if Location is not yet confirmed. Phys inv lines for all locations is then be listed.

When set to 0, an option to press Next is available only if Location is confirmed with a location (not blank).

 1 0
Enable option to refresh list

0=No

1=Yes

If set to 1:

A function button (Refresh) is displayed that triggers a refresh of the list of lines to count.

 1 0
Enable option to report location as empty

0: No

1: Yes. Always.

2: Yes. If only one line with blank item for current location.

If set to 1, EMPTY function is always available. Using this function zero report all lines in the current location. Also, the lines that are already reported.

If set to 2, EMPTY function is if there is only one line for current location with blank item/lot/container.

0 1
Enable option to report remaining as zero Phys inv line statuses:

0: Not reported

1: Auto approved (within tolerance)

2: Manually approved (out of tolerance)

3: Not approved (out of tolerance)

If this parameter is active, the ZERO function is available. You can zero report all lines in the current location with statuses matching this setting, using this function. For example, If set to X;Y, the ZERO function is available and report all lines with status X or Y in the current location as counted with quantity zero.

0;3 Blank (button is not displayed)
Enable option to reset screen

0: No

1: Yes.

2: Yes. Retain Location as is.

When set to 1 or 2, a RESET function is available that resets the screen to the initial state.

When set to 2, all input fields except the Location input field is reset.

1 0
Enable option to search phys inv lines for all locations

Options:

0: No

1: Yes.

When set to 0:
  • Location input field must be confirmed with a location (not blank) before searching using other data in the search field.
  • Scanning a Location in the search field populates the Location input field (if Location is part of the search sequence).
When set to 1:
  • Location input field can be blank when searching in the search field.
  • Scanning a Location in the search field allows to search lines with the scanned Location (if Location is part of the search sequence and Location filter field is blank).
 1 0
Populate scan field with suggested data 1: Location 1 Blank
Remember input field data

Input field:

1: Location

The value of the fields can be set to:

A: The value is remembered but not automatically confirmed.

C: The value is remembered on this screen but not auto confirmed.

Blank: The value is not remembered.

Note: The value will be remembered until a new search is performed on the search screen.
1=A Blank
Search field search sequence
  1. Location
  2. Item
  3. Lot
  4. Container
  5. Sublot

Option 5 (Sublot) is only available for M3 v16 and higher

If data is already confirmed in one of the filter fields, the data is not used in the search. Example: Item X is confirmed in the item filter field and data Y is scanned in the search field. There is no search for item even if item is part of the search sequence).

If Enable option to search phys inv lines for all locations is 0,
  • When the Location is not yet confirmed: This parameter is defaulted to “1” (Location only)
  • Location input field must be confirmed first before searching using other data in the search field.
  • Scanning a Location in the search field populates the Location input field (if Location is part of the search sequence).
If Enable option to search phys inv lines for all locations is 1,
  • Location is used as search criteria similar to the other tokens (item/lot/cont)
  • Location input field can be blank when searching in the search field.
  • Scanning a Location in the search field allows to search lines with the scanned Location (if Location is part of the search sequence and Location filter field is blank).
 1;3;2 1;2;3;4
Sequence of filter fields
  1. Location
  2. Search
  3. Item
  4. Lot
  5. Container
  6. Sublot

Option 6 (Sublot) is only available for M3 v16 and higher

 1;2;3;4;5 1;2
Sequence of options
  1. Empty
  2. Zero
  3. Add Line
  4. Reset
  5. List Rep
  6. List Pend
  7. List All
  8. Refresh
 4;1;2;5 1;3;4;2;5;6;7
Suggest data for input field Location

Any location

*FIRST (suggest first location only)

*NEXT (suggest first and next location)

*BLANK (no location suggested)

If set to *FIRST, the first location to count is suggested. After counting and coming back to the screen no location is suggested. First location can be remembered using “Remember input field data” parameter.

If set to *NEXT, the first location to count is suggested. After counting and coming back to the screen the next location to count is suggested. First location can be remembered using “Remember input field data” parameter.

 *NEXT *FIRST
Note: If you do not specify a value for the parameter, or you specify an invalid value, the default value is used.

See Count Transaction Parameters: Search Phys Inv Line, for instructions on configuring parameters that affect this screen.

List Phys Inv Line screen

Use this screen to select a physical inventory line to count. The lines displayed on this screen reflect the results of the search performed on the Search Phys Inv Line screen. 

List Phys Inv Line screen parameters

Parameter Name Values Example Default Value
Auto select first record

0: No

1: Yes - always

2: Yes - if only one record is listed. Also applies after filtering.

This parameter defaults to “0” (option not available) if List Phys Inv screen is displayed after using one of function buttons “List Rep”, “List Pend” or “List All” in the Search phys inv line screen.

 1 0
Display item description

0: No

1: Yes

If set to 1:
  • An extra line with item description is displayed below the item name.
  • Extra spaces in the item description are removed displaying only single space between words.
Note: This parameter is only available for M3 16+
 1 0
Enable option to auto refresh list

0=No. No auto refresh. Manual refresh only (function button).

1=Yes. Auto refresh. Manual refresh possible (function button).

2=Yes. Auto refresh only.

If set to 0:

List of phys inv lines is not automatically refreshed after reporting. Only the reported line is updated after reporting.

If set to 0 or 1:

A function button (Refresh) is displayed that triggers a refresh of the list.

Function button is displayed in all the different lists (Standard/Reported/All/Pending)

If set to 1 or 2:

Refresh is automatically triggered after reporting.

Refresh is not automatically triggered when list is displayed after pressing Back from a subsequent screen.

 0 2
Enable option to list reported/pending/all lines

Options:

A: Reported lines

B: Pending lines

C: All lines

Status:

0: Not reported

1: Reported

2: Reported (Manually approved)

3: Reported (Not approved)

Set list options that should be available to access via function buttons. For each list option set the line statuses to include.

If this parameter includes A, the List Rep function is available and displays the List Phys Inv screen to list lines with selected statuses. For example, “A=123” include lines with statuses 1, 2 and 3.

If this parameter includes B, the List Pend function is available and displays the List Phys Inv screen to list lines with selected statuses. For example, “B=0” include lines with status 0.

If this parameter includes C, the List All function is available and displays the List Phys Inv screen to list lines with selected statuses. For example, “C=0123” include lines with statuses 0,1, 2 and 3 (all available statuses).

 A=123;B=0;C=0123 Blank
Enable option to report remaining as zero

0: No

1: Yes

If set to 1, the ZERO function is available. Using this ZERO function reports all remaining lines in the current list with quantity 0.

This parameter defaults to “0” (option not available) if List Phys Inv screen is displayed after using one of function buttons “List Rep”, “List Pend” or “List All” in the Search phys inv line screen.

 1 0
Enable option to report reported line

Status:

1 Reported

2 Reported (Manually approve)

3 Reported (Not approved)

Set the line statuses where it is possible to report the line again even if already reported.

 1;3 1;2;3
Extra info - Labels

Set alternative label for extra field.

Format: N=X;N=X;N=X where N = field number, X = new label, set to *BLANK to display info without label.

Label (X) is in upper case by default. Use prefix “^” to use lower case with first character in each word in upper case. For example, “N=ABC DE” is displayed as “ABC DE” in the device. “N=^ABC DE” is displayed as “Abc De”.

Fields:

MMS301.LstStockTakeDet

  1. Physical inventory line (STRN) “Line”
  2. Stock zone (SLTP) “Zone”
  3. Receiving number (REPN) “Rec”
  4. Phys inv qty (STQI) “Rep Qty”
  5. Responsible (RESP) “User”
  6. Number of reportings (STNR) “Rptngs”
  7. Status (phys inv) (STAG) “Status”
  8. Status (bal ID) (STAC) “Sts Bal ID”
  9. Lot reference 1 (BREF) “Ref 1”
  10. Lot reference 2 (BRE2) “Ref 2”
  11. Remark (BREM) “Remk”
  12. Catch weight (CAWE) “CW”
  13. Transportation flow (TRFL) ”Flow”
  14. Recount number (RENU) “Recnt”
  15. Physical inv date (STDI) ”Inv Dt”
  16. Physical inv time (STTM) “Inv Tm”.

Supported characters in label are "A-Z","a-z", "0-9" and "_" (underscore).

 4=COUNTED;11=*BLANK;3=^REC DT
Note: “^REC DT” is displayed as “Rec Dt” in the device.

Blank (default labels are used).
Extra info - Line 1

Set maximum of 3 extra info fields to display.

Format: N=X;N=X;N=X where N = field number, X = length in number of characters (including unit where applicable).

Tile format: Info is displayed in an extra line.

Grid format: Info is displayed as extra columns added after existing columns.

Fields configured in this parameter can be used for filtering records.

Extra info fields are not supported for multi data barcode.

Fields:

MMS301.LstStockTakeDet

  1. Physical inventory line (STRN) “Line”
  2. Stock zone (SLTP) “Zone”
  3. Receiving number (REPN) “Rec”
  4. Phys inv qty (STQI) “Rep Qty” + Unit (UNMS)
  5. Responsible (RESP) “User”
  6. Number of reportings (STNR) “Rptngs”
  7. Status (phys inv) (STAG) “Sts”
    • Status “0” displays as Blank
    • Status “1” displays as “Rep”
    • Status “2” displays as “Rep (Man appr)”
    • Status “3” displays as ”Rep (Not appr)”
  8. Status (bal ID) (STAC) “Sts Bal ID”
    • Status “1” displays as “1-INS”
    • Status “2” displays as “2-APP”
    • Status “3” displays as ”3-REJ”
  9. Lot reference 1 (BREF) “Ref 1”
  10. Lot reference 2 (BRE2) “Ref 2”
  11. Remark (BREM) “Remk”
  12. Catch weight (CAWE) “CW” + CW Unit (CWUN)
  13. Transportation flow (TRFL) ”Flow”
  14. Recount number (RENU) “Recnt”
  15. Physical inv date (STDI) ”Inv Dt”
  16. Physical inv time (STTM) “Inv Tm”

Date field (15): Date format is relative current date (Today, +/- N days).

Time field (16): Time format is HH:MM (24 hour clock).

 10=12;9=12;1=5 or 10=23;1=12 or 3=105

Blank
Sequence of options
  1. Zero
  2. List Rep
  3. List Pend
  4. List All
  5. Refresh
 4;1;2 1;2;3;4
Sorting order

Set max 10 fields to sort by in the N=X;N=X format where N = field number and X = either A for ascending or D for descending.

Logic:

A. Ascending

D. Descending

Fields:

MMS301MI.LstSTockTakeDet

  1. Location (WHSL)
  2. Item number (ITNO)
  3. Item name (ITDS)
  4. Lot number (BANO)
  5. Container (CAMU)
  6. Location group (LOCG)
  7. Physical inventory line (STRN)
  8. Stock zone (SLTP)
  9. Receiving number (REPN)
  10. Phys inv qty (STQI)
  11. Responsible (RESP)
  12. Number of reporting (STNR)
  13. Status (phys inv) (STAG)
  14. Status (bal ID) (STAC)
  15. Lot reference 1 (BREF)
  16. Lot reference 2 (BRE2)
  17. Remark (BREM)
  18. Catch weight (CAWE)
  19. Transportation flow (TRFL)
  20. Item description (FUDS)
 9=D;3=A;4=D;5=A 1=A;2=A;4=A;5=A

(Location, Item, Lot, Container)
Note: If you do not specify a value for the parameter, or you specify an invalid value, the default value is used.

See Count Transaction Parameters: List Phys Inv Line, for instructions on configuring parameters that affect this screen.

Report Phys Inv Line screen

Use this screen to report a count for a physical inventory line.

Report Phys Inv Line screen parameters

Parameter Name Values Example Default Values
Action to report

1: Report phys inv line. Replace quantity.

2: Report phys inv line. Add quantity.

Note: 
  • If set to 1: Count replaces any previous count (if existing).
  • If set to 2: Count adds to any previous count and quantity/catch weight that is be accumulated.

This parameter is not applicable for sublot items when sublot reporting is active

 2 1
Auto approve phys inv line

0: No

1: Yes

If the parameter is set to 1 (Yes) and a phys inv line gets status 3 (not approved) after a count, then the line isl automatically changed to status 2 (manually approved).

 1 0
Auto confirm input field data

Input fields:

1: Quantity

2: Catch Wt

3: Remark

4: Location

5: Item

6: Lot

7: Container

8: Unit

9: Qty per Pkg

10: No of Pkgs

11: Packaging

For 6/7 (Lot/Container): the Force to verify lot and container parameter when active, overrides this parameter.

The user can specify these values for the input fields:

A: No. The user must confirm the value either by scanning or entering the data manually.

B: Yes. The value is confirmed automatically.

C: Yes. The value is confirmed automatically, if the suggested data is not Blank.

D: Yes. The value is confirmed automatically, if the suggested data is Blank.

Note: If no value is suggested for a mandatory field, the user must scan a value regardless of how this parameter is configured.
 1=B;2=B;4=A;6=A;7=A 1=A;2=A;3=A;4=B;5=B;6=B;7=B;8=A;9=A;10=A; 11=A
Auto trigger Next when all fields confirmed

0: No

1: Yes

1 0
Display item description

0: No

1: Yes

If set to 1:
  • An extra line with item description is displayed below the item name.
  • If item description is blank the extra line is not displayed.
  • Extra spaces in the item description are removed displaying only single space between words.
Note: This parameter is only available for M3 16+
 1 0
Enable option to add package in stock

0= No

1= Yes

If set to 1: If item is container managed with method 7 (package in stock) and entered container does not exist in the warehouse: Mandatory input field “Packaging” will display. A new package in stock will be created when reporting the count.

Parameter "Suggest data for input field SSCC" can be activated to set SSCC = Package number when a new package in stock is created.

 1 0
Enable option to report sublots For details about the values of this parameter, see Enable option to report sublots - Values 2 0
Enable option to report zero

0: No

1: Yes. Only by function button.

2: Yes. Only by Next.

3: Yes. By Next or function button.

If set to 2 or 3, possible to report zero by confirming Quantity as 0. Reporting zero is possible even if other input fields are not confirmed.

If set to 1 or 3:the ZERO function is available that report the current line with Quantity 0.

3

Blank

(possible to report 0 but must confirm all input fields)
Enable scan to count

0: No

1: Yes. Manually trigger

2: Yes. Auto + Manually trigger

If set to 1 or 2, the COUNT option is available for the Quantity input field that triggers the Scan to Count screen. In this case, the Numpad option is not displayed.

If set to 2, the COUNT option is automatically triggered when Quantity input field is selected. This is possible only if the value specified in the Quantity field is not confirmed.

If set to 1 or 2, the Scan to Count transaction can be set using the "1:X" format. In this format, X is considered as Scan to Count profile ID.

Scan to count is not available if No of Pkgs, Qty / Pkg and Total Qty fields are displayed.

Scan to count is not available if Item is blank and is confirmed if Add Line function is used on the Search Phys Inv Line screen.

This parameter is not applicable for sublot items when sublot reporting is active

 2;PROFILEA 0
Force to verify lot and container

0: No

1: Lot. Lot must be scanned

2: Container. Container must be scanned.

3: Lot and Container. The user must scan lot and container.

If the Lot/Container value is not scanned, the auto confirmation of Lot/Container is based on Auto confirm input field data parameter.

Note: This parameter is applicable only if a phys inv line is selected from the List Phys Inv Line screen either manually or automatically.
 1 0
Item alias – Default data for input field Unit/Qty Per Pkg *ALS(alias unit/quantity)

When set to *ALS,

  • if Unit input field is displayed, when an item is confirmed by scanning an item alias, the unit from the alias MMS025 is confirmed in the Unit input field.
  • if Qty per Pkg field is displayed, when an item is confirmed by scanning an item alias, the quantity from the alias MMS025 is confirmed in the Qty per Pkg input field.
 *ALS Blank
Mandatory input fields

1: Remark

2: Unit

3: Qty per Pkg

4: No of Pkgs

These input fields are mandatory:

  • Lot
  • Container
  • Catch Weight
  • Packaging
  • Location
  • Item
Note: Quantity input field is optional if Qty per Pkg, No of Pkgs, and Total Qty fields are displayed, else mandatory.
 1 Blank
Numeric keypad - Activate negative sign

1: Quantity

2: Catch weight

3: Qty per Pkg

4: No of Pkgs

A: No

B: Yes

 1=B;2=B 1=A;2=A;3=A;4=A
Numeric keypad – Enable

1: Quantity

2: Catch weight

3: Qty per Pkg

4: No of Pkgs

A: No

B: Yes

C: Yes, auto display

 1=C;2=B 1=B;2=B;3=B;4=B
Populate scan field with suggested data

1: Lot

2: Container

3: Quantity

4: Catch Weight

5: Unit

6: Qty per Pkg

7: No of Pkgs

8: Location

9: Item

10: Remark

11: Packaging

 1;3;4 Blank
Potency - Quantity input

0:Normal potency quantity

1:Physical quantity

This parameter is only applicable for potency managed items

If set to 1:

  • Quantity input field input is physical quantity
  • Quantity input field suggested data is displayed as physical quantity

This parameter is not applicable for sublot items when sublot reporting is active

 1 0
Remember input field data

1: Remark

The value of the field can be set to:

A: Yes. The value is remembered until the location is changed and automatically confirmed.

C: Yes. The value is remembered until the location is changed but not automatically confirmed.

When set to A, data is remembered until a new location is scanned in the Search Phys Inv Line screen or when a new line with another location is displayed in the Report Phys Inv Line screen.

 1=A Blank

(nothing remembered)
Screen to display after report

1: Search Phys Inv Line

2: List Phys Inv Line

3: Report Phys Inv Line (same/next line)

4: Report Phys Inv Line (next line)

If set to 3 (same/next line):
  • Same line displayed again if the counted line is still in the list of lines to count (see parm “Search Phys Inv - Default data for input field Phys inv line status”.
  • Next line is displayed if the counted line is no longer in the list of lines to count (see parm “Search Phys Inv - Default data for input field Phys inv line status”.
If set to 4 (next line):
  • Same line is not displayed again.
  • Next line is displayed regardless if the counted line is still in the list of lines to count or not (see parm “Search Phys Inv - Default data for input field Phys inv line status”.
Note: If there is no record available in the screen set to be displayed, a screen before that is displayed.
If set to 3 (same/next line) or 4 (next line)
  • If start to count in the middle of the list, it starts over from the top after the last line was reported.
  • Next line is selected according to sorting set in parm “List Phys Inv Line - Sorting order”.

This parameter does not apply after a line is added using Add Line option. After Add Line, the Search Phys Inv Line is always displayed.

This parameter is defaulted to “2” (List Phys Inv Line) if Report Phys Inv screen was displayed after selecting a line in one of the screens “List Phys Inv Line - Reported”, “List Phys Inv Line - Pending” or “List Phys Inv Line - All”.

 2 1
Sequence of input fields

1: Location

2: Item

3: Lot

4: Container

5: Quantity

6: Catch Weight

8: Remark

11: Unit

12:Qty per Pkg

13: No of Pkgs

14:Total Qty.

15:Packaging

Info:

9:Reported Quantity

10:Reported catch weight.

Unit field is only displayed if No of Pkgs is displayed. If Unit is displayed then Qty per Pkg field act as info field and display the conversion factor.

No of Pkgs, Qty per Pkg and Total Qty fields:

  • Fields works in combination and none of the fields are displayed unless all are set to display.
  • If fields are included then field Total Qty will act as info field and display the calculated value No of Pkgs x Qty per Pkg + Quantity.
If item is sublot controlled and parameter “Enable option to report sublots” is active (>0) the following fields will not be displayed:
  • Unit
  • Qty per Pkg
  • No of Pkgs
  • Total Qty (into field)

Field Packaging is only displayed if:

- A new line is being added

- Location is container managed

Field Packaging is hidden if:

- Item has other container method than 7 (package in stock)

1;2;6;5 1;2;3;4;9;10;5;6;8
Suggest data for input field Catch Weight

0: Blank

1: Current catch weight from balance ID.

2:Reported catch weight from phys inv line.

This parameter is not applicable for sublot items when sublot reporting is active

 1 0
Suggest data for input field No of Pkgs

Any numeric value

A:Suggested quantity

If set to A:

  • After Qty / Pkg is confirmed: Suggested value for No of Pkgs is calculated as integer of suggested Total Qty / Qty per Pkg.
  • After Qty / Pkg is confirmed: Suggested value for Quantity is calculated as suggested Total Qty - suggested No of Pkgs * Qty / Pkg.

  • After No of Pkgs is confirmed: Suggested value for Quantity is re-calculated as suggested Total Qty - confirmed No of Pkgs * Qty / Pkg.

  • If Quantity is confirmed with value <> suggested before No of Pkgs is confirmed, Suggest blank No of Pkgs (since calculated value is no longer valid)
  • Suggested quantity is based on parameter Suggested data for input field Quantity and is displayed as suggested data for info field Total Qty.
 1 Blank
Suggest data for input field Packaging

Any packaging

PAL

Blank

(nothing suggested)
Suggest data for input field Qty per Pkg

Any numeric value

A:Suggested quantity

If set to A:

  • If No of Pkgs is confirmed with value >1 or if Quantity is confirmed with value >0 then suggested data will be blank.
  • Qty per Pkg is suggested based on parameter "Suggested data for input field Quantity".
 A Blank
Suggest data for input field Quantity

0: Blank

1: Current quantity from balance ID.

2: Reported quantity from phys inv line.

3: Fixed="1"

 1 0
Suggest data for input field Remark

Any remark

*CUR (current value)

 *CUR or ABC123 Blank

(nothing suggested)
Suggest data for input field SSCC

1=Blank (auto generate)

2=Same as Container

3=Same as Container. Warn if not 18 character numeric.

4=Same as Container. Error if not 18 character numeric.

5=Same as Container if 18 character numeric. Else blank (auto generate).

This parameter is only applicable for items with container method 7 when parm "Enable option to add package in stock" is set to "1".

If set to 1: New package in stock to be created will get an auto generated SSCC number

If set to 2, 3 or 4: New package in stock to be created will get an SSCC number that is the same as Container

If set to 3: A warning message will be displayed if scanned Container is not 18 character numeric. The user may scan the value again or press Enter to confirm the creation of package in stock.

If set to 4: An error message will be displayed if scanned Container is not 18 character numeric.

If set to 5: New package in stock to be created will get an SSCC number that is the same as Container if Container is 18 character numeric. If Container is <> 18 character numeric the new package in stock to be created will get an auto generated SSCC number

 2 1
Suggest data for input field Unit

Any unit

*WHS (from item/whs MMS002)

*LOG (logistic unit in MMS015)

*BAS (basic unit MMS001)

If set to any unit or *WHS: The unit must be set up as s logistic unit for the item in M3 (MMS015) else it will default to blank unit.

If set to *LOG: If multiple units are set up as logistic unit in MMS015 it will use the first one it finds (sorted in alphanumeric order).

 *WHS Blank
Verify input field suggested data

Input fields:

1: Remark

2: Unit

3: Qty per Pkg

4:No of Pkgs

5: Total Qty

6: Packaging

A: No. The scanned value is not verified against the suggested value.

B: Yes. A warning message is displayed if the scanned value does not match the suggested value.

C: Yes. A warning message is displayed if the scanned value is greater than the suggested value.

D: Yes. A warning message is displayed if the scanned value is less than the suggested value.

E: Yes. The scanned value must match the suggested value.

F: Yes. The scanned value cannot be greater than the suggested value.

G: Yes. The scanned value cannot be less than the suggested value.

H: Yes. The scanned value cannot be less than the suggested value. A warning message is displayed if the scanned value is greater than the suggested value.

I: Yes. The scanned value cannot be greater than the suggested value. A warning message is displayed if the scanned value is less than the suggested value.

Note: If data is not specified, the value A is defaulted.
 1=B;5=C 1=A;2=A;3=A;4=A;5=A;6=A
Verify quantity

0: No, quantity is not verified

1: Yes, the user is warned if the reported quantity does not match the current on-hand balance.

If No of Pkgs, Qty per Pkg and Total Qty are displayed, verify Total Qty instead of Quantity.

 1 Blank
Note: If you do not specify a value for the parameter, or you specify an invalid value, the default value is used.

See Count Transaction Parameters: Report Phys Inv Line, for instructions on configuring parameters that affect this screen.

Create Phys Inv screen

Use this screen to create a physical inventory.

Create Phys Inv screen parameters

Parameter Name Values Example Default Value
Auto trigger next when all fields confirmed

0: No

1: Yes

 1 0
Note: If you do not specify a value for the parameter, or you specify an invalid value, the default value is used.

Search Package screen

Use this screen to search the package and location that is to be reported. The scanned packages must belong to an item of the physical inventory number.

Search Package screen parameters

Parameter Name Values Example Default Value
Auto trigger next when all fields confirmed

0: No

1: Yes

 1 0
Package field search sequence
  1. Package
  2. SSCC
  3. Location

When set to 2, this parameter is used to search for SSCC only if the input is 18 numeric characters.

 1;3 3;2;1
Populate scan field with suggested data

1: Location

 1 Blank
Remember input field data

1: Location

Type:

A: Yes, auto confirm

C: Yes, no auto confirm

Note: The input field defaults the already specified data, until the user specifies a new data on the search screen.
 1=A Blank (no remember)

Report Package screen

Use this screen to report the package in stock as counted. Info fields are displayed and contains values specified on the Search Package screen.

Report Package screen parameters

Parameter Name Values Example Default Value
Auto trigger next when all fields confirmed

0: No

1: Yes

 1 0
Sequence of input fields

Info:

  1. Location
  2. Package
 2;1 1;2

Sublots screen

Use this screen to add and remove sublots.

Sublots screen parameters

Parameter Name Values Example Default Value
Auto trigger DONE

Scenario

1. Remaining > 0 after add

2. Remaining = 0 after add

3. Remaining < 0 after add

Option

A. No

* No message

* No sound

* No trigger of Done

B=No. Display report complete

* Complete message

* Complete sound

* No trigger of Done

C=Yes

* Trigger Done

* Complete message

* Complete sound

* Confirm quantity

If set to A/B:

User must press Done to leave the sublots screen (and confirm Quantity/Catch weight input fields) when finished adding sublots.

If suggested quantity is blank then this parameter defaults to “1=A;2=A;3=A” (no trigger of Done)

 1=A;2=C;3=A 1=A;2=A;3=A
Note: This is a different default from other transactions with same parm
Display item description

0: No

1: Yes

If set to 1:
  • An extra line with item description is displayed below the item name.
  • If item description is blank the extra line is not displayed.
  • Extra spaces in the item description are removed displaying only single space between words.
Note: This parameter is only available for M3 16+
 1 0
Enable option to add more than suggested

0=No

1=Yes. Always

2=Yes. Warn first time

3=Yes. Warn every time

If set to 0: Not possible to add more than suggested quantity

If set to 1,2 or 3: Possible to add more than suggested quantity

If set to 2: A warning is displayed if add more than suggested quantity. Warning is only displayed the first time quantity is more than suggested.

If set to 3: A warning is displayed if add more than suggested quantity.. Warning is displayed every time quantity is updated and is more than suggested.

If suggested quantity is blank then this parameter defaults to “1” (Yes. Always)

 0 1
Lists to display

1. Add

2. Remove

3. Available

Set the lists that should be available to display. The first list in the sequence is the default when screen is first displayed. Other lists are available via function button.

Add:

* Add a sublot by scanning

* List displays added sublots

* Possible to add sublot not connected to curremt balance ID as long as item and lot are the same

Remove:

* Remove a sublot by scanning

* List displays added sublots

Available:

* Add a sublot by scanning

* List displays available sublots that are not added

* The scanned sublot is removed from the list.

* Not possible to add sublot not connected to current balance ID (sublot must be in the list to be able to add)

 3;2 1;2;3
Task area layout

1. Add

2. Remove

3. Available

4. Add (CW item)

5. Remove (CW item)

6. Available (CW item)

A. Remain (unit) + Total Qty

B. Total Qty (unit) + Remain

C. Total Qty (unit)

D. Remain (unit)

E. Total Qty/Suggested (unit)

F. Total Qty (unit) + Catch Wt (CW unit)

G. Total Qty/Suggested (unit) + Catch Wt (CW unit)

If Sublots screen is triggered automatically after input of a value in the Quantity input field then Remaining and Suggested quantity is based on the input value instead of remaining

If set to E: If suggested is blank this setting works like C.

If set to G: If suggested is blank, this setting works like F

Note: Not mandatory to display Catch Wt for CW items since CW is not scanned for sublots in this transaction
 1=B;2=C;4=A;5=E 1=E;2=E;3=E;4=F;5=F;6=F