Use the Cycle Count, Physical Inventory by Sheet, and Physical Inventory by Tag transactions to count items. You can count items by:
To count items using cycle counting:
Whse
Your warehouse is displayed.
Empl ID
Your employee number is displayed.
Mode
To count any items, select Full. To count only uncounted items, select UnCounted.
Loc
Optionally, scan a location at which to count.
Item
Optionally, scan an item to count.
Lot
Optionally, scan a lot number to count. This field is only available if you scanned a lot-controlled item the Item field.
If you did not scan a location, a list of locations is displayed. Select a location at which to count and select Next.
If you did not scan an item, a list of items is displayed. Select an item to count and select Next.
If you did not scan a lot number, a list of lots is displayed, if applicable. Select an item to count and select Next.
Loc
If applicable, scan the location to confirm you are counting at the correct location. This field is only available if the Input Loc parameter is selected on the Generic CycleCount Parameters form.
Item
If applicable, scan the item number to confirm you are counting the correct item. This field is only available if the Input Item parameter is selected on the Generic CycleCount Parameters form.
Lot
If applicable, scan the lot number to confirm you are counting the correct lot. This field is only available if the Input Lot parameter is selected on the Generic CycleCount Parameters form.
Qty
Specify the counted quantity.
If the item is serial-controlled, you are prompted to scan serial numbers for the items. In the Serial field, scan or select a serial number for each item. The total quantity of serial numbers to scan is displayed. The Scanned field shows how many serial numbers you have scanned. When you have scanned the required quantity of serial numbers, click Process. Optionally, select Show List to view a list of available serial numbers, or select Clear List to clear all scanned serial numbers.
If there are additional items to count, a list of locations and items to count is displayed. To count additional items, select from this list and, select Next.
To count items by inventory sheet:
Checking
Select N.
Whse
Your warehouse is displayed.
Emp ID
Your employee number is displayed.
Sheet
Scan an inventory sheet number.
Whse
If applicable, specify the warehouse to confirm you are counting in the correct warehouse. This field is only available if the Input Whse parameter is selected on the Generic PhyInvBySheet Parameters form.
Loc
If applicable, scan the location to confirm you are counting at the correct location. This field is only available if the Input Loc parameter is selected on the Generic PhyInvBySheet Parameters form.
Item
If applicable, scan the item number to confirm you are counting the correct item. This field is only available if the Input Item parameter is selected on the Generic PhyInvBySheet Parameters form.
Lot
If applicable, scan the lot number to confirm you are counting the correct lot. This field is only available if the Input Lot parameter is selected on the Generic PhyInvBySheet Parameters form.
Qty
Specify the counted quantity.
If the item is serial-controlled, you are prompted to scan serial numbers for the items. This prompt is only displayed if the Input Serial parameter is selected on the Generic PhyInvBySheet Parameters form. In the Serial field, scan or select a serial number for each item. The total quantity of serial numbers to scan is displayed. The Scanned field shows how many serial numbers you have scanned. When you have scanned the required quantity of serial numbers, click Process. Optionally, select Show List to view a list of available serial numbers, or select Clear List to clear all scanned serial numbers.
If there are additional items to count on this sheet, a list of locations and items to count is displayed. To count additional items, select from this list, and select Next.
To count items by inventory tag:
Whse
Your warehouse is displayed.
Emp ID
Your employee number is displayed.
Tag
Scan a tag to count.
Item
The item number and description are displayed.
Item
If applicable, scan the item number to confirm you are counting the correct item. This field is only available if the Input Item parameter is selected on the Generic PhyInvByTag Parameters form.
Lot
If applicable, scan the lot number to confirm you are counting the correct lot. This field is only available if the Input Lot parameter is selected on the Generic PhyInvByTag Parameters form.
Whse
If applicable, specify the warehouse to confirm you are counting in the correct warehouse. This field is only available if the Input Whse parameter is selected on the Generic PhyInvByTag Parameters form.
Loc
If applicable, scan the location to confirm you are counting at the correct location. This field is only available if the Input Loc parameter is selected on the Generic PhyInvByTag Parameters form.
Qty
Specify the counted quantity.
If the item is serial-controlled, you are prompted to scan serial numbers for the items. This prompt is only displayed if the Input Serial parameter is selected on the Generic PhyInvByTag Parameters form. In the Serial field, scan or select a serial number for each item. The total quantity of serial numbers to scan is displayed. The Scanned field shows how many serial numbers you have scanned. When you have scanned the required quantity of serial numbers, click Process. Optionally, select Show List to view a list of available serial numbers, or select Clear List to clear all scanned serial numbers.
Configuring Cycle Count Parameters
Configuring Physical Inventory By Sheet Parameters
Configuring Physical Inventory By Tag Parameters