Use the Cycle Verify, Physical Inventory by Sheet, and Physical Inventory by Tag transactions to count items. You can count items by:
To verify counted inventory using cycle counting:
Whse
Your warehouse is displayed.
Mismatch?
Select Yes to verify items with mismatched counted from previous cycle counts. Select No to search by serial, lot, and item numbers for counts to verify.
UnCounted
To count any items, select No. To count only uncounted items, select Yes.
Serials?
Optionally, scan a serial number to verify. This field is only displayed if you specified No in the Mismatch? field.
Lots?
Optionally, scan a lot number to verify. This field is only displayed if you specified No in the Mismatch? field.
Items?
Optionally, scan an item number to verify. This field is only displayed if you specified No in the Mismatch? field.
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 CycleVerify 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 CycleVerify 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 CycleVerify Parameters form.
Status
The item status (counted or uncounted) is displayed.
Expected
The expected quantity is displayed. This is the quantity that was recorded in the system at the time the cycle count was generated.
Counted
The previously counted quantity is displayed.
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.
To verify items by inventory sheet:
Checking
Select Y.
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.
Status
The item status (counter or uncounted) is displayed.
Expected
The expected quantity is displayed. This is the quantity that was recorded in the system at the time the physical count was generated.
Counted
The previously counted quantity is displayed.
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 verify 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 verify items by inventory tag:
Whse
You warehouse is displayed.
Emp ID
Your employee number is displayed.
Tag
Scan a tag to verify.
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.