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 composed of five 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.

See Using the Search Phys Inv Screen.

Search Phys Inv screen parameters

Parameter Name Values Example Default Value
Auto trigger CREATE

0: No

1: Yes

1 0
Default data for input field Phys inv method
  1. Cyclic
  2. Periodic
  3. Zero point
  4. Pick reporting
 1;2 1;2;3;4
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: Second count (First recount

2: Third count (Second recount)

3: Not approved (out of tolerance)

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
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
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.

See Using the List Phys Inv Screen.

List Phys Inv 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.

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.

See Using the Search Phys Inv Line Screen.

Search Phys Inv Line screen parameters

Parameter Name Values Example Default Value
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
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. 

See Using the List 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.

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 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.

See Using the Report Phys Inv Line Screen.

Report Phys Inv Line screen parameters

Parameter Name Values Example Default Value
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.
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

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 1=A;2=A
Auto trigger Next when all fields confirmed

0: No

1: Yes

1 0
Force to verify lot and container

0: The lot and container values are automatically confirmed.

1: The user must scan the lot number to confirm it. The container value is automatically confirmed.

2: The user must scan the container number to confirm it. The lot value is automatically confirmed.

3: The user must scan lot and container numbers to confirm them.

1 0
Numeric keypad - Activate negative sign

1: Quantity

2: Catch weight

A: No

B: Yes

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

1: Quantity

2: Catch weight

A: No

B: Yes

C: Yes, auto display

1=B;2=A 1=B;2=B
Populate scan field with suggested data

1: Lot

2: Container

3: Quantity

4: Catch Weight

1;2;3;4 Blank
Potency - Quantity input

0: Normal potency quantity

1: Physical quantity

This setting is only applicable for potency managed items.

If the value is set to 1:

  • Quantity input field input is defaulted with physical quantity.
  • Quantity input field suggested data is displayed as physical quantity.
1 0
Sequence of input fields

1: Location

2: Item

3: Lot

4: Container

5: Quantity

6: Catch Wt

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

0: Blank

1: Yes. The value is defaulted from the Balance ID.

1 0
Suggest data for input field Quantity

0: Blank

1: Yes. Current on-hand balance is defaulted.

1 0
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

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: 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.

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

Parent topic: Overviews and Procedures