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 four screens:

List Phys Inv
Search Phys Inv Line
List Phys Inv Line
Report Phys Inv Line

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.

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

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.

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
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

Parameter Name

Values

Example

Default Value

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

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.

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
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
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.