Counting Items by Location

The warehouse mobility icon based menu and list based menu comprises of the Inventory Transactions. Physical Inventory is listed as a transaction under the Inventory Transactions.

On the Inventory Transactions:

  1. Select Physical Inventory.
  2. Specify this information:
    Accumulate
    Specify Yes to add the counted quantity to a previously counted quantity, if the item and stock point combination you are counting has already been counted for this order. Specify No to receive an error message if you mistakenly count an item and stock point combination more than once within an order.
    Count
    To recount items, specify a new count number. When you specify a new count number, the count list is refreshed. Use the default value of 1 for your initial count.
    Warehouse
    Specify a warehouse.
    Cycle Count Order
    If applicable, specify a cycle count order number. If you are using handling units, the cycle count order number is displayed and cannot be changed.
    Item
    Scan the item number. The item description and unit of measure are displayed.
    Location
    If applicable, scan the item location. This field is only displayed if the stock point is location-controlled.
    Lot
    If applicable, scan the lot number. This field is only displayed if the item is lot-controlled, and the Enter Lot parameter is selected for this transaction.
    Quantity
    Specify the counted quantity.
    Note: An additional physical inventory form is displayed, to display the inventory with the pegged items for the projects.
  3. Select Process. If the item is not serial-controlled, the item is removed from the count list, and the count quantity is recorded in Infor LN. If the item is serial-controlled, the Serial/Lot Entry screen is displayed.
    1. On the Serial/Lot Entry screen, specify or review this information:
      Item number
      The item number and description are displayed.
      Quantity remaining
      The quantity that needs to be assigned serial or lot numbers is displayed.
      All Serials?
      Select Yes to indicate that all serial numbers for this item at the current stock point are being used in the transaction. Selecting Yes in this field removes the need to individually scan each serial number. This field is only displayed if you are performing a transaction using all the items in a stock point.
      Serial Number
      Scan a serial number. This field is only displayed if you did not select Yes in the All Serials? field.
  4. Select Process. The scanned serial number is processed. If there are additional serial numbers to scan, scan them. If all needed serial numbers have been scanned, the item is removed from the count list, and the count quantity is recorded in Infor LN. Optionally, press X to view serial numbers that you have scanned. Optionally, press Y to reset all scanned serial numbers, so you can re-scan them.