Creating select IDs
Before you use the
select ID for physical inventory, verify that previous freeze records have been deleted.
Define select IDs to identify which items to count during a physical inventory assessment. To perform different types of inventory assessments, you can define multiple select IDs which identify unique item combinations.
- Select Physical Inventory > Manage Select IDs.
- Click Create.
-
Specify this information:
- Company
- Select a company number.
- Select ID
- Specify a select ID and its description. Select IDs are used to identify a group of items and item selection criteria for physical inventory count. Select IDs can be cyclically used.
-
On the Initial tab,
specify this information:
- Count Quantity Required
- Select this check box to require count quantity for all items represented by this select ID.
- Require Unit Of Measure
- Select this check box to require the unit of measure when recording counts.
- Page Totals Required
- Select this check box to include page totals when entering counts. When this box is checked, you enable the solution to verify the page totals entered to avoid error.
- Freeze Zero Stock On Hand
- Select this check box to include items with a zero stock on hand quantity.
- Freeze Zero Unit Cost
- Select this check box to include items with a zero unit cost.
- All Locations
- Select this check box to include all locations.
- Report Group
- Select a report group. Report groups are used to classify locations for reporting, inquiry, and processing purposes.
- Consignment Items
- Select whether to include consignment items, to not include consignment items, or to include only consignment items.
- Click Save.
-
On the Inventory Classes tab, specify this information:
- Major/Minor
- Select a major and minor inventory class. Inventory classes can be used as selection criteria for replenishment, physical inventory, reports, and inquiries.
- Click Save.
-
On the Bin Groups tab, specify this
information:
- Freeze Empty Bins
- Select this check box to create freeze records for empty bins.
- Bin Group Select
- Select a Bin Group Select.
- Bin Groups
- Specify bin groups. These are setup in Bin Groups
and are assigned to items set up for bin tracking.
To use reporting groups, see Applying bin group selects to a Select ID.
- Click Save.
-
On the
Logic tab, specify this
information:
- Include Availability Less Than Zero
- Select this check box if items have an available quantity less than zero.
- Include Negative Stock on Hand
- Select this check box if items have a negative stock-on-hand quantity.
- Transactions Since Last Count
- Specify the option to select items according to the number of transactions that are created since the items were last counted. When you specify a value in this field, items with more transactions than the specified value are frozen.
- Accuracy Less Than This Percent
- Specify the movement class items with an accuracy of less than this percentage.
- Cycle Count Days
- Specify the number of cycle count days. This field applies to all cycle counts.
- Maximum Number to Count
- Specify the maximum number of items to count. This field applies to all cycle counts.
-
In the Movement Class Selections section, specify this information:
- Classes to select
- Select the movement class to count items in this class.
- Accuracy less than this percent
- Specify the option to select movement class 1 items with an accuracy less than this percent.
- Cycle count days
- Specify the number of cycle count days. This field applies to all cycle counts.
- Maximum number to count
- Specify the maximum number of items to count. This field applies to all cycle counts
- Click Save.
- On the Items tab, select the items that are identified for inventory count.
- Click Save.