-
Open the Physical Inventory Records Purge form.
-
Select the warehouse from which you want to purge records.
-
Select
Preview and click
Process to view the
results before saving them in the database.
-
Select
Commit and click
Process to run the purge
and save the results.
-
This information is displayed in the grid:
- Item
- The item number is displayed.
- Location
- The location of the item is displayed.
- Lot
- The lot where the item is maintained is displayed.
- Posting Status
- The current posting status of the Physical Inventory record
is displayed:
-
Approved: The sheet count is
approved by the Physical Inventory Supervisor and is waiting to be posted to
Items. Those sheets with a status of Approved may not be updated.
-
Posted: The sheet count is posted to
Items and may not be updated.
-
Voided: The sheet count has been
voided through the Void Tags/Sheets option.
- S/N
- If the item is serial-tracked, the serial number is
displayed.
Although the contents of the file are erased, an audit trail of the
physical inventory posting is available. The Item/Warehouse file contains two
fields for reference purposes:
-
Physical Inventory Count
-
Physical Inventory Date
The
Physical Inventory Count
field contains the quantity counted and the
Physical Inventory Date
field contains the date the posting occurred.
Note: These fields are not displayed
on the Item Warehouse form, but are stored in the file and can
be accessed by the query editor.
Another audit trail is available through the Pre-Adjustment Report that
is printed before the Physical Inventory file is posted.