Loading Item Records into the Physical Inventory File

  1. Open the Load Physical Inventory Records form.
  2. Specify this information:
    Warehouse
    Select the warehouse where you will be performing the physical inventory count. The system then loads the appropriate item records for items in the selected warehouse.
    Count Method
    Select the type of count method to use:
    • Tags
    • Sheets
    • Both
    If you select Both, sheet number assignment occurs when you print the sheets, not while loading sheets.
    List After Processing
    Select this check box if you want the system to display the Physical Inventory file after you run the utility.
  3. Select Preview and click Process to view the results without saving.
  4. Select Commit and click Process to run the utility and save the results.
  5. If you selected List After Processing, this information is displayed in the grid:
    Tag
    The tag number is displayed.
    Item
    The item is displayed.
    Location
    The location of the item is displayed.
    Lot
    The lot number is displayed.
    S/N
    The serial number associated with the item is displayed, if applicable.
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