Product Entry Physical Count Report ranges and options

Ranges

For more information, see Report ranges.

Options

Warehouse

Specify a valid warehouse.

If you have also entered ranges, products do not appear on the count sheets unless the ranges apply to the warehouse entered.

Run Number

Specify a run number.

You can reuse run numbers after the run has been updated. If you have more than once active run at a time, you will need a new run number.

If an active count session already exists with the entered number, the system will not generate count sheets.

Starting Ticket #

If you are using preprinted tickets, specify the same number that you see on the preprinted tickets.

If you are not using preprinted tickets, accept the default.

Ticket Printer

To print tickets, specify the printer name, or click Printer Options.

Print tickets to a printer, fax, file, e-mail, or Report View. The printer must be set up in SA Printer Setup.

Count Sheet Printer

To print count sheets, specify the printer name, or click Printer Options.

Print tickets to a printer, fax, file, e-mail message, or Report View. The printer must be set up in SA Printer Setup.

Note:  Choose a different printer than the one specified in the Ticket Printer option.
Print Prods Last Counted Before this Dt

Each time Product Entry Cycle Count Report is run, the Last Counted Date for each product printed on the sheet is updated with the system’s current date. Utilizing this date option allows you to cycle count products using physical count sheet ranges.

For example, you begin your cycle of counting class one products on May 1, 2015.

  • You want to count all class one products and the total number of products is 1500.
  • You specify a range beginning with class one and ending with class one.
  • Specify 100 in the # of Products to Count option.
  • Specify 5/1/15 in the Print Prods Last Counted Before this Dt option.

On the first day, the first 100 products print on the physical count sheets. Their Last Counted Date is updated to 5/1/15.

On the second day, the first 100 products are skipped because their Last Counted Date falls on 5/1/15, and the second group of 100 products prints.

On the third day, the next 100 print, and the first two groups of 100 products are skipped because their Last Counted Date is on or after 5/1/15.

This cycle continues until the Last Counted Date is 5/1/15 or later on each product in class one. This rotation continues until you complete your cycle.

Specify -1 to - 7 in the day field to go back up to 7 days. For example, specify **/-7/** and the system uses the current date less 7 days for the date.

# of Prods To Count

Specify the number of products to count. Enter the same number of products each evening.

If you accept the default of 0, all products print on the count sheets. They are limited by the date and range options entered.

Include All Order as Needed w/Bin Loc?

Specify Yes to include Order as Needed products (Order as Needed status in Product Warehouse Product Setup) on the count sheets.

Specify No and they are not included unless their quantity available is greater than 0.

Print (S)hort or (L)ong Form

Specify Sto print one line for each product, serial number, and lot number.

Specify Lto print two lines for each product. The product description and second bin location, along with any additional bin locations, on a separate line.

(L)ot #’s, (S)erial #’s, (B)oth, or (N)one

Use this option when you want to verify the serial numbers and lot quantities. If you need to make a stock adjustment to a serial or lot product, you must enter these numbers during Product Qty Adjustments Entry. With this option, print them on count sheets to avoid manual notations.

Note:  Lot and serial numbers do not print on count tickets; they print on count sheets.

Specify L to print the lot numbers on the count sheets.

Specify S to print the serial numbers.

Specify B to print lot and serial numbers.

# of Ticket Copies per Product/Bin

Specify a number between 1 and 9. If you are using inventory tickets while counting, you can print multiple copies.

For example, attach one copy to the product or bin; send another copy to the accounting department.

Subtract Committed From Qty Expected?

Specify Yes to subtract the Committed quantity from the On Hand quantity in Product Warehouse Product Setup-Costs.

Specify No to include the Committed quantity in your count.

Include ‘Must Count’ Items?

Must Count items are created in Sales Entry Shipping Feedback Report or Transfer Entry Shipping Feedback Report when a quantity discrepancy occurs. The Count Required field is automatically selected in Product Warehouse Product Setup. After a must count item appears on a count sheet, the Count Required field is automatically cleared.

Specify Yes to include these items regardless of the values you entered in the ranges.

Note:  If you select Yes for the above option and Product Entry Cycle Count Report has more than one active run in existence, duplicates may occur. This occurs when a product is included in a range to be counted, as well as being a must count item. It is possible that when updating is performed on the runs, an out of balance situation may occur, and you may have to make manual corrections.
Page Break on B)ldg, R)ow, S)ection, N)one (B/R/S/N)

Specify the corresponding letter (B, R, S) to divide the report into sections by creating a page break at Building, Row, or Section. This will depend on your warehouse setup.

Include DNR Prods with Quantity Zero

DNR = Do Not Reorder products.

Specify Yes to print Do Not Reorder products with a zero quantity on the count sheets.

Use Warehouse Manager Bin Locations? (Y/N)

Specify Yes to base the physical count on bin locations in Warehouse Manager instead of Product Warehouse Product Setup.

Only products with the Warehouse Manager option selected in Product Warehouse Product Setup-General will be included on the report.

Incl Stk prod w/Qty OH zero

Specify Yes to ignore the expected count value and include all products. If you specified No to Include All Order as Needed w/Bin Loc, OAN products are not included.

Specify No to exclude items where the expected count is less than or equal to zero.

Note:  Any time you set an option to exclude products from the count sheet, you must implement other controls to make sure that all products get counted.
Enter List of Product Categories

Use this option to limit your physical inventory to a specific list of product categories. Specify Yes if you want the option to enter a list of product categories for the count instead of using a range of product categories. When you use a list of product categories, the product category range is ignored. Specify No if you do not want the option to provide a list.