The Physical Inventory Create Count frame allows you to manually create count sheets and select the specific parts that will be counted as a part of your physical inventory process.
To create a count, click the 'New Phys Inv ID' button. Your Location will automatically default to your current login location.
From the Method drop down, select a count method. Your options are: Bin, Cycle Count Days, Cycle Count Date, Commodity, ATA System, ATA System/Component, Cycle Code, Part Number, Seasonal, Unit Cost and Value Amount.
Depending on the method chosen, options to select are 'All', 'Specific', and 'Range'. If selecting 'Specific' or 'Range' as the method, you must enter specific values in the next step.
Reselect Flag - If using Cycle Count, parts will be include in this count when set to 'Y'.
Consignment Parts Flag - If checked, consignment parts are included in the selection.
When finished, click Save to create the count. You will see a scroll message at the bottom of the frame confirming the count has been scheduled. To check on the progress of the count, see the Physical Inventory Manager frame.
System Flags
2020 - Close Part Inventory? (Y/N) - This flag indicates whether the Physical Inventory process will be performed using an Open (N) or Closed (Y) parts room scenario, i.e. will the user allow parts to be issued and processed while the Physical Inventory process is going on?
5059 - Upload Physical Inventory Count? (Y/N) - This flag indicates if a remote processing device will be used to upload data from hand held devices in the physical inventory process.
For more details see the Inventory Application User Training Guide.
Last Updated: 12/20/2016
NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.
Additional training and technical documents on this subject may be available in the Resource Files area.