Report Using Counting Report

Explanation

Use this function when you want to enter the results of your physical inventory counting of inventory parts.

Prerequisites

• A count report must have been created from Create Count Report window.

System Effects

If the parts are frozen while counted, they are released whenever the counting results have been reported and confirmed, provided they are not rejected by the counting limits. Then you can perform any inventory movement of the part(s) again.
Note: If the count result is rejected and the parts had not been previously frozen, they will become frozen until the count result is approved or canceled.

Any divergence between the quantity stated in the system and the quantity physically counted is shown in the created inventory postings and in the Acc Count Diff field in Inventory Part/Misc Part Info. This value is the total divergence for the inventory part. The counting difference per inventory part location can be seen in Query - Quantity per Location Details. In the same window, information about the last and next count date is displayed, including whether the part is frozen for counting.

Window

Count per Count Report

Related Window Descriptions

Count Per Count Report
Count Per Count Report/General
Count Per Count Report/Pallets

Procedure

1. In the Count per Count Report window, populate or query for the appropriate count report. The parts listed on the report are shown in the lower part of the window.
2. Select the General or Pallets tab, depending on whether the part is single-handled or pallet-handled.
3. Enter the counting result.
   For each part where a counting difference has been discovered, enter the quantity counted in the Counted Quantity field.
   For the parts with no counting difference, you can either enter the result manually or right click in the lower part of the window and select Count Without Differences. As a result of this, all uncounted lines will be updated with the system quantity.
4. If required, you can enter a note in the Note field regarding the counting results you have entered. (This note will be carried forward and displayed in subsequent windows for counting, and can aid you in decision making.)
5. If the part is catch unit enabled, enter the catch quantity counted in the Catch Qty Counted field.
6. Save when completed. It is possible to change the entered results until they have been confirmed without causing any effect on the quantity at stock.
7. If the part is at receipt and issue serial-tracked, but not in inventory serial-tracked, and the quantity counted differs from the on-hand quantity then a dialog box will open automatically. If the counting difference is positive then enter the new serial number(s). If the counting difference is negative then select the missing serial number(s) by using list of values. Click OK when completed.