Create Count Report

Explanation

This activity is used to create inventory lists that are used when performing a physical inventory count. The system creates a count report that can be printed from the Report Archive

The Advanced feature enables you to specify additional selection criteria, e.g. whether the part are company owned or customer owned, and the project ID, on which the inventory parts will be included in the count report. 

The Default feature enables you to use the default settings. Default settings are derived from the Task Registration window in IFS Admin, which is set by the administrator. 

Prerequisites

System Effects

Window

Create Count Report

Related Window Descriptions

Create Count Report
Create Count Report-Additional Parameters

Procedure

You can either create a count report directly (procedure A), or schedule the task as a background job (procedure B).

A. To create the count report directly:

  1. Open the Create Count Report dialog box.
  2. Enter a value for the Site field or click List to select one from the List of Values.
  3. If you want to specify any warehouse, bay, row, tier or bin enter a value in the relevant fields. Single values or wildcard values can be entered. A predefined storage zone can be used to define the locations to be included in the counting report. Enter a value or click List and select one from the List of Value.
  4. If you want to specify additional selection criteria, click Advanced. You can, for example, do the following:
    You can limit the contents to parts using cyclic counting, determine whether the parts should be frozen during counting and exclude parts that are company owned, customer owned, or parts belonging to project/standard inventory. You can even use wildcards to indicate the project inventories that are to be included by entering appropriates values in the Project ID field.
  5. If all the necessary selection criteria are defined, click OK to complete the operation.
  6. In the Report Archive window , click Preview to view the report or click Print to print the report directly.

Note: Click Default if you want to use the default settings. 

B. To schedule the create count report task as a background job:

  1. Click Schedule and follow the steps of the wizard.