Enter a warehouse code to enter the physical count data, or click the Lookup button to list all warehouse codes. If the Require Multiple Warehouses check box is cleared in the Inventory Management Options window, the default warehouse code appears.
This field displays the warehouse description, and can only be viewed.
1. Header
Select an option for sorting the physical count.
Select Item Code to sort the physical count data by item code, followed by bin location and then item description.
Select Bin Location to sort the physical count data by bin location, followed by item code and then item description.
Select Item Description to sort the physical count data by item description, followed by item code and then bin location.
This field defaults to the sort option that was selected in the Sort Lines By field in the Physical Count Worksheet window when the worksheet was printed and the inventory items were frozen.
Select one or more check boxes corresponding to the product types to print, or select the All Types check box to print all product types. Clear any check boxes corresponding to product types to exclude from the physical count data. All check boxes are selected by default.
Note Only frozen items within the selection criteria defined in Physical Count Worksheet are displayed. Additional criteria selected in this field will not be displayed on the Lines tab.
Select one or more check boxes corresponding to the procurement types to print, or select the All Types check box to print all procurement types. Clear any check boxes corresponding to procurement types to exclude from the physical count data. All check boxes are selected by default.
Note Only frozen items within the selection criteria defined in Physical Count Worksheet are displayed. Additional criteria selected in this field will not be displayed on the Lines tab.
Operand
Select an operand to limit your selection to a particular value or range of values. When selecting a value using the Lookup button or entering a value directly into the Value field (and moving out of the field), the operand automatically changes to Equal to. Likewise, when selecting a value using the Lookup button for a range or entering values directly into both Value fields, the operand automatically changes to Range.
The following operands are available:
Operand
Operand Function
All Selects all information for the Select Field. Begins with Selects only the information for the Select Field that begins with the value entered in the Value field. Ends with Selects only the information for the Select Field that ends with the value entered in the Value field. Contains Selects only the information for the Select Field that contains the value entered in the Value field. Less than Selects only the information for the Select Field that is less than, but not equal to, the value entered in the Value field. Greater than Selects only the information for the Select Field that is greater than or equal to the value entered in the Value field. Range
When Range is selected, two Value fields are used. Information is selected that is greater than or equal to the first value entered and less than or equal to the second value entered in the Value fields.
Note Entries in the "From" Value field may change to the entry made in the "To" Value field, if the "From" Value contains a lowercase letter and the "To" Value contains an uppercase letter. This occurs because lowercase letters are greater than uppercase letters. For example, if 01a is entered in the "From" Value field and 01C is entered in the "To" Value field, the "From" Value field changes to 01C.Equal to
Selects only the information for the Select Field that is equal to the value entered in the Value field.
Not Equal to
Selects only the information for the Select Field that is not equal to the value entered in the Value field.
Additional operands are available for date Select fields. The system date is used to calculate the date ranges. When one of the date operands is selected, the Value fields automatically default to the appropriate dates.
You can use commas (,) to separate multiple values; however, if your selection values already contain commas, you must use alternate separators to separate them.
Note When alternate separators are used, the value list must end with the alternate separator character.
The alternate separators include the following:
~ ! @ # $ % ^ & * ( ) = [ ] \ ; " / _ + { } | : < > ?
Note If you enter a value that contains a comma (for example, if a vendor number is
01-SAGE,WEST ), then you must enclose the value with an alternate separator (for example,%01-SAGE,WEST% ). Because the comma is a separator, if the value is not enclosed in alternate separators, the system can search for two incorrect values (for example, "01-SAGE" and "WEST", instead of "01-SAGE,WEST").If your company uses commas in item codes, use an alternate separator to select one or multiple item codes.
Value
Enter a value based on the operand entered, or click the Lookup or Calendar button to select a value from the list. Multiple values can be entered by using a comma or alternate separators to separate values.
For customer number, vendor number, and item code select fields, you can start typing a customer name, vendor name, or item description to locate a record. As you type, a list of records matching your entry appears. You can then select a record from the list.
Note If Country Code is an option in the Select field, and your source documents have no value in the Country Code field, the default Country Code entered in Company Maintenance is used as selection criteria for those documents.
You can enter single or multiple values as follows:
Operand
Value
All Selects all information for the Select Field. Begins with
Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Ends with
Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Contains
Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Less than Only single values are allowed. Greater than Only single values are allowed. Range Both Value fields are used to define a range. Only single values are allowed at each Value field. Equal to Multiple values are separated by a comma or alternate separator. An OR condition is assumed. Not Equal to
Multiple values are separated by a comma or alternate separator. An AND condition is assumed.
Note If you enter a value that contains a comma (for example, if a vendor number is
01-SAGE,WEST ), then you must enclose the value with an alternate separator (for example,%01-SAGE,WEST% ). Because the comma is a separator, if the value is not enclosed in alternate separators, the system can search for two incorrect values (for example, "01-SAGE" and "WEST", instead of "01-SAGE,WEST").
2. Lines
This tab features several buttons located above the primary grid.
Click the Item Quantity Inquiry button to view quantity information for the selected item. Click the arrow next to this button and select Item Inquiry to open the Item Inquiry window, or select Item Memo to view, create, or maintain memos for the selected item.
Note The Item Memo option is available only if the applicable memo type has been set up in Memo Manager Maintenance for this task.
Click the Add Item button to add items to the physical inventory count. For more information, see Add Item to Physical Inventory.
Click the Add New Lot/Serial button to add new lot or serial numbers to the physical inventory items. For more information, see Add New Lot or Serial Number.
Quick Row
This field displays the number of the selected row in the primary grid. Additional fields for the selected row appear in the secondary grid. Enter a row number to view or edit information for a different row, or click the Find Row button to search for a row in the Search Grid window.
Line Number
This field displays the line number in the grid and can only be viewed. The line number appears red for lines that are new or modified. After the Accept button is clicked, the line number changes from red to black.
This field displays the item code frozen for the physical count, and can only be viewed.
This field displays the bin location for the frozen item, and can only be viewed.
This field displays the lot or serial number for the frozen item, and can only be viewed. If an item is a lot or serial item and there are no lot or serial numbers available, the Quantity Counted field is left blank and is not available. To enter the quantity counted in the Quantity Counted field for the lot or serial item, you must first select the Add Lot/Serial Number button to add the lot or serial number, and then enter the quantity in the Quantity Counted field. You can also enter the quantity on the lines. For more information, see Add New Lot or Serial Number.
This field displays the expiration date for items with lot or serial numbers, and it can only be viewed.
This field is available if the Track Lot/Serial Expiration Dates check box is selected in Item Maintenance.
This field displays the quantity on hand for the physical count item, and can only be viewed.
Enter the physical count for the item, or click the Calculator button to enter an amount using the calculator. The quantity entered must be based on the standard unit of measure displayed for the item. You cannot enter a negative quantity.
This field defaults the on-hand quantity for the frozen item if the Print Quantity on Hand check box was selected in the Physical Count Worksheet window when the worksheet was printed and the inventory items were frozen.
Note If the quantity on hand is negative, the quantity in the Quantity Counted field will default to zero.
This field displays the item description, and can only be viewed.
This field displays the item's unit of measure, and can only be viewed.
This field displays the item's inventory cycle, and can only be viewed.
This field displays the item's product line, and can only be viewed.
This field displays the item's product type, and can only be viewed.
This field displays the item's procurement type, and can only be viewed.
