Use this program to generate and print count sheets for sales items. You can also clear count records from previous inventories and create new physical count records for the current inventory.
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Access this program from the Physical Inventory menu. Select how you want to generate and print the count sheets, and then indicate whether you want to print items with zero quantity on hand and serialized items. If applicable, enter the PME (parts, merchandise, equipment) codes to include or omit in this run. This is useful if you want to run separate count sheets for the different kinds of items.
Depending on the report type you select, enter the appropriate range of records for the counts sheets, or leave those fields blank to generate count sheets for all records.
Indicate whether you want to clear count records from previous inventories and create new physical count records for the current inventory. Also indicate if you want to print the count sheets once they are generated. Press Enter to advance to the next screen.
Physical Count Sheets
Select how to generate and print the count sheets. The report type determines the sort order of the printed count sheets. Your selection affects the field label for the From and To fields in the middle of the screen.
Print items with 0 quantity on hand
Indicate whether to print items on the count sheets that currently have zero quantity on hand in the system.
Indicate whether to include (I) or exclude (E) serialized items on the count sheets. You can also choose to generate and print count sheets only (O) for serialized items.
If applicable, enter the PME (parts, merchandise, equipment) code or codes that you want to include or omit in this run. If you want to generate and print count sheets for all types of items, leave these fields blank. If you want to print count sheets by PME code, enter one PME code and indicate that you want to include (I) it, and then run the program again for another PME code, and so on.
If
you choose to run this program multiple times to generate separate
sets of count sheets by PME code, ensure that you enter Y
in the Create Physical Count
Records and the Clear
all existing Count Records for location fields the first
time you run the program. Enter N
in those fields for subsequent runs of the program.
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If you want to generate and print count sheets for a range of records, enter the starting number or code for the range. The field label for this range is determined by the Report Type you selected in the first field on this screen.
If you want to generate and print count sheets for a range of records, enter the ending number or code for the range. The field label for this range is determined by the Report Type you selected in the first field on this screen.
Enter the code for the currency in which you want monetary amounts to display on the count sheets.
Indicate whether you want to build the file that holds the data for the current physical inventory.
Clear All Existing Count Records for Location
Indicate whether to clear count records from the previous physical inventory. Enter Y only once for this question.
Indicate whether you want to print the count sheets that are generated by the program.
Function Key |
Description |
F1 |
Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level. |
F3 |
Exit. Exit the page or program. |
F12 |
Cancel/Previous. Exit the program or move back a screen. |
Sales Item Physical Inventory Flow
Physical Inventory white paper
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