Physical inventories
Go to the “physical inventory “work center
Select “New logistics area count “
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Fill mandatory fields with the required information
Storage ID (the name of the DC )
Cost center. logistics or repair depends on the location to update
Select All locations to pick from
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On the same page, scroll down to select the logistics areas that you wish to count from the list of locations
Then click next to go the second page
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You can either assign an individual to do the physical count
Then create on “ Finish” to create the count
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The status will change to a confirmation
You get the ID for the task created and then close
You will use the task ID to search for the task and execute
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The next step is to execute the created task of performing a physical count
Go to the physical inventory work center
Select task control
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A list of all tasks will appear, this will include open tasks, completed, etc..etc…
You can search by the task number
or status
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You will get to the screen with the selected task then click on confirm
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A list of all items sitting in the selected location will appear
You can input manually the quantity counted per item, the system will not show the expected quantity
Then click on “Finish all items” to submit the count
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You then get the confirmation message
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The next step if is for the warehouse manager to approve the count: To approve the count you go to:
Physical The physical inventory work center
Select “ By PI count document
In the search field “ search by PI count in process”
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You select, PI (Physical inventory) count in the process
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Click on “Line items” tab
You can view the details of a submitted count
You can see the value and quantity difference between what the expected quantity was and the submitted quantity
Then click on “Approve count “
You get the confirmation message, and the entries are saved