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There are two options on this screen for printing quantity on hand, yes or no. Yes, will print a counting worksheet with quantities on hand listed. No, will not print the quantities on hand and will insert another dashed line to write quantities on (usually pallet, case, bottle).
Step 5 - Enter/Correct Physical Counts
Enter/Correct Counts Using Part Numbers (INPI.ECP)
On this screen, you will enter the correct physical count for each part individually.
Add, Change, Delete, Review: Everything will usually be a C for change, this is what you would type in initially to go through all of the parts and make changes. To add a part to the count that was counted but not present in the perpetual counts, use A for add. To delete a part from the count use Delete, though normally this is not used. You can also use Review to review each or all parts.
Batch ID: Enter the batch ID that you are working with.
Location code: The system will already know the location as it is defined earlier in screen INPI.ELP. However, if you were doing a batch with multiple locations and wanted to change counts for only parts in a specific location to start you could put the location in here.
Part number: Leave blank and hit enter to start from the first part and go through to the last or fill in with the specific part number you would like to edit.
Then press ENTER to open the COUNTED field.
OR press F1 to IMPORT COUNTS.
Counted: The format is cases bottles. Enter the physical count for cases and bottles and hit enter. The count will change and the variance will show on the right.
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Note: You can also press the Pallets On (F1) button to turn on pallet count. If your part is not set up to work with cases per pallet this will not work, so you want to double-check that first. |
Step 6 - Reports
Print Variance Report (INPI.PVR)
This will print you a report showing your variance for each part.
Print Variances with Locations in Columns (INPI.PVC)
This will print a report with your counts, perpetual, and variance by location. We recommend you fill in the locations portion of the selection screen to tell the system what column goes in what location. The purpose of this report is to see if an entry was made to the wrong location or if a transfer has not been completed or entered. A lot of times the inventory variances will show a plus in one location and a minus in another location for the same quantity. A lot of times people just print the variances on this report.
Step 7 - Adjust Perpetual Inventory
Adjust Perpetual Inventory to Physical (INPI.API)
This screen will adjust the perpetual inventory for the selected batch to match the physical inventory count entered for that batch. This is the ONLY part of the physical inventory process that affects the actual inventory.
Reviewing Batches
There is the ability built into the system to go back and review the status of a batch. Enter the Maintain Batches screen (INPI.MBM) and fill in the batch id with the R for review function. Hit enter to pull up the batch information. At the bottom of the screen, it will tell you the batch status.
Inventory was loaded for this batch as of and Inventory was adjusted for this batch on are the statuses that you will see. If none have been done you will see no dates and the message switches to not loaded and not adjusted.
Posted Batch
Unposted Batch
