1. Fields & Definitions for Physical Inventory
1.1. The Setup Tab

Setup tab field definitions

Inventory Type

The type of Inventory, either Internal, Consigned or Instores.

Customer

If the Inventory Type is Consigned, the Customer name will display in this field.

  
Supplier

If the Inventory Type is Instore, the Supplier name will display in this field 

  

Date/Time Started

The date and time (24 hour clock) when the Inventory was originally started. 
Status

The status of the physical inventory, either In Process, Completed or Cancelled. 
Inventory Type

The radial selected will display either Internal, Consigned or Instores only. 
Part Number Range The range or internal part numbers selected for counting.

Warehouses

Available

The name of any available warehouses selected for counting.
Selected

The name of the warehouses that were actually selected for counting.

Part Classes

Available

The part classifications which were available for counting.
Selected

The part classifications that were actually selected for counting.

 

Depressing this button will start a new Physical Inventory.

 

1.2. The Count Tab

Depressing on the Count Tab brings up the following screen:

 

Count Screen Fields

Inventory Type

The type of Inventory, either Internal, Consigned or Instores.
Supplier/Customer

If the Inventory Type is Instore, the Supplier name will display in this field.If the Inventory Type is Consigned, the Customer name will display in this field.
Date/Time Started

The date and time (24 hour clock) when the Inventory was originally started.
Status

The status of the physical inventory, either In Process, Completed or Cancelled.

For the part number highlighted:

Warehouse

The warehouse location for the part to be counted.
Location

The warehouse location for the part to be counted.
Part Source

The Make/Buy/Consigned/In Store type for the part to be counted.
UOM The Unit of Measure to be counted.  Same as stocking unit.
Class

The classification of the part.
Type

The type within the classification to which the part belongs.
Description

The description of the part.
Manufacturer’s Part No

The number used by the manufacturer to identify the part.
Tag No. If you have already printed Physical Inventory Tags, the Tag Number will appear in the Tag Number column. (Unless you numbered them manually, as described above.)I  f you have not printed tags, the Tag Number column will be blank.
Part Mfgr The Manufacturer for the part to be counted.
Part Number

The Internal Part Number that has been assigned to the item to be counted.
Lot Reference

If the part type has been designated as requiring lot tracking, then the lot tracking reference number appears.
Rev

The part number revision for the item.  An item may exist under multiple revisions.
Count The physical count quantity of the item observed during Physical Inventorying.
Init

The initials of the individual who performed the Physical Inventory.
Date

The date that the inventory was counted.The date will default to the current date, but may be over-written.

  This button is used to post the Inventory Adjustments.This is used after the inventory has been reconciled and the Physical Inventory Detail Report has been printed and reviewed.  This button will update the Inventory Master for the quantity on hand.  Note:   this action requires a supervisor’s password or specific "Post Inventory Adjustments" authorization in the Security module.