Using Physical Inventory Report

1. When you first enter into the Physical Inventory Report option, a Select An Option window appears and displays the following choices: EXIT, BY LOCATION, BY DEPARTMENT.

• EXIT – Select EXIT to return to the Inventory menu.
• By LOCATION – Select BY LOCATION to run the report for one, several, or ALL LOCATIONS.
• BY DEPARTMENT – Select BY DEPARTMENT to run the report by one, several, or ALL DEPTS.

If you select BY LOCATION a Select An Option window will appear. Select one, several, or ALL LOCATIONS for the report or select EXIT to return to the Inventory menu. Scroll to the appropriate location(s) and press Enter to confirm or select ALL CUSTOMERS.

If you select BY DEPARTMENT a Select An Option window will appear with the following options: EXIT, Regular, Cycle Count.

• Regular – Select Regular to generate the report for all items within the selected department.
  • A Select An Option window will appear. Select one, several, or ALL DEPTS for the report for or select EXIT. Scroll to the appropriate department or select ALL DEPTS and press Enter to confirm.
  • Select the sort order for the report:
    • Dept - Item – Sort by department and then items within the department.
    • Dept - Item Class - Item – Sort by department, item class, and then item within the item class.
    • Dept - Physical Location - Item – Sort by department, the physical location assigned to the item, and then the item within the item class. Go to Step #4.
• Cycle Count – Select Cycle Count (for unlotted items) to include only the items needed for the current cycle count based on the A,B,C count or percentage setting for the department and the A,B,C item designation.
  • A Select An Option window will appear. Select one, several, or ALL DEPTS to generate the report for or select EXIT. Scroll to the appropriate selection and press Enter to confirm. Select EXIT to continue.
  • A Select A Cycle Class window will appear; select
    • EXIT – Select EXIT to exit
    • ALL – Select ALL to select A, B, and C Items.
    • A, B, and C Items – Select one or more items to run the report for.
  • Scroll to your selection and continue to Step #4

2. At the Item field, enter the item maskA mask is used to conduct a wild card search. Visually a mask is represented by a series of forward slash marks (///), sometimes with a letter, letters, or number(s) preceding it (1/// or AB///). For example, if you enter ////////, this indicates that you want to list all items defined in the system. If you enter in 1//1//1/, this indicates that you want the system to list items that have the digit "1" in those locations. for the report. See Entering a Mask for more information.

3. At the Print Slot field, enter Y (Y=yes) to include slot detail on the report, enter N (N=no) to include just the lot total. This applies to slotted locations only.

4. At the Print Zero field, enter Y (Y=yes) to include all items even if the current on-hand balance is zero. Enter N (N=no) to include only items with a non-zero current on-hand balance.

5. At the Floor/Management field, select M (M=management) to include the on-hand quantity. Select F (F=floor)and the on-hand quantity will not show on the report.

Note: If there are no items on file that match the item mask specified, the message line displays "No Records Found!!! Press Space Bar".

Use the Available Actions link below for further information.

Security Required : Inventory - Inventory Reports