What are the types of loading the items in physical inventory?
Generation Selection
This section guides you of how you want to load the items i.e. to load all items in a single shot, or create a blank page, or to load the items that are selected through the filter, or to load the items that were not counted in the previous stocktaking process.
Select the appropriate option to load the items for physical inventory.
1. Generate all items in the selected group
Selecting this option loads all the items on the physical entry screen. Further, you can filter manufacturer-wise and Distributor-wise items using the options provided along with.
Use this option to load all the items selected in the group. To select the group, select from the following options under Group Selection section.
b. Create a new blank physical inventory count for manual entry
Selecting this option will create a blank screen. You need to select and load the items manually from the item LOV.
c. Generate for all items in the specified filer
Use this option to filter certain items based on their attributes and then load into the physical entry screen.
Select this option and click Generate. A confirmation message is displayed to proceed. Click Yes. The Apply filter screen is displayed.
The Select is a drop-down field and displays the following options-
The Condition is a drop-down field and displays the following operators-
Click Apply to load the items as defined in the filter.
(or)
Click Cancel. A confirmation message to load all the items is displayed. Click Yes to load all the items (or) Click No to cancel the operation.
d. Generate for all items with a last counted date older than the specified
Use this option to load the items that were counted in the previous stock taking. In the Date field, select the date for taking the stock.
This section guides you of how you want to load the items i.e. to load all items in a single shot, or create a blank page, or to load the items that are selected through the filter, or to load the items that were not counted in the previous stocktaking process.
Select the appropriate option to load the items for physical inventory.
The Generation Selection section displays the following options:
- Generate all items in the selected group.
- Create a new blank physical inventory count for manual entry
- Generate all items in the specified filter.
- Generate for all items with a last counted date older than the specified
1. Generate all items in the selected group
Selecting this option loads all the items on the physical entry screen. Further, you can filter manufacturer-wise and Distributor-wise items using the options provided along with.
Use this option to load all the items selected in the group. To select the group, select from the following options under Group Selection section.
- All Items - All items will be loaded
- Only items from selected Manufacturer - items of the selected manufacturer will be loaded
- Only items from selected division - items of the selected division will be loaded
b. Create a new blank physical inventory count for manual entry
Selecting this option will create a blank screen. You need to select and load the items manually from the item LOV.
c. Generate for all items in the specified filer
Use this option to filter certain items based on their attributes and then load into the physical entry screen.
Select this option and click Generate. A confirmation message is displayed to proceed. Click Yes. The Apply filter screen is displayed.
The Select is a drop-down field and displays the following options-
- Item name
- Rack number
- Shelf number
- Box number
- Status of batch
- Category
For standard items, mostly Item name is selected.
The Condition is a drop-down field and displays the following operators-
- Like
- = (Equal to)
- <> (Not equal to)
In the Select drop-down field, select item Name
In the Condition drop-down field, select the operator '='
Enter the item Name under the select field.
Click Add.
Click Apply to load the items as defined in the filter.
(or)
Click Cancel. A confirmation message to load all the items is displayed. Click Yes to load all the items (or) Click No to cancel the operation.
d. Generate for all items with a last counted date older than the specified
Use this option to load the items that were counted in the previous stock taking. In the Date field, select the date for taking the stock.
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