Create Count Report

Explanation

This activity is used to create inventory lists that are used when performing a physical inventory count. Inventory count can be performed only for picking, floor stock and production line location types.Parts with planning methods O, K and T cannot be counted.The system creates a count report that can be printed from the Report Archive. 

The Advanced feature enables you to specify additional selection criteria, e.g. whether the part are company owned or customer owned, and the project ID, on which the inventory parts will be included in the count report, how handling units should be included. 

hThe Default feature enables you to use the default settings. Default settings are derived from the Task Registration page in IFS Admin, which is set by the administrator. 

You can either create a count report directly, or schedule the task as a background job.

Note: If you want to specify additional selection criteria, use Advanced section. You can, for example, do the following:
You can limit the contents to parts using cyclic counting, determine whether the parts should be frozen during counting.You can even use wildcards to indicate the project inventories that are to be included by entering appropriates values in the Project ID field.

If you want to exclude any parts use Exclude Stock section. You can, for example exclude parts that are company owned, customer owned, parts belonging to project/standard inventory, or parts attached or not attached to handling unit. 

You can do selections related to handling units using Handling Unit section. e.g. handling unit type to include, if the complete top level handling unit should be included regardless of other selections.

Prerequisites

• The part should not have the planning method O, K, T.
• The parts that should be counted must be received into an inventory location.
• If only parts with cyclic counting should be included in the count report, Cycle Counting option must be enabled in the Inventory Part/Main/Counting section. Then, the next count date, as regulated by the cyclic period, decides whether it is time to count the part. This date can be seen in Quantity per Location Details page.

System Effects

• If the parts are frozen while counted, the parts on the specified locations will be stopped from any transaction until the counting results have been reported. You can check to see whether the part is frozen for counting in Quantity per Location Details page.
  Even if the part has not been selected to be frozen while counting, if any count result is rejected as a result of exceeding the maximum counting difference limits set up for the site, the part will be frozen until the count result is approved or canceled.
• If you have scheduled the task as a background job, the task will be automatically performed based on the specified selection criteria. 
• If you select to print the detailed or/and aggregated report, these will be sent to the Report Archive.

Pages

Create Count Report

Activity Diagrams

Handle Counting
Scheduling in Handle Inventory