Use this function when you want to enter the results of your physical inventory counting of inventory parts. The counting can be performed on a details or details with aggregated serials or an aggregated on handling units/locations level.
In the upper pane of the Aggregated on Handling Units/Locations tab the aggregated lines are displayed. The outermost handling unit that in full contains lines from the count report is shown by default. If counting should be reported for a sub-level of a handling unit structure it is possible to view all handling units included on the count report using Show All option.
In the upper pane of the Aggregated on Handling Units/Locations tab if only a part of the handling unit content is included in the count report or the stock record is not attached to a handling unit the records are aggregated per location and does not have a handling unit reference. When the Handling Unit ID field is blank, the parts are not attached to a handling unit or only part of the content of the handling unit is included in the count report.
Counting on a detailed level can be performed in the lower pane. The lower pane has the same functionality as the Details tab.
The upper pane of the Details with Aggregated Serials tab shows the aggregated serials lines and non-serials lines. The main purpose is this tab is to aggregate counting serials, therefore it shows a limited number of columns for the upper pane. To force manual count input hidden the On Hand Qty column. Now users can see the aggregated serials instead of individuals then users can enter counting results in the Counted Qty for the part. If there is a quantity mismatch for serialized parts, it is required to report on details level to review down to specific serials. With this tab, it will be possible to perform a successful counting for serialized parts by simple stating the correct quantity for the part rather than verifying each and every serial. For the non-serials records in the upper pane can see its sequence no but for the aggregated serials this column is null. Counting on a detailed level can be performed in the lower pane. The lower pane has the same functionality as the Details tab.
For aggregated counting serials user must use the Print Detailed Report because if a user report is aggregated per qty and it doesn't match for a serialized part then the user would need the detailed information per serial.
Note:
If the parts are frozen while counted, they are released whenever the counting
results have been reported and confirmed, provided they are not rejected by
the counting limits. Then you can perform any inventory movement of the part(s)
again.
Note: If the count result is rejected and the parts had not
been previously frozen, they will become frozen until the count result is approved
or canceled.
Any divergence between the quantity stated in the system
and the quantity physically counted is shown in the created inventory postings
and in the Cumulated Counting Difference field in Inventory
Part/Main/Counting section. This value is the total divergence for the
inventory part. The counting difference per inventory part location can be seen
in Quantity per Location Details page. In the same page, information
about the last and next count date is displayed, including whether the part
is frozen for counting.