Preparing a Physical Inventory

Preparing a Physical Inventory Count

1. Open the Prepare Physical Count (IN504000) form.
2. In the Type ID box of the Preview tab, select the appropriate physical inventory type for counting.
3. If the Warehouse box is not filled in, select the warehouse in which the count should be performed. A user can select a particular warehouse only if the physical inventory type does not intend for a particular warehouse.

4. On the form toolbar, click Generate PI.
   The system generates the physical inventory document and opens it on the Physical Inventory Review (IN305000) form. Count the items on the list and edit the list if needed.

5. On the form toolbar, click Save.

Exporting a Count Sheet to an Excel Spreadsheet

1. Open the Physical Inventory Review (IN305000) form.
2. In the Reference Nbr. box of the Summary area, select the identifier of the required physical inventory document.
3. Make sure that the physical inventory document has the Counting in Progress status.
4. On the table toolbar of the Physical Inventory Details tab, click Export to Excel.
5. Open the downloaded file and review its contents.

Printing Count Sheets

1. Open the Physical Count Sheets (IN620500) report.
2. In the Reference Nbr. box of the Report Parameters tab, select the reference number of the physical inventory count.
3. On the report form toolbar, click Run Report. The system opens the printable version of the count sheet.
4. On the report toolbar, click Print to print as many copies of the count sheet as you need.

Printing Tags

1. Open the Physical Count Tags (IN621000) report.
2. In the Reference Nbr. box of the Report Parameters tab, select the reference number of the physical inventory count.
3. On the report form toolbar, click Run Report.
4. On the report toolbar, click Print to print the tags.