Create Count Report

Explanation

This activity is used to create inventory lists that are used when performing a physical inventory count. 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. 

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

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, the corresponding check box must be selected in the Inventory Part/Misc Part Info tab. 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 Query - Quantity per Location Details.

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 Query - Quantity per Location Details.
  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.

Window

Create Count Report

Related Window Descriptions

Create Count Report
Create Count Report-Additional Parameters

Procedure

You can either create a count report directly (procedure A), or schedule the task as a background job (procedure B).

A. To create the count report directly:

1. Open the Create Count Report dialog box.
2. Enter a value for the Site field or click List to select one from the List of Values.
3. If you want to specify any warehouse, bay, row, tier or bin enter a value in the relevant fields. Single values or wildcard values can be entered. A predefined storage zone can be used to define the locations to be included in the counting report. Enter a value or click List and select one from the List of Value.
4. In the Print Report field use the List of Values and select if you would like to print the Detailed, Aggregated, both Detailed and Aggregated or none of the reports. The Print Report value set on site level is selected as default but can be changed manually. Selected report/reports will be sent to the Report Archive. Regardless of what you select to print both detailed and aggregated reports will be visible in the Count per Count Report window. If you choose to print none of the reports and want to print a report later or if you would like to reprint a report you can use the right mouse bottom options Print Detailed Report or Print Aggregated Report in Count Reports and Count per Count Report windows.
5. If you want to specify additional selection criteria, click Advanced. 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 and 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 even use wildcards to indicate the project inventories that are to be included by entering appropriates values in the Project ID field. You can do selections related to handling units e.g. handling unit type to include, if the complete top level handling unit should be included regardless of other selections.
6. If all the necessary selection criteria are defined, click OK to complete the operation.
7. In the Report Archive window, click Preview to view the report or click Print to print the report directly.

Note: Click Default if you want to use the default settings. 

B. To schedule the create count report task as a background job:

1. Click Schedule and follow the steps of the wizard.