Setup Requirements for Manual Inventory Counts

Following are the control maintenance records used for manual inventory counts, along with additional setup requirements.

Control Maintenance Records

The following control maintenance records affect manual inventory counts:

ACCT COST Update Parameters

• Should Inventory Adjustment Update Avg/Last Cost

• Include Tagged Quantities In Cost Calculation

• Update Landed Avg Cost Using Landed Cost

INVM Inventory Counting Parameters

• Cycle Count Queuing Enabled

• Disable Cycle Count Generation In SOE

• Exclude Tagged Location Information On Physical Sheets

• Generate Cycle Count When Transfer Ship Quantities Change

• Location Types To Include In Physical Count

MAINT PROD (Product)

• Delete Stock Location With Blank Status and Zero Quantity

• User To Log Automatic Inventory Adjustments Under

SOE Product Parameters

• Product Location Default

SOE Prompts

• Prompt For Picked Postdated Orders During Physical

Additional Setup Requirements

The following setup requirements affect manual cycle counts or physical inventories:

Product Location Layout Maintenance

Before you can count inventory by location, set up a warehouse location label format for your branch. Once you define this format, follow it for all warehouse locations. Use the Location Layout screen to define the label format for individual product locations.

If you do not count inventory by location, you do not need to establish a warehouse location layout.

Product Location Maintenance

Perform any product location maintenance before beginning a full physical inventory. Do not update product locations during the physical inventory process; wait until the physical inventory is finished and you have updated your on-hand quantities.

Use the Product Location Maintenance screen to update product locations.

If you do not count inventory by location, you do not need to perform location maintenance prior to counting.

See Also:

Counting Inventory Overview

Manual Warehouse Management Setup Overview