Generating Physical Inventory Plan Document

You can generate a report on the physical inventory details for the selected physical inventory plan.

Select the “Generate Physical Inventory Plan Document” link under the “Stock Management Reports” business component.

The “Generate Physical Inventory Plan Document” page appears.

The system displays the following:

Date Format

The format in which the date fields must be entered in this page. This format is displayed from the "User Preferences" business component based on the login user ID. In case the date format is not defined, the system displays the organization level format.

Enter the following in the “Search Criteria” group box:

From PI Plan #	The starting number, in the range of physical inventory plan numbers, for which the report is to be generated (Alphanumeric, 40). You can enter the number in full or specify it partially using the "*" character.
To PI Plan#	The ending number, in the range of physical inventory plan numbers, for which the report is to be generated (Alphanumeric, 40). You can enter the number in full or specify it partially using the "*" character.
Scheduled From	The starting date in the range of dates, for which the physical inventory plan is scheduled (Date Format). The date entered should be earlier than or equal to the system date.
Scheduled To	The ending date in the range of dates, for which the physical inventory plan is scheduled (Date Format).

Note: Ensure that “Scheduled To Date” is later than or equal to “Scheduled From Date”.

Plan Status	Use the drop-down list box to select the status of the physical inventory plan as “Draft”, “Confirmed”, “Short Closed”, “Cancelled” or “Closed”. Leave the field blank to retrieve the physical inventory plan irrespective of its status.
User Status	Use the drop-down list box to select the user-defined status of the physical inventory plan. The system displays all the “Active” quick codes as defined in the “Quick Code” activity of the “Physical Inventory and Cycle Count“ business component. Leave the field blank to retrieve the physical inventory plan irrespective of the user status.
Plan Category	Use the drop-down list box to select the physical inventory plan category. The system displays all the “Active” plan categories defined in the “Quick Code” activity of the “Physical Inventory and Cycle Count“ business component. Leave the field blank to retrieve the physical inventory plan irrespective of the plan category.
Plan Level	Use the drop-down list box to select the physical inventory plan level as “Warehouse” or “Zone” to indicate the storage level of the part for which the physical inventory plan report must be generated. Leave the field blank to retrieve the physical inventory plan irrespective of the plan level.
Planned By	The login ID of the user who planned the physical inventory (Alphanumeric, 30). You can enter the description in full or specify it partially using the "*" character.
Tag Type	Use the drop-down list box to select the tag type as “General”, “Bulk” or “Bulk Storage Area”. Leave the field blank to retrieve the physical inventory plan irrespective of the tag type.
Warehouse #	The warehouse number for which the physical inventory plan report is to be generated (Alphanumeric, 10). You can enter the number in full or specify it partially using the "*" character.
WH-Zone #	The zone number for which the physical inventory plan report is to be generated (Alphanumeric, 10). You can enter the number in full or specify it partially using the "*" character.
Part Group	Use the drop-down list box to select the part group for which the physical inventory plan report is to be generated. The system displays all the valid part groups defined in the “Create Part Groups” activity of the “Part Administration” business component. Leave the field blank to retrieve the physical inventory plan irrespective of the part group.
Part Category	Use the drop-down list box to select the part category for which the physical inventory plan report is to be generated. The system displays all the “Active” part categories defined in the “Create Quick Codes” activity of the “Part Administration” business component. Leave the field blank to retrieve the physical inventory plan irrespective of the part category.
Part #	The number identifying the part for which the physical inventory plan report is to be generated. (Alphanumeric, 40). You can enter the number in full or specify it partially using the "*" character. Leave the field blank to retrieve the physical inventory plan irrespective of the part number.
Part Type	Use the drop-down list box to select the type of part as "Component", "Expendable", "Kit", "Consumable", "Tool", "Raw Material" or “Miscellaneous”. Leave this field blank to retrieve the physical inventory plan irrespective of the part type.

Click the “Search” pushbutton to retrieve the physical inventory plan details.

The system displays the following fields in the “Search Results” multiline:

PI Plan #	The number identifying the physical inventory plan.
PI Plan Description	The textual description of the physical inventory plan.
Plan Status	The status of the physical inventory plan which could be Draft”, “Confirmed”, “Short Closed”, “Cancelled” or “Closed”.
Plan Level	The level for which the physical inventory plan report is to be generated. The system displays the options as “Warehouse” or “Zone”.
Warehouse #	The number identifying the warehouse.
WH- Zone #	The number identifying the zone.
Scheduled From	The date from which the physical inventory plan is scheduled.
Scheduled To	The date till which the physical inventory plan is scheduled.
Planned By	The login ID of the user who planned the physical inventory plan.

Check the box in the “Select” column of the multiline to mark the physical inventory plan for generating the report.

Note: Ensure that at least one row is selected for the generation of the physical inventory document.

Enter the following in the “Report Options” group box:

Report Action

Use the drop-down list box to select the report action. The system lists the options as “Print” or “View Report” based on the values set in the “Set Options” activity of the current business component.

§ Print – Select this option to print the report.

§ View Report – Select this option to view the report.

Select the “Generate PI Plan Document” link to generate the physical inventory plan report.