Authorizing count results in a PI plan

This page allows you to select the physical inventory plan in which you need to authorize the count and recount results of parts. Tell me more

Select the “Authorize Physical Inventory Count Results” link under the “Physical Inventory & Cycle Count” business component.

The “Authorize Phy. Inventory Count Results” page appears.

Enter the following fields in the “Search Criteria” group box, to search for the PI plan:

PI Plan #	The number that identifies the PI plan you need to authorize (Alphanumeric, 18). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the PI plans with numbers similar to the value specified here. Leave this field blank to retrieve all the PI plans in the “Counted”, “Recounted”, “Partially counted” and “Partially recounted” status and which has atleast one confirmed count or recount result.
Tag #	The number that identifies the tag you need to authorize (Alphanumeric, 40).
Plan Category	Use the drop-down list to select the category to which the PI plan belongs. The system lists all the “Active” quick codes of type “Plan Category” as defined in the “Create Quick Codes” activity of the current business component. The system sets the field blank by default.
User Status	Use the drop-down list box to select the user-defined status of the PI plan. The system lists all the “Active” quick codes of type “User Status” as defined in the “Create Quick Codes” activity of the current business component. The system sets the field blank by default.
Warehouse #	Use the drop-down list box to select the warehouse for which the physical inventory plan was generated. If you are working in the Main base, the drop-down list box lists those Active warehouses defined in the Storage Administration component, which are currently not offline and allow “Physical Inventory” transactions. Alternatively, if you are working in a Field base, the drop-down list box displays those Active warehouses mapped to the offline area that allow “Physical Inventory” transactions. The system retrieves all the PI plans for the warehouse specified here. Leave this field blank to retrieve all the PI plans irrespective of the warehouse.
WH – Zone #	The number that identifies the zone in which the items are stored (Alphanumeric, 10). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the PI plans in which the zone numbers are similar to the value specified here. Leave this field blank to retrieve all the PI plans irrespective of the zone number.
Part #	The number that identifies the part for which the PI plan was generated (Alphanumeric, 40). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the PI plans in which the part numbers are similar to the value specified here. Leave this field blank to retrieve all the PI plans irrespective of the part number.
Planned By	The name of the user who planned the physical inventory you need to authorize (Alphanumeric, 30). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the PI plans in which the planner name is similar to the value specified here. Leave this field blank to retrieve all the PI plans irrespective of the planner name.

Click the “Search” pushbutton, to search for the PI plan for which you need to authorize the count or recount results.

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

PI plan #	The PI plan retrieved by the system.
Plan Description	The textual description of the PI plan.
Warehouse #	The warehouse for which the PI plan was generated.
Warehouse Description	The textual description of the warehouse.
WH – Zone #	The number that identifies the zone in which the items are stored.
Zone Description	The textual description of the zone.
Plan Status	The status of the selected PI plan.
User Status	The user defined status of the PI plan.

Check the box in the “Select” column of the multiline, to select the PI plan for authorization.
Click the “Authorize Count Results” pushbutton, to authorize the count results in the selected PI plan.

The system authorizes the count results for the selected parts and changes the status of the PI plan. More details

However, the system does not authorize count results, if

The part #-serial # has been issued against a maintenance issue/general issue/loan/rental issue/ stock transfer issue/repair order issue/exchange issue/PBH exchange issue document.

To proceed, carry out the following

Select the “View PI Summary” link, to view the count summary sheet.

Refer to the topic “Viewing the PI summary sheet – An overview” for more details.

Select the “Unfreeze Parts” link, to unfreeze the parts.

Refer to the topic “Unfreezing parts in a warehouse – An overview” for more details.

Authorizing count results in a PI plan – An overview

This page allows you to select the physical inventory plan in which you need to authorize the count and recount results of parts. You can authorize the count results that are confirmed. You can carry out a search based on the PI plan number, warehouse number, zone number and part number. The system retrieves all the PI plans, which is in the “Counted”, “Recounted”, “Partially counted” and “Partially recounted” status and which has atleast one confirmed count or recount result.