Recording count results for the PI plan

This page allows you to enter the count results for the PI plan, which is in the “Confirmed” or “Partially Counted” status. Tell me more

Select the “Enter Count Results” in the “Select Physical Inventory Plan” page. Alternatively, select the hyperlinked PI plan number in the multiline of the same page.

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

The system displays the following fields in the “Plan Details” group box:

PI Plan #	The number identifying the physical inventory plan for which you need to enter the count results.
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.

Enter the following fields in the “Count Entry Details” group box:

Default Counted By

The name of the user who performed the PI count (Alphanumeric, 30). Mandatory. Ensure this is a valid employee name as defined in the “Record Personal Information “ activity of the “HRMP” business component and in the “Active” status. The system displays the login user name by default.

Help facility available.

Default Date of Counting

The date on which the PI count was performed (Date Format). Ensure this date is not later than the current server date and last modified date of the sheet. The system displays the current server date by default

Count Entry Mode

Use the drop-down list box to specify whether to enter count result for all items or only for discrepant items. The system lists “All Stock” and “Discrepant Stock” as options. The system displays “All Stock “ by default.

Note: The system displays both the options only if the “Plan level Modification” option setting in the “Set Physical Inventory Options” activity is set as “Yes” for the login user. Otherwise, the system sets the field to the option selected in the “Count Entry Mode” of the “Set Physical Inventory Options” activity of the current business component.

Enter the following in the “Part Details” group box:

Tag #	The number identifying the tag generated for the PI plan (Alphanumeric,40).
Part #	The number that identifies the part (Alphanumeric, 40). Mandatory. Ensure this is a valid part number as defined in the “Create Parts Main Information” activity of the “Part Administration” business component and in the “Active” status. Help facility available.
WH- Zone #	The number that identifies the zone in the warehouse in which the part is stored (Alphanumeric, 10). Ensure this is a valid zone number in the specified warehouse. Help facility available.
Bin #	The number that identifies the bin in the warehouse in which the part is stored (Alphanumeric, 10). Ensure this is a valid bin number for the specified zone and warehouse. Help facility available.

Note: If these fields are left blank, the system retrieves the details of all the tags generated for the specified PI plan.

Click the “Get Details” pushbutton to retrieve the part details in the multiline.

The system displays the following fields in the “Part Information” multiline:

Line #	The line number generated by the system.
Tag #	The number identifying the tag.
Part #	The number that identifies the part.
WH –Zone #	The number that identifies the zone in the warehouse where the part is stored.
Bin #	The number that identifies the bin in which the part is stored.
Lot #	The lot number of the part.
Manufacturer Lot #	The lot number of the part issued by the manufacturer.
Stock Status	The user-defined stock status of the part.

Enter the following fields:

Count Quantity	The quantity of parts counted during the PI count (Integer). Mandatory. Ensure this is a positive value.
Reason-Qty Mismatch	Use the drop-down list box to select the reason for mismatch between the stock quantity and the count quantity of the part. The drop-down list box displays all the Active reason codes defined under the reason code type “Stock Correction” in the Logistics Common Master component. This field is mandatory for None-Controlled parts, if the process parameter “Enforce Reason when Count Qty is different from Stock Qty” under the “Physical Inventory” category is ‘1’ as defined in the Set Inventory Process Parameters” activity of the Logistics Common Master
Transaction UOM	The unit of measurement of parts during PI count (Alphanumeric, 10). Ensure this is already defined in the “Create UOM” activity of the “Unit of Measurement Administration” business component or “Maintain UOM Conversion” activity in the “Part Administration” business component.
Counted By	The name of the user who performed the physical inventory counting (Alphanumeric, 30). Ensure this is a valid employee name as defined in the “Record Personal Information “ activity of the “HRMP” business component and in the “Active” status. Leave this field blank, to assign the default value specified in the “Default Entries” group box. Help facility available.
Date Of Counting	The date on which the physical inventory counting was done for the part (Date Format).

The system displays the following :

Part Description	The textual description of the part.
Part Control Type	The type of part control, that is, whether it is serial-controlled or lot-controlled.
Stock Quantity	The quantity of parts available as per the system inventory record.
Stock UOM	The unit of measurement of parts for the stock quantity.

Enter the following:

Remarks

Any additional remark pertaining to the physical inventory results (Alphanumeric, 255).

Check the box in the multiline, to mark the parts for updating or confirming count results.
Click the “Record Count Results” pushbutton, to update the count results.

The system updates the count results for the selected parts.

Note: Ensure that the tag line items in multiline are in "Generated" or "Regenerated" status.

Click the “Confirm Count Results" pushbutton, to confirm the count results.

Note: The system ensures that the certificate and parameter information is updated for all the serial number-controlled and/or lot number-controlled parts, before confirming the count results.

The part #-serial # for which you wish to confirm count results must not have been issued against a maintenance issue/general issue/loan/rental issue/ stock transfer issue/repair order issue/exchange issue/PBH exchange issue document. More details

To proceed, carry out the following

Select the “Record Serial # & Lot# Details” link, to modify the serial and lot details of a part.
Select the “Record New Part /Stock Status Balances” link, to enter new parts and stock balances.
Select the “Regenerate Tags” link, to regenerate the tags.

Refer to the topic “Regenerating tags for the physical inventory plan – An overview” for more details.

Select the “Enter Recount Results” link, to enter the recount results.

Refer to the topic “Entering recount results for the PI plan – An overview” for more details.

Select the “View Tag History” link, to view the history of the tags.

Refer to the topic “Viewing tags history of the physical inventory plan – An overview” for more details.

What you can do in this page

Confirm count results

You can confirm the count results of the part.

Select the part for which you need to confirm the count result.
Click the “Confirm Count Result”, to confirm the count result for the selected part.

Recording count results for the PI plan – An overview

This page allows you to enter the count results for the PI plan, which is in the “Confirmed” or “Partially Counted” status. If the status is “Partially Counted”, the system retrieves only those parts, which are yet to be updated and/or confirmed.

You can enter the count results such as the name of the person who performed the PI count for the part in the sheet, date of counting, count quantity, transaction UOM and any additional remarks pertaining to the count result. This page also allows you to update or confirm the count results.