Selecting the physical inventory plan for entering recount results

This page allows you to select the physical inventory plan already defined in the system for entering the recount details. Tell me more

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

The “Select Physical Inventory Plan” page appears.

Enter the following field in the “Direct Entry” group box:

PI Plan #

The number that identifies the PI plan you need to enter the recount details (Alphanumeric, 40).

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

To search for the PI plan

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 for which you need to enter the recount details (Alphanumeric, 40). 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.
Tag #	The number identifying the tag generated (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 plan for which you need to enter the recount results (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 enter the 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 zone in the warehouse where the item is stored.
Zone Description	The textual description of the zone.
Plan Status	The status of the PI plan.

Click the hyperlinked PI plan number, to enter the recount results.

Selecting the physical inventory plan for entering recount results – An overview

This page allows you to select the physical inventory plan already defined in the system for entering the recount details. You can enter the PI plan number directly, if you know it. Otherwise, you can carry out a search based on the number, status and the category of the PI plan. You can also search based on the number, warehouse and zone of the part for which the PI plan was generated. The system retrieves all the physical inventory plans based on the search criteria. The system retrieves the PI plans, which are in the “Pending Recount” or “Partially Recounted” status.