Selecting physical inventory plan for modification
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This page allows you to select the physical inventory plan already defined in the system, for modification. Tell me more
Select the “Edit Physical Inventory Plan” 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:
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PI Plan # |
The number that identifies the PI plan you wish to modify (Alphanumeric, 40). |
Select the “Edit Physical Inventory Plan” link provided alongside, to modify the selected physical inventory plan.
To search for the PI plan
Enter the following fields in the “Search Criteria” group box, to search for the PI plan:
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PI Plan # |
The number that identifies the PI plan you wish to modify (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. Leave this field blank to retrieve all the PI plans, which are in the “Draft” or “Confirmed” status. |
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Status |
Use the drop-down list box to select the status of the PI plan you wish to modify. The system provides the options “Draft” and “Confirmed”. The system retrieves all the PI plans of the status specified here. Leave this field blank to retrieve all the PI plans irrespective of the status. |
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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. |
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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. |
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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. |
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WH – Zone # |
The number that identifies the zone for which the PI plan was created (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. |
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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. |
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Planned By |
The name of the user who planned the physical inventory you wish to modify (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. |
Note: Leave all the search fields blank, to retrieve all the PI plans in the “Draft” or “Confirmed” status.
Click the “Search” pushbutton, to search for the PI plan.
The system displays the following fields in the “Search Results” multiline:
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PI Plan # |
The PI plan retrieved by the system. |
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Plan Description |
The textual description of the PI plan. |
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Warehouse # |
The warehouse for which the PI plan was generated. |
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Warehouse Description |
The textual description of the warehouse. |
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WH –Zone # |
The zone in the warehouse for which the PI plan was generated. |
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Zone Description |
The textual description of the zone. |
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Plan Status |
The status of the PI plan. |
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User Status |
The user status of the PI plan. |
To cancel the PI plan
Check the box in the “Select” column of the multiline, to select the PI plan for cancellation.
Click the “Cancel Physical Inventory Plan” pushbutton, to cancel the selected PI plan.
The system cancels the PI plan and sets the status as “Cancelled”. Once cancelled, the plan will not be available for any further transactions. The parts associated with the cancelled plan will then be available for association with other plans.
To modify PI plan details
Click the hyperlinked PI plan number, to modify the PI plan.
You can cancel a PI plan in the “Draft” status.
Specify the search criteria.
Click the “Search” pushbutton, to search for the PI plan.
Select the PI plan(s) that you wish to cancel.
Click the “Cancel Plan” pushbutton, to cancel the selected PI plan(s).
Selecting physical inventory plan for modification – An overview
This page allows you to select the physical inventory plan already defined in the system, for modification. 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 part number, warehouse and zone for which the PI plan was generated. The system retrieves all the physical inventory plans based on the search criteria.
This page also allows you to cancel the selected PI plans, which are in the “Draft” status.