Modifying a physical inventory plan

This page allows you to modify the details of a PI plan. Tell me more

Select the “Edit Physical Inventory Plan” link in the “Select Physical Inventory Plan” page. Alternatively, click the hyperlinked physical inventory plan number in the multiline of the same page.

The “Edit Physical Inventory Plan” page appears.

The system displays the following field:

Date Format

The format in which the date fields are displayed in this page. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the “Enterprise Modeling” business component by default.

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

PI Plan #

The number identifying the PI plan.

Modify the following fields, if required:

Status	Use the drop-down list box to select the status to which the PI plan must be modified. Mandatory. The system lists the options “Draft” and “Confirmed” and leaves the field as “Draft” by default.
Note: A Plan in “Confirmed” status cannot be set to “Draft” status.
Plan Description	The textual description of the physical inventory plan (Alphanumeric, 150). Mandatory.
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 leaves the field blank by default.
User Status	Use the drop-down list box to assign a user-defined status to 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 leaves the field blank by default.

Enter the following in the “Plan Level Details” group box:

Planned By	The name of the user who plans the physical inventory (Alphanumeric, 30). Mandatory. Ensure this is a valid user name and already defined in the “Record Personal Information “ activity of the “HRMP” business component and is in the “Active” status.
Plan Level	Use the drop-down list box to select the level at which the physical inventory plan is created. Mandatory. The system lists the following options:
	Select “Warehouse”, if you wish to generate the physical inventory plan for items at the warehouse level.
	Select “Warehouse - Zone”, if you wish to generate the physical inventory plan for items at the various zones in the warehouse.
	The system displays “Warehouse” by default.
Warehouse #	Use the drop-down list box to modify the warehouse for which the physical inventory plan is generated. Mandatory. 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.

Note: The login user must have the access rights for the selected warehouse as defined in “Storage Administration’ business component

If the PI plan is at the “Warehouse” level, the system checks whether any item still exists for the selected warehouse in the “Stock Maintenance” business component.

Note: If the Plan Level is 'Warehouse', then for the selected Warehouse the system includes only those parts under the PI plan, for which the stock status is mapped to the attribute type “Physical Inventory’ and is marked as “Yes” as defined in the “User Defined Stock Status” business component.

The system displays the following field on clicking the “Edit Plan” pushbutton.

Warehouse Description

The textual description of the warehouse.

Modify the following field, if required:

WH – Zone #

The number that identifies the zone in which the items are stored (Alphanumeric, 10). Mandatory, if the “PI Plan Level” is “Warehouse – Zone”. Ensure the zone is valid and already defined in the “Create Warehouse Information” of the “Storage Administration” business component.

Leave this field blank, if the PI plan is at the “Warehouse” level.

Note: If the PI plan is at the “Warehouse-Zone” level, the system checks whether any item still exists for the selected warehouse-zone in the “Stock Maintenance” business component.

Note: If the Plan Level is 'Warehouse-Zone', then for the entered “Warehouse-Zone #” the system includes only those parts under the PI plan, for which the stock status is mapped to the attribute type “Physical Inventory’ and is marked as “Yes” as defined in the “User Defined Stock Status” business component.

The system displays the following field on clicking the “Edit Plan” pushbutton.

Zone Description

The textual description of the zone.

Modify the following field, if required:

Schedule From	The starting date in the range of dates, for which the PI plan is scheduled (Date Format). Mandatory. The date entered here should be in the format displayed in the “Date Format” field. By default, the system displays the current date.
Schedule To	The ending date in the range of dates, for which the PI plan is scheduled (Date Format). Mandatory. The PI plan is valid only until this date. The date entered here should be in the format displayed in the “Date Format” field.

Note: The “Schedule To” date should be equal to or later than “Schedule From” date.

Ensure that the “Schedule From” and “Schedule To” dates do not overlap in any of the other PI or CC plans for the specified warehouse or warehouse-zone (if the plan level is selected as warehouse- zone)

System Quantity Display

Use the drop-down list box to indicate whether to show or hide the system quantity of parts while recording the PI count results. The system displays the options “Show System Quantity” and “Do not show System Quantity”. The system sets the field to “Do Not Show System Quantity” 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 this field to the option selected in the “System Quantity Display” field of the “Set Physical Inventory Options” activity of the current business component.

Recount Mandatory

Use the drop-down list box to indicate whether recount is mandatory or not. The system lists “Required” and “Not Required” as options. The system displays “Required” by default .

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

Zero Qty Parts	Use the drop-down list box to indicate whether to include or exclude zero quantity stock in the counting cycle. The system displays the following options:
	Select “Include”, if you wish to include zero quantity stocks in the physical inventory.
	Select “Exclude”, if you wish to exclude zero quantity stocks in the physical inventory.

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

The system displays the following fields:

From Value	The starting value in the range of the part values.
To Value	The ending value in the range of the part values.

Note: For physical inventory, the system considers only those parts for which the value lies within the specified “From Value” and “To Value”, and for which “Mapping?” is set as “Yes” for the status attribute “Physical Inventory”, in the “Create User Defined Stock Status” activity of the “User Defined Stock Status” business component.

To update the modified details

Click the “Edit Plan” pushbutton, to update the physical inventory plan details.

The system updates the modified details and stores the name of the login user and the current server date as the last modified date.

The system performs the following on clicking the “Edit Plan” pushbutton:

If the PI plan is being modified from “Draft” to “Confirmed” status, then classification details of parts added should have already been defined using the “Set Physical Inventory Options” activity.
The status of the PI plan is changed to “Confirmed” and the system associates all the valid parts in the specified warehouse and zone (if the plan is at the zone level) to the plan.
If the PI plan is created in “Confirmed” status and if the plan level is “Warehouse”, then the system ensures that some stock exists in the selected warehouse/ zone/ bin in the “Stock Maintenance” business component. The system performs this check only for those parts for which the stock status is mapped to the attribute type ‘Physical Inventory’ in the “User Defined Stock Status business component.
If the “Zero Qty parts” field is set to “Exclude”, then the plan shall include only those parts in the warehouse / warehouse-zone whose system quantity is not zero at the warehouse-zone-bin level for the PI plan.
If the “Zero Qty Parts” field is set to “Include”, then the plan shall include all the parts in the warehouse / warehouse–zone, including parts whose system quantity is zero at the warehouse-zone-bin level for the PI plan.

To cancel the PI plan

Click the “Cancel Plan” pushbutton to cancel the physical inventory plan.

The system cancels the PI plan and sets the status as “Cancelled”. You can cancel the PI plan, which is in the “Draft” status. However, you cannot cancel a PI plan for which the tags have been generated is generated. Once cancelled, a plan will not be available for any further transactions, but the parts that were associated with the plan are free to be associated with other plans.

To generate tags

Enter the following in “Tag Generation Information” group box:

Type of Tags

Use the drop-down list box to select the type of the tag to be generated, which could be "General", "Bulk" or "Bulk-Storage Area".

Click here to learn about the type of tags

Tag Numbering Type

Use the drop-down list box to select the numbering type to be used by the system for generating the tag number. The system lists all the numbering types created in the “Create Numbering Type” activity of the “Document Numbering Class” business component that are valid on the current date. By default, the system sets the field to the numbering type specified as default for the “'Physical Inventory - Tag Generation" transaction type.

Click the “Generate Tags” pushbutton, to generate the tag.

The system displays the following in the “Record Statistics” group box:

Created By	The name of the user who created the PI plan.
Created Date	The date on which the PI plan was created.
Last Modified By	The name of the user who last modified the PI plan.
Last Modified Date	The date on which the PI plan was last modified.

What you can do in this page

Modify the PI plan level

Modify the plan category

Modify the schedule details of PI

Generate tags

Cancel the PI plan

Modify the PI plan level

You can modify the level at which a PI plan was generated. You can generate a PI plan either at warehouse or zone level.

Set the “PI Plan Level” as “Warehouse”, if you wish to create the PI plan at the warehouse level.
Set the “PI Plan Level” as “Warehouse - Zone”, if you wish to create the PI plan at the zone level.

Modify the plan category

You can modify the category to which the plan belongs.

Set the appropriate option in the “Plan Category” field.

Modify the schedule details of PI

You can change the starting and ending date of PI.

Enter the starting date of PI plan in the “Schedule From” field.
Enter the ending date of PI plan in the “Schedule To” field.

Modifying a physical inventory plan – An overview

This page allows you to modify the details of a PI plan, which is in “Draft” or “Confirmed” status.

Note: You cannot modify the details of a PI plan, which is in “Generated” status.

You can modify the status, description, plan level, warehouse number, category and group to which the PI plan belongs. You can also change the name of the person who created the PI plan.

This page also enables you to cancel a PI plan. You can cancel a PI plan, which is in “Draft” status.