Setting options for physical inventory

This page enables you to set options for physical inventory.

Select the “Set Physical Inventory Options” link under the “Physical Inventory & Cycle Count” business component.

The “Set Options for Physical Inventory” 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 field in the “Tolerance Settings” multiline:

Class

The class of the PI plan.

Enter the following fields in the “Tolerance Settings” multiline:

Count Tolerance In %	The minimum adjustment tolerance level in percentage, below or equal to which no adjustment is required for the existing discrepancy (Integer). Mandatory. Ensure this value lies between “0” and “100”.
Count Tolerance In Units	The minimum adjustment tolerance level in units, below or equal to which no adjustment is required for the existing discrepancy (Integer). Mandatory. Ensure that the value entered is greater than or equal to zero.
Recount Tolerance In %	The minimum adjustment tolerance level, below or equal to which no recounting is required for the existing discrepancy (Integer). Mandatory. Ensure this value lies between “0” and “100”.
Recount Tolerance In Units	The minimum adjustment tolerance level, below or equal to which no recounting is required for the existing discrepancy (Integer). Mandatory. Ensure that the value entered is greater than or equal to zero.

Note: The tolerance settings can be modified, if the physical inventory plan is in “Closed”, “Short Closed” or “Canceled Status”.

Enter the following fields in the “Execution Options” group box:

System quantity display	Use the drop-down list box to specify whether to show or hide the system inventory record of the part. The system provides the options ”Show system quantity” and “Do not show system quantity” and displays “Show system quantity” by default.
Plan Level Modification	Use the drop-down list box and set the field to “Yes” to allow the modification of the “System Quantity display” setting at the user level. Select “No” otherwise. The system displays “Yes” by default.
Recount Mandatory	Use the drop-down list box to specify whether recount is mandatory or not. The system displays “Required” by default.
	Select “Required”, if you wish to set recount as mandatory. If recount is made mandatory, parts will be released only after recount results are entered in the system.
	Select “Not Required”, if you do not wish to set recount as mandatory. If recount is not mandatory, parts will be released as soon as the physical count is completed.
Plan Level Modification	Use the drop-down list box and set the field to “Yes” to allow the modification of the “Recount Mandatory” setting at the user level. Select “No” otherwise.
Zero Qty Parts	Use the drop-down list box to specify whether to “include” or “exclude” zero quantity stock in the cycle count. The system displays “Include” by default.
Plan Level Modification	Use the drop-down list box and set the field to “Yes” to allow the modification of the “Zero Qty Parts” setting at user level. Select “No” otherwise.
Count Entry Mode	Use the drop-down list box to specify whether to enter count results for all the items or only for the discrepant items. The system lists “All Stock” and “Discrepant Stock” as options and displays “All Stock “ by default.
Plan Level Modification	Use the drop-down list box and set the field to “Yes” to allow the modification of the “Count Entry Mode” setting at the user level. Select “No” otherwise.
Numbering Type for Auto Stock Correction	Use the drop-down list box to select the numbering type for the stock correction transaction. The system lists all the numbering types defined in the “Document Numbering Class” business component.
Adjustment Value Tolerance	The minimum tolerance value, below or equal to which adjustment is not required (Integer).Ensure the value entered is greater than or equal to zero.

Note: The execution options can be modified, irrespective of the plan status.

Click the “Set Options” pushbutton, to set the physical inventory options.

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

Created By	The name of the user who set the options.
Created Date	The date on which the options were set.
Last Modified By	The name of the user who last modified the options.
Last Modified Date	The date on which the options were last modified.