Generating Physical Inventory Tag Document

You can use this page to generate a report on the physical inventory tags.

Select the “Generate Physical Inventory Tag Document” link under the “Stock Management Reports” business component.

The “Generate Physical Inventory Tag Document” page appears.

Enter the following in the “Search Criteria” group box:

From PI Plan #	The starting number, in the range of physical inventory plan numbers, for which the physical inventory tag report is to be generated (Alphanumeric, 40). You can enter the number in full or specify it partially using the "*" character.
To PI Plan#	The ending number, in the range of physical inventory plan numbers, for which the physical inventory tag report is to be generated (Alphanumeric, 40). You can enter the number in full or specify it partially using the "*" character.
Tag # From	The starting tag number, in the range of tag numbers, for which the report is to be generated (Alphanumeric, 40).
Tag # To	The ending tag number, in the range of tag numbers, till which the report, is to be generated (Alphanumeric, 40).
Plan Level	Use the drop-down list box to select the physical inventory plan level as “Warehouse” or “Zone” to indicate the storage level of the part for which the physical inventory tag report is to be generated. Leave the field blank to retrieve the physical inventory plan irrespective of the plan level.
Plan Category	Use the drop- down list box to select the physical inventory plan category. The system displays all the “Active” plan categories defined in the “Quick Code” activity of the “Physical Inventory and Cycle Count“ business component. Leave the field blank to retrieve the physical inventory tag irrespective of the plan category.
Warehouse #	The warehouse number for which the physical inventory tag report is to be generated (Alphanumeric, 10). You can enter the number in full or specify it partially using the "*" character.
Plan Status	Use the drop-down list box to select the status of the physical inventory plan as “Draft”, “Confirmed”, “Short Closed”, “Cancelled” or “Closed”. Leave the field blank to retrieve the physical inventory plan irrespective of the status.
WH-Zone #	The zone number for which the physical inventory tag report is to be generated (Alphanumeric, 10). You can enter the number in full or specify it partially using the “*” character.
Bin #	The bin number for which the physical inventory tag report is to be generated (Alphanumeric, 10). You can enter the number in full or specify it partially using the “*” character.
Lot #	The lot number of the part for which the physical inventory tag report is to be generated (Alphanumeric, 18). You can enter the number in full or specify it partially using the “*” character.
Tag Type	Use the drop-down list box to select the tag type as “General”, “Bulk” or “Bulk Storage Area”. Leave the field blank to retrieve the physical inventory tag irrespective of the tag type.
Part Group	Use the drop-down list box to select the part group for which the physical inventory tag report is to be generated. The system displays all the valid part groups defined in the “Create Part Groups” activity of the “Part Administration” business component. Leave the field blank to retrieve the physical inventory plan irrespective of the part group.
Part Category	Use the drop-down list box to select the part category for which the physical inventory tag report is to be generated. The system displays all the “Active” part categories defined in the “Create Quick Codes” activity of the “Part Administration” business component. Leave the field blank to retrieve the physical inventory plan irrespective of the part category.
Part #	The number identifying the part for which the physical inventory tag report is to be generated. (Alphanumeric, 40). You can enter the number in full or specify it partially using the "*" character. Leave the field blank to retrieve the physical inventory plan irrespective of the part number.
Part Type	Use the drop-down list box to select the type of part as "Component", "Expendable", "Kit", "Consumable", "Tool", "Raw Material" or “Miscellaneous”. Leave this field blank to retrieve the physical inventory plan irrespective of the part type.

Click the “Search” pushbutton to retrieve the physical inventory tag details.

The system displays the following fields in the “Search Results” multiline:

Tag #	The number identifying the tag generated for the physical inventory plan.
Tag Type	The type of the tag, which could be “General”, “Bulk” or “Bulk Storage Area”.
PI Plan #	The number identifying the physical inventory plan.
PI Plan Description	The textual description of the physical inventory plan.
Warehouse #	The number identifying the warehouse.
WH- Zone #	The number identifying the zone in the warehouse.
Tag Status	The status of the tag.

Check the box in the “Select” column of the multiline to mark the tag number for generating the report.

Note: Ensure that at least one row is selected for the generation of the physical inventory tag document.

Enter the following in the “Report Options” group box:

Report Action

Use the drop-down list box to select the report action. The system lists the options as “Print” or “View Report” based on the values set in the “Set Options” activity of the current business component.

§ Print – Select this option to print the report.

§ View Report – Select this option to view the report.

Select the “Generate PI Tag Document” link to generate the physical inventory tag report.