1. Open Update Movement Class screen (screen ID IN506100): Distribution > Inventory > Processes >
Physical Count > Update Movement Class
We will review the current DEMO database values and do not plan to make any changes at this time.
Physical Inventory Cycles
Learning Objects:
• Learn how to configure Physical Inventory Cycles.
Hands on – Physical Inventory Cycles
Define physical inventory cycles (PI cycles) used in your company. The physical inventory cycles are used to group the inventory items for periodic counting with the class-‐specific period.
Field Descriptions:
Field Description
Cycle ID The ID of the physical inventory cycle. An alphanumeric string of up to 6 characters can be used.
Description A brief description of the physical inventory cycle.
Counts Per Year The number of counts per year for the physical inventory cycle.
1. Open Physical Inventory Cycles screen (screen ID IN208700): Distribution > Inventory > Configuration >
Setup > Physical Inventory Cycles
We will review the current DEMO database values and do not plan to make any changes at this time.
Physical Inventory Types
Learning Objects:
• Learn how to configure Physical Inventory Types.
Hands on – Physical Inventory Types
Define the types of physical inventory counts to be used at your company warehouses.
Field Descriptions:
Field Description
Type ID The unique identifier of the physical inventory count.
Description A description of the type.
Generation Method The method to be used to generate counting lists for the type. Choose one of the following options:
• Full Physical Inventory: To include all the items available at the specified warehouse or locations.
• By Inventory: To count only particular inventory items, which you specify on the Inventory Item Selection tab.
• By Movement Class: To include only the items for which counting is due according to the counting frequency associated with their movement classes. If you select this generation method, choose the movement class on the Movement Class Selection tab. The count frequency of a movement class is the number of counts per year required for its items, as set on the Movement Classes (IN.20.86.00) form.
• By ABC Code: To include only the items associated with the specific code or items for which counting is due according to counting frequency associated with items’ ABC codes. You can select the code using the appropriate tab.
The count frequency is determined by the counts per year value, as set on the ABC Codes (IN.20.85.00) form.
• By Cycle: To include only the items for which counting is due according to the assigned PI cycles. You can select the cycle by using the appropriate tab.
• By Item Class: To include only items belonging to the specific class. You can select the class by using the appropriate tab.
Warehouse/Location Selection Tab
Warehouse The particular warehouse where counting of this type will take place. You can leave the box blank to apply this type at any warehouse.
Location The location where counting of the type will take place.
Description The description of the location.
Pick Priority The pick priority specified for the location.
Assignment Order Tab
Line and Tag Nbr.
Assignment Order An option to group list items for the physical inventory count’s first-‐level groups Blank Line To Append The number of blank lines (if any) to be added at the end of the count sheets, for
use by employees if any unregistered items are detected and counted.
Inventory Item Selection Tab
Field Description
Selection Method The option to be used for selecting inventory items for counting of the type:
• Items Having Negative Book Qty.: Includes in the count items that have a negative quantity at one or more locations.
• Random Items (Up to): Includes items selected at random up to the specified number of items. You specify the Number of Items, which appears once the option is selected.
• List of Items: Includes the specific items you list in the Items table.
• Last Count On or Before: Includes items that were counted before the specified number of days from the current business date. Specify the number of days in Last Count Before (days), which appears if you choose this option.
Inventory ID The identifier of the inventory item.
Description The description provided for the inventory item.
Item Status The status of the inventory item.
Item Class The item class associated with the item.
Movement Class Selection Tab
Movement Class ID The movement class whose items will be included in the count of the type.
By Frequency A check box that indicates (if selected) that the items will be selected for counting from those that are due by frequencies associated with all movement classes.
ABC Code Selection Tab
ABC Code The ABC code whose items will be included in the count of the type.
By Frequency A check box that, if selected, indicates that the items will be selected for counting from those that are due by frequencies associated with all ABC codes.
PI Cycle Selection Tab
Cycle ID The physical inventory class whose items will be included in the count of the type.
By Frequency A check box that indicates (if selected) that the items will be selected for counting from those that are due by frequencies associated with all PI classes.
ABC Code Selection Tab
Item Class ID The item class.
1. Open Physical Inventory Types screen (screen ID IN208900): Distribution > Inventory > Configuration >
Setup > Physical Inventory Types
Replace XX with the Initials of your first and last name.
Screen Section Field Value
Summary Type ID XX0001
Summary Description XX: PI Type 0001
Summary Generation Method By Inventory
Inventory Item Selection Selection Method List of Items
Inventory Item Selection Inventory ID XXCPU0001
Inventory Item Selection Inventory ID XXDESKT0001
Inventory Item Selection Inventory ID XXLAPT0001
Inventory Item Selection Inventory ID XXMOUSE0001
Inventory Item Selection Inventory ID XXROUTER0001
Warehouse/Location Selection Warehouse WHOLESALE
Warehouse/Location Selection Location R01C01L01
2. Save your changes
Screen Section Field Value
Summary Type ID XX0002
Summary Description XX: PI Type 0002
Summary Generation Method By Inventory
Inventory Item Selection Selection Method List of Items
Inventory Item Selection Inventory ID XXCPU0001
Inventory Item Selection Inventory ID XXDESKT0001
Inventory Item Selection Inventory ID XXLAPT0001
Inventory Item Selection Inventory ID XXMOUSE0001
Inventory Item Selection Inventory ID XXROUTER0001
Warehouse/Location Selection Warehouse RETAIL
3. Save your changes