Activant Prophet 21. Performing a Physical Inventory Count
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- Phoebe Mason
- 5 years ago
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1 Activant Prophet 21 Performing a Physical Inventory Count
2 This class is designed for Inventory personnel who participate in counting inventory yearly or cyclically
3 Objectives for Physical Count Generate Items Not Counted Report Generate Inventory Cards Report Update items quantities through Physical Count window Generate Variance Report Update final counts through Physical Count window
4 This course will NOT cover Item Maintenance Cycle Counting
5 Overview of Physical Count Process Generate Items Not Counted Report (optional) Generate Inventory Cards Update On Hand quantities in Physical Count window Save as unapproved Generate Physical vs. On Hand Report Complete the final update of the Physical Count
6 Items Not Counted Report List of items not counted as of a specified date
7 Items Not Counted Report Enter the Location ID View serialized items
8 Items Not Counted Report Choose to view items with a QOH beginning at X number Indicate the last count date Only items which were not counted since the date will display Choose File/Print or
9 Items Not Counted Report
10 Generating Inventory Cards System-generated inventory cards Use if your warehouse layout can be facilitated through the report User-defined inventory cards Define the cards according to your warehouse layout
11 Inventory Cards Report Generate a list based on bins, supplier
12 Inventory Cards Report Enter a Location ID or Range
13 Inventory Cards Report Enter a Bin or Range, if Necessary
14 Inventory Cards Report Enter a Supplier ID or Range, if Necessary
15 Inventory Cards Report Enter an Item ID or Range, if Necessary
16 Inventory Cards Report Enter an ABC Class or Range, if Necessary
17 Inventory Cards Report Determine how to group print items Bin Item
18 Inventory Cards Report Select the type of inventory to view
19 Inventory Cards Report Enter the related Unit Measure
20 Inventory Cards Report Determine if you will include Non-Stock items On the report
21 Inventory Cards Report The earliest date the system will search when Compiling a report
22 Inventory Cards Report Chose to print the Quantity On Hand or Quantity Allocated
23 Inventory Cards Report
24 Generating Inventory Cards Count, count, count..
25 Inventory Card Maintenance Only enabled when you do NOT track bins User-defined Inventory Cards
26 Inventory Card Maintenance Generate Cards Access the Generation Criteria Tab Card Generation Type: Blank
27 Inventory Card Maintenance Card Generation Type: Initialized
28 Inventory Card Maintenance Generate Inventory Cards by using RMB click, File/Retrieve or
29 Inventory Card Maintenance Blank specify item id for each card number
30 Inventory Card Maintenance Initialized items automatically fill in according to criteria
31 Physical Count Inventory/Transaction/Physical Count
32 Physical Count Inventory Card Report: Enter parameters EXACTLY as they appear on your Inventory Card Report
33 Physical Count Inventory Card Maintenance: Select the Use Inventory Cards Checkbox
34 Physical Count Retrieve date by selecting File/Retrieve Or
35 Physical Count Update the Update the New Qty on Hand field
36 Physical Count Enter the reason associated with the Physical Count
37 Physical Count Verify the Approved Checkbox is NOT selected
38 Physical Count Save and note the adjustment number
39 Locating Discrepancies Prior to updating the counts, run a discrepancy report to view a specified margin of difference
40 Physical vs. On Hand Report Enter the Adjustment Number Enter a Variance Percentage or Amount
41 Find Adjustment Number If searching for Adjustment number, set Approved to No, then hit Enter key
42 Physical vs. On Hand Report Verify the item counts for variance items Return to the Physical Count Window
43 Update Physical Count Enter Adjustment Number
44 Update Physical Count Update the Qty on Hand information Once item updates are complete, click on the Adjustments Tab
45 Update Physical Count Select the Approved checkbox Select File/Save or to update the Physical Count
46 Update Physical Count GL affected On Hand Quantities updated Serials, lots, lot/bins, bins updated
47 Summary of Physical Count Process Generate Items Not Counted Report Generate Inventory Cards Report Update items quantities through Physical Count window Generate Variance Report Update item count through Physical Count window
48 Published Solutions Solution 6964 How to perform a Physical Count with Inventory Card Report Solution 4552 How to do a Physical Count via the Inventory Card Report Solution How to have multiple users update the same physical cycle count Solution Physical Count/Cycle Count adjustment/increase qty with no cost/zero cost
49 Published Solutions Solution Does a saved unapproved physical count show change in qty due to transactions
50 For More Information Prophet 21 Help Files Visit Activant on the web: View Educational Services course offerings Browse Documentation Search the Solutions database Submit a Support case Professional Services Sales pss@activant.com