Activant Prophet 21 Performing a Physical Inventory Count
This class is designed for Inventory personnel who participate in counting inventory yearly or cyclically
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
This course will NOT cover Item Maintenance Cycle Counting
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
Items Not Counted Report List of items not counted as of a specified date
Items Not Counted Report Enter the Location ID View serialized items
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
Items Not Counted Report
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
Inventory Cards Report Generate a list based on bins, supplier
Inventory Cards Report Enter a Location ID or Range
Inventory Cards Report Enter a Bin or Range, if Necessary
Inventory Cards Report Enter a Supplier ID or Range, if Necessary
Inventory Cards Report Enter an Item ID or Range, if Necessary
Inventory Cards Report Enter an ABC Class or Range, if Necessary
Inventory Cards Report Determine how to group print items Bin Item
Inventory Cards Report Select the type of inventory to view
Inventory Cards Report Enter the related Unit Measure
Inventory Cards Report Determine if you will include Non-Stock items On the report
Inventory Cards Report The earliest date the system will search when Compiling a report
Inventory Cards Report Chose to print the Quantity On Hand or Quantity Allocated
Inventory Cards Report
Generating Inventory Cards Count, count, count..
Inventory Card Maintenance Only enabled when you do NOT track bins User-defined Inventory Cards
Inventory Card Maintenance Generate Cards Access the Generation Criteria Tab Card Generation Type: Blank
Inventory Card Maintenance Card Generation Type: Initialized
Inventory Card Maintenance Generate Inventory Cards by using RMB click, File/Retrieve or
Inventory Card Maintenance Blank specify item id for each card number
Inventory Card Maintenance Initialized items automatically fill in according to criteria
Physical Count Inventory/Transaction/Physical Count
Physical Count Inventory Card Report: Enter parameters EXACTLY as they appear on your Inventory Card Report
Physical Count Inventory Card Maintenance: Select the Use Inventory Cards Checkbox
Physical Count Retrieve date by selecting File/Retrieve Or
Physical Count Update the Update the New Qty on Hand field
Physical Count Enter the reason associated with the Physical Count
Physical Count Verify the Approved Checkbox is NOT selected
Physical Count Save and note the adjustment number
Locating Discrepancies Prior to updating the counts, run a discrepancy report to view a specified margin of difference
Physical vs. On Hand Report Enter the Adjustment Number Enter a Variance Percentage or Amount
Find Adjustment Number If searching for Adjustment number, set Approved to No, then hit Enter key
Physical vs. On Hand Report Verify the item counts for variance items Return to the Physical Count Window
Update Physical Count Enter Adjustment Number
Update Physical Count Update the Qty on Hand information Once item updates are complete, click on the Adjustments Tab
Update Physical Count Select the Approved checkbox Select File/Save or to update the Physical Count
Update Physical Count GL affected On Hand Quantities updated Serials, lots, lot/bins, bins updated
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
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 21731 - How to have multiple users update the same physical cycle count Solution 26978 Physical Count/Cycle Count adjustment/increase qty with no cost/zero cost
Published Solutions Solution 27009 Does a saved unapproved physical count show change in qty due to transactions
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