Inventory Counts form

Sage ERP Accpac Inventory Control 6.0

$image\field_bt.gif$ Inventory Counts

The Inventory Counts form is a simpler version of the Physical Inventory Quantities form, where you enter inventory counts after taking inventory.

You can assign serial and/or lot numbers in the Inventory Counts form if you have Serialized Inventory and Lot Tracking license installed.

The inventory counts entered in the Inventory Counts form update the current physical inventory worksheet.

If you select "Default Quantity On Hand" when you generate the physical inventory worksheet, the Quantity Counted column will list the quantity that's calculated by Inventory Control.
If you do not select "Default Quantity On Hand" when you generate the physical inventory worksheet, the Quantity Counted column will show zero quantities until you enter a count.

Use the Physical Inventory Quantities form instead of Inventory Counts if you want to compare calculated quantities to actual counts, or to enter adjustment unit costs or change the posting status for individual items.

Before you start

Run Day End Processing to update the company's Inventory Control data if you have posted transactions since the last time you ran Day End Processing.
Decide on the inventory locations, account sets, and items for which you want to generate worksheets.
Decide on the sorting order in which to list items on the worksheets.
Make sure no other users are working with the Inventory Control database and no other Inventory Control forms are open on your computer.

To enter inventory counts

Double-click the Inventory Counts icon in the Physical Inventory folder.
Enter the location code or use the Finder to select the code
Enter the starting item number or use the Finder to select the item number code.
If you use optional fields, use the Zoom button () to edit optional fields that apply to the whole worksheet.
Enter the physical count or edit the displayed count in the Quantity Counted column. Press F9 to enter quantities in different units of measure.
If you use optional fields for item details, use the Zoom button () to edit detail optional fields.

When you are finished, click Close to save your changes and close the Inventory Counts form.

Using Different Units of Measure

If you have more than one unit of measure defined for an item, you can enter counted quantities in any unit or combination of units by following these steps:

Press F9 in the detail grid to open the Quantities detail form that displays the units of measure defined for the item.
Enter new counts in the Quantity Counted columns beside each unit of measure.
Click the navigation buttons to move to another item.
Click Close to save your changes. This closes the Quantities detail form and returns you to the Inventory Counts form.

After using

Use the Inventory Reconciliation form to print the Inventory Reconciliation report, then check the report before posting the reconciliation (optional).
Use the Post Inventory Reconciliation form to post the inventory reconciliation.

Click the Field List button at the top of this topic for information about fields on the Inventory Counts form.

Click here for hints on using forms.