Using Physical Worksheet
Work Flow – Cycle Counting
1) Reports - Print the Physical Count Worksheet Inventory
Control- Physical Count Worksheet .
2) Physically count the parts listed on the Worksheet.
3) Manufacturing - Enter the part count quantity using the
Physical Inventory - Count Entry program.
4) Manufacturing - Run the Physical Count Audit Report to
5) Review the Physical Count Audit Report for items outside
acceptable variance tolerances Acceptable variances; proceed to
step # 6 Unacceptable variances; proceed to steps # 5a - 5d
5a) Recount any items outside acceptable variance tolerances
5b) Manufacturing - Enter the new counts from step #5a
Inventory - Uncheck the Automatic Display of Physical Count
Entry Parts Counted box.
5c) Manufacturing - Run the Physical Count Audit Report to
review the Inventory - new variances. Answer N to Update
Stock Status Utilities - File and use the Worksheet Date
printed at the top Physical Count Audit of the Physical Count
5d) Repeat steps 5a through 5c as required
6) Upon acceptance of the Cycle Count; Run the Physical
Count Audit Report to Update Stock Status File.
Printing Physical Count
For Complete Physical, (no record selections) Only Questions of
concern are the Stores Code and Complete Physical. All other
question refers to on going Cycle Counting.
For users operating in
8.0 or below, Complete Stock Status Editor
Physical will not pick up
on parts existing on
open work sheets.
Make sure there are no
open worksheets before
IT Department can use
the following SQL
command to clear open
last_print_date = null
where stores_code =
Starting the Count Entry
MFG / INV / Physical Count Entry
On first entry, have the
Automatic Display of
Parts Counted checked.
This will allow entry to
follow straight down the
cycle count worksheet.
Can only count One
stores at a time.
Worksheet Date must
be Date the Physical
worksheet was created.
Writes last print date on
If selections made correctly on first Tab, the parts will display
on the sheet. Can now enter the count
On save, it will continue to next part on list.
Continue until the message that all parts have been counted.
Running the Audit Report
Manufacturing, > Inventory > Utilities>Physical count audit
Audit Report is ran to
review the counts
entered during the
On audits, DO NOT
CHECK the Update
By running the utility,
a report will be
Go back to
Must enter the Worksheet date (date the
worksheet was printed).
Enter the stores code and Part ID
Override the Physical Quantity (last count
entered). And save
Repeat for all parts needing recounting.
Physical Count Entry
Re-enter new counts
Physical Audit Report
Finish Physical Count
To complete the count, run the Physical
count Audit utility with checking update