The preparation process is described in the table below.
| Stage |
Description |
| 1 |
The user:
-
Selects the appropriate stocktaking type.
Note: It is only possible to select a particular warehouse and locations if a warehouse is not defined by the type.
Stocktaking types are created in theStocktaking types (IN208900) window.
|
The Stocktaking review document
The document ID is auto-generated in
accordance with the numbering sequence assigned to stocktakings in theInventory preferences (IN101000) window.
Starting at the
moment when the document has been generated, no operations involving items included
in the list are allowed, meaning that this inventory is in a "frozen" state.
The Stocktaking review document contains the list of items for stocktaking, arranged to your specifications on the
Assignment order tab of the Stocktaking types (IN208900) window.
Document lines
The line number is
assigned to one or more items that
- are located in the
same storage location, and
- if applicable, have a specific lot or serial
number.
For each stock item included in the stocktaking, the document may have one or
more lines, depending on how many locations are used to store the item and whether
the item has subitems or lot or serial numbers. For items with serial numbers
assigned, a separate line is generated for each serial number.
Count sheets for counting items
Use the Stocktaking sheets (IN620500) to print item lists
for distribution to all employees involved in taking stock. You can use these
stocktaking sheets for recording the results of actual stocktaking and, when signed, for
entering the stocktaking results.
Using tags in stocktaking
Tags may or may not be used in the stocktaking process, depending on the Use tags
check box on the Inventory preferences window. A stocktaking with tags is more
complicated than a stocktaking without them; during a tag stocktaking, every item in a
warehouse is counted by its location. The tag stocktaking is appropriate for a full-scale,
end-of-year stocktaking. When you use tags for the first time, specify an
appropriate Last tag number on the Inventory preferences
window. This value incremented by 1 will be used as the first tag number.
We recommend that you use 1000 as the start number for the first stocktaking.
If the Use tags option is selected, the stocktaking document includes
tag numbers for each line generated. To print tags for the stocktaking in
progress, use the Stocktaking sheets report and distribute tags among employees
in accordance with their lists.
Prepare stocktaking