Serialized Parts Physical Inventory

The Serialized Parts Physical Inventory frame allows you to conduct counts of serialized parts and includes a report that can be run from the MORE dropdown or icon. This is intended to capture information on serialized parts that have not been issued and therefore should be available on the shelf in the stock room.

The Location defaults to the user's sign in location and can only be changed to those locations which the user has access to.

In the Query Information section, you can filter by:

Commodity Code
Part Number
X-Refs, as applicable
Bin number
Status (None, Counted, In Progress, Selected)
Physical Inv ID (for existing counts)

Note: Only serialized parts appear on the i-frame when you run the query, even if the bin contains non-serialized parts. The i-frame columns display as read-only and displays 100 records. If your query returns more than 100 records, you will have to refine your search criteria.

How to:

To run a new count

Enter filter criteria.
Select the Retrieve button.
Select the New Count button.
Select the SAVE button.

Perform the Inventory

Select the MORE button or icon.
Select Part Physical Inventory Report to run the report. The Run Immediate report viewer window launches.
When finished, the report will display the inventory information.
Using the report sheet, mark each part number appropriately by selecting the Verify or Missing checkbox in the row for the part.
When finished processing the rows, select SAVE.

You can process only some of the rows and return to the inventory at a later time, as applicable. This updates the Status to In Progress.

Note: The Status of the physical inventory changes from None (before count is created), to Selected (after count is created and saved), to In Progress (one time, one or more, but not all, rows are marked Verify or Missing and SAVE is selected), to Counted (after all rows are processed).