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2.12.3. Count Tag Edit List

The count tag edit list displays the unposted count tags currently available in your system. From this list, you can manage current count tags and their associated count slips. By default, the system allows only one unposted count tag per item site.

Tip

The count tag edit list supports multiple-select, using the SHIFT and/or CTRL keys. This is helpful when posting or deleting multiple count tags. This feature only works, however, when the Show Count Slips option is turned off.

To display available count tags, go to Inventory > Physical Inventory > Reports > Count Tag Edit List. The following screen will appear:

Count Tag Edit List

When displaying the count tag edit list, you are presented with the following options:

Item Sites by

Specify which of the following codes you want to have count tag displayed for:

Class Code

If selected, you will be presented with class code options.

Planner Code

If selected, you will be presented with planner code options.

Tip

One way to manage count slips associated with a count tag is by using the right-click menu options available from the count tag edit list.

All Sites

Select to display count tags for all sites.

Selected

Specify site whose count tags you want to display.

No Highlighting

Select to not highlight count tags with variances.

Highlight Count Tag when Variance Value Exceeds

Select to highlight count tags whose dollar amount variance exceeds the value entered. In addition to checking the box, you must also enter a value in the field. Once the value is entered, select the QUERY button. Count tags meeting your criteria will automatically be highlighted in red.

Note

Count tags showing both positive and negative variances will be highlighted. For example, if you enter "100" in the field Highlight Count Tag When Variance Value Exceeds, all dollar amount variances greater than $100 will be highlighted, but so too will negative variances exceeding -$100. The same principle holds true if a percentage value is entered.

Highlight Count Tag when Variance Exceeds %

Select to highlight count tags whose variance exceeds a user-defined percentage. In addition to checking the box, you must also enter a percentage in the Percentage field. Once the percentage is entered, select the QUERY button. Count tags meeting your criteria will automatically be highlighted in red.

Search For

To search for a count tag in the edit list, begin typing in the Search field. As you type, the list will automatically scroll toward the count tag you are typing. You can also search for count tags manually by scrolling through the list.

Show Count Slips

Select to display count slips associated with count tags. Count slips will display in a nested manner beneath their associated count tag. Look for a plus sign (+) in the first column to determine if count slips are associated. Select the plus sign to reveal the count slips. To hide the count slips, select the minus sign (-).

Count Tags

Display lists count tag edit list, using the specified parameters. If the count quantity displays in blue type, this means the item has not been counted.

Tip

Count tags may be created to count an entire item site—or a specific site location within an item site.

The following buttons are unique to this screen:

POST

Highlight an individual count tag—or group of count tags using the SHIFT and/or CTRL keys—and then select this button to post the count tag(s). Posts count tag quantities to the quantity on hand (QOH) for the associated item site(s). If an item site was frozen when its count tag was created, then both the inventory count and the corresponding general ledger (G/L) transactions will use the count tag created (i.e., frozen) date when the count tag is posted. On the other hand, if the item site was not frozen, the inventory and G/L transactions will use the count tag posted date.

ENTER SLIP

Select to enter a count slip.