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2.1.1.  Create Count Tags by Planner Code

Count tags are used to spearhead inventory counts. They are created manually and on-demand, and they are not tied to any particular cycle or frequency, as cycle count tags are. To create count tags by planner code, go to Inventory > Physical Inventory > Create Count Tags > by Planner Code. The following screen will appear:

Create Count Tags by Planner Code

When creating count tags by planner code, you are presented with the following options:

Tip

By default, the system allows only one unposted count tag per item site. To view all unposted count tags in your system, see the count tag edit list.

All Planner Codes

Select to create count tags for all planner codes.

Selected

Specify planner code you want to create count tags for.

Pattern

Enter a planner code pattern to select a range of planner codes. Refine your search using regular expressions.

Site

Specify site the count tags are to be created for.

Mark Created Count Tag as Priority

Select to give priority status to count tag. Count tags marked as having priority status are listed first in any prioritized lists. For example, priority count tags will appear at the top of the count tag edit list; whereas, non-priority count tags will appear at the bottom of the list.

Freeze Inventory

Select to freeze inventory. The quantity on hand (QOH) value is not updated when a transaction is posted against a frozen item site. Instead, inventory transactions are pooled and then posted later when the item site is unfrozen—or thawed. The QOH is later updated when the item site is thawed.

Note

When an item site is frozen, any inventory transactions entered against that item site will not update the system-wide QOH until after the item site is thawed and its count tag posted. If an item site is frozen when a count tag is created, 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.

Ignore Zero Balance Item Sites

Select to ignore item sites which have a QOH balance of zero. If selected, count tags will not be created for any item site having a QOH balance of zero.

Only for Specified Location

Select if you want to create count tags for an individual site location. If selected, you will have the option to specify which site location you want to have count tags created for. This option enables you to count individual site locations separately, without having to post counts for an entire site all at once.

Notes

This is a scrolling text field with word-wrapping for entering notes related to the count tag. Use the Notes field to enter any instructions or other notes that need to reach and be read by the inventory counters.

The following buttons are unique to this screen:

CREATE TAGS

Creates count tags. Count tag numbers are generated automatically in an ordered sequence.