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xTuple ERP Reference Guide |
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xTuple ERP Reference Guide |
| 2.12.3. Count Tag Edit List | ||
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 | 2.12. Reports |  |
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.
The count tag edit list supports multiple-select, using the and/or 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 . The following screen will appear:
When displaying the count tag edit list, you are presented with the following options:
Specify which of the following codes you want to have count tag displayed for:
If selected, you will be presented with class code options.
If selected, you will be presented with planner code options.
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.
Select to display count tags for all sites.
Specify site whose count tags you want to display.
Select to not highlight count tags with variances.
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 button. Count tags meeting your criteria will automatically be highlighted in red.
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.
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 button. Count tags meeting your criteria will automatically be highlighted in red.
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.
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 (-).
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.
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:
Highlight an individual count tag—or group of count tags using the and/or 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.
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| 2.12.2. Count Slip Edit List |  | 2.12.4. Count Slips by Site |