Field descriptions: Stock count creation
Criteria block
Field | Description |
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From item To item |
The stock item name. To filter for a single stock item stored at the Site or warehouse to count, enter or select the same item code for the From item and To item fields. To include a range of stock items stored at the Site or warehouse in the count, enter or select the required item codes. To count all stock items stored at the Site or warehouse, leave blank. |
Items not counted as of |
The previous stock count date at the Site or warehouse. Select a date to only include items in the stock count results set that were last counted before the selected date or have never been counted. Leave blank if all stock items stored at the Site or warehouse can be selected for the stock count. |
Location |
The specific location in the storage Zone at the stock Site or warehouse. You can enter or select multiple locations to include in the count, or you can select stock items to count from the advanced selection feature. To include all storage locations in the storage zones in the count, leave blank. Location management is only possible if activated for the stock site. |
Site |
The stock site or warehouse name. You need to select a stock site. |
Zone |
The storage zone name in the stock Site or warehouse. You can enter or select multiple storage zones to include in the count, or you can select stock items to count from the advanced selection feature. To include all storage zones in the site or warehouse in the count, leave blank. |
Results block
Field | Description |
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Number of stock details |
The total number of stock items at the Site or warehouse that will be included in the stock count, based on your selection criteria. For the same site and item, multiple stock details can exist for different locations, inspection statuses, lots and sublots. |
Number of items |
The total number of unique stock items at the Site or warehouse that will be included in the stock count, based on your selection criteria. This number will be less than the Number of stock details if multiple locations, inspection statuses, lots or sublots for the same stock item are included. |
Number of locations |
The total number of unique locations at the Site or warehouse that will be included in the stock count, based on your selection criteria. |
Stock count block
Field | Description |
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Date |
The date of the physical stock count. The default is today’s date. |
Description |
The reference for the Stock count results set. This is a free-format text field. Use it to identify the set of stock count results. |
Advanced selection block
Displayed when you select Show advanced selection.
Field | Description |
---|---|
Select all |
The checkbox is selected by default. All stock items at the Site or warehouse based on your selection criteria will be included in the stock count when selected. |
Field | Description |
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Item |
The stock item code. |
Location |
The specific location in the storage Zone at the stock Site or warehouse. Location management is only possible if activated for the stock site. |
Lot |
The identification number or batch code of the item storage lot. Lot management is only possible if the Item is managed by lot on the Item record. |
Name |
The stock item name. |
Owner | The stock Site code. |
Quantity |
The total quantity of the item in the specific storage Location and Lot at the stock Site. Lot details are only included if the Item is managed by lot on the Item record. The quantity is expressed in the Stock unit defined for the item. |
Status |
The inspection and quality assurance rating of the item in the specific storage Location and Lot at the stock Site. Lot details are only included if the Item is managed by lot on the Item record. |
Sublot | The subdivision of the lot. A sublot is for the same item as the lot but might be in a different location at the stock Site, have a different status and a different quantity to the lot. |
Zone | The storage zone name in the stock Site or warehouse. |