Field descriptions: Stock count creation

Criteria block

Field Description
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
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
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
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.