Use this form to check the actual content of a warehouse against the on-hand inventory. Place a tag number on every item, for example from number 1 to 500. During the count, you note the item number and the quantity on a corresponding tag, which is subsequently used as the basis for your input in the tag-counting journal.

When you post the tag-counting journal, a new counting journal is created based on the tag-counting journal lines. When this is accepted, you finish the process by posting the counting journal.

You can simulate the posting to check the result in the counting journal before you perform the actual posting of the tag-counting journal. If you are using configurations of the item, you will also need to specify those. For more information, see Item configuration (form).

Note Note

If you tag-count a specific warehouse, remember to record that you are counting by warehouse on the tab in the corresponding form.

Items in tag-counting journals cannot be locked during counting in the form because inventory transactions are not created until the tag journal lines are transferred to a counting journal when posted.
Tip Tip

If tags are entered randomly and you want to identify missing tags, click the field to sort the lines.

Tasks that use this form

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

Overview tab

View a list of journal lines associated to a tag-counting journal. You can also create, modify, or delete journal lines.

General tab

View or modify information about one journal line as well as information about the tag-counting journal associated with the journal line.

Dimension tab

View or specify the reason for creating the tag-counting journal. This information is saved in the form. You can also view and specify inventory dimensions.

Buttons

Button

Description

Verify that the journal lines have no errors.

Check for errors and post the journal line transactions.

Displays the errors found during validation or posting.

View information about transactions, on-hand inventory, reservations, registration, and output orders.

To define the physical and storage characteristics that appear on the tab, click , and then click . The standard inventory dimensions setup is retrieved from the form.

To remove the journal lines, click , and then click .

Fields

Field

Description

Transaction date for the journal line. The system date is proposed but can be changed. The date will subsequently be copied into the new counting journal that is created when the tag journal is posted.

Enter identification of the counting tag that holds the item number and quantity information.

Select the status of the journal line:

  • – Item number counted for the tag. This status is automatically set when the line is updated

  • – Item number voided for the tag.

  • – Item number missing for the tag

is set by default when you update the line with an item number. If the tag is voided or missing, you cannot select an item number.

Select item number to be posted.

Select an item configuration to specify an item with specific attributes.

Specifies the item size.

Specifies the item color.

Enter the warehouse in which you will store your items.

Enter the batch number dimension. If you select and in the upper section of the form or the form, you can edit the batch number for the transfer order line.

Location inside a warehouse. If you select and in the upper section of the form or the form, you can edit the location number for the transfer order line.

Unique identification for the pallet (Serial Shipping Container Code).

Serial number dimension. If you select and in the upper section of the form or the form, you can edit the serial number for the transfer order line.

Enter the counted quantity to be posted and transferred to the counting journal created during posting.

Identification of the journal that the line is attached to.

Automatically allocated line number.

If the check box is selected, the journal has been posted.

Unit identification, copied from the inventory unit on the Quantitytab in the form.

The employee who made the counting. Automatically filled in from the field in the underlying journal. This information can be changed for the actual line.

See Also