Use this form to make an inventory count. When you post this type of journal, an inventory receipt or issue is posted, the inventory level and value are changed, and ledger transactions are generated. At a minimum, you must specify the following:

  • Date of the transaction

  • Item number

  • Quantity counted

If you are using configurations of the item, you must also specify those. For more information, see Item configuration (form).

You must also enter the dimension that you set up as the primary inventory dimension in the form for the item. There, you also choose whether to allow editing in the dimension in the journal.

Note Note

If you clear a dimension from the form, the dimension is still present on the transaction.

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 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 counting journal associated with the journal line.

Dimension tab

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

Buttons

Button

Description

Verify that the journal lines contain no errors.

Check for errors and post the journal line transactions.

Shows the errors found during validation or posting.

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

View information about transactions, on-hand inventory, reservations, 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.

Create journal lines.

Fields

Field

Description

The date that the adjustment will be made physically. When you select the check box, the date of the item's inventory transaction is updated as and . You can change the date until the line is posted and changed in the inventory transaction.

Item number where the transfer should be made. Item numbers are set up in the form.

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

Specifies the size of the item.

Specifies the color of the item.

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 ID 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.

Displays the quantity that is registered as the quantity in inventory. This number is compared to the quantity of the item counted.

Displays the quantity of the item counted. It is used only in connection with the journal type Counting.

Specify the quantity you want to adjust. An issue is designated with a minus sign.

This field is related to the field in the journal. If you completed this field in the journal and you are editing in the Countedor Quantityfield, and you have not already specified an employee on the line manually, the employee identification is copied from the journal to the line. Employee identification is also entered in the form.

The number of the journal, which is allocated on the basis of the number sequence specified for the journal selected. The number sequence is set up in the form.

Identification of line.

The voucher number that is specified for the ledger, which is the voucher number that the transaction assigns upon posting. By using the voucher number, you can trace the posting basis.

Specify the quantity you want to adjust. An issue is designated with a minus sign.

Specifies the cost per unit in connection with inventory receipts. The cost should be entered if it is not specified for the item number in the form, or if you want to change the cost manually.

Displays the specified in the form.

The price unit cannot be changed manually in the transfer journal, because items are always received at the same value that they were issued at transfer.

Miscellaneous charges on cost are retrieved from the setup for the miscellaneous charges on the item.

Miscellaneous charges cannot be changed manually in the transfer journal, because items are always received at the same value that they were issued at transfer.

Quantity received or issued, and the cost in the form of an amount. Alternatively, you can enter a sum directly in the field. That way, the real cost times the quantity can be controlled. The cost per unit will be recalculated if you change the cost.

Batch number with which the line is associated.

Identification of the item's dimensions.

Specifies the quantity of the item counted. It is used only in connection with the Countingjournal type.

Dimensions can be used to specify the reason for the inventory transaction.

Dimensions can be used to specify the reason for the inventory transaction.

Dimensions can be used to specify the reason for the inventory transaction.

See Also