This batch job inserts items from the Item table in the physical inventory journal. You can select this batch job from the physical inventory journal by clicking the Functions button and choosing Calculate Inventory.
After you run this batch job, you can print a Physical Inventory List showing the journal lines. When you take the physical inventory, you can note the actual quantities next to those calculated by the program.
You can define what is included in the batch job by setting filters. You can set additional fields on the Item tab by clicking the Field field, then clicking the AssistButton that appears to the right. You can also determine what is included in the batch job by filling in the fields on the Options tab. Fill in the fields as follows:
No.: Here you can specify the numbers of the items to be included in the batch job. To see the existing item numbers, click the Filter field, then click the AssistButton that appears to the right.
Location Filter: Here you can specify the locations to be included in the batch job. To see the existing location codes, click the Filter field, then click the AssistButton that appears to the right.
Bin Filter: Here you can specify the bins to be included in the batch job. To see the existing bin codes, click the Filter field, then click the AssistButton that appears to the right.
Click the up-arrow at the lower left-hand corner of the window to see the result of the filters you have defined for the table.
Posting Date: Enter the date for the posting of this batch job. The program automatically enters the system date in this field, but you can change it.
Document No.: Here you can specify which document number will be entered in the Document No. field on the journal lines created by the batch job. The program automatically enters the next number from the number series on the journal batch, but you can manually change it.
Items Not on Inventory: Place a check mark in the check box if you want the program to insert lines for items that are not on inventory (that is, lines for items where the value in the Quantity Calculated field is 0) in the physical inventory journal.
By Dimension: Select the dimensions you want the lines to be grouped by.
If you are using bins in the location, Dimensions will not be posted on the physical inventory ledger entries, the item ledger entries, or on the value entries.
Click OK to start the batch job. If you do not want to run the batch job now, click Cancel to close the window.