Count Handling Unit Per Count Report

Overview

This flow is used to update the count for a Handling Unit using a count report.

The complete overview of the flow:

Steps

Enter Count Report

  • Count Report No is required.

  • Click on the List button to see a list of count reports.

Pin Step:

  • Display the user default Site ID and its description

Enter Handling Unit

  • Handling Unit ID is required and should be included in the count report entered in the previous step.

  • Click on the List button to see a list of handling units.

Select Action

  • Choose an action for handling unit count report and options are,

    • Exists - Confirm the on-hand quantity of all the stock records attached to the handling unit.

    • Does not Exist - Count stock records attached to the handling unit to zero.

    • Count Sublevel - Continue the count with the next handling unit in the structure.

    • Count Part - Continue the count at the part level allowing the user to update the individual Part count by executing the Count Inventory Part Per Count Report Workflow.

Pin Step:

  • Displays instructions for each item in Action to Perform dropdown

Confirm for Count Exists/Does Not Exist

  • This step is only visible when you select either Exists or Does Not Exist options in the previous step.

  • Select Yes to confirm the count.

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