# Count Stock (Classic)
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Concept
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Flow Design
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## Overview
* Bulk Search mode.
* Allows a user to look for available Inventory Count lists, using high-level searching criteria.
* Report Quantity and Catch Weight of the counted line.
* Support for alternative Units of Measure.
* Choose to work with alternative U/M which instantly calculates the quantity into standard U/M based on items' conversion factor from M3.
* Support for Alias Numbers.
* Embedded Calculator function.
* Counts instantly scanned quantitive data. You may edit or remove them as well as add completely new ones.
* Add new lines to an existing physical inventory count.
### APIs
APIs (14)
* EXPORTMI.Select
* MMS005MI.LstWarehouses
* MMS010MI.GetLocation
* MMS010MI.ListLocations
* MMS025MI.LstItem
* MMS060MI.LstBalID
* MNS150MI.GetUserData
* MMS200MI.LstItemAltUnitMs
* MMS200MI.GetItmBasic
* MMS200MI.GetItmWhsBasic
* MMS300MI.LstPhysInvHead
* MMS301MI.AddStockTakeDet
* MMS301MI.LstStockTakeDet
* MMS301MI.UpdStockTake
### **Used Environment Properties**
Used Environment Properties
SEARCH INVENTORY COUNT
* Default From Number of Days
* Default To Number of Days
SELECT INVENTORY COUNT LINE
* List Onhand Quantity
* List Onhand Catch Weight
REPORT QUANTITY
* Default Unit of Measure
* Default Catch Weight
* Default Quantity
* Default Onhand Balance to compare
## **User Steps**
### Search Inventory Count
{% hint style="info" %}
Use **Search Inventory Count** screen to adjust the searching criteria for Inventory Count lists.
{% endhint %}
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#### Used Environment Properties
Property Name
Property Value
Details
propDefFromNoOfDays
Any Numeric Value Default: 0
Sets From Date with a date that is a combination of today's date + given value.
propDefToNoOfDays
Any Numeric Value Default: 0
Sets To Date with a date that is a combination of today's date + given value.
#### INFO/HEADER DATA
* Warehouse
#### INPUT DATA
* From Date
* To Date
* Physical Inventory Number
#### FUNCTIONALITY
* Tap on **From Date** and/or **To Date** to set from and to planned physical inventory dates.
* *Blanks* are assigned as defaults.
* [Defaults](#used-environment-properties) can be changed in the environment properties on user/app level.
* If any dates are changed, a reload of the Physical Inventory Numbers will take place.
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* Tap on **Physical Inventory Number** drop-down menu to select one.
* List is seggregated based on **MMS300 Physical Inventory. Perform** so that only active stock count lists for the indicated warehouse are shown.\
For more information how to create Physical Inventory Counting, take a look at the following link:\
* *Physical Inventory Numbers* are used and can be filtered through.
* Lines' quantity indicates the number of remaining inventory lines, pending to be counted.
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* Click **CHANGE WAREHOUSE** to change the warehouse
* Tap on **Warehouse** in the list to select one.
* List comes from **MMS005 Warehouse. Open**.
* *Warehouse IDs or* *Warehouse Names* are used and can be filtered through.
* If another warehouse is selected, a reload of the Physical Inventory Numbers will take place.
* Click **BACK** to get back to [**Search Inventory Count**](#search-inventory-count) screen without any change.
* Click **NEXT** to get back to [**Search Inventory Count**](#search-inventory-count) screen with a confirmed warehouse change.
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* Click **MENU** to get back to the main menu.
* Click **NEXT** to get to **Select Inventory Count** screen.
* If a Physical Inventory Number is selected from the drop-down menu, You will be sent directly to [**Select Inventory Count Line**](#select-inventory-count-line) screen.
### Select Inventory Count
{% hint style="info" %}
Use **Select Inventory Count** screen to choose the Inventory Count You would wish to process.
{% endhint %}
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#### INFO/HEADER DATA
* N/A
#### INPUT DATA
* Stock Count
#### FUNCTIONALITY
* Tap on **Stock Count** to select a physical inventory count.
* Upon selection, a **NEXT** button will be automatically triggered.
* Click **BACK** to get back to [**Search Inventory Count** ](#search-inventory-count)screen.
### Select Inventory Count Line
{% hint style="info" %}
Use **Select Inventory Count Line** screen to choose the Inventory Count You would wish to report.
{% endhint %}
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#### Used Environment Properties
Property Name
Property Value
Details
propPromptLstOnHandQty
<BLANK> or FALSE = No On Hand Quantity is shown. TRUE = On Hand Quantity is shown.
Default: <BLANK>
Shows an On Hand Quantity value inside On-HandQty column.
Shows an On Hand Quantity value inside Quantity label in the Report Quantity screen.
propPromptLstOnHandCtw
<BLANK> or FALSE = No On Hand Catch Weight is shown. TRUE = On Hand Catch Weight is shown.
Default: <BLANK>
Shows an On Hand Quantity value inside Catch Weight column.
Shows an On Hand Quantity value inside Catch Weight label in the Report Quantity screen.
#### INFO/HEADER DATA
* Inventory Count (Number of remaining lines to be counted)
* Location (if selected)
#### INPUT DATA
* Multi Data
* Inventory Lines
#### FUNCTIONALITY
* Scan the **Multi-Data** field to retrive the correct Balance ID.
* The input field is equipped with embedded translation engine which retrives multiple values used in the later reporting process.
* Refer to [**Managing Multiple Data Capture**](/marketplace-documentation/applications/explore-apps/infor-m3/installation.md#managing-multiple-data-capture) section to understand and configure capturing of the barcoded data.
* When the scanned record refers to an unique record, the [**Report Quantity**](#report-quantity) screen pops up with all identified data. When more than one hit is identified, only identified records remain in the list. \
Picture below shows a container number **312345610511086925** been identified in the scanned string. Since it's an unique value in the Inventory Lines list, the record is automatically selected and [**Report Quantity**](#report-quantity) step is initiated.
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* Tap on one or more record(s) from the **Inventory Lines** list and press **NEXT** to proceed with in the reporting step.
* Balance On-Hand quantitive data can be shown in **Catch Weight** and/or **On-Hand Qty** columns as default.
* [Defaults](#used-environment-properties-1) can be changed in the environment properties on user/app level.
* Click **CHANGE LOCATION** to assign a new or change the selected location.
* Type in/scan a location to assign one and thus filter the counted inventory list.
* If a location is scanned that is not included in the Inventory Count, an error will pop-up.
* If a *BLANK* value is parsed and confirmed, it will clear the already selected location.
* Click **BACK** to get back to [**Search Inventory Count Line**](#select-inventory-count-line) screen without any change.
* Click **NEXT** to get to [**Select Inventory Count Line**](#select-inventory-count-line) screen with a confirmed location change.
* Click **LIST** to get a list of available locations.
* List is seggregated based on **MMS301 Physical Inventory. Report** so that only locations within the selected Inventory Count are shown.
* *Location IDs* are used and can be filtered through.
* If a *BLANK* value is chosen and confirmed, it will clear the already selected location.
* Click **BACK** to get back to **Search Location** screen.
* Click **NEXT** to get to [**Select Inventory Count Line**](#select-inventory-count-line) screen with a confirmed location change.
* Once the location is assigned, the selected **Inventory Count** is filtered so that only Physical Inventory Lines with the selected location are shown.
* If the last line from the location is reported, it is cleared out automatically so that all remaining lines are shown.
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* Click **ADD LINE** to add a new line to an exisitng **Inventory Count**.
* The list is aggregated on the Balance ID level.
* Scan the multi-data value into **Add** field to add it instantly to the list.
* Refer to [**Managing Multiple Data Capture**](/marketplace-documentation/applications/explore-apps/infor-m3/installation.md#managing-multiple-data-capture) section to understand and configure capturing of the barcoded data.
* The input field is equipped with embedded translation engine which retrives multiple values used in the reporting process.
* Click **EDIT** to edit the data of the scanned items or add a new record.
* The list is ordered by the Balance ID.
* Tap on a record you wish to change.
* Select **Item Number** and **Location** from the drop-down menu. These are selected from the warehouse the Inventory Count has been created in.\
Type in numeric values inside **New Catch Weight** and/or **New Quantity** fields and alphanumeric values inside **Lot Number** and **Container** fields.
* Click **DELETE RECORD** to remove the record from the list.
* Click **ADD ROW** to add a new record.
* Select **Item Number** and **Location** from the drop-down menu. These are selected from the warehouse the Inventory Count has been created in.\
Type in numeric values inside **New Catch Weight** and/or **New Quantity** fields and alphanumeric values inside **Lot Number** and **Container** fields.
* Click **BACK** to get back to **Add Line** screen without any changes being saved.
* Click **NEXT** to get back to **Add Line** screen with applied changes.
* Click **CHANGE LOCATION** to change the selected location.
* Type in/scan a location to assign one.
* Click **LIST** to get a list of available locations.
* List comes from **MMS010 Stock Location. Open**.
* *Location IDs* are used and can be filtered through.
* Click **BACK** to get back to **Search Location** screen.
* Click **NEXT** to get to **Add Line** screen with a confirmed location change.
* Click **BACK** to get back to **Add Line** screen without any change.
* Click **NEXT** to get to **Add Line** screen with a confirmed location change.
* Once the location is assigned, the added Balance ID(s) are automatically assigned with the chosen location.
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* Click **BACK** to get back to [**Select Inventory Count Line**](#select-inventory-count-line) screen.
* Click **NEXT** to add and report the aggregated Balance IDs into the selected **Inventory Count**.
### Report Quantity
{% hint style="info" %}
Use **Report Quantity** screen to report the physical inventory result.
{% endhint %}
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#### Used Environment Properties
| Property Name | Property Value | Details |
| ------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------- |
| propDefUnitOfMeasure |
Any alphanumeric value.
Default: \
| Auto-populates and defaults **Unit of Measure** value. |
| propDefPromptRepOnHandQty |
\ or FALSE = No On Hand Quantity is prompted. TRUE = On Hand Quantity is prompted.
Default: \
| Prompts an On Hand Quantity value inside **Quantity** field. |
| propDefPromptRepOnHandCtw |
\ or FALSE = No On Hand Catch Weight is prompted. TRUE = On Hand Catch Weight is prompted.
Default: \
| Prompts an On Hand Catch Weight value inside **Catch Weight** field. |
| propDefOnHandBalToCompare |
1 = On-hand balance of the balance identity when marked/requested for inventory
2 = Current on-hand balance of the balance identity
3 = On-hand balance of the balance identity during date reported for inventory.
Default: 2
| Indicates and defaults which balance is to be compared to the reported quantity when calculating differences. |
#### INFO/HEADER DATA
* Item Number (Item Name)
* Location / Lot Number - if applicable / Container - if applicable
#### INPUT DATA
* Catch Weight (On-hand Catch Weight) - if applicable
* Unit of Measure
* Quantity (On-hand Quantity)
#### FUNCTIONALITY
* Tap on **Unit of Measure** drop-down menu to select one.
* Standard U/M that comes from **MMS001 Item. Open** and is assigned as default.
* [Default ](#used-environment-properties-1)can be changed in the environment properties on user/app level.
* Alternative units of measure come from **MMS015 Item. Connect Alternative U/M.**
* *Unit of Measure IDs* are used and can be filtered through.
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* Type in/scan the numeric **Catch Weight** value.
* *Blank* is assigned as default.
* [Default](#used-environment-properties-1) can be changed in the environment properties on user/app level.
* Type in/scan the numeric **Quantity** value.
* *Blank* is assigned as default.
* [Default](#used-environment-properties-1) can be changed in the environment properties on user/app level.
* If *Blank* or '0' is set as input, 0 will be reported for that particular line.
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* Click **CALCULATOR** to trigger calculator function.
* Scan the multi-data value into **Add** field to add it instantly to the list.
* TOTAL record summarizes all the quantitative data.
* Refer to [**Managing Multiple Data Capture**](/marketplace-documentation/applications/explore-apps/infor-m3/installation.md#managing-multiple-data-capture) section to understand and configure capturing of the barcoded data.
* The input field is equipped with embedded translation engine which retrives multiple values used in the reporting process.
* Click **EDIT** to edit the quantitive data of the scanned items.
* Tap on a record you wish to change.
* Type in numeric values inside **New Catch Weight** and/or **New Quantity** fields.
* Click **DELETE RECORD** to remove the record from the list.
* Click **ADD ROW** to add a new record.
* Click **BACK** to get back to Calculator screen without any changes being saved.
* Click **NEXT** to get back to Calculator screen with applied changes.
* Click **BACK** to get back to [**Report Quantity**](#report-quantity) screen without any changes being saved.
* Click **NEXT** to get back to [**Report Quantity**](#report-quantity) screen with applied changes.
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* Click **BACK** to get back to [**Select Inventory Count Line**](#select-inventory-count-line) screen.
* Click **NEXT** to report the physical inventory result.
* Current on-hand balance of the balance identity is compared and is assigned as default.
* [Default](#used-environment-properties-1) can be changed in the environment properties on user/app level.
* If a line is reported, user comes back to the updated list of remaining lines to be counted, as long as they exist. Otherwise, user is moved back to the main Menu.
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