Physical Inventory
Menu 9.2 - Freeze Onhand/Spool P.I. Tags
This is a required step in the PI process to capture current on-hand quantities for selected frozen products. Run this option after Precounts and preferably after Invoicing and Receiving.
In addition, you do not need to run End-of-Day before continuing since on-hand quantities are immediately updated through Order Entry and Receiving. PI freeze will only run from one terminal per warehouse at a time; the program checks if a PI has already begun in a selected warehouse.
Example: You can run a freeze in Warehouses 1 and 2 simultaneously.
Note: The system allows you to run Menu 9.2 if there are items with negative on-hand quantities. When Menu 9.2 is selected, and there are items with negative on-hand quantities, a negative on-hand report will run automatically. It will be required that any negative on-hand amounts are adjusted thru menu 8.4 before continuing. Once all negative on-hand quantities are adjusted and none remain, run Menu 9.2 to freeze on hand quantities.
Step 1 - Select 'Y***" or 'N' at the first screen Step 2 - Enter one or 'all' warehouses. The on-hands begin to freeze and the spooler entry is created.
This screen appears in Menu 9.2 after answering Y***
Step 3 - Choose from one of the prompt options below. The PI tag records are then created.
You may do a limited inventory by choosing one of the selections below. (use option '4' for a COMPLETE inventory of your warehouse)
1. Specific Prefix (ie B10)
2. Specific Warehouse Location
3. Specific Vendor
4. All Products
5. Pre-Selected SAVE-LIST
ENTER CHOICE :
Freeze Options:
1. Specific Prefix - To run PI for one prefix at a time 2. Specific Warehouse Location - To run PI for a showroom, shelf, or aisle 3. Specific Vendor - For PI on a specific vendor 4. All Products - Freezes all products in a specified warehouse 5. Pre-Selected Save-List - Use this option if you are familiar with recall reports. The criteria for your selection can be anything as long as the product detail (PROD.DET) file is used
Step 4 - After selecting the Freeze option, note the 'Hold Entry' number
Step 5 - Enter 'Y***'
Last Updated 7/07/06
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