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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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