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Page Revision: 09/28/2011 04:12 PM
Count Sheet User Documentation
Contents:
•Overview
•Associated Permissions
•Navigate to Count Sheets
•Add Count Sheets
•Edit a Count Sheet
•Post a Count Sheet
•Finalize a Count Sheet
•Inventory Count Discrepancy Report
Overview:
"Count Sheets" allow the user to create an online and printable count sheet that will enable the user to count and update their inventory. Multiple count sheets can be under way at any given time and each count sheet can be based on flexible criteria.
Associated Permissions:
CountSheet_View Allow a user to view the count sheet list
CountSheet_Add Allow a user to add new count sheets
CountSheet_Edit Allow a user to navigate to Count Sheet edit screen
CountSheet_Post Allow users to post a count sheet
CountSheet_ViewOnHand Show On-hand/On-order/Committed quantities for Count Sheet items
CountSheet_Sort Allow a user to re-sort a count sheet
CountSheet_Delete Allow a user to delete a count sheet without posting
CountSheet_Print Allow print a count sheet
CountSheet_ZeroItems Allow users to change all item counts to zero on a count sheet
CountSheetItem_Add Allow users to add new items to a count sheet
CountSheetItem_Delete Allow users to delete existing items from a count sheet
CountSheetItem_Lookup Allow users to perform lookups on count sheet items or other selected item codes
CountSheetItem_ChangeCount Allow user to change the Counted Quantity on count sheet items
CountSheetItem_MarkCounted Allow users to indicate that a count sheet line has been counted
CountSheetItem_MarkAffectUsage Allow users to indicate that a count sheet line affects usage in reporting
How-to:
Navigate to Count Sheets:
From ComCept .Net:
•Click on the "Local Inventory" link in the company section of the navigation menu.
•Mouse over the "Actions" menu header.
•Click on "Multi User Count Sheets".
From Project Utopia:
•Click on the "Inventory" menu header to expand the inventory section of the navigation menu.
•Click on the "Count Sheets" link in the inventory section of the navigation menu.
Add Count Sheets:
From the count sheet list screen click the "Add Sheet" button ( see below ).
You should now be viewing the Count Sheet Add screen ( see below ).
You must enter a description for your count sheet. For instance, "10-21-08 A through B".
Optionally you can now specify filters to limit the number of items on your count sheet.
Optionally you can now test your count sheet to find out how many items will be on the count sheet. This will allow you keep the count sheet to a managable size.
Press the "Test" button and wait a moment. The application will then display a message informing you how many itmes will appear on your count sheet.
When you are satisfied with your filter settings click the "Add" button. You will now be taken to the "Count Sheet List" screen and your new count sheet will appear in the list.
Edit a Count Sheet:
From the "Count Sheet List" screen click on the "Edit" link next to the count sheet you would like to edit.
You will now be taken to the "Count Sheet Edit" screen. Here you should review the count sheet to ensure it contains all the items you require.
If it does not contain all the items you require and is only missing a few items you can add the items using the familiar add item controls, if it is missing many items you can of course add them all one at time here or you can go back to the "Count Sheet List" screen delete the count sheet and create a new one based on less restrictive filters.
If the count sheet contains all the items you require you can now print the count sheet for a paper count.
After you have counted all the items on the count sheet you can now return to the "Count Sheet Edit" screen to make your changes to on hands. In each item you should update the "Counted Qty".
Once you have updated all your items click "Save" this will make the count for those items permenant and mark them counted so another employee will not recount the items.
Post a Count Sheet:
From the "Count Sheet List" screen click on the "Post" link next to the count sheet you would like to post. The "Count Sheet post" dailog will appear.
You must select a GL Account to apply the inventory changes to. This account will be assigned to you by your controller. Please take care to select only the GL Account your controller wants you to use.
Once you have selected the right GL Account, click the "Post" button.
The "Task Watcher" dialog will now appear. This will show the user the status of the inventory update.
Wait a few moments and the The "Task Watcher" dialog will change 100% complete. Please close the "Task Watcher" dialog by clicking the "Close" button.
Finalize a Count Sheet:
After your count sheet has been posted. From the "Count Sheet List" screen click on the "Finalize" link next to the count sheet you would like to finalize.
The "Finalize Count Sheet" dialog will now appear. Here you should review the status of the count sheet. When you are satisfied with the results press done and you will be sent back to the "Count Sheet List" screen and your count sheet will be gone.
Inventory Count Discrepancy Report:
This report can be ran on finalized count sheets to compare before and after on hand values as well as the unit and dollars worth of changes that had taken place.
The report is located under the Inventory tab of Advanced Reports. Enter the Count sheet ID number on the parameters page and display the report. The example above was count sheet ID 72 which is also displayed at the top of all the printed count sheets.