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Counting and Recording
Counting and Recording
Once you have conducted your physical inventory (counting each part in each location) and have recorded the totals on the physical inventory tickets, you are ready to record the actual counted quantities. This is done through the "Ticket Maintenance" option on the Physical Inventory menu. This conversation facilitates several maintenance transactions:
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Description and Importance
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Add a Ticket
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Allows you to add individual tickets on an as needed basis. Normally, tickets would be created globally for one company/warehouse using the "Create Tickets" option on the Physical Inventory menu. This option would be used when inventory that is not on the perpetual system is identified.
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Enter Counted Quantities
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Allows you to enter counted quantities for regular and blank tickets; status will change from "Uncounted" or "Blank" to "Counted."
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Change a Ticket
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Allows you to maintain counted quantities.
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Cancel a Ticket
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Allows you to cancel tickets; status will change from "Unposted" to "Cancelled." This option also allows you to cancel a group of tickets by entering a range of ticket numbers.
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Inquire on a Ticket
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Allows you to inquire on all physical inventory tickets, including posted tickets from previous physical inventories.
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Key Fields of the Ticket Maintenance Conversation
In addition to the maintenance options mentioned above, several fields are provided that can impact the overall processing of physical inventory transactions. These fields were designed to assist you when implementing your specific physical inventory procedures.
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Field Description and Importance
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Inventory Date
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This field indicates the date of the physical inventory as indicated on the ticket. The value of this field defaulted from Reference File category C25 at the time the ticket was created.
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Counter Initials
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This field can be used to enter the initials of the person/department responsible for counting the inventory.
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Checker Initials
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This field can be used to enter the initials of the person/department responsible for approving the physical inventory.
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Batch Number
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This field can be used to assign the ticket to a batch number. The ticket edit list may be run by batch.
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