7. Basic Count

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7. Basic Count

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The “Basic Count” application can be used to perform inventory counts, when the Advanced Inventory Count application has not been purchased. The Basic Count primarily acts an interface around the Physical Inventory Journal. If the Advanced Inventory Count application has been purchased it should be used instead of the Basic Count. Core features of this application include:

  • Manual Counting
  • Cycle Counting
Note: Basic Count does not support Lot/Serial number tracking.

You can access the Basic Count application from the Home screen by clicking the “Basic Count” link.

Basic Count

When launched the Basic Count Lookup List page will be displayed.

Note: If you have purchased the Advanced Inventory Count application then the Basic Count menu can be hidden via the Device Menus page in NAV.

Basic Count Lookup List

The Lookup List page allows you to select the Physical Inventory Batch you wish to view.

Basic Inventory Count

Only Physical Inventory journal batches will be displayed. Use the filter bar to filter the lookup list to specific Batches if required.

Note: The Journal Batches must have a “Posting No. Series” defined and the “Default No. Series” must be blank.

Basic Count Batch

When you select a Basic Count Batch to open a screen similar to this will be shown:

Basic Inventory Count
Callout ID Description
1

The available menu options:

  • Close
  • Delete Line
  • Change Qty
  • Enter Bin
  • Enter Item
  • Item Inquiry
  • Bin Inquiry
2 The Batch Name
3 The Journal Lines on the current Batch
4 The selected line Item Description
5 Status bar indicating status messages or instructions
Extensibility: You may modify the columns shown by modifying the Device Columns for the event “BASICCOUNT::GetBatch” (ID: 97001).

Counting Items

The standard process flow should be used when counting items:

  • Scan the Bin to Count in
  • Scan the Item to Count
  • Enter the Quantity counted

See General Document Handling for more information.

Note: Basic Count does not support Lot/Serial number tracking.

If the Batch already contains the counted Item, the line will be updated. If the entry does not already exist a new line will be added to the Batch instead. The Scan Behaviors page in NAV can also be further configured to control aspects of this process as well. For instance, it is possible to configure it such that a quantity dialog does not ever appear but instead increments the count by one, or to change the default quantity or unit of measure to count in. For more information about the Scan Behaviors consult the NAV Help.

Menus

The following menus are available by default for Basic Count. Menus may be added or removed as required from the Device Menus page in NAV under the “Application” Form with a selection of “BASICCOUNT_DOC” for the Application.

Close (Menu)

Closes the Count Batch and brings the user back to the Lookup List page.

Delete Line (Menu)

Deletes the currently selected Journal line.

Change Quantity (Menu)

Launches the Quantity dialog for the selected line.

Enter Bin (Menu)

This option is hidden by default but can be made visible via the Device Menus page in NAV. Users will be prompted to type in the Bin that they wish to simulate scanning. This option can be useful if Bin labels have become damaged or are inaccessible.

Note: It is usually more advisable to open the Bin Inquiry module (see menu options) and reprint the label.

Enter Item (Menu)

This option his hidden by default but can be made visible via the Device Menus page in NAV. Users will be prompted to type in the Item that they wish to simulate scanning. This option can be useful if Item labels have become damaged or are no longer readable.

Note: It might be more advisable to open the Item Inquiry module (see menu options) and reprint the item label depending on downstream process requirements (e.g. further scanning or item handling may be required).

Item Inquiry (Menu)

Launches the Item Inquiry management screen pre-filtered to the selected line.

Bin Inquiry (Menu)

Launches the Bin Inquiry management screen pre-filtered to the active Bin.

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