Overview of FA inventory documents

The inventory list is a list of all documents that have been created during an FA inventory count. In the overview of the inventory list, different limiting criteria can be selected.

This chapter shows how to search for a specific document in the overview of inventory count documents.

CASE SUMMARY The warehouse manager as the person responsible wants to check the inventory counts performed at the Warehouse Retail. This is done as follows: Opening the window Inventory list Entering search criteria Sorting displayed data Previewing the document

1. Opening the window Inventory list

The person responsible wants to check the inventory counts performed at the Warehouse Retail.

From the main menu, the person responsible selects the module Inventory count and the submodule Inventory list.

HINT For instructions on how to create a new inventory count, see the chapter Creating a new inventory count.

Next, the person responsible enters the search criteria to display the desired documents.

2. Entering search criteria

The list of inventory count documents opens.

In the field Search of the window header, the person responsible can search for documents by specifying any piece of information from the columns below:

• Document number
• Warehouse for which the inventory count was performed
• Inventory date
• Document type
• Document status
• Stock value with inventory excess and shortage

The person responsible enters "warehouse retail" into the field Search.

The displayed data can be additionally limited by selecting the criterion 9A00 - Inventory count in the field Document type.

In the central part of the window, each column in the overview allows sorting and filtering by the selected conditions.

3. Sorting displayed data

All inventory counts performed for the Warehouse Retail are displayed in the list.

The person responsible want to sort the displayed documents by date ascending.

In the column Inventory date, the person responsible clicks the arrow down icon to open the window for sorting and filtering.

In the field Sorting of the new window, the person responsible selects the A-Z icon for alphabetical sorting.

Documents are sorted in ascending order, as shown in the image below.

4. Previewing the document

To open the inventory count document, the person responsible clicks the document number or the eye icon (Preview) to preview the document.

After clicking the eye icon (Preview), the person responsible selects the desired report from a set of options:

• Inventory count
• Excess
• Shortage
• Summary reports

In this case, the person responsible selects the inventory count report: 25D - Inventory count.

The options for previewing and printing the document open on the right side of the screen.

The preview is closed by clicking the button Preview.