To Create a PI Type for a Full Count

Every organization that sells goods occasionally undertakes full inventory counts to maintain correct on-hand quantities. To configure the physical counting process in MYOB Advanced, you must create a PI (physical inventory) type by using the Physical Inventory Types (IN208900) form, as described in this topic.

Note: To open any form, you can navigate to it or search for it (by its name or by its form ID without periods). For more information about search capabilities, see Search.

To Create a PI Type for a Full Count

  1. Open the Physical Inventory Types (IN208900) form.
    Tip: To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New right of the title.
  2. On the form toolbar, click Add New Record.
  3. In the Type ID box of the Summary area, type the unique identifier for the new physical inventory type.
  4. In the Description box, type a brief description indicating that this is the full count.
  5. In the Generation Method box, select Full Physical Inventory.
  6. If needed, select the Hide Book Qty. on PI Count check box to hide the Book Qty. column on the Physical Inventory Count (IN305010) form.
  7. If needed, on the Warehouse/Location Selection tab, specify the warehouse where the full count should be performed.
  8. On the Assignment Order tab, do the following:
    1. In the numerated boxes, select entities for the assignment order to be used on the count sheets.
    2. If needed, in the Blank Lines to Append box, specify the number of blank lines to add to the count sheets.
  9. On the form toolbar, click Save.