To Create a Physical Inventory Type for Cycle Counts by Frequency

For physical inventory counts to be performed for multiple cycles at once, you can create a PI type by using the Physical Inventory Types (IN208900) form, as described in this topic.

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To Create a PI Type for Cycle Counts by Frequency

  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, type the unique identifier for the new physical inventory type.
  4. In the Description box, type a brief description.
  5. In the Generation Method box, select By Cycle. The PI Cycle Selection tab appears on the form.
  6. If needed, select the Include Items with Zero Book Quantity in PI check box to include items with a zero book quantity in the count.
  7. 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.
  8. On the PI Cycle Selection tab, select the By Frequency check box.
  9. 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 be added to the count sheets.
  10. On the form toolbar, click Save.