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Physical Count Worksheet Report

Physical Count Worksheet Report

Physical Count Worksheet Report

1530
1535
1764
2014

Physical Count Worksheet Report

Report #:   2014

Module:    Account Generation

Overview

Use the Physical Count Worksheet report to view lists of items by branch or by satellite branch for taking physical counts. Item counts for this report primarily come from table ub_inventory. User’s branch restrictions apply.

To access this report, select Physical Count Worksheet (report #2014) from the main menu of SBN.

The Physical Count Worksheet Report

This window contains two panes: use the upper pane to define the contents of the report; use the lower pane to define the job output - how, when, and where you want to print the report.

Note: See Report Parameters Pane for information on the fields in the lower pane, which are the same in every report.

Field Descriptions

The following table describes the fields used in the upper pane of this report.

Field

Description

Branch

You may select a specific branch ID to limit the report to item counts for that branch. (This menu originates from program #1530.)

O    If you leave this field blank, SBN reports for all branches.

O    If option rptprof is on, SBN limits the branches to those that match the user’s branch profile.

Satellite ID

You may select a specific satellite branch ID to limit the report to item counts for that satellite.

Inventory Groups Range

Inventory Group
- From

You may select a range of inventory groups to limit the report to item counts within that range. Select the beginning inventory group of the range. (This menu originates from program #1764/08.)

Inventory Group
- To
(No label)

You may select a range of inventory groups to limit the report to item counts within that range. Select the ending inventory group of the range. (This menu originates from program #1764/08.)

Item Code Range

Item Code - From

You may select a range of item codes to limit the report to item counts within that range. Select the beginning item code of the range. (This menu originates from program #1535.)

Item Code - To
(No label)

You may select a range of item codes to limit the report to item counts within that range. Select the ending item code of the range. (This menu originates from program #1535.)

Running and Viewing a Report

For information on running and viewing a report, see Common Functions in SBN.

Report Example

The following graphic shows an example of the output of the Physical Count Worksheet report.

Column Descriptions

The following table describes the columns used in the report output.

Column

Description

Branch

Branch ID.

Satellite

Satellite ID.

Item Code

Item Code.

Unit

Unit of measure for the item.

Description

Description of the item.

OH Cnt

Quantity of the item on-hand.

Listed

Line for entering hand-written counts.

Present

Line for entering hand-written counts.

[ ]

Line for entering hand-written counts.

Total

Total of all on-hand items.

Button Functions

The following table displays the buttons, describes the shortcut keys, actions, and functionality.

Button

Name

Shortcut Key

Action

Description

Open fields for recurring/template reports

alt+f1

Open fields for recurring/template reports.

Exit without saving

esc

Exit without saving changes to selected record.

Save Existing Record

enter

Save changes to selected record.

Modifications and Updates to Physical Count Worksheet Report

The following table lists modifications and updates to the Physical Count Worksheet Report document.

Mod Number

Date

Description

n/a

07/14/14

Images updated.



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