Building The Inventory File Set
Table of Contents
Building The Inventory File Set 2
Building The Inventory File Set
Processing Summary
- Build A New Inventory
Processing Dialog
From the "Physical Inventory" menu, choose the "Build A New Inventory" option. This option is not necessary if the inventory file set already exists and matches the controls settings for your new inventory. If the build process is taken and the inventory file set already exists, it will remove the existing set and create a new empty set of files. After you take the option, the following panel will be displayed.
The Book Name is what the WDLS programming uses to distinguish one inventory from another. This name is associated with each file. The build process will add a data member to the inventory files under this name and store all information related to the inventory in this named set of data members.
Enter the Storer Number and Suffix of the storer for whom this inventory is being conducted. Only one storer/suffix combination can be counted in a WDLS physical inventory. Separate inventories must be conducted if you are counting items for more than one storer, or storer suffix.
The Sort Order is to determine the sequence that lines are initially added to the book. This is especially important for worksheet inventories. The book sequence is used when printing counting worksheets and when entering the counts once the worksheets are returned. Three choices are supported: *ITEMLOC will sort item/location sequence, *ITEMLOT will sort item/lot, *ROUTING will sort in map route/item sequence. *LOCATION will sort in building/floor/aisle/slot/item/lot sequence.
Two flags are used by inventory processes to ensure the inventory is complete prior to posting. The Number of Counts option indicates how many times the inventory will be counted. If the count is set to 2, you will be required to have two reconciled counts for each line that is posted. On a tag count, this means that you will need 2 counts of each tag prior to posting up to the book. On a worksheet count, you must have 2 counts recorded against each line of the book prior to posting your adjustments.
The Allow Zero Counts option determines the treatment of book lines with no recorded counts. This allows you to perform various partial inventories. Enter 'Y' if you are conducting a partial inventory. Only items with recorded counts are adjusted during posting. Items with no counts are left as they were.
NOTE: This is only appropriate for a worksheet-based inventory. Part of the premise for a tag based, "blind" inventory is that deviations from the book are adjusted, and consequently zero count entries are automatically generated during posting.
Enter the Inventory Style to indicate if a worksheet or a tag based counting scheme is to be used. If a tag-based scheme is indicated, you will be prompted for the range of tag numbers that you will use. A tag-based inventory creates additional file structures. You cannot change the inventory style after the build. If the wrong selection was made you need to delete the inventory and re-run the build process.
Once the above options are keyed and the enter key is pressed, a set of secondary options are displayed. If you indicated a tag based counting scheme is to be implemented, the from and to tag numbers are displayed. The following depicts the redisplayed panel.
The From Tag Number and To Tag Number are used to indicate the number of the first and last tag that will be used on a tag-based inventory. Recording the from and to tag numbers is critical to maintain proper sequential controls during the tag counting process. These tag numbers are also used during some of the processes, such as tag creation, and as bounds for tag list panels and reports. If you are unsure of the number of tags you will use, take your best guess. The tag range can be maintained after extraction via a change option accessible from the "Work With Inventories (Tagged)" panel, however the ending count must be greater than one for WDLS to recognize this as a tag count inventory.
Enter a Book Description or leave the default of "*GENERATE" to create an automatic description of the form: 'Extract of Storer xxxx on xx/xx/xx'. The description is informational and is used solely to identify a particular inventory.
Once the information is complete, press <Enter> to record the data and create the inventory file set. The build process will be submitted as a batch job and you will return to the menu.