Create a physical inventory count sheet - Intergraph Smart Materials - Version 2020 (10.0) - Help - Hexagon

Intergraph Smart Materials Web Help (2020)

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Intergraph Smart Materials
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Smart Materials/Smart Reference Data Version
2020 (10.0)
  1. On the Home page, click Site >Warehouse Management > Inventory Management > Physical Inventory Count Sheets.

  2. Click Add Row.

  3. Select a physical count date on which the physical counting was done in the Count Date cell.

    The Sheet name is generated automatically based on the pre-defined PICS rule assigned to the user.

  4. Type the name of the person who has counted the inventory in the Count By cell.

  5. Click Save.

  6. If you want to select only inventory items from a specific warehouse, then select Warehouse. The page displays all the items for that specific warehouse which can be filtered further using location, idents or inventory items.

  7. Click Location to include materials of a specific location.

  8. Click Ident to include specific materials in the warehouse.The page displays the available commodity codes, ident codes, and their sizes.

    If the project default ZC_MULT_WH is set to Y, you can only work with the warehouses for which the Use for Issues indicator is set to Yes in the Warehouses screen.

  9. To transfer the ownership of a physical inventory count sheet to Jovix, click Pass to Jovix.

    • The Pass to Jovix button is only visible if the Posted Date is not set.

    • To transfer ownership of a PICS to Jovix, it needs to have atleast one physical inventory counts.

    • After a PICS has been send to Jovix, its not possible to modify the PICs in SMAT anymore.

    • If all the PICS items are from the same Site Code, Warehouse and Location, only then the data transfer is initiated.

See Also

Add line items to the sheet