Sage 100

Does anyone have a good customization for physical count entry? I have a client that wants Sage 100 version 4.5 to document when an item was counted, even if there was no resulting adjustment. The way it runs now, an entry is only booked to transaction history if there was an adjustment made. They want some way to know when an inventory item has been counted and when it needs to be counted next. I was curious if anyone had come across a solution to this before I start thinking about scripting things...

Set up a UDF for last count date.. Then import the count date for all the items included that day.

I have written scripts against IM_CardCountDetail for other customizations. Your situatuion sounds like you need a date UDF in CI_Item updated whenever a QuantityCounted is entered. That would be a simple script if I am understanding your requirement.

Thanks Jeff - That would definitely accomplish knowing when it was counted, but what about historical data, so they could see all the times it was counted for the last year. A UDT?

A similar script that writes to a UDT with the necessary info: Item, Whse, and date counted would work.

Have you tried using inventory transaction adjustments? Maybe you can use it to post a zero quantity. Just thinking outloud.

I think we tried the inventory adjustments, it won't write anything unless there is a qty change...

Although a UDT could be used for historical data, I frequently use a CSV file which peforms well and can be reported on with Crystal and linked to other MAS tables. It's easier to search and to maintain than a UDT when it comes time to trim back an archive.