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  • 1.  Items Missing in Physical Count Entry

    Posted 05-13-2025 13:40

    Anyone had this  ...... Client is reporting items appearing on Physical Count Worksheet worksheet but not showing up in Physical Count Entry.

    When they run the Physical Count Worksheet the sort by Bin Location and filter by a specific warehouse and product line.
    When they go to physical count entry, some of the records are missing.

    Thoughts??



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    Scotia Saunders
    Keystone Business Solutions
    scotia@teamkbs.com
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  • 2.  RE: Items Missing in Physical Count Entry

    Posted 05-13-2025 14:27

    Possibly an invisible character causing the grid sort order to put the data somewhere other than where you expect it.  Run an Excel query against IM_Physical to see the raw data.



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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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  • 3.  RE: Items Missing in Physical Count Entry

    Posted 05-13-2025 15:18

    They are cleaning up inventory and have changed the product line on several of the items in Item Maintenance.  Would this make a difference?



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    Scotia Saunders
    Keystone Business Solutions
    scotia@teamkbs.com
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  • 4.  RE: Items Missing in Physical Count Entry

    Posted 05-13-2025 15:42

    As long as you are not filtering the physical count entry screen by product line, it shouldn't matter.

    GL accounts for posting any variances might be for the old PL though... I'm not sure which value Sage would use.



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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------



  • 5.  RE: Items Missing in Physical Count Entry

    Posted 05-13-2025 23:13

    A suggestion for your client is to key the information into an Excel spreadsheet and then upload the data using VI.  Way faster/accurate and you avoid the kludgy data entry slog that you are encountering.  



    ------------------------------
    Jeff Schwenk
    Owner
    Bottomline Software, Inc.
    Waynesboro VA
    (540) 221-4444

    Improving bottom lines for over 25 years!
    ------------------------------



  • 6.  RE: Items Missing in Physical Count Entry

    Posted 05-13-2025 23:33

    If you are going to import from a spreadsheet, start with an Excel query of IM_Physical (after the freeze)... to avoid typing in the item / warehouse / lotserial... data, and just key in the counts.



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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------



  • 7.  RE: Items Missing in Physical Count Entry

    Posted 05-14-2025 12:22

    Lots can be accomplished with a little creativity.

    Create a spreadsheet with item codes, and quantities.  Scan the inventory bar codes into Excel (via laptop/usb scanner with quantities.  Create a pivot table to consolidate multiple scans of the same item.  Compare count to on-hand quantity.  Very count against variances.  Import line item counts.  Easy and straightforward.

    Or add a bar-coding solution from Scanforce or Scanco...



    ------------------------------
    Jeff Schwenk
    Owner
    Bottomline Software, Inc.
    Waynesboro VA
    (540) 221-4444

    Improving bottom lines for over 25 years!
    ------------------------------