Transaction Detail |
The Transaction Detail tab displays the information you need to make a decision regarding the accuracy of the inventory count.
You do not need to close down the stockroom while you are counting; all transactions that affect stock levels are tracked and displayed on this tab if any activity occurred between the time that the count was taken and recorded.
After you review the recommendation, the suggested adjustment, and the accompanying data, you can apply the suggested adjustment, make a different adjustment, force a recount, or make no adjustment. Once you have decided on the course of action for the part, process the applicable action on the Basic Info tab.
The Count Analysis screen supports location-level access control, so you must belong to a user group with the applicable authorization to make updates on this tab.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on part ID/suffix, inventory location ID, count ID, and count status. Filter on count ID and the count status DISCREPANCY to display all records that need to be resolved.
Detail View Header
The fields in the top section of this tab define the data that displays.
Part ID
Identifier of the part. This field has a zoom
button 
to the Data
-> Parts Items -> Cross-references
screen, which displays cross-reference relationships between parts. The
part description displays to the right of the ID.
Part suffix
Part suffix associated with the part ID.
Inventory location ID
Identifier of the inventory location. The location name displays to the right of the ID.
Count ID
Identifier of the inventory count.
Detail View
The Detail of transactions that may affect adjustment of quantity screen group in the bottom section of the tab displays all records since the date and time that the first bin was counted. All fields are display only.
Insert date and time
Date and time (in MM/DD/YYYY HH:MM format) that the count was entered.
Transaction date and time
Date and time (in MM/DD/YYYY HH:MM format) of the transaction.
Transaction type
Text description of the transaction that occurred; for example, TRANSFER IN, TRANSFER OUT.
Quantity change
Change in quantity. A negative number indicates a return.
Description
Text description of when the transaction occurred.
After snapshot: Insert date and time is after the snapshot date and time
Between snapshot/count: Insert date and time is between the snapshot date and time and the count date and time.
Bin ID
Identifier of the bin. Bin IDs are assigned on the Data -> Parts Items -> Setup -> Bins screen.