DO.

070 USER GUIDE

WHITE
Cost User Guide

Author: Abdelrahman Talaat

Creation Date: 22 Sep 2021
Last Updated
Document Ref:
Version: V 1.0

Approvals:

<Approver 1>

<Approver 2>
 Training Agenda

 Transactions Inquiries
 View Material Transactions
 View Receiving Transactions
 View material distribution
 Material Transactions Summary

 Physical Inventory
 Physical inventory meaning
 Create physical inventory
 Snap shot
 Cycle count
 Generate tags
 Create tags
 Tag counts
 Approve adjustment
 Post adjustment
Transactions Inquiries
View Material Transactions
You can view detail associated with inventory transactions. You can search for transaction information by
entering a combination of search criteria.
To view detail associated with inventory transactions:
1. Navigate to the Material Transactions folder window. The Find Material
Transactions window appears.
 2. Enter any combination of search criteria and choose Find. The results display in the Material Transactions
folder window.
3. Review the returned transactions information’s

To view lot/serial number information for a transaction:

1. Select a transaction and choose the Lot/Serial button.
2. View information on lot/serial numbers, quantities, and locations.
View Receiving Transactions
View receiving transactions window to review receipts transactions details for headers and transactions.
1. Navigate View Receiving Transactions window.
2. Select view results by headers or transactions.
To view transactions headers
Physical inventory
Create physical inventory
Navigate to Inventory responsibility, and click on counting menu and click on
physical inventory menu and select physical inventories
Click on open
Fill the mandatury field name of physical inventory and press tab

Selct the approval method if

- If out of tolerance : it mean scope of tolerance apove and under the quantity that will be counted
- Never : means reject all the tolerance in quantity counted
- Always : means accept all the counted items in physical inventory
after selecting the approval method click on snapshot to generate request counts all the items in inventory

Select Generate Tags from menu of navigation java menu

Select physical inventory and write the starting Tag and it will generate the sequence of tags as picture below
Click on genereate to start tags
After generating the tags, the next step is to print the physical invnetory report tag with the sequence that entered in
tag generation
- Navigate through bar above the window and select View> request and select Submit a new request, select
single request and write between two %phy% to find the reports related to printing tags feeded in the
reports

- Select physical invnetory Tags

- Set the parameters as below picture
Click OK, and click submit, and click no after submit
Find for the report that you requested to run to use the output

Click on View Output it will open in browser tab and copy it into text or excel sheet to print it, or it can be printed
from web browser

This printed report used to count the physical invnetories from items in the stores, after using this report to register
the the quantities and UOM of each items already real balance in invetory
Navigate to Tag Counts
It will open this tab write the name of physical inventory in name and click on Find
Ii will ask you that if you want to query for all record exist in this physical inventory click on Yes
Now you can start to fill the physical inventory with the quantities that you have write in printing report before as
picture below

Save after finishing and switch to the next phase

Select from the menu approve adjustment
Wirte the name of physical inventory in the field name in the window as picture below and click find and select Yes
on the message that ask about quering about all the record in physical invnetory
- You can approve the physical inventory and run adjustment quantity from tools post adjustyment and tool
bar above the window

END