Chapter 6: Working with the Physical Inventory Upload
Purpose: Use the Work with Physical Inventory Upload menu option to review, correct, add, or delete item location or LPN count information in the Physical Inventory Upload (INPIUP) file.
Overview: You use Uploading Physical Counts (MPIU) to take the count information from this file and use it to update the first count information in the Physical Inventory file (INPHY). If you want to review the contents of the upload file before running this process, or if you need to correct errors identified after running this process, you would use the Work with Physical Inventory Upload option.
This chapter also describes two menu options available to populate the Physical Inventory Upload file:
• Physical Inventory Upload Screen (PIUP) is used to convert the contents of a flat file from Regis that is on your system
• Physical Inventory Tape Upload (MPTU) is used to convert the contents of a file that is on tape
See Chapter 1: Physical Inventory Overview for more information on the process of uploading counts for a physical inventory, including a diagram depicting the entire upload process.
In this chapter:
• Work with Physical Inventory Upload Screen (WPIU)
• TMG/Regis Physical Inventory Upload File (PIUPLD)
• Create Physical Inventory Upload Screen
• Change Physical Inventory Upload Screen
• Display Physical Inventory Upload Screen
• Physical Inventory Upload Screen (PIUP)
• Physical Inventory Tape Upload (MPTU)
Work with Physical Inventory Upload Screen (WPIU)
Purpose: Use this screen to review, change, delete or add physical inventory count records from the Physical Inventory Upload file.
How to display this screen: Enter WPIU in the Fast path field at the top of any screen, or select Work with Physical Inventory Upload from a menu.
INR0210 DISPLAY Work With Physical Inventory Upload 3/28/97 15:03:20 EZK Mail Order
Opt Cmp WHS Location Item/Sku LPN Count Sts
Type options, press Enter. 2=Change 4=Delete 5=Display
1 2 B560101 20036M-RED-M 20001 12 IS 1 3 DEFECT 62056M-NAVY-10 1425 10 IS 1 8 INTRANS 28066M-NAVY-10 0 1 IS 1 8 INTRANS 28066M-NAVY-10 2001 14 IS 1 8 INTRANS 28066M-RED-10 2002 20 IS 27 2 A1S2 JMNPETALS BLU 0 2 IS 27 2 BULK AUGIE 0 99 I7 27 2 PRIM1 AUGIE 22 20 LP
F3=Exit F6=Create F12=Cancel F21=Print List F24=Select Company |
Field |
Description |
Cmp (Company) |
The code representing the company whose item location or LPN is being counted. Company codes are defined in and validated against the Company file; see Installation Chapter 2: Setting Up Companies (WCMP). Numeric, 3 positions; optional. |
Whs (Warehouse) |
The code representing the warehouse where the item location or LPN is being counted. Numeric, 3 positions; optional. |
Location |
The location where the item or LPN was counted. Alphanumeric, 7 positions; optional. |
Item/SKU |
The item code and SKU codes that identify a unit of inventory. Items and their SKUs are defined in and validated against the Item files; see Merchandising Chapter 24: Performing Initial Item Entry (MITM). The item code may be separated from the SKU code(s) by either spaces or hyphens, depending on your inventory setup. The Item Number Label Type (E28) system control value controls the way the system reads the item and SKU codes. Item: alphanumeric, 12 positions; display-only. SKU: alphanumeric, three 4-position fields (split SKU) or one 14-position field (full SKU); display-only. |
LPN (License plate number) |
The number you use to track a case or other container of items through your warehouse. You generally use LPN tracking if you also use radio frequency devices to manage inventory; see Part K: Radio Frequency. You can have any number of LPNs in an item location. However, when you transfer an LPN to a primary location, the system deletes the LPN record at that point and tracks the inventory by individual item or SKU only. If you do not have LPN Tracking (E16) turned on in the System Control file, the LPN for each item location will be zero. Also, the LPN for “loose” items not associated with an LPN will be zero. Numeric, 6 positions; display-only. |
Count |
The quantity of the item/SKU that was counted for this item location or LPN. Numeric, 7 positions; display-only. |
Status |
The error status, if any associated with the inventory count record. Valid values are: IC = Invalid company IS = Invalid item/SKU LC = Invalid location control character IL = Invalid location IW = Invalid warehouse CS = Item/SKU not in company scan MW = Location at multiple warehouse LP = LPN with primary location PB = Physical inventory batch doesn't exist I7 = First count already loaded |
|
There may be more than one error associated with a count record in the upload file, although only one error status code will display. You must correct all errors associated with the count record before you can update the Physical Inventory file with the count. See Physical Inventory Upload Error Codes. Alphanumeric, 2 positions; display-only. |
Screen Option |
Procedure |
Create a new inventory count upload record |
Press F6 to advance to the Create Physical Inventory Upload Screen. |
Change an inventory count upload record |
Enter 2 next to a count record to advance to the Change Physical Inventory Upload Screen. |
Display an inventory count upload record |
Enter 5 next to a count record to advance to the Display Physical Inventory Upload Screen. |
TMG/Regis Physical Inventory Upload File (PIUPLD)
When you run the Physical Inventory Upload (fast path = PIUP), the system uses the contents of this file to populate the Physical Inventory Upload file (INPIUP). See Chapter 1: Physical Inventory Overview for an overview of the different ways of uploading physical inventory information.
Field |
Attributes |
Company |
Numeric, 3 positions; validated against the Company file; see Installation Chapter 2: Setting Up Companies (WCMP). |
Warehouse |
Numeric, 3 positions; validated against the Warehouse file; see Chapter 41: Creating and Maintaining Warehouses (WWHS). |
PIU Location with check digit |
Alphanumeric, 8 positions. The first seven positions are validated against the Location file; see Chapter 43: Creating and Maintaining Locations (WLOC). See the Location Label Type (E32) for more information on the control character or check digit. |
PIU Item/SKU |
Alphanumeric, 30 positions. The first twelve positions are validated against the Item file; if system control value E28, Item Number Label Type is set to Item-S-K-U or ZERO ITEM, the first twelve positions represent the item; the remaining eighteen characters are the SKU elements plus additional dashes required for RF use. |
PIU LPN number |
Numeric, 9 positions. Validated against the License Plate file; see Chapter 70: Displaying License Plate Information (WLPN). |
Count |
Numeric, 7 positions |
Status |
Alphanumeric, 2 positions |
Extra byte |
1 position |
Create Physical Inventory Upload Screen
Purpose: Use this screen to add a new count record to the Physical Inventory Upload file.
How to display this screen: Press F6 at the Work with Physical Inventory Upload Screen (WPIU).
INR0984 ENTER Create Physical Inventory Upload 3/28/97 15:57:12 EZK Mail Order
Company . . . . Warehouse . . . Location . . . Item/SKU . . . LPN Number . . Count . . . . . Status . . . :
F3=Exit F12=Cancel |
Field |
Description |
Cmp (Company) |
The code representing the company whose item location or LPN is being counted; see Installation Chapter 2: Setting Up Companies (WCMP). Although the system does not require entry of a company code at this screen, you cannot create a valid record without a company code. However, the system will attempt to find and default the correct company code based on the other information you enter, such as the item and SKU. For example, if the item/SKU you enter does not exist within your cross-company scan group, the record will have an error code of CS (Item/SKU not in company scan). Numeric, 3 positions; required. |
Whs (Warehouse) |
The code representing the warehouse where the item location or LPN is being counted; see Chapter 41: Creating and Maintaining Warehouses (WWHS). Numeric, 3 positions; optional. |
Location |
The location where the item or LPN was counted. Location codes are defined in and validated against the Location file; see Chapter 43: Creating and Maintaining Locations (WLOC). If the Create Location/Item Location/Item Warehouse from PI Upload (F09) system control value is set to Y, you can create a new location record in your warehouse by entering the location code here. This process is described in Chapter 5: Uploading Physical Counts (MPIU), however, when you create a new location code through the Work with Physical Inventory Upload menu option, the Physical Inventory Item Location Audit Report is not produced. Alphanumeric, 7 positions; required. |
Item/SKU |
The item code and SKU code(s) that identify a unit of inventory. Items and their SKUs are defined in and validated against the Item files; see Merchandising Chapter 24: Performing Initial Item Entry (MITM). Note that this screen treats the item and SKU as one continuous field. The item code may be separated from the SKU code(s) by either spaces or hyphens, depending on the setting of the Item Number Label Type (E28) field in the System Control file. If this field is set to ITEM S-K-U or ZERO ITEM, you use hyphens to separate the item and SKU codes. If this field is set to ITEM NUMBER or is blank, you must enter blank spaces to separate the item and SKU codes (in other words, the SKU code must begin at the 13th position because the item field takes up 12 positions). Item: alphanumeric, 12 positions; required. SKU: alphanumeric, three 4-position fields (split SKU) or one 14-position field (full SKU); required. |
LPN (License plate number) |
The number you use to track a case or other container of items through your warehouse. You generally use LPN tracking if you also use radio frequency devices to manage inventory; see Part K: Radio Frequency. You can have any number of LPNs in an item location. However, you cannot have an LPN in a primary location. Any count upload records you create without an LPN will appear on reports as LPN 0. For example, if you have an item location that includes any number of units assigned to LPNs, plus "loose" units that are not assigned to an LPN, you should upload a count record with the appropriate quantity for each actual LPN as well as a count record with the "loose" quantity as LPN 0. Numeric, 6 positions; optional. |
Count |
The quantity of the item/SKU that was counted for this item location or LPN. If you do not enter a count, the physical inventory record will be updated with a zero count for the item location or LPN. Numeric, 7 positions; optional. |
Status |
This field is not implemented on this screen. |
Change Physical Inventory Upload Screen
To change: Enter 2 next to a count record at the Work with Physical Inventory Upload Screen (WPIU) to advance to the Change Physical Inventory Upload screen. You can change any of the information on this screen except the Status field. See Create Physical Inventory Upload Screen and Physical Inventory Upload Error Codes for field descriptions.
A count record may be in error for more than one reason. When you change a record to correct an error status, another error status code may become visible at this time. You must correct each error associated with the count record for it to upload properly.
Change any fields as needed.
Note: Although the system does not allow you to create duplicate count records, it is possible to change a record so that all information except the Count field is the same as a previously existing record. In this case, the system replaces the existing count record with the new one.
Display Physical Inventory Upload Screen
To display: Enter 5 next to a count record at the Work with Physical Inventory Upload Screen (WPIU) to advance to the Display Physical Inventory Upload screen. The complete record, including the description of the error status code, displays. See Create Physical Inventory Upload Screen for field descriptions. You cannot change any information on this screen.
Physical Inventory Upload Screen (PIUP)
Purpose: Use this screen to copy the contents of a flat file on your system containing count information (such as the TMG/Regis Physical Inventory Upload File (PIUPLD)) to the Physical Inventory Upload file (INPIUP). Once you have populated the Physical Inventory Upload file, you use Uploading Physical Counts (MPIU) to take the information from this file and update the first count fields in the Physical Inventory file (INPHY).
How to display this screen: Enter PIUP in the Fast path field at the top of any menu, or select Physical Inventory Upload from a menu.
INR1007 ENTER Physical Inventory Upload Load 3/31/97 9:27:30 EZK Mail Order
Clear File Before Load . Y (Y/N)
Submit on hold . . . . . Y (Y/N)
F3=Exit F12=Cancel |
Field |
Description |
Clear file before load |
This value controls whether the system clears the Physical Inventory Upload file before loading the information currently contained in the flat (Regis) file. Valid values are: Y (default) = Clear the Physical Inventory Upload file before loading the contents of the flat file. N = Do not clear the Physical Inventory Upload file before running the upload. Alphanumeric, 1 position; required. |
Submit on hold |
This value controls whether the system submits the upload job in a held status so that you can release it at a convenient time. Y (default) = Submit the job in a held status. N = Submit the job for processing immediately. Alphanumeric, 1 position; required. |
The system submits the job LOADPI. If the Submit on hold field was set to Y, you will need to release the job before it begins.
Physical Inventory Tape Upload (MPTU)
Purpose: Use this screen to copy the contents of a flat file on a tape drive containing count information to the Physical Inventory Upload file (INPIUP). Once you have populated the Physical Inventory Upload file, you use Uploading Physical Counts (MPIU) to take the information from this file and update the first count fields in the Physical Inventory file (INPHY).
How to display this screen: Enter MPTU in the Fast path field at the top of any menu, or select Physical Inventory Tape Upload from a menu.
INR0981 ENTER Physical Inventory Upload 3/31/97 11:59:44 EZK Mail Order
Input Device . . . . . . TAP01
Clear File Before Load . Y (Y/N)
Submit on hold . . . . . Y (Y/N)
F3=Exit F12=Cancel |
Field |
Description |
Input device |
The tape drive where the upload counts are available. This must be a valid device name on your system. Alphanumeric, 10 positions; required. |
Clear file before load |
This value controls whether the system clears the Physical Inventory Upload file before loading the information currently contained on the tape. Valid values are: Y (default) = Clear the Physical Inventory Upload file before loading the contents of the tape. N = Do not clear the Physical Inventory Upload file before running the upload. Alphanumeric, 1 position; required. |
Submit on hold |
This value controls whether the system submits the upload job in a held status so that you can release it at a convenient time. Y (default) = Submit the job in a held status. N = Submit the job for processing immediately. Alphanumeric, 1 position; required. |
The system submits the job LOADPI. If the Submit on hold field was set to Y, you will need to release the job before it begins.
The job will go on message wait (MSGW) if you need to load the correct tape in the tape drive indicated. Load the tape and enter G to respond to the message, or enter C to cancel.
| Physical Inventory Item Location Audit Report | Contents | SCVs | Search | Glossary | Reports | XML | Index | Chapter 7: Printing Physical Inventory Reports (MPIR) |
WH01_06 CWDirect 18.0 August 2015 OTN