Working with the Physical Inventory Upload (WPIU)
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) table.
Overview: You use Uploading Physical Counts (MPIU) to take the count information from the Physical Inventory Upload table and use it to update the first count information in the Physical Inventory table (INPHY). If you want to review the contents of the upload table 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.
See 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 topic:
• Physical Inventory Upload Table (INPIUP)
• Work with Physical Inventory Upload Screen
• Create Physical Inventory Upload Screen
• Change Physical Inventory Upload Screen
Physical Inventory Upload Table (INPIUP)
Create a Physical Inventory Upload text file for the physical inventory counts you wish to upload from an external system.
Once the file is ready to upload, use the Working with File Uploads (WUPL) menu option to upload the records in the file to the Physical Inventory Upload table in the CWSerenade database.
You can use the sample data below to create a physical inventory upload file.
7|5|PRIMARY |RF1234567890 |123456|100|
Field |
Attributes |
Company |
Numeric, 3 positions; validated against the Company table; see Setting Up Companies (WCMP). |
Warehouse |
Numeric, 3 positions; validated against the Warehouse table; see Creating and Maintaining Warehouses (WWHS). |
PIU Location with check digit |
Alphanumeric, 8 positions. The first seven positions are validated against the Location table; see Creating and Maintaining Locations (WLOC). |
PIU Item/SKU |
Alphanumeric, 30 positions. The first twelve positions are validated against the Item table; 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 table. |
Count |
Numeric, 7 positions |
Status |
Alphanumeric, 2 positions |
Work with Physical Inventory Upload Screen
Purpose: Use this screen to review, change, delete or add physical inventory count records from the Physical Inventory Upload table.
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.
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 table; see 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 tables; see 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 RF 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; 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 Radio Frequency Overview. 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 table, 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 table, although the screen displays only one error status code. You must correct all errors associated with the count record before you can update the Physical Inventory table with the count. See Physical Inventory Upload Error Codes. Alphanumeric, 2 positions; display-only. |
Screen Option |
Procedure |
Create a new inventory count upload record |
Select Create to advance to the Create Physical Inventory Upload Screen. |
Change an inventory count upload record |
Select Change for a count record to advance to the Change Physical Inventory Upload Screen. |
Delete an inventory count upload record |
Select Delete for a count record to delete it. |
Display an inventory count upload record |
Select Display for a count record to advance to the Display Physical Inventory Upload Screen. You cannot change any information on this screen. See the Change Physical Inventory Upload Screen for field descriptions. |
Create Physical Inventory Upload Screen
Purpose: Use this screen to add a new count record to the Physical Inventory Upload table.
How to display this screen: Select Create at the Work with Physical Inventory Upload Screen.
Field |
Description |
Company |
The code representing the company whose item location or LPN is being counted; see 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. |
Warehouse |
The code representing the warehouse where the item location or LPN is being counted; see 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 table; see Creating and Maintaining Locations (WLOC). If the Create Location/Item Location/Item Warehouse from PI Upload (F09) system control value is selected, you can create a new location record in your warehouse by entering the location code here. This process is described in 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 tables; see 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 RF Item Number Label Type (E28) system control value. 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; required. |
LPN 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 Radio Frequency Overview. 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: Select Change for a count record at the Work with Physical Inventory Upload Screen 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.
