Common Elements Used to Understand Mobile Par Location Counts

Alternate Item Display

Select an option that indicates how an item, alternate item, or both are displayed when an alternate item is specified for the transaction. Options include: Alternate Only, Alternate as Primary, Item Only, and Item as Primary.

See Setting Up Alternative Item Identifiers.

All Item Filter

Select a value to define how you want the mobile device to display items.

Values include:

• Display All: Select to include all items in a filtered search.

• Display Counted Only: Select to display only those items that have been counted when you perform a filtered search for items.

• Display Uncounted Only: Select to display only those items that have not been counted when you perform a filtered search.

Count Status to Include

Use this section to define which count statuses will be included in the mobile count pages. The system provides these values as default values on mobile devices. You can override the default values using a mobile device.

Count statuses include:

• New: Select to return the detail lines in a non-blind, system-defined counting event for which you have not run the Counting Sheet process.

• Counting: Select to return the detail lines in a blind system-defined counting event.

• Quantity Entered – Hold: Select to return counting event detail lines with statuses that you changed manually on the Item Counts page to prevent the Stock Quantity Update process from updating the stock quantity of an item.

• Ready to Update Stock Quantity: Select to return counting event detail lines with quantities that are to be used to update the system tables when you run the Stock Quantity Update process.

Count UOM Enabled (count unit of measure enabled)

Select to set mobile device pages to enable an item's count unit of measure. You can change the value using the Options link on Inventory Count pages

Delivery Signature Required

Select to indicate that the mobile application requires a signature of the person receiving a delivery. When this option is selected, the Perform Delivery page requires a signature prior to saving the page.

Display Description

Select to display the item descriptions on the count pages on the mobile device.

Display Filter Related Fields

Select to display the Filter field and Filter button on the Mobile Inventory Management count pages. Deselect the check box to remove the filter functionality from the pages.

Display Prior Entry Caption

Select to display the last item counted for the current mobile count page. When selected, the system displays the Last Item Counted table. When you count an item, the table is updated with that item. The table displays one item at a time. As you add to the count, only the most recent item appears

Display Lookups

Select to display the Lookup icon for the business unit and item fields at the top of Mobile Inventory count page on the mobile device. The Lookup icon enables you to view a list of options and select one.

Display Show/Hide in tables

Select to display the Show/Hide icon in count item lists for Mobile Count pages. You can use this icon to manually expand and collapse item description sections.

Filter All Alternate Items

Select to indicate that you want the system to search through all possible alternate items when filtering a table. If an alternate item identifier is entered in the Filter field, the item ID (MASTER_ITEM_TBL) that matches the alternate is shown in the table.

Deselect to indicate that only the item ID is to be used for filtering, which also improves system performance.

Group

A distinct set of event detail line items. You can divide a counting event into groups in the PeopleSoft system so that multiple users can simultaneously update the same counting event using the Mobile Inventory Management count applications.

You can divide the event based on item IDs or storage locations using a certain number of groups or a certain number of items or locations for each group.

Group by

Select how you want to group items on the mobile device. This will group like items and locations on the display all page. The groups are displayed in the page navigation. The Group by field is not enabled for counts by location and counts by item.

Values include:

• Group by Item: Select to sort groups by item.

• Group by Location: Select to sort groups by location.

• No Grouping: Select to not sort groups.

Initial Display Mode

Select to define the initial display setting for mobile count pages. The system provides these values as default values on mobile devices. You can override the default values using a mobile device. This value is only applicable to guided counts.

Initial display values include:

• Single Item: Select to initially display count pages with a single item.

• All Items: Select to initially display count pages with all items in the search. You can then scroll the list using the Next and Previous buttons.

Pre-Load Serial IDs

Select to preload serial IDs for Mobile Count pages. This setting is for event detail line items that are serial-controlled items. This check box is not available for manual counts.

Rows Displayed

Enter the maximum number of items to display in the tables for the Mobile Inventory Management count pages. When there are more rows of data than the value you enter, you can scroll through additional rows by using the Next link on the Mobile Inventory Management count pages. You can also change the number of rows displayed using mobile devices.

Sort By

Select to define the initial display setting for mobile count pages when you are displaying all items. The system provides these values as default values on mobile devices. You can override the default values using a mobile device.

Sort option values include:

• Sort By Item: Select to display count pages for an item or items, depending on the value that you selected in the Initial Display Mode field. This value is not available for counts by item that already have been grouped by item.

• Sort By Location: Select to display items on count pages sorted by storage location. This value is not available for counts by location that have already been grouped by location.

• Sort By Order Entered: Select to display items on count pages sorted by the order in which the item was added to the count. New items are placed at the end.

Task Flow

Identifies the Mobile Inventory Management task flow that uses the settings on this page. When you select a task flow, you can then use the lower portion of the Mobile Inventory Installation Options page to define default values and search and display options. Mobile devices use the information defined for the task flow as default values. Select a value to define installation-level options for these tasks:

• Guided Count: This count is when you are provided a list of items and locations to be counted, one by one, and count each one in the order that it is provided.

• Count by Location: This count is when you are provided a unique list of item locations that exist in the count, and then you manually enter the item and their counts for each location.

• Count by Item: This count is when you are provided a unique list of items that exist in the count, and then you manually enter the location and their counts for each item.

• Manual Count: This count is when items are counted manually. The count creates a manual cycle counting event for count quantity data loaded from an electronic data collection device or entered using the Manual Counting Entry page. Because the manual counting event is restricted to the specified items, selecting this option makes the Zero Qty Count Options (zero quantity count options) field unnecessary and unavailable for entry.

If task flows already exist for user preferences and installation options, use the Show previous Row and Show Next Row buttons to locate the type of count you want to maintain. If you are adding task flow setting, select the task flow from the Task Flow field list of values.