Guided Counts

Using the Guided Count application, the system provides you a list of items and locations to be counted. You use the list to count each item in the order they are given. You can perform physical inventory counts or cycle counts using a system-define (guided) count.

You can choose a counting event and group ID to perform from a list of business units that have a count header status of Open. The system enables you to file locations and items based on the item's status, sort location and items, view additional item information, and use default values defined in the PeopleSoft Inventory system.

Other guided count features enable you to:

• Enter a count quantity for an item ID, storage location and unit of measure, container, lot ID, serial ID, and count unit of measure.

• View errors from PeopleSoft on the mobile device.

• Default the count item status based on whether the counting event is blind or non-blind, and the ability to override the count item status.

• Display or hide expected count quantity, based on whether the counting event is blind or non-blind.

• Add items for counting based on their status. You can select the status of items from the Lookup prompt, while adding them for counting. The prompt displays the item Status field only if the Use Status For Counting options is enabled on the Business Unit Options page.