Working with Smart Count Review

The Smart Count Review page, from Transactions > Smart Count > Count Review, lists up to 5000 item count records for review. On this page, the Administrator or Smart Count Inventory Manager roles can approve count, reject count, or mark items for recount. The Administrator can also view this page on all subsidiaries.

The Smart Count Review page includes the following sections:

• Primary Filters – This section provides filters to customize the view of the Smart Count Review page. Use the primary filters to display item count records as per your requirements in the Report section.

• Key Performance Indicators (KPIs) – This section displays item count data based on the primary filters. Use a KPI to display item count records as per requirements in the Report section.

• Report – This section provides detailed information about item counts based on the primary filters and the KPIs.

The following table lists the fields available on the Smart Count Review page.

Section	Field/Portlet	Description
Primary Filters	Location	This field lists all locations that your role has access to.
	Count Status	This field lists all the item count statuses.
	Count Reason	This field lists the reason for performing the count. For example, item due for count or spot count.
	Variance	This field lists the different count variance scenarios encountered during item count including zero variance, within tolerance, and over tolerance.
	Counted By	This field lists the names of all the inventory counters who performed item counts in different locations.
	Class	This field lists the active classes. Classes are categories that you can use to identify and track records in your NetSuite account.
	Inventory Classification	This field lists the active inventory classifications defined for items.
	Vendor	This field lists the active vendors.
	Date	This fields enables you to select a date range to display data within the selected date range.
Key Performance Indicators	Total Unapproved Counts	This portlet displays the total unapproved counts.
	Unapproved Counts with Variance Over Tolerance	This portlet displays the total unapproved item counts with quantity variance over the tolerance.
	Unapproved Counts with On-hand Change	This portlet displays the total unapproved item counts with changes in on-hand quantities.
	Unapproved Counts with Variance Within Tolerance	This portlet displays the total unapproved item counts with quantity variance within the tolerance.
	Total Items/Locations Count	This portlet displays the total item counts performed in the selected or all locations. For example, if there are 5 locations and the total item counts performed in all 5 locations is 10, the portlet displays 10/5.
	Total Counts with Zero Variance	This portlet displays the total item counts with zero quantity variance.
	Total Counts Pending	This portlet displays the item counts with Paused or In Progress statuses.
Report	Location	This column displays the location where the item count is performed. The location is displayed based on what is selected in the Location field in the Primary Filters section.
	Bin	The column displays the bin associated with the item counted if the item uses bin.
	Item Number	This column displays the item number associated with the item counted.
	Item Description	The column displays the description of the item counted.
	On-hand Change During Count	This column displays the on-hand quantity change when the item was counted.
	Actual Count/Approved Count	This column displays the actual or approved count quantity of the item counted.
	Variance Quantity	This column displays the quantity variance for the item counted.
	Variance Amount	This column displays the variance amount for the item counted.
	Count Status	This column displays item count statuses such as Pending Approval, Tolerance Error, and others. The SuiteApp removes the canceled item counts that are 30 days old from the Smart Count Review page.
	User Comments	This column displays the remarks entered by the counter who performed the item count.
	System Remarks	This column displays the system remarks for the item count.
	Counted By	This column displays the name of the employee who counted the item.
	Count Reason	This column displays the reason for performing the count.

The Report section provides detailed information about item counts. You can also customize the report by excluding or including columns in it. In addition, the Report section also includes the following:

• Over Threshold – This legend highlights the variance quantity and variance amount for an item count when it is over the threshold.

• Search – This search box lets you search for an item count in the report.

• Show Comments Popup on Action – When you check this box, the SuiteApp displays a comments popup window when you click Approve, Reject, or Recount on the Smart Count Review page.

To customize the Report section:

1. In the Report section, click the icon beside the Search box.

2. In the Customize Report popup window, check the boxes that you want to include and clear the boxes that you want to exclude from the report.

3. Check the View Selected box to review the selected columns.

4. Click Save.

Approving or Rejecting Item Count Records

You can approve or reject item count records on the Smart Count Review page. For serialized and lot numbered items, you can also review the serial numbers and lot numbers. For more information, see Approving, Rejecting, or Recounting Serialized and Lot Numbered Items.

Note:

You can approve or reject item count records with Pending Approval, Paused, or Tolerance Error statuses only. To learn about the different item count statuses, see Item Count Statuses.

To approve or reject an item count record.

1. Go to Transactions > Smart Count > Count Review.

2. Check the box beside the item count record that you want to approve or reject.

3. Click Approve or Reject.

4. Click OK.

To approve or reject item count records in one go, click the arrow next to the Approve or Reject buttons. Then, click Approve All or Reject All.

Selecting Item Count Records for Recount

On the Smart Count Review page, you can also select item count records for recount.

To select item count records for recount:

1. Go to Transactions > Smart Count > Count Review.

2. Check the boxes beside the item count records that you want to recount.

3. Check the box beside the item count record that you want to select for recount.

4. Click Recount.

5. Click OK.

To select all item count records for recount in one go, click the arrow next to the Recount button. Then, click Recount All. When you mark items for recount on the Smart Count Review page, the Recount option is displayed on the Action column for those items on the task list.

Approving, Rejecting, or Recounting Serialized and Lot Numbered Items

You can review the scanned and unscanned serialized and lot items before you approve, reject, or recount item count records.

To approve, reject, or recount serialized and lot numbered items:

1. Go to Transactions > Smart Count > Count Review.

2. In the Report section, in the Count Status column, click the Pending Approval or Tolerance Error link.

3. In the popup window, review the scanned items. The popup window displays the scanned and unscanned serial and lot numbers.

4. Click Approve, Reject, or Recount.

Note:

When approving item count record, note the following points:

• If you approve an item count record that contains unscanned items, an inventory adjustment transaction is created to remove the unscanned items from the inventory.

• The SuiteApp creates a negative inventory adjustment in the following scenarios. You will get an error for these scenarios when you try to complete an item count on the task list, try to complete all counts, or approve an item count on the Smart Count Review page.

  • Available quantity is less than the quantity on hand.

  • Available quantity and on-hand quantity are equal but is less than the snapshot quantity at count end.

Related Topics

Overview

Prerequisites

Using the Smart Count SuiteApp

Performing Inventory Count on Mobile Devices

General Notices