Location

Select the location for the stocktake. If this is run from the IC Stocktake List, defaults to the Location selected, otherwise defaults to the User Location, if set.

Locations with Count Type set to Basic are excluded from Generate, use Enter Basic Count. (Accredo Saturn Only)

Period

Select the Period for the stocktake, from the available periods.

Date

The date that adjustment transactions will be posted. Defaults to the period end date. The Date must occur in the Period.

Reference

Enter a reference, if required, to be applied to the stocktake.

Details

Enter details, if required, to be applied to the stocktake.

Product From / To

Select a range of products for the stocktake, or leave blank to include all products.

Click Filter / Sort (Ctrl+F2) to filter the products.

Stock Group From / To

Select a range of stock groups for the stocktake, or leave blank to include all stock groups.

Creditor

Select a creditor for the stocktake, or leave blank to include all creditors.

Include Nil Quantity

Selected, Products with nil quantities will be included in the stocktake. Defaults from IC Settings - Stocktake tab.

Count Type

Defaults from IC Settings - Stocktake tab. Defaults from selected Location.

Select the type of Count from:

• Single - One count will be done per Product and Location.
• Additive - Several counts can be done for each Product and Location.
• Detailed - For tracked Products Serial No and/or Lot No detail must be included in the counts.
  For Bin tracked Locations Bin code must be included in the counts.
  Tracking detail for the stocktake is generated when the stocktake is marked Counted.

Locations, Saturn Only.

Note: Additive and Detailed include support for UOM if required.

Generate Counts

Selected, Count Lines and a Count Header will be created for the stocktake. Defaults from IC Settings - Stocktake tab.

Click Sort (Ctrl+F2) to apply a sort order to the Counts.

For Detailed counts at a Bin Tracked location a Count Line per Product and Bin with a quantity InStock is generated.

Locations, Warehouse Management, Saturn Only.

Store Person

When Generate Counts is selected, the Store Person associated with the Counts. This defaults from the User's Default Store Person Code.

Count Per

When Generate Counts is selected, you can select one or more IC Product fields to group products by, in a count. For example, you can group by Creditor Code, Stock Group, Categories or Bin Code.

Number of Counts

If Count Per is not selected, enter the number of counts to be created.

For Additive or Detailed Stocktakes, the number of counts will be created with all products for the stocktake.

For Single Stocktakes, products will be split evenly between the number of counts.

Defaults from IC Settings - Stocktake tab.

Copy Expected to Counted

Available for Single counts, when Generate Counts is selected.

Selected, the Expected quantity will be copied to the Counted quantity.

Run (F9)

Creates a new Stocktake document based on the selections. The IC Stocktake form will open.