Create a Physical Count Sheet - Intergraph Smart Materials - Version 2020 (10.0) - Training - Hexagon

Smart Materials Web Tutorials 2020 (10.0)

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English
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Intergraph Smart Materials
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Web
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Training
Smart Materials/Smart Reference Data Version
2020 (10.0)

Purpose

This section explains how to perform an audit on the material inventory in a warehouse using the physical count sheet in the Smart Materials Site module.

Exercise

  1. Open the Physical Inventory Count Sheets screen from the Home > Site > Warehouse Management > Inventory Management > Physical Inventory Count Sheets tab.

  2. Click Add Row in the Physical Inventory Count Sheets grid, to add a new record.

  3. In the Count Date field, select a date using the date picker .

  4. Enter your name in the Count by field, and save the changes.

  5. Click the Location button.

    The Locations Window opens and displays the available locations.

  6. Select the Location by selecting the ā€˜Check boxā€™ against the Location, and click Fill In .

  7. In the Physical Inventory Counts grid, enter the Quantity Counted.

  8. Select ā€˜Yesā€™ in the Final column, using the dropdown, and then click Save.

  9. Click the Post button, in the Physical Inventory Count Sheets grid.

  10. Click ā€˜Siteā€™ in the Navigation bar, to navigate to the Site Menu.

    SHARED Tip Check the inventory for ident code I11262639 as described under Check the Inventory Details.