Setting Up Physical Inventory Rules

This section will describe the process required to ensure that the Parts Physical Inventory will function properly in the SOMAX web application

    1.  When entering new part ID records in SOMAX a Count Frequency must be

         entered. The Count Frequency is in days, it is recommended to be 366 > CF > 30. 

    2.  The Count Frequency will determine when the Parts Physical Inventory or Parts Physical Inventory              By Location reports will identify and schedule an inventory of the part.

    3.  A date must be shown in the Last Counted field.

4.  At minimum the Section field cannot be blank, additional Row, Shelf and Bin information may be       entered. 

NOTE: This information, along with the Last Counted date, will ensure that the Parts Physical Inventory by Location report will function properly

    5.  By completing these two functions on each part record, the Physical Inventory and Physical

Inventory by Location reports will function properly and the user will be able to design the       necessary reports utilizing Customize