# Inventory
## Adjust Inventory
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️ **Adjust Inventory** is used to adjust stock counts within a warehouse bin or within an inventory package PCID. This is usually performed by the warehouse manager/supervisor.
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### **Adjusting Inventory Process:**
1. Tap on the **Menu** icon located in the upper left side of the screen to pull up the **Main Menu.**
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1. Under the **Main Menu**, tap on **Inventory** and select **Adjust Inventory**.
2. Enter or scan a **part number** or **part product code** in the **Part Number** field.
1. Alternatively, tap on the **search** **list** icon beside the **Part Number** to select from a list, tap on the **filter** icon to filter the list, and select the appropriate **Part Number**.
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3. Enter the adjustment quantity and unit of measure, provide a reason for the adjustment.
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Scanning a part or a product code barcode opens the scan incrementor. The quantity increases with each scan of the barcode until the required value is reached. The count value from the incrementor will transfer to the Quantity field upon accepting the count value.
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The Warehouse Code field is populated by default with the selected part's Primary Warehouse Code in the logged in Site. \
Bin Number field may also be populated with that warehouse's Primary Bin if defined.
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4. To change default values in either of the Location fields (Warehouse or Bin) scan or enter a new value or click the **search list** icon beside the field and chose one from a list of available values.
5. Total part on hand quantity in the selected warehouse is shown (in brackets) in the Warehouse Code field label and the on hand quantity in the selected bin is shown (in brackets) in the Bin Number label.
6. On hand quantity of a selected Lot is also shown in brackets in the Lot Number field label for lot tracked parts.
7. Click **PROCESS to perform adjustment transaction**.
### **Adjusting PCID Packaged Stock Process:**
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️ Requires ERP 10.2.300 or greater
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1. Tap on the **Menu** icon located in the upper left side of the screen to pull up the **Main Menu**
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2. Under the **Main Menu**, tap on **Inventory** and select **Adjust Inventory**.
3. Enter or scan in the **PCID** field.
1. Alternatively, tap on the **search** **list** icon beside the **PCID** field to select from a list, or tap on the **filter** icon to filter the list, and select the appropriate **PCID number**.\
\
4. A modal will open, and users are required to select which item within the PCID package to adjust.\
5. Enter the adjustment quantity and unit of measure, provide a reason for the adjustment.
{% hint style="info" %}
The adjusted part Location cannot be modified as it is associated with a PCID package location.
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Scanning a part or a product code barcode opens the scan incrementor. The quantity increases with each scan of the barcode until the required value is reached. The count value from the incrementor will transfer to the Quantity field upon accepting the count value.
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5. Click **PROCESS to perform adjustment transaction**.
### Enabling AdHoc Count in Settings
1. Tap on the **Menu** icon located in the upper left side of the screen to pull up the **Main Menu.**\
2. Under the **Main Menu**, tap on **Settings** and select **Inventory**.
3. In **Inventory Settings**, Under **Adjust Inventory**, Adjust the button to **Enable Adhoc Count**.\
4. Enter in the **Employee Default Warehouse Code** and the **Default AdHov Count Reason Code**,
5. Enable the **Remember Reason Code** option if the **Reason Code** will be used for subsequent transactions.
### AdHoc Count Function in Adjust Inventory
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️ The AdHoc Count option will be enabled in Adjust Inventory once the prior settings are saved in Settings.
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1. In **Adjust Inventory** the **AdHoc Count** checkbox option will be available to use and can be used in these scenarios:
**Scenario 1:**
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Current quantity 10, counted quantity 6. User reports 6 and in the background a quantity adjustment of -4 is made.
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**Scenario 2:**
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Current quantity is 10 and the counted quantity is 16. User reports 16 and in the background a quantity adjustment of +6 is made.
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**Scenario 3:**
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Current quantity is 10 and the counted quantity 10. User reports 10. No quantity adjustment needed.
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**Scenario 4:**
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Current quantity is 10 and the counted quantity is 0. User reports 0 and in the background a quantity adjustment of -10 is made.
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Transaction dates are recorded in PartTran table when Transaction is completed.
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## Move Inventory
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️ **Move Inventory** is used to move stock and packages from one location to another.
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**Moving Inventory Process:**
1. Tap on the **Menu** icon located in the upper left side of the screen to pull up the **Main Menu.**
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2. Under the **Main Menu**, tap on **Inventory** and select **Move Inventory**.
3. Enter or scan a **part number** or **part product code** in the **Part Number** field.
1. Alternatively, tap on the **search** **list** icon beside the **Part Number** to select from a list, tap on the **filter** icon to filter the list, and select the appropriate **Part Number**.
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**Quantity Field**
* Other unit of measures can be shown and selected for quantity once a value has been entered in to the field.
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4. Enter the required information on the transaction.
1. Scanning a barcode containing a product code or part number will open the scan incrementor.
{% hint style="warning" %}
️ On Hand quantity in Bin searches always reported in Inventory Unit of Measure are irrespective of selected Transfer Quantity UOM for parts that are not set up to Track Multiple UOMs.
{% endhint %}
5. Click **PROCESS**.
**Moving PCID Packaged Stock Process:**
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️ Requires ERP 10.2.300 or greater
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1. Tap on the **Menu** icon located in the upper left side of the screen to pull up the **Main Menu.**
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2. Under the **Main Menu**, tap on **Inventory** and select **Move Inventory**.
3. Enter or scan in the **PCID** field.
1. Alternatively, tap on the **search** **list** icon beside the **PCID** field to select from a list, or tap on the **filter** icon to filter the list, and select the appropriate **PCID number**.
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️ Information about the from location and quantity cannot be modified as the package and all its contents must be moved in its entirety.
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4. Click **PROCESS**.
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To move a specific part from the package, use the Package Control / Build Split Merge in the handheld to first remove the item from the package.
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## Move Lot
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️ The **Move Lot** function allows the user to move lots from a location to another location.
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1. Tap on the **Menu** icon located in the upper left side of the screen to pull up the **Main Menu.**
2. Under the **Main Menu**, tap on **Inventory** and select **Move Lot**.
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3. In the **TO** section, enter in the **warehouse code** in the the **Warehouse Code** field, then enter in the **bin number** in the **Bin Number** field.
1. Alternatively, tap on the **list** icon beside the **Warehouse Code** and **Bin Number** field to select from a list, or tap on the **filter** icon to filter the list, and select the appropriate **warehouse number** and **bin number**.
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4. Enter in the **Lot Number** in the **Lot Number** field.
1. Alternatively, tap on the **list** icon beside the **Lot Number** field to select from a list, or tap on the **filter** icon to filter the list, and select the appropriate **Lot number**.
5. Add any references in the **Reference** field if needed.
6. Click on **Process.**
## Move Serial Number
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️ The **Move Serial** function allows the user to a number of items to a specific locationScan
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1. Tap on the **Menu** icon located in the upper left side of the screen to pull up the **Main Menu.**
2. Under the **Main Menu**, tap on **Inventory** and select **Move Serial**.
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3. In the **TO** section, enter in the **warehouse code** in the the **Warehouse Code** field, then enter in the **bin number** in the **Bin Number** field.
1. Alternatively, tap on the **list** icon beside the **Warehouse Code** and **Bin Number** field to select from a list, or tap on the **filter** icon to filter the list, and select the appropriate **warehouse number** and **bin number**.
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4. Scan or enter in the **Serial Number** in the **Serial Number** field.
1. Alternatively, tap on the **list** icon beside the **Serial Number** field to select from a list, or tap on the **filter** icon to filter the list, and select the appropriate **serial number**.
5. Add any references in the **Reference** field if needed.
6. Click on **Process.**
## Move PCID
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️ The **Move PCID** functions allows the user to move the contents of a PCIDs from one location to another.
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1. Tap on the **Menu** icon located in the upper left side of the screen to pull up the **Main Menu.**
2. Under the **Main Menu**, tap on **Inventory** and select **PCID**
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3. In the **TO** section, enter in the **warehouse code** in the the **Warehouse Code** field, then enter in the **bin number** in the **Bin Number** field.
1. Alternatively, tap on the **list** icon beside the **Warehouse Code** and **Bin Number** field to select from a list, or tap on the **filter** icon to filter the list, and select the appropriate **warehouse number** and **bin number**.
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4. Enter in the **PCID** in the the **PCID** field.
1. Alternatively, tap on the **list** icon beside the **PCID** field to select from a list, or tap on the **filter** icon to filter the list, and select the appropriate **PCID**.
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5. Add any references in the **Reference** field if needed.
6. Click on **Process.**
## Move Bin to Bin
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️ The **Move Bin to Bin** functionality allows the user from certain location, which is defined by the warehouse and the bin, to move all the contents which are parts or PCIDs by ticking in the checkbox. Any unallocated stock that is present in that bin will be able to be moved. There is also an option if the user is using **Parts** to a given bin to their respective primary bins.
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1. Tap on the **Menu** icon located in the upper left side of the screen to pull up the **Main Menu.**
2. Under the **Main Menu**, tap on **Inventory** and select **Move Bin To Bin**.
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3. In the **FROM** section, enter in the **warehouse code** in the the **Warehouse Code** field, then enter in the **bin number** in the **Bin Number** field.
1. Alternatively, tap on the **list** icon beside the **Warehouse Code** and **Bin Number** field to select from a list, or tap on the **filter** icon to filter the list, and select the appropriate **warehouse number** and **bin number**.
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4. Tick on the checkbox if moving **Parts** or **PCID**, or both.
5. If the user will move the respective parts to their respective **primary bin,** tick the respective **Move to Primary Bin** checkbox.
6. In the **TO** section, enter in the **warehouse code** in the the **Warehouse Code** field, then enter in the **bin number** in the **Bin Number** field.
1. Alternatively, tap on the **list** icon beside the **Warehouse Code** and **Bin Number** field to select from a list, or tap on the **filter** icon to filter the list, and select the appropriate **warehouse number** and **bin number**.
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7. Add any references in the **Reference** field if needed.
8. Click on **Process.**
## Cycle Count
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️ **Cycle Count** will allow the addition or update of the physical count information for count tags or sheets in a selected cycle sequence. If the tag for which a count quantity is being entered was not originally generated as a blank tag, you cannot change the displayed part number, bin, lot, unit of measure, or serial number information. Before you enter count quantities for a tag or sheet, you must:
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* Create a cycle count schedule in Cycle Count Schedule Maintenance.
* Use the Generate Tags selection from the Count Cycle Maintenance Actions menu to generate tags for the cycle sequence.
* Use the Start Count Sequence selection from the Count Cycle Maintenance Actions menu to start the cycle sequence. **NOTE:** The standard module only allows the user to enter the tag number.
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1. Tap on the **Menu** icon located in the upper left side of the screen to pull up the **Main Menu.**
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2. Under the **Main Menu**, tap on **Inventory** and select **Cycle Count**.
3. Select a Cycle Count.
4. Search or enter **Cycle Count Tag**.
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5. Click **GENERATE PART TAGS** if required.
6. Enter the required number of **Part Tags**.
1. Enter Lot and Quantity details in the **Tag Entry** tab.
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7. Click **CANCEL/OK.**
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Use the WORKSHEET screen for multiple UOMs
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## Cycle Count Extended
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️ Add or update the physical count information for count tags or sheets in a selected cycle sequence. If the tag for which a count quantity is being entered was not originally generated as a blank tag, you cannot change the displayed part number, bin, lot, unit of measure, or serial number information. Before you enter count quantities for a tag or sheet, you must:
{% endhint %}
{% hint style="success" %}
* Create a cycle count schedule in Cycle Count Schedule Maintenance.
* Use the Generate Tags selection from the Count Cycle Maintenance Actions menu to generate tags for the cycle sequence.
* Use the Start Count Sequence selection from the Count Cycle Maintenance Actions menu to start the cycle sequence.
{% endhint %}
{% hint style="warning" %}
️ This module differs from the standard cycle count as it allows users to find tags using a number of filter options. Simply enter the known information about the item you are counting and press the all matches button. This will present the user with a list of uncounted tags matching the entered information. Select a match to process that tag.
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1. Tap on the **Menu** icon located in the upper left side of the screen to pull up the **Main Menu.**
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2. Under the **Main Menu**, tap on **Trackers** and select **Cycle Count Extended**.
4. Select a **Cycle Count** which displays tags on the **Select Tag** tab.\
5. Select the **Scan Type** to best fit your scanning.
6. Search or enter values in the succeeding fields.
7. Click **ALL MATCHES** to display available tags and click **GENERATE TAGS** if required.
8. Complete the **Part Number**, **Bin Number**, **Quantity**, and **UOM Code** details in their respective fields in the Tag Entry tab.
1. Click on **WORKSHEET** for multiple UOMs.
9. In the **Lot Number** and **Quantity** fields, select or scan a line to enter **Lot Number** and **Quantity** in the **Tag Entry** tab.
1. Click on **WORKSHEET** for multiple UOMs.
9. Click **SAVE**.
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## UOM Split/Merge
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️ Use **UOM Split/Merge** to split an inventory quantity expressed in a specific unit of measure (UOM) into one or more alternate units. You can also use this program to merge inventory quantities expressed in several alternate UOMs into a single UOM quantity. It can only be used for parts for which the **Track Multiple UOMs** check box is selected in **Part Maintenance.**
* For example, for a Split UOM transaction, 100 units on a pallet be broken into one bag (two base units), one box (four base units), or nine cases (10 base units each or 90 total)
* Conversely, if your inventory is stored in bags and boxes, you can use the Merge option to merge them into a single pallet of 100 base units When you save the transaction, the Epicor application uses the conversion factors defined in UOM Class Maintenance to determine if the quantities selected for merging, or splitting add up to the resulting UOM merge or split quantity. Entering split or merge transactions has the net effect of zero on the total physical on-hand inventory quantity for the part. The program updates two or more on-hand tracking part records and creates STK-ADJ PartTran records to reflect the changes.
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1. Tap on the **Menu** icon located in the upper left side of the screen to pull up the **Main Menu.**
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2. Under the **Main Menu**, tap on **Inventory** and select **UOM Split/Merge**.
3. Search or enter the **Part Number**, **Warehouse**, and **Bin** in their respective fields.
1. Alternatively, tap on the **list** icon beside the **Part Number**, **Warehouse**, and **Bin** fields to select from a list, or tap on the **filter** icon to filter the list, and select the appropriate **Part Number**, **Warehouse**, and **Bin.**
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4. Enter the **Quantity** and **UOM** code in the **Quantity** and **UOM Code** fields and choose to **MERGE** or **SPLIT**.
5. In the next screen, choose the number of the new **UOM** being created.
## Unpick Sales Order
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️ Use **Unpick Sales Order** to unpick the sales order that has been submitted for picking using the Fulfilment Workbench. You might do this if an order is cancelled after picking or if material needs to be reallocated to another order. To return picked material to its appropriate warehouse and bin, begin by entering or scanning the order number or PCID.
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1. Tap on the **Menu** icon located in the upper left side of the screen to pull up the **Main Menu.**
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2. Under the **Main Menu**, tap on **Inventory** and select **Unpick Sales Order**.
3. Search or enter the **Order Number, Line** and **Release numbers** in the **Order tab** in their respective fields.
1. Alternatively, tap on the **list** icon beside the **Order Number, Line** and **Rel** fields to select from a list, or tap on the **filter** icon to filter the list, and select the appropriate **Order Number, Line** and **Release numbers.**
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4. Search or enter the **PCID** in the **PCID** tab.
5. Click **UNPICK ORDER.**
## Unpick Transfer Order
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️ Use **Unpick Transfer Order** to unpick the transfer order that has been submitted for picking using the **Fulfilment Workbench**. When you unpick a transfer order, you unpick materials for a specified transfer order line and part number, and then return them to a specified warehouse and bin. Example You create a transfer order to transfer 100 units of part A from Plant 1 to Plant 2. After the transfer order has been picked, you discover that the parts do not need to be transferred. You unpick the transfer order to change the status of the transfer order and return 100 units of part A to a selected warehouse and bin.
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1. Tap on the **Menu** icon located in the upper left side of the screen to pull up the **Main Menu.**
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2. Under the **Main Menu**, tap on **Inventory** and select **Unpick Transfer Order**.
3. Search or enter the **Transfer Order Number** and **Line** in the **Order** tab in their respective fields.
1. Alternatively, tap on the **list** icon beside the **Transfer Order Number** and **Line** fields to select from a list, or tap on the **filter** icon to filter the list, and select the appropriate **Transfer Order Number** and **Line**.
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3. Confirm the Quantity to Unpick.
4. Click **UNPICK ORDER**.
---
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