Generate Bin Worksheet

Use this form to generate worksheets for item quantities on hand for all bin locations for which you are taking inventory.

For details on the fields, refer to Bin Worksheet - Field List

You can optionally print worksheets to use for recording your physical inventory counts prior to entering the data in the Physical Inventory Quantities form and posting it to your Bin Tracking system.

You can create inventory worksheets for a range of bin locations, range of items, range of locations and range of picking sequences. You can choose to include:

 

  • Only the items in the specified item/bin/location/picking sequence range that are assigned to the bin(s) for which you are generating worksheets.

  • Only the items in the specified item/bin/location/picking sequence range that are assigned to the bin(s) and currently have quantities in the bin(s) for which you are generating worksheets.

 

If you generate a bin inventory worksheet for a location that already has a worksheet, the program replaces the old worksheet with a new one. The program warns you if there are existing worksheets for locations and lets you choose whether to replace them.

Warning! To ensure quantities on Bin Tracking worksheets are current, do not post transactions (receipts, shipments, transfers, adjustments, or assemblies) then run Day End Processing between the time you generate bin inventory worksheets and the time you the post the inventory reconciliation.

Before Generating an Inventory Worksheet you should

  • Run Day End Processing to update the company's Inventory Control data if you have posted transactions since the last time you ran Day End Processing. (You should run Day End Processing even if you cost items during posting.)

  • Decide on the inventory bins, locations, picking sequences and items for which you want to generate worksheets.

Generating a Bin Worksheet

  1. Double-click the Generate Bin Inventory Worksheet icon in the B/T Physical Inventory.

  2. Specify a range of bin locations, range of items, range of locations and range of picking sequences for which you require the worksheet.

  3. Specify the method by which to select the items to be listed on the worksheet.

  4. Specify if you want the inventory count to reflect the quantity on hand per item per bin per location, or default to zero

  5. Click Generate

 

After Generating an Inventory Worksheet

  • If desired, use the Bin Inventory Worksheet form to print inventory worksheets on which to record physical inventory counts.

  • Use the Bin Inventory Count form to enter or import physical inventory counts for inventory worksheets.