Adjusting the physical counts of stocked tools

You can adjust the physical count for a tool that is stocked in a storeroom. The physical count is a number that you can adjust at predefined intervals, such as monthly, quarterly, or annually.

About this task

You cannot adjust the physical count of a rotating tool. After you perform an inventory count, you can adjust the physical count for any storeroom and enter the count date. You can then reconcile the balance to the current count.

Procedure

  1. In the Stocked Tools application, open a tool record.
  2. Select the Adjustments > Physical Count action.
  3. To specify the date on which the physical count was taken, do one of the following in the Physical Count Adjustment window:
    • In the Physical Count Date field, click the Set Date and Time icon and adjust the date for all rows.
    • Edit the Count Date field to adjust the date for individual rows.
  4. Click Refresh to update the count dates.
  5. For each bin that you want to adjust, enter a new physical count value in the New Count field.
  6. Click OK.


Feedback