Hi Susan,

OK - the documentation didn't make much sense to me either.

Here is the information expressed in another way.

When preparing to do a physical inventory, make sure that all dayends and retrievals and postings are complete in OrderEntry, Invoices and Purchase Orders for Adagio. The generate the physical inventory worksheets.

From the time the physical inventory worksheets are generated, until they are posted, you must not process any transacions in Inventory or any other module that would adjust the quantity on hand for an item you are counting. This means you can enter orders or Purchase orders for items, but cannot process receipts or shipments. SO, while you can take and enter orders in oOrderEntry, you cannot invoice them (which would adjust the qty on hand in Inventory), or pick them (which would change the number of items on the shelf).

Does this make more sense?

You may want to use Bin Locations or some other field to segregate your inventory into "easily countable" chunks. Also, I've often heard the suggestion to count high volume items frequently (perhaps monthly) and the slow moving items once or twice a year.