Hi Susan,

You want to do an End of Day on the data that matches your cutoff for your inventory count. Then you rerun your Print Physical Inventory Worksheet, but don't print out a hard copy. Make sure you create your adjustment work file. This is key. This set of files (several) effectively freezes your inventory and is the basis to load your counted details into Inventory.

You can copy and paste this workfile into any dataset and it sounds like you will want to do that so that the quantity reported on hand (after the End of Day) will be the correct cutoff for your entered quantities and potential adjustments of count discrepancies. It's possible that you may need to copy into your live data but need more details.

Normally we would suggest that all count sheet be entered into Excel, with the on hand quantities compared to Counted quantities based upon the stocking unit of measure. That being done, you can complete any variance analysis before loading the quantities into Adagio Inventory, in your XLS.

Your Count sheet in XLS is normally created easily using Gridview to query your Inventory Adjustment file. This XLS count sheet is an effective freeze of inventory that can be imported easily into Adagio Inventory instead of manually rekeying all of the counted data. The beauty of this process is that you can load (import) the inventory count details after you have validated the count details with recounts and variance analysis, and continue shipping and receiving because the loaded count details will adjust the inventory quantities effective the date of the count.

It is a sweet process for an efficient inventory count. We don't know anyone that still manually keys inventory quantities for physical count details into Adagio Inventory given that you can import using this method. Talk to your Adagio consultant. I'm sure they can assist.

Best,
Brian