Count header

The header is the top part of the count document. It sets how the count is run: its type, mode, freeze and scope, and how many recounts a location may have. It also shows where the count stands. The document is the shell inventory_count_shell_form: the header form inventory_count_normal_form on top and the locations list below. The data object is inventory_count_doc. The header is loaded by inventory_count_card_get.

You get here by pressing New or by clicking a row of the Counts list.

The header can be edited only before the first save. After that the count has the status Open, and every field is read only. To change a choice, cancel the count and make a new one.

Fields

Label	Column	Type	Required	Allowed values and default	What it does
Number	count_number	Text, up to 20 characters. Unique.	Yes (set for you)	CNT and 7 digits from the counter. Always read only.	The key of the count.
Status	status	Text	Yes	New before the first save, then Open, Closed, Cancelled. Always read only.	Where the count is.
Mode	count_mode	Drop-down	Yes	Blind (default): the counter does not see the system quantity. Informed: the counter sees it.	Whether the RF terminal shows the system quantity.
Type	count_type	Drop-down	Yes	Selective (default), Full, Cycle, Event. Hint: Save the count, then add its locations below: «Add Locations» — by location, or whole zones.	A label of the count, with one rule. See below.
Freeze	freeze_mode	Drop-down	No	Hard (default): the locations are frozen while they are counted. Soft: stock keeps moving; what moved after the snapshot is expected.	How the locations are treated while counted.
Scope	scope_mode	Drop-down	No	Whole location = LocationFull (default). Only the item = IdentitySubset.	What a counter counts in a location.
SKUs	item_skus	Pick list, several values	No	SKU codes. Hint: Count by item: every location holding these SKUs is added when the count is saved.	The item of the count: SKUs.
Lots	item_lots	Pick list, several values	No	Lot codes. Hint: Only these lots; with SKUs, only these lots of those SKUs.	The item: lots.
LPNs	item_lpns	Pick list, several values	No	Container codes. Hint: Only what is in these containers.	The item: containers.
Comment	comment	Text, up to 500 characters	No	Any text.	A note.
Recounts per Location	max_recounts	Whole number	No	0 to 9. Default 2. Hint: 0 to 9. Past it a variance is accepted or the count cancelled.	How many times a location with a variance may be counted again.
To Count	tasks_open	Whole number, read only		Computed.	The number of locations with status Open.
With Variance	tasks_variance	Whole number, read only		Computed.	The number of locations with status Variance.
Closed	tasks_closed	Whole number, read only		Computed.	The number of locations with status Closed.
Created At	add_when	Date and time, read only			When the count was made.
Closed At	closed_at	Date and time, read only			When it closed.
Cancelled At	cancelled_at	Date and time, read only			When it was cancelled.

Hidden fields: ID, Version (the version of the count, sent by Cancel Count) and Locations (the codes of the counted locations, comma separated; filled by the server).

The form saves with create_inventory_count. The count that is made has source_type User, and recount_by_other_counter on (a recount is not counted by the person who counted the attempt before).

Sources: the form in crates/libs/wms-lib-sql/sql/wms-meta-ui/migrations/093_inventory_count_screens.sql, 100_inventory_count_screen_review.sql, 114_a_count_may_let_stock_move.sql, 129_count_by_item.sql; the table in crates/libs/wms-lib-sql/sql/wms-app/migrations/056_a_count_observes_the_stock.sql, 057, 073, 087; the service in crates/libs/wms-inventory/src/service/inventory_count/open.rs.

Type, mode, freeze, scope

Type

• Only Selective and Full can be saved. Cycle and Event are in the drop-down, but saving them is refused: a Cycle count is made by its policy or event, not started by hand (open.rs:79-87). Counts of these types are made by a cycle-count policy and by events.
• For a count started by hand Selective and Full work the same. The one difference: an item (SKUs, lots, LPNs) can be named only on a selective count (or a cycle count). Message: only a selective or a cycle count is counted by item.
• An Event count is given to counters before the others (priority 10 against the default 50 in Task Manager).

Mode

• Blind: the RF terminal and the task view hide the system quantity while the location is counted.
• Informed: the counter sees what the system holds, line by line, on the first attempt. A recount is always blind.

Freeze

• Hard: when a location is added, it is frozen with the flag CycleCountActive. Movement, allocation, putaway and picking respect the flag. The count is judged against the snapshot taken at the freeze.
• Soft: nothing is frozen. The count is judged against the snapshot plus the stock changes made after it and before the counter finished. A soft count starts only where a hard one could.

Scope and item

• Whole location: the counter counts everything in the location.
• Only the item: the counter counts only the SKUs, lots and containers named. Other stock there is not counted and not compared. It needs an item: a count of the item only needs the item: name SKUs, lots or LPNs.
• When an item is named, the locations that hold it are added when the count is saved. Those that something else holds are left out. If none can be counted the save is refused: nothing can be counted in {item}: every location is blocked or already being counted.
• The item is chosen once with the header and never changed.

Toolbar buttons

Button	Enabled when	What it does	Task page
Save	Status is New (grey text A started count is not edited)	Makes the count. No location is frozen yet, unless an item is named.	Creating a count
Cancel Count	Status is Open (grey text Only an open count is cancelled)	Cancels the count. Its live locations thaw. Nothing is adjusted.	Cancelling a count

Messages of Cancel Count: success Count {number} cancelled: its locations are released; failure The count was not cancelled: {error}; Reopen the count: its id is unknown; Reopen the count: its version is unknown.

Rules of the header

• Recounts per Location must be 0 to 9: recounts per location are 0 to 9, not {n}.
• Comment is at most 500 characters: a comment is at most 500 characters.
• The number is at most 20 characters: a count number is at most 20 characters.
• A named container must exist: no container {code}. A SKU or a lot that does not exist is not checked on its own; it finds no location, and the save is refused with the message nothing can be counted in ... above.

What it affects

• A saved count holds nothing and freezes nothing until locations are added, unless it was made by item.
• Adding locations creates a Task Manager task of type Count for each location. They appear on the task board and are given to counters on the RF terminal.

Who can use it

ADMIN, MANAGER and SUPERVISOR. See Who can do what.

Related pages

• Counts list
• Count locations
• Creating a count
• Cancelling a count
• Count statuses
• Operator guide: Inventory count (RF)
• API: inventory_count_card_get, create_inventory_count (stateless), inventory_count_cancel (stateful, version of inventory_count)
• RF terminal: Inventory > Count location (CNTA, CNT00, CNT01, CNT02, CNT03, CNT_DONE; CNTLOT1 to CNTLOT3 find a lot by its attributes)