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Change IN Physical Count Worksheet so that initialized locations are visible by more than just the person who initialized it

When doing the IN Physical Count Worksheet, users are only able to input items for locations that they initialized. We ran into issues where one person was assigned to do this worksheet, but then we had to change personnel mid-inventory and the new person was unable to continue the original worksheet due to this limitation. A company parameter may allow a company to decide if they want to change how this program works or keep it as it is currently designed, but for us it is very difficult to even see what another user has initialized without stumbling through other inventory count reports or running a query in SQL, which is not an option for everyone.

  • Seth Belt
  • Nov 30 2017
Company Central Consolidated, Inc.
Job Title / Role Senior Accountant
I need it... 12 months
  • Attach files
  • Joy Veatch commented
    August 03, 2020 21:09

    I would suggest that a Task feature be added that allows the Physical Count Worksheet to be reassigned to another user, very similarly to how AP Payment Workfile functions.

    Our company has a two step verification of the data before an adjustment batch is created. As the program currently functions, myself being the second and final reviewer of the info, I have to physically go to the computer of the individual who entered the counts in order to do my review. That involves me going to a different building, through the rain (current scenario), and into the work environment of someone else. This program restriction, along with lightning and COVID-19 are preventing me from taking the immediate action that's needed today.

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