Use this field to specify how the system loads SKUs from the Inventory File into the Count File.
B = Reset Beginning Quantity. This resets the beginning quantities of the SKUs that were loaded into the Count File in a previous RPI report. Use this option if you want more current beginning quantity data. For example, you may want more current data if:
There has been POS or receiving activity since you loaded the quantities into the Count File, and you haven't taken a physical count.
You loaded the count sheets but didn't take a physical count. Several weeks later, you want to take a physical count of those SKUs. If you use Sequence 5, you must use this option.
The best time to use this option is just before you begin counting the inventory and when no one is using POS (or when quantities for the items you are resetting will not change.
You can't use this option with any other Load Option.
G = Exclude items with blank OP, unless QOH NOT = blank or 0. Any items that have a blank order point do not load into the count file, unless the item has a quantity on hand greater than zero. This option cannot be used with Load Options P or Z.
H = Exclude items with OP=0, unless QOH not = blank or 0. Any items that have an order point of 0 (zero) do not load into the count file, unless the item has a quantity on hand greater than zero. This option cannot be used with Load Options P or Z.
K = Include Kit Records. This includes kit items, which the system usually skips when loading SKUs into the Count File. You can use this option alone or with one of the following Load Options: L, P, or Z.
L = Load Items to Count. This creates one count record for each inventory item within the From/To range you specify. You can use this option alone or with Load Option K. If you are loading count records and printing count sheets with the same report:
Only those items that don't currently exist in the Count File print on the count sheets.
and
Existing items (those that currently exist in the Count File) that are in the From/To range print on the count sheets.
Note: The system never creates a count record for a SKU whose Keep Stock Info? field is N, or whose *Tally field is 2. (Both of these fields are in Inventory Maintenance, the Codes tab)
P = Only Load Items with a Positive QOH. This works the same way as Load Option L. The difference is that the system creates count records only for SKUs with a positive quantity on hand. You can use this option with Load Option K.
Z = Only Load Items with a Negative or 0 QOH. This works the same way as Load Option L. The difference is that the system creates count records only for SKUs with a negative or zero quantity on hand.
You can use this option with Load Option K.