The Inventory Freeze (INVF) table allows you to search, register, maintain, and delete items that need to be counted, record the actual number of items in inventory, and finally, verify any discrepancies between the stock items on hand and the numbers recorded in Advantage.
The INVF page is populated in two ways. A user can either directly update the table or run the Inventory Freeze batch process, which selects records from the Inventory Maintenance (INVN) page and adds them to the Inventory Freeze page. Creating a record directly on this page requires, at a minimum, a unique combination of a valid Warehouse, non-parent Stock Item and Stock Item Suffix combination, a valid Adjustment Code with Use for Reconciliation marked Yes on the Inventory Adjustment (ADJC) table, and a valid Location Structure and Inventory Location combination on the Warehouse Inventory Location (WILOC) page or if the Stock Item Requires Detail Information, a valid Item ID on the Inventory Maintenance Detail (INVND) page, which will hard infer the WILOC information. Once the record is validated and saved, the corresponding record on Inventory is set to On Cycle Count on the INVN page. Stock Items are no longer marked as On Cycle Count once the final INVF record for that item is removed. If the Stock Item Requires Detail Information, it is automatically marked Freeze For Count on the INVF record and Frozen for Accounting on INVN. Stock Items where Detail Information is not Required can be optionally frozen when running the Inventory Freeze batch process. Once an Item is frozen, it cannot be requested, issued, received, or transferred until all INVF records marked as Freeze For Count for that Warehouse and Stock Item have been reconciled, released, or otherwise removed from INVF, at which point it will no longer be marked as Frozen for Accounting on INVN. After adding one or more records directly to INVF, the Inventory Freeze batch process must be run with Count Option 2 - Manual Count to assign an Event ID to the new records so that they can be used in the Physical Inventory Reconciliation Posting chain job. The INVF record can be modified before the Event ID is added. When adding an INVF record that contains a Warehouse and Stock Item that already has an Event ID, the same Event ID as the existing record must be entered.
Items that do not require Detail Information do not have to be frozen to be counted. This is accomplished by comparing the Count Date and Count Time on the INVF record with the Date and Time fields on the Item Location lines of inventory transactions, which are used as the “real time” that the count happened and the “real time” that the transaction happened, respectively. These fields are either entered by the user, or default to the time of submission if left blank (in the case of the PI, the times will fill on validate or submit when the Confirmed field is set to Yes). These times are recorded (but not shown) on Item Transaction History (ITH) and used to calculate the “real” on-hand quantity at the entered Count Time and Count Date, which are displayed in the On-Hand Quantity field on the INVF record. While the Count Date and Count Time fields are empty, the current On-Hand Quantity on Inventory By Location (ILOC) is used. Count Date and Count Time will infer the current time when an Actual Quantity is entered. It is recommended to let the Count Date and Count Time fields infer, and not edit them, when counting frozen items.
INVF records with Blind Count set to Yes will not display the On-Hand Quantity. When creating a record directly, Blind Count may be set to Yes or No by the user but cannot be changed after the record is created.
When an Inventory Adjustment Cycle Count (IACC) transaction is created by the Physical Inventory Reconciliation Posting chain job and has not been submitted, the Reconciliation Transaction field will populate with a link to that IACC on INVF records with discrepancies that are being corrected by that IACC. INVF records with a linked IACC transaction cannot be deleted by the user directly. INVF records with a linked IACC transaction in draft cannot be edited, unless the Allow Inventory Freeze Modification (ALLOW_INVF_MOD) parameter on Application Parameter (APPCTRL) is set to Yes. INVF records with a linked IACC transaction in the Pending Phase cannot ever be edited. Editing an INVF record will cause the Require Reconciliation field to be set to Yes when Actual Quantity is populated.
For more information about the IACC transaction, refer to the Inventory Adjustment Cycle Counting (IACC) portion of the IA Delivered Transaction Codes topic. For more information about the Inventory Freeze batch process or the Physical Inventory Reconciliation Posting chain job, please refer to the CGI Advantage - Inventory Run Sheet Guide.