Audit Planning tab

When you log into FactoryLogix Materials Management and select Inventory Audit Plans, the Audit Planning tab provides information about all active, pending, and previously-completed inventory audit plans. This is the primary area of Materials Management where inventory managers create and modify inventory audit plans.

Audit plan attributes

The following table describes the plan attributes displayed on the Audit Planning tab.

Column	Description
Plan Name	The name assigned to the plan when it was created.
Assigned Manager	The managers assigned to the plan when it was created.
Filtered On	Allows you to select a filtering item to display filtered data in the Audit Planning tab grid.
Stock Resource	Displays the stock resource for each audit plan (that is, where to count the inventory).
Plan Type	Displays the plan type for each audit plan: Continuous, Inventory By Exception, or Random Sample.
Status	The Status of each plan updates automatically depending on the plan progress within the duration defined unless put On Hold. The default value for each new plan is set to Pending. Pending – The plan is saved but not complete or waiting to reach the start date. Active – The plan start date has been reached and the plan is in progress. A plan can be active with tasks still open in which case this status is highlighted in red text. On Hold/Release Hold – The plan has been put on hold or released from an on hold status. Complete – The plan has reached the specified end date and all tasks are completed. Incomplete – The plan has reached the specified end date but not all tasks are completed.
Start Date	Displays the start date for each audit plan.
End Date	Displays the end date for each audit plan.
Interval	Displays the interval for each audit plan: Daily, Weekly, Monthly, Quarterly, or None.

Tip

You can filter and sort the items on the Audit Planning tab using the Settings button (the gear) on the right side of the window. See Customize and filter audit plan data for more information.