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SYSPRO and Stock Take and Cycle Counting / Stock Taking / Stock Taking [STK001]

Stock Take is the action to optimize your stock take (inventory) count accuracy and reduce the overall counting time. It ensures that all physical quantities match the DATASCOPE WMS and SYSPRO quantities.

If you do a stock take for the first time, as part of going live with the software, two prerequisites must be in place:

  • All Bin locations must have been re-labeled with DATASCOPE WMS Bin number labels.

  • All physical pallets must have a DATASCOPE WMS TrackID label attached to them.

For more information, refer to TrackID Creation (PC-based)

Once stock take has taken place in the warehouse, you must tell users that NO physical inventory movements and systematic inventory transactions should be processed from the moment the stock count is opened until all is confirmed and completed.

Info

If you don’t like reading, you can watch the video.

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https://youtu.be/I8S4__znfis

https://youtu.be/2jg5qdipbIY

fasttrack_STOCK_TAKE_Training_General_Transactions_QG - v0.2.pdf

Try it!

Start the stock take process by taking a snapshot of the current quantities within SYSPRO. You can either use the Start SYSPRO stock take button on the Stock Taking screen in DATASCOPE WMS or work through SYSPRO.

Info

The count must always be opened in SYSPRO first before the count can be opened in DATASCOPE WMS

  • Open DATASCOPE WMS and browse to Stock Take and Cycle Counting / Stock Taking / Stock Taking

  • The Stock Taking screen will open.

Tip

Release 23.3 - The Report View drop has been removed and the following Report Tabs has been added. Full Report, Exceptions Only Report, Uncounted Bins Report, Empty Bin Report, Uncounted TrackIDs Report. (DevOps #6390). For more detail on each report, refer to Stock Take Reports

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  • Select the Warehouse, from the Warehouse drop-down, in which you want to do the stock take

  • Select the Start SYSPRO Stock Take button. This will take you into SYSPRO Stock Take Selection.

OR

  • Open SYSPRO

  • On the SYSPRO Programs list browse to Inventory / Stock Take System / Transaction Processing / Stock Take Selection

  • The Stock Take Selection screen will open

  • Select the warehouse in which you will be doing the counting by selecting the lookup icon

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  • All other fields can be left on the default settings

Info

If doing only a Stock Take by Bin in DATASCOPE WMS, the Bin Range to be counted must also be entered. For more information on the Stock Take by Bin process, refer to Stock Take by Bin

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  • Click on Start Processing at the top of the Stock Take Selection screen

Info

Note:  You will see the total number of records selected for the stock count