Cycle counting is a process of frequently counting pre-determined portions of the total inventory throughout the year. As this is one of the most vital tasks within a warehouse to ensure that bins and inventory are as accurate as possible you need to ensure that cycle counting happens regularly.
As many factors influence how your theoretical inventory levels can get out of balance with your physical levels the DATASCOPE WMS Cycle Counting module can greatly assist a warehouse to keep track of its inventory levels.
Regular cycle counts can also assist warehouses to get DATASCOPE WMS quantities in line with their SYSPRO quantities. This in return will also resolve any DATASCOPE WMS Balance Report issues.
Similar to doing a Stock Take, there are two components to a Cycle Count:
Users will count and capture the quantities on the physical floor, using the HTML5 scanner Cycle Count Module
The supervisor will review and accept or reject the actual adjustments on this screen
| Info |
|---|
Ensure you are in the same warehouse as where the physical count happened. Use the filters at the top of the screen to adjust the warehouse. |
Select the Warehouse.
Select the Refresh icon
| Info |
|---|
Note: With the default FASTTRACK WMS installation a zero-value upper and lower variance limit has been set. Due to these settings, you will get a pop-up indicating this. You can select Yes to override this. Lines with a variance exceeding this value are shown n grey to the users that do not have permission to accept them |
| Info |
|---|
These upper and lower values can be changed in the System Settings. From the Ribbon bar, select Settings / System Settings and locate CYCLECOUNTING in the System Name drop-down. Update the VARIANCE_LOWER_VALUE and VARIANCE_UPPER_VALUE figures. The software will validate your new figures and show a pop-up or not depending on these values. |
The data grid will refresh with all the counted, but not yet processed, transactions
| Info |
|---|
As the screen is opened, the pallet bin locations are verified. If a pallet that has been counted in one bin has moved to another bin since the count, the line for the count against the original bin will need to be deleted and the bin/pallet should be recounted. A pop up to indicate this is displayed. |
You will see all the detail of your captured information in the data grid, which includes the WMS Qty and SYSPRO Qty, which is the theoretical stock on hand, with the variances for both WMS and SYSPRO of the quantity that has been scanned
| Info |
|---|
Color is used to indicate the status of each line. If the text is green, the counted total matches what is recorded in SYSPRO and WMS If it is red, a variance is present. Example: if the count balances with WMS, but not SYSPRO, the figure in the WMS column would be green and the SYSPRO column would be red. |
The supervisor will compare these values to decide whether to post each adjustment or not
| Info |
|---|
Note: The Bin or TrackID can always be re-counted at any time |
To do a re-count you must right-click on the line and select Delete Count Item
Users on the physical floor must then do a re-count of the Bin and TrackIDs with the HTML 5 scanner Cycle Count module.
Selecting the plus sign next to the Bin column will open a second row, revealing the TrackID detail of the count
Right-clicking on a row and selecting Count Details will display which user did the count, a TimeStamp when the count was done and any adjustments that have been made before accepting the count
If you scroll to the right-hand side of the data grid you will notice a SYSPRO Notation column. This is a free format field where you can type a text reference for the post to SYSPRO
Once you reviewed all the detail and are ready to continue you can scroll to the far right of the data grid and select the Accept Variance check box
| Info |
|---|
Note: If there is a long list of adjustments you also have the option to Accept All.Select the Accept All button at the top of the data grid. |
You also have the option to Reject the variance, similar to accepting the variance. This will not post the adjustment but will only log it in the system that it was counted. These records will then be recorded in the Cycle Count History Report
After you have marked all the lines in the data grid as either Accepted or Rejected you can select the Post to SYSPRO button. This will transact all the accepted lines in both SYSPRO and DATASCOPE WMS. The Rejected lines will be recorded as counted, but nothing will be adjusted
| Info |
|---|
Note: All accepted lines that are successfully posted will adjust both the TrackID quantities in DATASCOPE WMS and the Bin locations in SYSPRO to the captured quantities. The financial value will post to your Inventory Adjustment GL code in SYSPRO |
| Page Tree Search | ||
|---|---|---|
|
SPECIAL FEATURES
No "locking" of bins is required in DATASCOPE WMS. The software manages all movements before and after the count has taken place. An operator can therefore cycle count a bin location at any time without having to place the bin is a locked down mode.
The TrackID History [RPT002] and quantities in WMS and SYSPRO are updated only when the user posts on this screen. No change to the pallet takes place when the count occurs on the scanner.
Only 1 user is permitted into the cycle count screen at once, to prevent duplicate postings
As the screen is opened, the pallet bin locations are verified. If a pallet that has been counted in one bin has moved to another bin since the count, the line for the count against the original bin will need to be deleted and the bin/pallet should be recounted. A pop up to indicate this is displayed.
TECHNICAL
The upper and lower values can be changed in the System Settings. From the Ribbon bar, select Settings / System Settings and locate CYCLECOUNTING in the System Name drop-down. Update the VARIANCE_LOWER_VALUE and VARIANCE_UPPER_VALUE figures. The software will validate your new figures and show a pop-up or not depending on these values.
A SYSPRO stock adjustment is only recorded if there is a need to adjust the SYSPRO stock (i.e. in some cases only the WMS stock will be adjusted). When a SYSPRO inventory adjustment is processed there us is a specific reference. By default this is set to CC_ADJ (indicating cycle count adjustment). There is a setting which allows for this reference to be customized. From the Ribbon bar, select Settings / System Settings and locate CYCLECOUNTING in the drop-down. update the SYSPRO_REFERENCE. The setting value should not exceed 9 characters.
The number of rows to show on the screen as it is opened can be set (system settingSystem Setting). Clicking fetch more data will bring more rows to the screen. From the Ribbon bar, select Settings / System Settings and locate CYCLECOUNTING in the drop-down. update the NUMBER_OF_ROWS_TO_GET setting value tot he number of records to be returned.
SYSPRO REQUIREMENTS & Business Objects used
Inventory Primary posting
REFERENCE
STK011