SPECIAL FEATURES
TECHNICAL
SYSPRO REQUIREMENTS & Business Objects used
REFERENCE
STK002
FUNCTIONALITY OVERVIEW
This program is used when a stock take is opened for a range of bins only, not the entire warehouse, this screen is used to control and review the stock take. This functions exactly like a full warehouse stock take, except that only the bin range selected is updated.
This screen is used to
Select the bin range in SYSPRO and DATASCOPE
Start, post and cancel the WMS and SYSPRO stock takes
Monitor the stock count progress
Identify where second and third counts are needed.
STANDARD PROCESS
Starting a stock take
All aspects of opening a new stock count can be completed from within this software program. The Start SYSPRO stock take and Start WMS stock take are used to open a new count. The count must be opened in SYSPRO before the count can be opened in DATASCOPE.
Click Start SYSPRO stock take first, select the WH and bin range in the SYSPRO options, click Start processing
Click Start WMS Stock take, select the SAME bins as selected in SYSPRO
Cancelling a stock take
The two Cancel functions are only used when a stock count is being aborted.
DATASCOPE stores all data counted even if the stock take is cancelled. (In SYSPRO the data is deleted)
Posting to SYSPRO
The Post to SYSPRO functionality can be used as many times as desired during the stock take. This function uploads the latest DATASCOPE count detail into the SYSPRO stock count.
The
SYSPRO Variance function is a hyper link to the standard SYSPRO stock take variance report function.
Confirming the stock take
The Confirm SYSPRO stock count and Confirm WMS stock count are used to finalize the count when all variances have been checked and the stock count is being accepted.
SPECIAL FEATURES
Two bar graph lines are shown at the top of the screen to give progress through the stock count on this warehouse. One shows progress of bins counted while the other shows progress of Tracking IDs counted compared to totals.
3 filters are shown at the bottom of the screen that allow the user to filter by Bin, Track ID or Stock Code. These apply to existing stock (left hand side of the screen) and not the columns labeled Stock take Track ID, Scanned Bin
The grid can be sorted and sub totaled to assist the user in identifying bins with variances. A typical sorting would be to sort by SYSPRO variance and then by times counted. Toward the end of the stock count all bins with a variance should be counted at least twice.
Files posted to SYSPRO are sent in batches – the batch size can be controlled (System setting below) to improve posting speed
Expiry dates for lot traceable items are posted through to SYSPRO unless the warehouse setting to post NULL expiry dates is on
A right click option exists on the grid with the following functions:
Expand and Collapse is used to drip into a summarized grid of data
The Count Details function allows a user to see who performed the counts on this bin and tracking id as well is showing when the count was done.
The Delete Count allows a user to remove the count. This has been adapted in v4.0.32 onward to update the qty to 0 as opposed to deleting the count. The benefit of this is that the SYSPRO qty is then updated to 0 too, as opposed to not being edited at all if no line was posted.
The Edit Item Quantity function allows a user to override the actual quantity counted (if the user has the required permissions. This is sometimes used when the stock count controller can see that a count was entered incorrectly – e.g. units counted instead of cartons counted.
A Comment function allows a user to enter a comment against any count. This is useful when finalizing the counts
The Uncounted Bins tick box is useful when all counting has been completed but the count is still open. This function will list all bins that do not have any count. The list should be exported to MS Excel and these bins should be check to ensure that they are in fact empty
SYSPRO Requirements & Business objects used
Inventory stock take
DATASCOPE Table updates
tblStocktakeDetailBins
tblStocktakeHeader
tblPallet
tblPalletItem
tblPalletAction