Stock Take By Bin [STK002]

Owned by DATASCOPE WMS
Last updated: Jul 11, 2024
5 min read

The software allows a stock take for a range of Bins only and not an entire warehouse. This screen is used to control and review the stock take. It works similarly to a full warehouse stock take, except that only the bin range selected is updated.

The screen is typically used to:

  • Select the bin range in SYSPRO and DATASCOPE WMS

  • Start, post, and cancel the SYSPRO and DATASCOPE WMS stock take

  • Monitor the stock count progress

  • Identify areas where a second and third count is needed.

Starting a stock take

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

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.

  • 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.

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

  • Scroll to Bin location and select the bin range.

To view the bins per warehouse, go to DATASCOPE WMS / Main Menu / KPI Dashboard & Reporting / Standard Reports / Information Check [RPT004]

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

  • This action takes a snapshot of the current quantities in the SYSPRO file and the SYSPRO stock take has started. Next, you can Start the WMS Stock take

  • Select the Start WMS Stock Take button.

  • Select the identical bin range selected in SYSPRO, as per the red warning message on the window.

The bin ranges must be exactly the same as the bin range selected in SYSPRO.

  • Select the Refresh icon to load the data grid.

  • The data grid will display all DATASCOPE WMS theoretical TrackID QTYs in each bin location.

  • Next, the users on the floor will start counting and capturing each Bin and each TrackID logically and sequentially with the scanners - Stock Take by Bin [STK057]

Cancelling a stock take

On the right-hand side of the Stock Take by Bin screen you will find the Cancel SYSPRO Stock and Cancel WMS Stock Take buttons.

  • Select the cancel buttons only when a stock take is being aborted.

  • DATASCOPE WMS stores all data counted even if the stock take is cancelled, however, 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 WMS count detail into the SYSPRO stock count.

  • Once the entire warehouse has been counted by following the scanner-based stock taking process, the quantities and values can be checked against the SYSPRO quantities.

  • Select the Post to SYSPRO button.

  • This action will post the captured quantities into the SYSPRO stock take tables. A pop-up will appear indicating that the standard SYSPRO Stock Take Variance Report can be reviewed

  • Once the bin range has been counted and you are happy with all the variances in DATASCOPE WMS, you can select Post to SYSPRO for the last time

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. Confirming a stock take must always start with SYSPRO first and then DATASCOPE WMS second.

  • Confirm the stock take within SYSPRO.

  • Confirm the stock take within DATASCOPE WMS

A double check can be done to ensure all data has been posted successfully by running and reviewing the Balance Report. To open the report, you must browse in DATASCOPE WMS on the Main Menu to KPI Dashboard & Reporting / Standard Reports / Balance Report. This report must be clean for the selected warehouse and Bin Range.

 

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.

  • Three 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.

  • 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 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

    • The Copy option on the right-click menu only copies the stock code value of the selected record into your clipboard for future use.

    • The Exclude Picking TrackIDs remain checked by default as Picking TrackIDs (the active picking slips) usually do not form part of a stock take.

TECHNICAL

  • Files posted to SYSPRO are sent in batches – the batch size can be controlled, by updating a System Setting to improve posting speed. On the Ribbon Bar, browse to Settings / System Settings. Locate the STOCKTAKE System name and update the UPLOAD_BATCH_SIZE setting value.

  • Expiry dates for lot traceable items are posted through to SYSPRO unless the warehouse setting to post NULL expiry dates is on. On the Ribbon Bar, browse to Settings / Warehouse Settings. Locate the applicable warehouse. Locate the STOCKTAKE System name and update the UPLOAD_STOCKTAKE_NULL_EXPIRY_DATE setting value.

SYSPRO REQUIREMENTS & Business Objects used

  • None

REFERENCE

STK002