Stock Take Prep Report [STK050]

Owned by DATASCOPE WMS
Last updated: Aug 08, 2024
3 min read

Use this screen in preparation for a stock take, specifically for a closed pallet count. This report will display every pallet that must be counted and when a stock take or cycle count was last done. The report also includes the last transactions on the pallet.

The concept is that if the last movement on a pallet was a cycle count or the pallet quantity now matches the original pallet quantity, then the pallet quantity is accurate. This means the pallet can be wrapped up and counted in a ‘closed pallet stock take’ to confirm it is in the recorded bin and not have to be opened up and recount all the stock on the pallets. Closed pallet stock takes significantly faster than open pallet stock for this reason, but usually only possible on slower-moving stock or stock in bulk bins.

A warehouse manager may typically schedule a cycle count for all the slow-moving stock before the actual stock count weekend. The last transaction on the TrackID will be a Cycle Count, and therefore the pallets can be counted as ‘closed’ pallets, which will drastically speed up the stock take.

  • Select the warehouse from the Warehouse drop-down menu for the planned stock take.

  • The From Bin and To Bin fields can enter a specific range of bins. If you leave this blank, the report will run for all bins in the select Warehouse.

  • If the last movement (visible in the MovementType column) on a pallet was a Cycle Count or the pallet QTY matches (Qty column) the TrackID QTY (Original TrackID Qty column), then the pallet quantity is very likely to be accurate and can be wrapped and counted in a closed pallet stock take. This confirms the pallet is in the recorded bin and does not have to be unwrapped and recounted.

  • Closed pallet stock takes are significantly faster but are only possible on slower-moving stock or in bulk bin locations.

  • The Cycle Count Date column indicates the last time the TrackID was cycle counted.

  • Typically, a cycle count will be scheduled for all slow-moving stock before the actual stock count weekend. If the last transaction on a TrackID was a cycle count (visible in the Cycle Count Date column), it can be counted as a closed pallet count.

  • The Movement Date and MovementType columns display the last movement for the specific TrackID. These values can help the warehouse manager determine if a TrackID needs to be opened and if each stock code should be counted or wrapped and counted as part of the closed pallet stock take.

  • If the last movement, displayed in the MovementType column, is PICKING or PALLET_CONSOLIDATION, all TrackIDs must be physically counted.

  • If the last movement is STOCKTAKE or CYCLECOUNT, the TrackID will still have the correct QTY and can be counted as a closed pallet stock take.

  • To view pallets with zero QTYs, select the Include Zero Qty check box.

  • To view Inactive pallets, select the Include All Inactive check box.

SPECIAL FEATURES

  • Pallets with zero quantities can be viewed by selecting the Include Zero Qty tick box.

  • Inactive pallets can be viewed by selecting the Include All Inactive tick box.

TECHNICAL

  • None

SYSPRO REQUIREMENTS & Business Objects used

  • None

REFERENCE

STK050