Cycle Count Scheduler Advanced [STK013]

Owned by DATASCOPE WMS
Last updated: May 16, 2024
4 min read

Cycle counting is the process of frequently counting pre-determined portions of the total inventory throughout the year. It is an efficient way to count the physical stock QTYs in the warehouse without performing a wall-to-wall inventory count. This usually necessitates a shutdown of all warehouse stock movements for some time.

The Cycle Count Scheduler Advanced module assists Warehouse Managers in controlling and overseeing their warehouse Cycle Count process. It allows users to count stock residing in specific bin locations or all bin locations containing a specific stock code or Lot number without counting everything in the warehouse.

The screen allows users to add more granular detail to a scheduled cycle count by setting various filters. Filters can be set for Bins, Stock Codes, and Lots, and the mobile device will direct the cycle count accordingly.

The first step in the process is to create a Cycle Count Schedule

  • The Warehouse Manager must determine whether the count must be performed on a Bin, stock code, or Lot number level.

  • On the left-hand side of the screen, there are four Tabs: Bin, Stock Code, Lots, and Scheduled Counts.

  • Select the applicable tab. (for example, Bin)

Setting up schedules for Stock Code or Lots works similarly to the Bin-level Cycle Count schedule, except that now you will select the Stock Code or Lots tab. This schedule is only used when there is a query on a particular stock code or Lot.

  • Select the applicable Warehouse from the Warehouse drop-down.

  • The Filters in the left pane can now be used to determine which Bin or Bins must be included in the schedule.

  • The next step will be to add a Count Date to these bins. Select the Allocate Count Date button in the top right-hand corner of the screen.

  • Select the Count Start Date and indicate whether it is a Daily or Weekly schedule.

  • If the Daily option is selected, you must also indicate how many Counts per week day and how many Counts per Saturday. There are no options to schedule counts for a Sunday.

  • Select Allocate

  • Depending on how many counts were entered, that number of counts will be allocated. For example, if you entered ten counts per weekday and no counts on a Saturday, ten bins will be allocated per day, and each bin will be given a Count Date, starting on the date you have specified and running through all bins until the end of the schedule.

  • The Count Date visible on the data grid can also be changed manually. To do so, select a different date from the drop-down menu in the cell.

  • If you want to change the allocation from Daily to Weekly and only specific days, select the Allocate Count Date button again and select the Weekly option.

  • Select the Allocate button again.

  • If any Bin location must be removed from the schedule, select the Remove link for that specific Bin location.

  • If you are satisfied with the schedule, select the Add to Schedule button.

View a Cycle Count Schedule

  • Select the Scheduled Counts tab on the left-hand side of the screen.

  • Use the Schedule Type filter to locate the bin-level schedule.

  • The Schedule Type will be visible in the data grid.

  • The Count Due Date and Bin Location are also visible in the data grid.

  • The status will be NEW.

  • Each Cycle Count also has a status indicator that can give the user an overview of the current status of the Scheduled Cycle Count. The statuses are also color-coded depending on the status.

o   NEW - BLACK Text - Nothing assigned or started yet

o   INPROGRESS - GREEN Text - All counts have been assigned

o   INPROGRESS - RED Text - Not all counts have been assigned 

o   COMPLETE - DISABLED - if included with new checkbox filter

  • On the right-hand side of the data grid, the count details will populate after the users start counting the bins.

  • Users will then start to count, using the HTML5 Schedule Cycle Count screen, according to the allocated dates.

  • Once all scheduled counts are completed it can be reviewed and processed, using the Cycle Count Approval screen.

SPECIAL FEATURES

  • Lines can still be deleted by selecting the Delete link if a Bin, Stock Code, or Lot number does not require counting.

TECHNICAL

  • You can dictate the maximum number of bins assigned to an Operator when doing a STOCKCODE or LOT type count entity. This typically prevents an unmanageable number of bins from being assigned to one Operator if a stock code or lot lives in many places in the warehouse.. From the Ribbon Bar, browse to Settings / Warehouse Settings. Select the applicable Warehouse and locate the CYCLECOUNTING setting name. Update the setting value CYCLE_COUNT_SCHEDULE_ADV_MAX_BINS with the maximum number of bins allowed.

SYSPRO REQUIREMENTS & Business Objects used

  • None

REFERENCE

STK013