Cycle Count Approval [STK011]

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:

1. Users will count and capture the quantities on the physical floor, using the HTML5 scanner Cycle Count Module

2. The supervisor will review and accept or reject the actual adjustments on this screen

• Select the Warehouse.

• Select how to post the variance to SYSPRO. Two options are available:

  • Post by Batch - this option allows the user to post all lines selected on the screen

  • Post by Line - allows the user to post each adjustment separately.

• Select the Refresh icon

• The data grid will refresh with all the counted, but not yet processed, transactions

• 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

• The supervisor will compare these values to decide whether to post each adjustment or not

• Selecting the plus sign next to the Bin column will open a second row, revealing the TrackID detail of the count

• If you want to do a re-count of the entire Bin, you must right-click on the Bin line and select Delete Count Item

• If you want to do a re-count of only a TrackID within a Bin, you can right-click on the TrackID line under the Bin (you must expand the Bin first) and select Delete Count Detail Item.

• A pop-up will appear, stating that the TrackID will be removed from the Cycle Count and must, therefore, be re-counted.

• Users on the physical floor must then do a re-count of the Bin and TrackIDs with the HTML 5 scanner Cycle Count module.

• 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

• You also have the option to move a TrackID from one Bin to another Bin. Right-click on the TrackID lien and select Move TrackID to Bin.

• 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

• 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

• A pop-up will appear depending on the selected post method (Post by Line vs Post by Batch).

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.

• The screen also has a Sales Order Unreserve functionality. Right-click on a line to access Manage Reserved Sales Orders. For more information on this functionality, refer to the Online User Guide - Using the Sales Order Unreserved functionality (Cycle Count Approval) | How will the Cycle Count Approval screen behave with In Reserve Sale Order QTYs

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 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 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

RELEASE NOTES

• Release notes 24.2 (Ticket #8461) - The option to Delete a TrackID within a Bin has been added. The user can also now move a already counted TrackID from on Bin to another.

• Release notes 24.2 (Ticket #6480) - Posting options are added (Post by Line vs Post by Batch) and manage Reserved Sales Orders.

REFERENCE

STK011