Stock Taking [STK056]

The Stock Take module in DATASCOPE WMS is extensively used and offers significant benefits over traditional stock counts when captured directly into SYSPRO. One of the key benefits of this module is that one can monitor the counting life and manage second and third counts on bins with variances as the count progresses. 

Also, due to the software’s architecture, each pick will hold one or more TrackID counted during the stock count. Any variance can be tracked to a particular TrackID (e.g., Pallet). 

The Stock Taking PC screen is the main review screen used during a stock take. 
This screen is used for the physical counting of inventory.

• Please start by selecting the warehouse (it must be the same one you have set in both SYSPRO and DATASCOPE WMS) you are counting.

• Next, the user will scan (or type) the first Bin location in the Bin field.

• Scan the TrackID within the Bin location. The software will then automatically load the first stock code that is theoretically living on the scanned TrackID

• The Description will load

• Next, the user must capture the actual quantities of stock within the TrackID. The user has three UOM (Units of Measure) types to choose from. The software will convert the entered quantity to Stocking UOM, before using the SYSPRO conversion factors.

• Enter the quantity in the Quantity field

• Select Post

• A pop-up message will appear asking whether you want to continue counting other stock items on that same TrackID or if you want to move to the next TrackID

• Select OK to move to the next TrackID

• If you select Cancel, the screen retains the scanned Bin and TrackID and the cursor will rest on the Stock Code field, waiting for the next stock code to be scanned (or entered)

• Let’s say the next stock code is Lot traceable. You will then have the option to enter the Lot Number in the Lot field and the Lot Expiry Date in the Expiry Date field. You have the option to leave the Expiry Date field unpopulated, but then you must select the No Expiry Date check box

• Enter the Quantity again and select Post

• If the TrackID has multiple Lots, the next Lot detail will load

• If the TrackID has no additional lots then the same pop-up as before will appear. If you select OK, you must scan the next Bin to start counting those TrackIDs

• The above process must be done sequentially throughout the entire warehouse.

• Once all stock has been counted the supervisor can refresh the pc-based Stock Taking data grid (located under Stock Take and Cycle Counting / Stock Taking / Stock Taking on the Main Menu) to see what stock must still be counted

What to do if there’s a difference between DATASCOPE WMS and the physical count

As mentioned, if a user scans a Bin number/TrackID and the stock code to be counted, the HTML 5 scanner-based screen will load the Description automatically.

Suppose the item that appears on the screen is physically not visible on that TrackID. In that case, you must enter a Zero in the Quantity field, to indicate to the software that there is nothing of that item available on the pallet.

If you select Post, the pop-up asking you whether you want to continue counting other stock items on that same TrackID or if you want to move to the next TrackID, will appear again.

Already counted items

If a user scans a Bin, TrackID, and stock code combination that has already been scanned, the software will advise the user that the item is already scanned, and that the new Quantity being entered will replace the previous quantity.

Once the entire warehouse has been counted, you can check the quantities and values against the SYSPRO quantities.

SPECIAL FEATURES

• If you refresh the PC-based Stock Taking screen under Stock Take and Cycle Counting / Stock Taking / Stock Taking. You will notice that the scanned items will be populated on the right-hand side of the screen. Each scanned item on the right-hand side will be next to the original line on the left-hand side

• If DATASCOPE WMS doesn’t find a match of a scanned item on the left-hand side it will create a new record on the right-hand side, but with no matched data on the left-hand side.

TECHNICAL

• The screen can now complete a ‘number of TrackIDs’ count for large block stacked bins. A Warehouse Setting must, however, be configured. On the Ribbon Bar, browse to Settings, Warehouse Settings, and select the applicable warehouse. Locate the Setting name STOCKTAKE and update the setting value NUM_TRACKID_LIMIT-TO_ACTIVATE_ST_TRACKID_COUNT. This value indicates when a "Track ID Count" should be triggered if set to -1 this setting will be ignored if set to a value 0 or higher if the number of ACTIVE
  Track IDs in a bin are greater than the value of the setting. The user will be given the option to do a "Track ID Count" when counting the bin.

SYSPRO REQUIREMENTS & Business objects used

• None

RELEASE NOTES

• Release notes 24.3 (Ticket #9161) - A change has been made to count pallets when block-stacked together easier. The screen now can complete just a ‘number of TrackIDs’ count for large block stacked bins. A Warehouse Setting (STOCKTAKE / NUM_TRACKID_LIMIT_TO_ACTIVATE_ST_TRACKID_COUNT) has been added and must be configured to allow “TrackID Cycle Count”

• Release notes 24.3 (Ticket #8894) - This screen has the option to select which UOM you are counting in; therefore if counting in STOCKING UOM, the value entered in the quantity field will display the conversion from stocking UOM to Alternative UOM in a label next to the Quantity field.

REFERENCE

STK056 (HTML)