Using the Sales Order Unreserved functionality (Cycle Count Approval)
- DATASCOPE WMS
Stock Take and Cycle Counting / Cycle Counting / Cycle Count Approval [STK011]
The Cycle Count Approval screen compares the actual count, as recorded by WMS, and the inventory quantity reported by SYSPRO for the specific bin locations.
The screen also has a Sales Order Unreserve functionality. SYSPRO has a functionality called reservation of orders; within DATASCOPE PREMIUM WMS, we refer to it as SYSPRO’s In-Reverse functionality. It allows users to enter a Sales Order QTY and reserve the stock. This is done not on a bin or lot level but by reserving the stock at the warehouse's QTY level. Once reserved, the stock cannot be reserved by any other sales order.
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SYSPRO Global Setting
A global setting in SYSPRO must be switched on to enable the In-Reserve functionality. This will enable the ‘In Reserve’ Qty on Sales Orders.
Open SYSPRO
Select the Setup tab in the Ribbon Bar and Setup Options.
Use the Quick Search icon to locate the Reserving stock required.
Ensure the Reserving stock required check box is selected.
A System Setting in DATASCOPE PREMIUM WMS must also be updated to use this feature.
DATASCOPE WMS System Setting
If the In-Reverse functionality is enabled within SYSPRO, a DATASCOPE PREMIUM WMS system setting must also be enabled.
Open DATASCOPE WMS.
From the Ribbon Bar, browse Settings / System Settings and locate the DISPATCH system name.
The RESERVE_OFF_SYSPRO6.1_SO_RESERVE_FIELD setting value must be set to Y(es)
This will allow DATASCOPE PREMIUM WMS to look at the In Reserve QTY in Sales Orders in SYSPRO rather than the In Backorder QTY as it would with the setting set to N(o).
Therefore, if a Sales Order QTY is reserved, DATASCOPE PREMIUM WMS cannot adjust a stock code during the Cycle Count Approval process.
Let us review how the Cycle Count Approval screen will behave.
How will the Cycle Count Approval screen behave with In Reserve Sale Order QTYs
If a stock code (A100) has a QTY of 20 in a warehouse, a Sales Order is created, and a QTY of 15 is reserved, SYSPRO will correctly prevent a user from reducing the stock code (A100) QTY below 15 during a Cycle Count, as 15 has been reserved on the order. SYSPRO will let the QTY be adjusted down by 5 so as not to interfere with the reservation at the stock code level.
The difficulty is that because the theoretical stock in both DATASCOPE PREMIUM WMS and/or SYSPRO does not match the physical stock, a cycle count has had to be performed. That cycle count would require reducing the quantity below the 15 reserved.
The QTY must first be unreserved on the sales order to “free up” the stock. This would usually have involved logging into SYSPRO and maintaining the sales order manually; however, the Cycle Count Approval screen allows the user to do this from within DATASCOPE PREMIUM WMS.
Open DATASCOPE PREMIUM WMS and browse on the Main Menu to Stock Take and Cycle Counting / Cycle Counting / Cycle Count Approval.
The Cycle Count Approval screen will open.
Select the applicable warehouse from the Warehouse drop-down.
Refresh the data grid.
Notice that several cycle counts have been performed for stock code A100 in various bin locations.
Typically, these cycle counts will be reviewed to approve or reject them.
To view the reserved stock, right-click on a line and select Manage Reserved Sales Orders.
The Manage Reserved Sales Order screen will open.
The Manage Reserved Sales Orders screen will display all SYSPRO Sales Orders in statuses 1, 2, or 3 for the selected stock code in the selected warehouse with some reserved QTYs in SYSPRO. This information is shown at a Sales Order line level; therefore, multiple lines will be shown for the same Sales Order. Some lines might already have a DATASCOPE PREMIUM WMS pick slip for the reserved QTY, which might also be picked.
o The Qty Reserved SYSPRO column displays the QTY that is reserved in SYSPRO.
o The Qty Reserved not picked DATASCOPE column displays the Qty Reserved in DATASCOPE, but it’s not picked.
o The Pick Slip column displays the DATASCOPE pick slip number.
o The Qty Picked in DATASCOPE column displays the QTY already picked.
o The Post column will allow a user to post an unreserved QTY. If there’s no link, then it will not be allowed.
o Any SYSPRO Sales Order line without a picked DATASCOPE PREMIUM WMS pick slip (The Qty Picked in DATASCOPE column will be equal to zero) will display green and can be unreserved by selecting the Post link.
o The line will be removed from the Manage Reserved Sales Order screen.
o This will unreserve the QTY in SYSPRO, requiring a Salesperson to re-enter the order in SYSPRO later and re-reserve whatever QTY is left.
o The Sales Order lines with DATASCOPE PREMIUM WMS pick slips created for them are treated as follows.
Reviewing a Cycle Count for Sales Order lines with DATASCOPE pick slips.
If a pick slip reservation has not been picked, the line will be green, which means the QTY can still be unreserved by selecting the Post link. Select the line and then the Post link.
The pick slip reservation will be deleted.
If the pick slip has already been picked or partially picked, the line will be in red, and the user cannot trigger an unreserved transaction.
If multiple pick slips per Sales Order exist, only those with unreserved stock will move into backorder on the Sales Order in SYSPRO.
The Manage Reverse Sales Orders screen allows selecting multiple lines. Select the applicable lines check box in the Select column and select the Post Selected button in the bottom right-hand corner.
A Successful post unreserved the selected lines on the Sales Order(s) in SYSPRO and freed up the stock so that the Cycle Count Approval process can proceed as usual.