We do not use the Epicor Kinetics system to select which parts are being counted for a Cycle Count. We have an outside Spreadsheet that we use for many reasons. I want to have a quick way to not go thru the whole Cycle Count steps that are very repetitive to enter the counts. I want a simple “1 screen” solution.
Below are the fields I want to see and how I want it to function. If anyone had done something similar please let me know.
Part Number
- This field we would manually input when entering a Cycle Count
Bin
- This can be manual entry or automatic. I am not sure which would work best for a customization because some parts have more than one bin location containing inventory quantity.
Expected Quantity
- This would be the total on hand quantity for the Part and Bin that was input.
Counted Quantity
- This would need to be a manual entry field.
- It would also need to allow the quantity of “0” to be entered, and if 0 is entered then it would adjust the inventory accordingly, just like the Cycle Count Process does.
Variance Quantity
- If this could automatically populate the variance between the Required Quantity and the Counted Quantity that would be great. If not, we at least need it to calculate on a Variance Report to print prior to posting.
- Currently the system calls it a Count Variance Calculation Report
Count Variance Calculation Report
- This report needs to include the following fields below
- Part Number
- Part Description
- Bin
- Expected on Hand Quantity
- Counted Quantity
- Adjusted Qty
- Adjusted Value
- This report would capture all parts that were entered.
Post
- This will be to Post the Cycle Count Group that was entered and it would automatically generate the inventory adjustments that are needed to correct our Inventory on hand quantity’s