Physical Inventory

system · December 23, 2013, 3:12pm

We're using tags, and we do the same variance report. With the past 2 inventories we've 0 out the existing inventory, ran a physical report on anything int the system with a location, and manually entered the qty as per tags returned. Nightmare!

We'd like to only inventory active items. I believe cycle counting is the way we want to go for this. I need to update out ABC codes. Is that possible if items have activity?

Thanks for you help

jacqueline

From: Scotty K. <scottyk537@...>
To: "vantage@yahoogroups.com" <vantage@yahoogroups.com>
Sent: Friday, December 20, 2013 5:01 PM
Subject: Re: [Vantage] Re:Physical Inventory

Jacqueline,

We use handhelds, scanning 2D barcodes in a customized cycle count screen.

After scanning enverything, we post our cycle count transactions blindly and then review the transactions against the reason code we used to post the variances.

We then clean up any missed scans using a quantity adjustment and the same cycle count reason code.

Our customized cycle count screen will let us know if we are double scanning a tag, in which case we log these manually to be confirmed and fixed.

Scott

On Fri, Dec 20, 2013 at 2:08 PM, Jacqueline Restivo <jacqueline_restivo@...> wrote:

When you do a full cycle count do you have a variance report you can print or do you use the stock status as your baseline?

We've printed duplicate tags in the past, placed copies on the location, the other in the office to be entered. Is this still possible with cycle counting?

I'm developing a twitch just reminiscing about last 2 physical inventories.

Thanks and have a great weekend.

I could learn a thing or 2 from santa's elves, they keep a precise and mean inventory!

Jacqueline

From: Scotty K. <scottyk537@...>
To: "vantage@yahoogroups.com" <vantage@yahoogroups.com>
Sent: Thursday, December 19, 2013 2:10 PM
Subject: Re: [Vantage] Re:Physical Inventory

Thanks Len,

I forgot about how many customizations we've built into barcode scanning and cycle counting. We can process about 10K lots in one day with one person.

We cycle count everything monthly which is why we never need to do a full physical inventory.

Scott

On Thu, Dec 19, 2013 at 12:40 PM, Len Hartka <len.hartka@...> wrote:

Good Day Scott:

            By â€œfull cycle count with no movementâ€ do you mean that you count all the parts in one day ( or a few days)?

            If yes, then there is no real difference.

            Cycle counting comes about when you have a lot of part#â€™s to count â€“ I have 35,000 in stock at any time.

            Since counting them all in one day ( a P.I.) is a MASSIVE and costly job, you go to cycle counting in order to do some each day.

            Also, very importantly, you classify parts as ABC ( DEF?) based on usage-and-cost. You only count the cheap parts once a year or maybe once every few years. This saves a lot of money. You can do the cycle counts during slow days as a farther way to reduce cost.

            Also, you count the A parts 3-4 times a year since these are the parts that must have a correct balance.

            Final important idea is â€œWhat will the Auditors acceptâ€ â€“ cycle counts have to be very well documented to make them happy; although, if you do it in one day, they would not care.

            Of course there are also many considerations specific to your company. Are you counting diamonds or coal, do your parts get stolen, how good is your paperwork, do parts go bad, are you Santa Clause so you have a big â€˜seasonalâ€ problem.

                                                                                                                                                Merry Christmas,



                                                                                                                                                              &a mp;n bsp;         Len

Len.hartka@...

Leonard C. Hartka

66 Loveton Circle, Sparks, MD, 21152

Work: 410-329-3560 ext 120

FAX: -329-3564

Work Cell: 443-255-7192

Personal Cell: 410-292-8744

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Scotty K.
Sent: Thursday, December 19, 2013 12:41 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Re:Physical Inventory

Maybe you guys can help me understand... Why do you need to perform a "Physical Inventory" in Epicor?

As it relates to Epicor, isn't a physical inventory the same as a full cycle count with no movement?

Scott

On Thu, Dec 19, 2013 at 10:52 AM, Len Hartka <len.hartka@...> wrote:

Good Day Jacqueline:

            I do not think E9 can do that.

            You could just do a BAQ using PartQty file ( which list qty in each bin):

                                    Sort by bin#

                                    Paste in to Excel

                                    Print out (have page numbers to be sure you get them all back)

                                    Counters mark up the print out.

                        Need to decide who and how to get the correction, since counters will count 487 and E9 = 349 correction =??? Plus or minus?)

                                    Keypunch adjustments into E9. ( or keypunch into Excell â€“ calculate correction â€“ SORT by Part# ( so Bin moves will be together) - keypunch correction into E9)

            Create a INV2014 reason code to use for easy reporting on total change.

            Watch out for Date-entered vs Date-transactionâ€”count on 12/31/13, punch on 1/2/14 - affects G\L balances. That is, back-date the entry to 12/31.



                                                                                                                                                Len

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Jacqueline Restivo
Sent: Thursday, December 19, 2013 11:25 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Re:Physical Inventory

Hi Jordan Thanks for the details of doing a physical inventory.

Doing the steps you posted 0 out the existing inventory.We do NOT want to 0 out the inventory, only adjust inventory we have.

Is this possible with Physical or only in cycle counting?

thanks

From: Jordan Klassen <jordan.k@...>
To: "vantage@yahoogroups.com" <vantage@yahoogroups.com>
Sent: Thursday, December 19, 2013 10:34 AM
Subject: RE: [Vantage] Re:Physical Inventory

Performing a full physical inventory allows you to adjust the quantities when you enter the tags(Papers with the item counts on them after counting how much in stock.) If you would like I wrote up a procedure for performing full physical inventory. It was done for 9.05.700b, not sure how different that is from 606a.
Jordan

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Jordan Klassen | Information Technology
TEL: 940-783-9914 ext: 1828

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From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Jacqueline Restivo
Sent: Thursday, December 19, 2013 7:47 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re:Physical Inventory

Hi All,
Epicor 905.606A
We're planning a physical inventory at the end of the year. We don't want to 0 out our existing inventory, just adjust what's in the system now. Is there a way a physical can be done this way? We haven't had much luck in the past when we 0 it out.
thanks in advance
jacqueline

Happy Holidays to you

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system · December 9, 2013, 3:16pm

9.05.702 BAQ to Crystal - Using a Dynamic parameter filed but has a limit and is cutting of records.

All,

Simple BAQ to Crystal, Sales by City, State & Country.

I’m using a Dynamic Parameter field in Crystal for City.

As in print preview and show a list of all cities in the report that I can select from.

It only reports about 70 cities for me A thru N.

I can google the topic for a register hack for crystal on MaxRowsetRecords setting.

Low by default for speed, set it high and print previews will take longer. (OK I get it)

But trying the hack doesn’t have any effect.

Anyone been down this road with BAQ reports to crystal?

Patrick Winter

system · December 9, 2013, 3:31pm

I’ve never seen that hack not work. Did you possibly do a registry search and see if it’s elsewhere in your registry? And not to ask the obvious, but you rebooted after the registry change?

Approx how many records are in your XML dataset?

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Winter, Patrick
Sent: Monday, December 09, 2013 3:17 PM
To: vantage@yahoogroups.com
Subject: [Vantage] 9.05.702 BAQ to Crystal - Using a Dynamic parameter filed but has a limit and is cutting of records.

All,

Simple BAQ to Crystal, Sales by City, State & Country.

I’m using a Dynamic Parameter field in Crystal for City.

As in print preview and show a list of all cities in the report that I can select from.

It only reports about 70 cities for me A thru N.

I can google the topic for a register hack for crystal on MaxRowsetRecords setting.

Low by default for speed, set it high and print previews will take longer. (OK I get it)

But trying the hack doesn’t have any effect.

Anyone been down this road with BAQ reports to crystal?

Patrick Winter

system · December 9, 2013, 3:37pm

Agreed. That hack has always worked for me too.

www.practicaltek.com

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Vic Drecchio
Sent: Monday, December 09, 2013 3:32 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] 9.05.702 BAQ to Crystal - Using a Dynamic parameter filed but has a limit and is cutting of records.

I’ve never seen that hack not work. Did you possibly do a registry search and see if it’s elsewhere in your registry? And not to ask the obvious, but you rebooted after the registry change?

Approx how many records are in your XML dataset?

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Winter, Patrick
Sent: Monday, December 09, 2013 3:17 PM
To: vantage@yahoogroups.com
Subject: [Vantage] 9.05.702 BAQ to Crystal - Using a Dynamic parameter filed but has a limit and is cutting of records.

All,

Simple BAQ to Crystal, Sales by City, State & Country.

I’m using a Dynamic Parameter field in Crystal for City.

As in print preview and show a list of all cities in the report that I can select from.

It only reports about 70 cities for me A thru N.

I can google the topic for a register hack for crystal on MaxRowsetRecords setting.

Low by default for speed, set it high and print previews will take longer. (OK I get it)

But trying the hack doesn’t have any effect.

Anyone been down this road with BAQ reports to crystal?

Patrick Winter

system · December 9, 2013, 3:57pm

Vic and Jim

Thanks for the response.

It’s not set some ware else in the registry.

Crystal Developer works but not crystal viewer.

Yes I rebooted.

I’m stumped.

Patrick Winter

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Vic Drecchio
Sent: Monday, December 09, 2013 14:32
To: vantage@yahoogroups.com
Subject: RE: [Vantage] 9.05.702 BAQ to Crystal - Using a Dynamic parameter filed but has a limit and is cutting of records.

I’ve never seen that hack not work. Did you possibly do a registry search and see if it’s elsewhere in your registry? And not to ask the obvious, but you rebooted after the registry change?

Approx how many records are in your XML dataset?

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Winter, Patrick
Sent: Monday, December 09, 2013 3:17 PM
To: vantage@yahoogroups.com
Subject: [Vantage] 9.05.702 BAQ to Crystal - Using a Dynamic paramete r filed but has a limit and is cutting of records.

All,

Simple BAQ to Crystal, Sales by City, State & Country.

I’m using a Dynamic Parameter field in Crystal for City.

As in print preview and show a list of all cities in the report that I can select from.

It only reports about 70 cities for me A thru N.

I can google the topic for a register hack for crystal on MaxRowsetRecords setting.

Low by default for speed, set it high and print previews will take longer. (OK I get it)

But trying the hack doesn’t have any effect.

Anyone been down this road with BAQ reports to < span>crystal?

Patrick Winter

system · December 9, 2013, 6:05pm

Hi Patrick,

I've been exchanging email with another EUG user about this. We both had used the LOV (List of Values) hack with our Vantage reports, but the Epicor 9 reports didn't successfully transition. We've both tried a bunch of different things with no success. We're both using Crystal 2011 Developer and the CR 2010 SP3 Runtime.

His notes:

This is what Epicor sent
me. I found the same info just searching online. This did
work when I ran this report within CR 2011; however, it did not work
when running through Epicor using the CR runtime. I found this same
question raised in an SAP support discussion and the tech said the
functionality was overlooked in the 2008 version of the runtime. That was
the end of the discussion, so I donâ€™t know if it was addressed in latter
versions of the runtime.

Anyway, this is what he sent meâ€¦

From Crystal Reports 2008
Help, here is how to set the LOV value.

Because the number of
items in a list of values (LOV) can be very large, numbering in the hundreds or
thousands, Crystal Reports handles these long LOVs by retrieving smaller
batches of values at a time.

Crystal Reports displays a
single batch of LOVs, and provides two options to the user to control the list:
the batch number and a simple text filter for limiting the number of items in
the list.

The default number of
items per batch retrieved in a long LOV is 200; however, you can change this
default number.

Changing the number of
items in a long LOV There are two methods for changing the number of items in a
long LOVs.

When prompting the user,
Crystal Reports retrieves the long LOV batch size from this Windows registry
location:

HKEY_CURRENT_USER\Software\Business
Objects\Suite 12.0\Crystal Reports\ReportView

If it does not already
exist, create the DWord value called PromptingLOVBatchSize, and set the value to
the number of items in a batch.

Note: Be careful to select
Decimal as the base value before entering the batch size.

You can create or change a
parameter in the Tomcat configuration file to set the batch size for long LOVs.
Open the following file:

{CR_install_folder}/Tomcat/webapps/CrystalReports/WEB-INF/web.xml

If it does not already
exist, create this parameter:

<context-param>

<param-name>crystal_max_number_list_of_values</param-name>

<param-value>{number}</param-value>

</context-param>

Where {number} in the
above example is the number of items in the batch.

system · December 10, 2013, 9:35am

system · December 10, 2013, 1:54pm

Hi Patrick,

The other EUG user just found this link, we're both going to try it later today.

http://scn.sap.com/thread/1927149

Read down close to the bottom for â€œBOE_CRLOVMAXSIZE = 5000â€

system · December 10, 2013, 2:39pm

system · December 11, 2013, 12:03pm

Great!!!

system · December 19, 2013, 9:49am

Hi All,

Epicor 905.606A

We're planning a physical inventory at the end of the year. We don't want to 0 out our existing inventory, just adjust what's in the system now. Is there a way a physical can be done this way? We haven't had much luck in the past when we 0 it out.

thanks in advance

jacqueline

Happy Holidays to you

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system · December 19, 2013, 10:34am

Performing a full physical inventory allows you to adjust the quantities when you enter the tags(Papers with the item counts on them after counting how much in stock.) If you would like I wrote up a procedure for performing full physical inventory. It was done for 9.05.700b, not sure how different that is from 606a.
Jordan

________________________________
[Bully Dog Logo]<http://www.bullydog.com>
Jordan Klassen | Information Technology
TEL: 940-783-9914 ext: 1828

________________________________

Confidentiality Notice: The information contained in this electronic message is privileged and confidential information intended only for the use of the individual entity or entities named as recipient or recipients. If the reader is not the intended recipient, you are hereby notified that any dissemination, distribution or copy of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by electronic mail and permanently delete this message from your computer system. Thank you.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Jacqueline Restivo
Sent: Thursday, December 19, 2013 7:47 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re:Physical Inventory

Hi All,
Epicor 905.606A
We're planning a physical inventory at the end of the year. We don't want to 0 out our existing inventory, just adjust what's in the system now. Is there a way a physical can be done this way? We haven't had much luck in the past when we 0 it out.
thanks in advance
jacqueline

Happy Holidays to you

[Non-text portions of this message have been removed]

system · December 19, 2013, 10:46am

system · December 19, 2013, 10:48am

If clarification is needed let me know, it is still fresh in my mind as we just did our annual Full Physical last week.

Full Physical Inventory Count Procedure.

1. In Material Management>Inventory Management>General Operations select Initialize Physical Inventory.

a. In the physical inventory screen make sure you filter and select the main warehouse only.

b. Once the warehouse is selected then process the request. (The inventory count procedure has begun)

2. Now in the same are select Count Cycle Maintenance.

a. From the dropdown under warehouse select Main Warehouse and the check box â€œFull Physicalâ€. This will pull in all the parts that are on the physical count.

3. Now go to the actions screen and select generate tags.

a. Then select print tags and select whatever method you prefer. (Crystal or SSRS)

b. Once tags are printed and you are ready to go.

4. Go to the actions again and select â€œStart Count Sequenceâ€ This is when the count sequence really starts.

5. Go out and count and fill out the tags.

6. When you are ready to update the quantity return to the computer and go to Material Management>Inventory Management>General Operations and enter the â€œCount Tag Entryâ€

a. IN this screen hit the search button and select the Main Warehouse and hit ok.

7. Once the warehouse is brought in you can put in the tag number, enter your count and initials and hit save, then enter the next tag and so on.

8. Once counts are entered there is a two-step procedure to post them.

a. Return to the Count Cycle Maintenance window and pull in the physical count on the Main Warehouse again.

i. Go to actions menu and run a Count Variance Calculation/Report. This displays each part and what its count was before and after the inventory.

1. In the print screen for this report you have the option to only show parts that are counted, or out of variance etc. Print the report for â€œOut of Varianceâ€ and it will show you which tags have not been entered and which ones are out of tolerance on the count. (Generally the tag not being entered is the main reason for the Physical Inventory not completing when counts are posted.) If all tags are entered and there are some that are out of tolerance refer to Step 9 otherwise go to the next step and you will be finished.

ii. Now you can go to the actions menu again and select â€œPost Countsâ€ and this will post the changed. (If everything posts you are done, the Physical Inventory Count closes itself)

9. If and only if you have counts entered that are out of tolerance then enter â€œCount Discrepancy Reasonâ€ located under Material Management>Inventory Management>General Operations.

a. Pull in your current â€œPhysical Inventoryâ€, find the items that are out of tolerance and assign a â€œReason Codeâ€ to them. Once the codes are assigned hit â€œsaveâ€ and close and refer back to step 8.ii. If a part that is out of tolerance will not let you post a â€œReason Codeâ€ then there is an issue with the tag not being entered or not returned, return to â€œCount Tag Entryâ€ and investigate.

________________________________
[Bully Dog Logo]<http://www.bullydog.com>
Jordan Klassen | Information Technology
TEL: 940-783-9914 ext: 1828

________________________________

Confidentiality Notice: The information contained in this electronic message is privileged and confidential information intended only for the use of the individual entity or entities named as recipient or recipients. If the reader is not the intended recipient, you are hereby notified that any dissemination, distribution or copy of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by electronic mail and permanently delete this message from your computer system. Thank you.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Michelle McKinney
Sent: Thursday, December 19, 2013 8:44 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re:Physical Inventory

Jordan,
We went live on 9.05.700b a few months ago and this will be our first full physical inventory. We have completed the embedded education, but if you have procedures that you can share I would love a copy.

Thank you,
Michelle McKinney
Plant Contoller
American Access Technologies, Inc.
(352)473-6673 ext. 136

From: vantage@yahoogroups.com<mailto:vantage@yahoogroups.com> [mailto:vantage@yahoogroups.com] On Behalf Of Jordan Klassen
Sent: Thursday, December 19, 2013 10:34 AM
To: vantage@yahoogroups.com<mailto:vantage@yahoogroups.com>
Subject: RE: [Vantage] Re:Physical Inventory

Performing a full physical inventory allows you to adjust the quantities when you enter the tags(Papers with the item counts on them after counting how much in stock.) If you would like I wrote up a procedure for performing full physical inventory. It was done for 9.05.700b, not sure how different that is from 606a.
Jordan

________________________________
[Bully Dog Logo]<http://www.bullydog.com>
Jordan Klassen | Information Technology
TEL: 940-783-9914 ext: 1828

________________________________

Confidentiality Notice: The information contained in this electronic message is privileged and confidential information intended only for the use of the individual entity or entities named as recipient or recipients. If the reader is not the intended recipient, you are hereby notified that any dissemination, distribution or copy of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by electronic mail and permanently delete this message from your computer system. Thank you.

From: vantage@yahoogroups.com<mailto:vantage@yahoogroups.com> [mailto:vantage@yahoogroups.com] On Behalf Of Jacqueline Restivo
Sent: Thursday, December 19, 2013 7:47 AM
To: vantage@yahoogroups.com<mailto:vantage@yahoogroups.com>
Subject: [Vantage] Re:Physical Inventory

Hi All,
Epicor 905.606A
We're planning a physical inventory at the end of the year. We don't want to 0 out our existing inventory, just adjust what's in the system now. Is there a way a physical can be done this way? We haven't had much luck in the past when we 0 it out.
thanks in advance
jacqueline

Happy Holidays to you

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

system · December 19, 2013, 11:25am

Hi Jordan Thanks for the details of doing a physical inventory.

Doing the steps you posted 0 out the existing inventory.We do NOT want to 0 out the inventory, only adjust inventory we have.

Is this possible with Physical or only in cycle counting?

thanks

From: Jordan Klassen <jordan.k@...>
To: "vantage@yahoogroups.com" <vantage@yahoogroups.com>
Sent: Thursday, December 19, 2013 10:34 AM
Subject: RE: [Vantage] Re:Physical Inventory

Performing a full physical inventory allows you to adjust the quantities when you enter the tags(Papers with the item counts on them after counting how much in stock.) If you would like I wrote up a procedure for performing full physical inventory. It was done for 9.05.700b, not sure how different that is from 606a.
Jordan

________________________________
[Bully Dog Logo]<http://www.bullydog.com>
Jordan Klassen | Information Technology
TEL: 940-783-9914 ext: 1828

________________________________

Confidentiality Notice: The information contained in this electronic message is privileged and confidential information intended only for the use of the individual entity or entities named as recipient or recipients. If the reader is not the intended recipient, you are hereby notified that any dissemination, distribution or copy of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by electronic mail and permanently delete this message from your computer system. Thank you.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Jacqueline Restivo
Sent: Thursday, December 19, 2013 7:47 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re:Physical Inventory

Hi All,
Epicor 905.606A
We're planning a physical inventory at the end of the year. We don't want to 0 out our existing inventory, just adjust what's in the system now. Is there a way a physical can be done this way? We haven't had much luck in the past when we 0 it out.
thanks in advance
jacqueline

Happy Holidays to you

[Non-text portions of this message have been removed]

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system · December 19, 2013, 11:30am

Be careful, there is a bug in 702A that when posting it will create STK-STK transaction zeroing out counts if there are in multiple warehouses. We just did physical and saw this happen to us but there were some parts that it did not affect even though they were in multiple warehouses. It did not seem like there was a 100% time it did the exact same thing.

The is a known SCR 121271 but the fix is schedule for 703. Epicor does has a fix so I would contacted then prior to do your physical.

Scott

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Jordan Klassen
Sent: Thursday, December 19, 2013 9:49 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re:Physical Inventory

If clarification is needed let me know, it is still fresh in my mind as we just did our annual Full Physical last week.

Full Physical Inventory Count Procedure.

1. In Material Management>Inventory Management>General Operations select Initialize Physical Inventory.

a. In the physical inventory screen make sure you filter and select the main warehouse only.

b. Once the warehouse is selected then process the request. (The inventory count procedure has begun)

2. Now in the same are select Count Cycle Maintenance.

a. From the dropdown under warehouse select Main Warehouse and the check box â€œFull Physicalâ€. This will pull in all the parts that are on the physical count.

3. Now go to the actions screen and select generate tags.

a. Then select print tags and select whatever method you prefer. (Crystal or SSRS)

b. Once tags are printed and you are ready to go.

4. Go to the actions again and select â€œStart Count Sequenceâ€ This is when the count sequence really starts.

5. Go out and count and fill out the tags.

6. When you are ready to update the quantity return to the computer and go to Material Management>Inventory Management>General Operations and enter the â€œCount Tag Entryâ€

a. IN this screen hit the search button and select the Main Warehouse and hit ok.

7. Once the warehouse is brought in you can put in the tag number, enter your count and initials and hit save, then enter the next tag and so on.

8. Once counts are entered there is a two-step procedure to post them.

a. Return to the Count Cycle Maintenance window and pull in the physical count on the Main Warehouse again.

i. Go to actions menu and run a Count Variance Calculation/Report. This displays each part and what its count was before and after the inventory.

1. In the print screen for this report you have the option to only show parts that are counted, or out of variance etc. Print the report for â€œOut of Varianceâ€ and it will show you which tags have not been entered and which ones are out of tolerance on the count. (Generally the tag not being entered is the main reason for the Physical Inventory not completing when counts are posted.) If all tags are entered and there are some that are out of tolerance refer to Step 9 otherwise go to the next step and you will be finished.

ii. Now you can go to the actions menu again and select â€œPost Countsâ€ and this will post the changed. (If everything posts you are done, the Physical Inventory Count closes itself)

9. If and only if you have counts entered that are out of tolerance then enter â€œCount Discrepancy Reasonâ€ located under Material Management>Inventory Management>General Operations.

a. Pull in your current â€œPhysical Inventoryâ€, find the items that are out of tolerance and assign a â€œReason Codeâ€ to them. Once the codes are assigned hit â€œsaveâ€ and close and refer back to step 8.ii. If a part that is out of tolerance will not let you post a â€œReason Codeâ€ then there is an issue with the tag not being entered or not returned, return to â€œCount Tag Entryâ€ and investigate.

________________________________
[Bully Dog Logo]<http://www.bullydog.com>
Jordan Klassen | Information Technology
TEL: 940-783-9914 ext: 1828

________________________________

Confidentiality Notice: The information contained in this electronic message is privileged and confidential information intended only for the use of the individual entity or entities named as recipient or recipients. If the reader is not the intended recipient, you are hereby notified that any dissemination, distribution or copy of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by electronic mail and permanently delete this message from your computer system. Thank you.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Michelle McKinney
Sent: Thursday, December 19, 2013 8:44 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re:Physical Inventory

Jordan,
We went live on 9.05.700b a few months ago and this will be our first full physical inventory. We have completed the embedded education, but if you have procedures that you can share I would love a copy.

Thank you,
Michelle McKinney
Plant Contoller
American Access Technologies, Inc.
(352)473-6673 ext. 136

From: vantage@yahoogroups.com<mailto:vantage@yahoogroups.com> [mailto:vantage@yahoogroups.com] On Behalf Of Jordan Klassen
Sent: Thursday, December 19, 2013 10:34 AM
To: vantage@yahoogroups.com<mailto:vantage@yahoogroups.com>
Subject: RE: [Vantage] Re:Physical Inventory

Performing a full physical inventory allows you to adjust the quantities when you enter the tags(Papers with the item counts on them after counting how much in stock.) If you would like I wrote up a procedure for performing full physical inventory. It was done for 9.05.700b, not sure how different that is from 606a.
Jordan

________________________________
[Bully Dog Logo]<http://www.bullydog.com>
Jordan Klassen | Information Technology
TEL: 940-783-9914 ext: 1828

________________________________

Confidentiality Notice: The information contained in this electronic message is privileged and confidential information intended only for the use of the individual entity or entities named as recipient or recipients. If the reader is not the intended recipient, you are hereby notified that any dissemination, distribution or copy of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by electronic mail and permanently delete this message from your computer system. Thank you.

From: vantage@yahoogroups.com<mailto:vantage@yahoogroups.com> [mailto:vantage@yahoogroups.com] On Behalf Of Jacqueline Restivo
Sent: Thursday, December 19, 2013 7:47 AM
To: vantage@yahoogroups.com<mailto:vantage@yahoogroups.com>
Subject: [Vantage] Re:Physical Inventory

Hi All,
Epicor 905.606A
We're planning a physical inventory at the end of the year. We don't want to 0 out our existing inventory, just adjust what's in the system now. Is there a way a physical can be done this way? We haven't had much luck in the past when we 0 it out.
thanks in advance
jacqueline

Happy Holidays to you

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

system · December 19, 2013, 11:52am

Good Day Jacqueline:

I do not think E9 can do that.

You could just do a BAQ using PartQty file ( which list qty in each bin):

Sort by bin#

Paste in to Excel

Print out (have page numbers to be sure you get them all back)

Counters mark up the print out.

Need to decide who and how to get the correction, since counters will count 487 and E9 = 349 correction =??? Plus or minus?)

Keypunch adjustments into E9. ( or keypunch into Excell â€“ calculate correction â€“ SORT by Part# ( so Bin moves will be together) - keypunch correction into E9)

Create a INV2014 reason code to use for easy reporting on total change.

Watch out for Date-entered vs Date-transactionâ€”count on 12/31/13, punch on 1/2/14 - affects G\L balances. That is, back-date the entry to 12/31.

Len

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Jacqueline Restivo
Sent: Thursday, December 19, 2013 11:25 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Re:Physical Inventory

Hi Jordan Thanks for the details of doing a physical inventory.

Doing the steps you posted 0 out the existing inventory.We do NOT want to 0 out the inventory, only adjust inventory we have.

Is this possible with Physical or only in cycle counting?

thanks

From: Jordan Klassen <jordan.k@...>
To: "vantage@yahoogroups.com" <vantage@yahoogroups.com>
Sent: Thursday, December 19, 2013 10:34 AM
Subject: RE: [Vantage] Re:Physical Inventory

Performing a full physical inventory allows you to adjust the quantities when you enter the tags(Papers with the item counts on them after counting how much in stock.) If you would like I wrote up a procedure for performing full physical inventory. It was done for 9.05.700b, not sure how different that is from 606a.
Jordan

________________________________
[Bully Dog Logo]<http://www.bullydog.com>
Jordan Klassen | Information Technology
TEL: 940-783-9914 ext: 1828

________________________________

Confidentiality Notice: The information contained in this electronic message is privileged and confidential information intended only for the use of the individual entity or entities named as recipient or recipients. If the reader is not the intended recipient, you are hereby notified that any dissemination, distribution or copy of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by electronic mail and permanently delete this message from your computer system. Thank you.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Jacqueline Restivo
Sent: Thursday, December 19, 2013 7:47 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re:Physical Inventory

Hi All,
Epicor 905.606A
We're planning a physical inventory at the end of the year. We don't want to 0 out our existing inventory, just adjust what's in the system now. Is there a way a physical can be done this way? We haven't had much luck in the past when we 0 it out.
thanks in advance
jacqueline

Happy Holidays to you

[Non-text portions of this message have been removed]

This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.

system · December 19, 2013, 12:16pm

I do not know about that, sorry.
Jordan

________________________________
[Bully Dog Logo]<http://www.bullydog.com>
Jordan Klassen | Information Technology
TEL: 940-783-9914 ext: 1828

________________________________

Confidentiality Notice: The information contained in this electronic message is privileged and confidential information intended only for the use of the individual entity or entities named as recipient or recipients. If the reader is not the intended recipient, you are hereby notified that any dissemination, distribution or copy of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by electronic mail and permanently delete this message from your computer system. Thank you.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Jacqueline Restivo
Sent: Thursday, December 19, 2013 9:23 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Re:Physical Inventory

Hi Jordan Thanks for the details of doing a physical inventory.
Doing the steps you posted 0 out the existing inventory.We do NOT want to 0 out the inventory, only adjust inventory we have.
Is this possible with Physical or only in cycle counting?
thanks

From: Jordan Klassen <jordan.k@...<mailto:jordan.k@...>>
To: "vantage@yahoogroups.com<mailto:vantage@yahoogroups.com>" <vantage@yahoogroups.com<mailto:vantage@yahoogroups.com>>
Sent: Thursday, December 19, 2013 10:34 AM
Subject: RE: [Vantage] Re:Physical Inventory

Performing a full physical inventory allows you to adjust the quantities when you enter the tags(Papers with the item counts on them after counting how much in stock.) If you would like I wrote up a procedure for performing full physical inventory. It was done for 9.05.700b, not sure how different that is from 606a.
Jordan

________________________________
[Bully Dog Logo]<http://www.bullydog.com>
Jordan Klassen | Information Technology
TEL: 940-783-9914 ext: 1828

________________________________

Confidentiality Notice: The information contained in this electronic message is privileged and confidential information intended only for the use of the individual entity or entities named as recipient or recipients. If the reader is not the intended recipient, you are hereby notified that any dissemination, distribution or copy of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by electronic mail and permanently delete this message from your computer system. Thank you.

From: vantage@yahoogroups.com<mailto:vantage@yahoogroups.com> [mailto:vantage@yahoogroups.com] On Behalf Of Jacqueline Restivo
Sent: Thursday, December 19, 2013 7:47 AM
To: vantage@yahoogroups.com<mailto:vantage@yahoogroups.com>
Subject: [Vantage] Re:Physical Inventory

Hi All,
Epicor 905.606A
We're planning a physical inventory at the end of the year. We don't want to 0 out our existing inventory, just adjust what's in the system now. Is there a way a physical can be done this way? We haven't had much luck in the past when we 0 it out.
thanks in advance
jacqueline

Happy Holidays to you

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

system · December 19, 2013, 12:40pm

Maybe you guys can help me understand... Why do you need to perform a "Physical Inventory" in Epicor?

As it relates to Epicor, isn't a physical inventory the same as a full cycle count with no movement?

Â

Scott

On Thu, Dec 19, 2013 at 10:52 AM, Len Hartka <len.hartka@...> wrote:

Â

<div> <p>

Good Day Jacqueline:

Â

Â Â Â Â Â Â Â Â Â Â Â I do not think E9 can do that.

Â Â Â Â Â Â Â Â Â Â Â You could just do a BAQ using PartQty file ( which list qty in each bin):

Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Sort by bin#

Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Paste in to Excel

Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Print out (have page numbers to be sure you get them all back)

Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Counters mark up the print out.

Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Need to decide who and how to get the correction, since counters will count 487 and E9 = 349 correction =??? Plus or minus?)

Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Keypunch adjustments into E9. ( or keypunch into Excell â€“ calculate correction â€“ SORT by Part# ( so Bin moves will be together) - Â keypunch correction into E9)

Â Â Â Â Â Â Â Â Â Â Â Create a INV2014 reason code to use for easy reporting on total change.

Â Â Â Â Â Â Â Â Â Â Â Watch out for Date-entered vs Date-transactionâ€”count on 12/31/13, punch on 1/2/14 -Â affects G\L balances. That is, back-date the entry to 12/31.

Â Â Â Â Â Â Â Â Â Â Â

Â

Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Len

Â

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Jacqueline Restivo
Sent: Thursday, December 19, 2013 11:25 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Re:Physical Inventory

Â

Â

Hi Jordan Thanks for the details of doing a physical inventory.Â

Doing the steps you postedÂ 0 out the existing inventory.We do NOT want to 0 out the inventory, only adjust inventory we have.Â

Is this possible with Physical or only in cycle counting?

thanks

Â

From: Jordan Klassen <jordan.k@...>

To: "vantage@yahoogroups.com" <vantage@yahoogroups.com>

Sent: Thursday, December 19, 2013 10:34 AM

Subject: RE: [Vantage] Re:Physical Inventory

Â

Â

Performing a full physical inventory allows you to adjust the quantities when you enter the tags(Papers with the item counts on them after counting how much in stock.) If you would like I wrote up a procedure for performing full physical inventory. It was done for 9.05.700b, not sure how different that is from 606a.
Jordan

________________________________
[Bully Dog Logo]<http://www.bullydog.com>
Jordan Klassen | Information Technology
TEL: 940-783-9914 ext: 1828

________________________________

Confidentiality Notice: The information contained in this electronic message is privileged and confidential information intended only for the use of the individual entity or entities named as recipient or recipients. If the reader is not the intended recipient, you are hereby notified that any dissemination, distribution or copy of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by electronic mail and permanently delete this message from your computer system. Thank you.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Jacqueline Restivo

Sent: Thursday, December 19, 2013 7:47 AM

To: vantage@yahoogroups.com

Subject: [Vantage] Re:Physical Inventory

Hi All,

Epicor 905.606A

We're planning a physical inventory at the end of the year. We don't want to 0 out our existing inventory, just adjust what's in the system now. Is there a way a physical can be done this way? We haven't had much luck in the past when we 0 it out.

thanks in advance

jacqueline

Happy Holidays to you

[Non-text portions of this message have been removed]

Â

This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.
This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.

</div> <div style="color:rgb(255,255,255);min-height:0px;"></div>

system · December 19, 2013, 1:40pm

Good Day Scott:

By “full cycle count with no movement” do you mean that you count all the parts in one day ( or a few days)?

If yes, then there is no real difference.

Cycle counting comes about when you have a lot of part#’s to count – I have 35,000 in stock at any time.

Since counting them all in one day ( a P.I.) is a MASSIVE and costly job, you go to cycle counting in order to do some each day.

Also, very importantly, you classify parts as ABC ( DEF?) based on usage-and-cost. You only count the cheap parts once a year or maybe once every few years. This saves a lot of money. You can do the cycle counts during slow days as a farther way to reduce cost.

Also, you count the A parts 3-4 times a year since these are the parts that must have a correct balance.

Final important idea is “What will the Auditors accept” – cycle counts have to be very well documented to make them happy; although, if you do it in one day, they would not care.

Of course there are also many considerations specific to your company. Are you counting diamonds or coal, do your parts get stolen, how good is your paperwork, do parts go bad, are you Santa Clause so you have a big ‘seasonal” problem.

Merry Christmas,

Len

Len.hartka@...

Leonard C. Hartka

66 Loveton Circle, Sparks, MD, 21152

Work: 410-329-3560 ext 120

FAX: -329-3564

Work Cell: 443-255-7192

Personal Cell: 410-292-8744

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Scotty K.
Sent: Thursday, December 19, 2013 12:41 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Re:Physical Inventory

Maybe you guys can help me understand... Why do you need to perform a "Physical Inventory" in Epicor?

As it relates to Epicor, isn't a physical inventory the same as a full cycle count with no movement?

Scott

On Thu, Dec 19, 2013 at 10:52 AM, Len Hartka <len.hartka@...> wrote:

Good Day Jacqueline:

            I do not think E9 can do that.

            You could just do a BAQ using PartQty file ( which list qty in each bin):

                                    Sort by bin#

                                    Paste in to Excel

                                    Print out (have page numbers to be sure you get them all back)

                                    Counters mark up the print out.

                        Need to decide who and how to get the correction, since counters will count 487 and E9 = 349 correction =??? Plus or minus?)

                                    Keypunch adjustments into E9. ( or keypunch into Excell – calculate correction – SORT by Part# ( so Bin moves will be together) - keypunch correction into E9)

            Create a INV2014 reason code to use for easy reporting on total change.

            Watch out for Date-entered vs Date-transaction—count on 12/31/13, punch on 1/2/14 - affects G\L balances. That is, back-date the entry to 12/31.



                                                                                                                                                Len

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Jacqueline Restivo
Sent: Thursday, December 19, 2013 11:25 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Re:Physical Inventory

Hi Jordan Thanks for the details of doing a physical inventory.

Doing the steps you posted 0 out the existing inventory.We do NOT want to 0 out the inventory, only adjust inventory we have.

Is this possible with Physical or only in cycle counting?

thanks

From: Jordan Klassen <jordan.k@...>
To: "vantage@yahoogroups.com" <vantage@yahoogroups.com>
Sent: Thursday, December 19, 2013 10:34 AM
Subject: RE: [Vantage] Re:Physical Inventory

Performing a full physical inventory allows you to adjust the quantities when you enter the tags(Papers with the item counts on them after counting how much in stock.) If you would like I wrote up a procedure for performing full physical inventory. It was done for 9.05.700b, not sure how different that is from 606a.
Jordan

________________________________
[Bully Dog Logo]<http://www.bullydog.com>
Jordan Klassen | Information Technology
TEL: 940-783-9914 ext: 1828

________________________________

Confidentiality Notice: The information contained in this electronic message is privileged and confidential information intended only for the use of the individual entity or entities named as recipient or recipients. If the reader is not the intended recipient, you are hereby notified that any dissemination, distribution or copy of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by electronic mail and permanently delete this message from your computer system. Thank you.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Jacqueline Restivo
Sent: Thursday, December 19, 2013 7:47 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re:Physical Inventory

Hi All,
Epicor 905.606A
We're planning a physical inventory at the end of the year. We don't want to 0 out our existing inventory, just adjust what's in the system now. Is there a way a physical can be done this way? We haven't had much luck in the past when we 0 it out.
thanks in advance
jacqueline

Happy Holidays to you

[Non-text portions of this message have been removed]

This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.

This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.

This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.

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