Selecting Products for Inventory Counting

Accolent ERP’s physical inventory system allows you to take a physical count of your inventory by Cycle Counts or a Full Count by product. The physical inventory system involves a number of sequential steps that must be performed in order. This wiki posting is the second of six on the process of Inventory Counting.

Sequence of Wiki Posts

• The Physical Inventory system is explained in 6 wikis that lay out the sequential series of steps involved. Read the wikis in this order:
  1. Physical Inventory System Overview
  2. Selecting Products for Inventory Counting
  3. Creating a Batch and Printing Count Sheets for Inventory Counting
  4. Entering Counts for Inventory Counting
  5. Finalizing Counts for Inventory Counting
  6. Recording Results of Inventory Counting

Full Count or Cycle Count

• First select whether this is a Full Count or a Cycle Count.
• A Full Count is of all products while a Cycle Count is for a selection of products only.

Full Count

• For a Full Count, the count will be of all products so there is no Select By choice.
• There is a Sort By choice which will determine how the Count Sheets will be prepared. The options are to Sort By: Product, Category, Vendor or Location.
• The Full Count requires a selection of the Warehouse.
• For example, do a Full Count for Warehouse 1-Adssolutions and Sort Count Sheets by Category.

Cycle Count

• For a Cycle Count, there will be a Select By choice to determine which products to count. The Select By choices are Product, Vendor, Group, Category, Location, Lots.
• The Select By choice will also be the Sort By choice used to prepare the Count Sheets.
• Typically, the Select By: Product choice with the entry of a list of product codes is used only for very small and targeted counts, when an inventory discrepancy is suspected.
• As with the Full Count, the Cycle Count requires a selection of the Warehouse.
• For example, do a Cycle Count for Category BULKCHEM for Warehouse 1-Adssolutions.

• Note: Selecting a Cycle and a Warehouse more than once (e.g., select a vendor for a specific warehouse, then select that vendor as part of another cycle for the same warehouse), will give a warning that the Cycle already exists and then will delete the prior Cycle if user elects to proceed.

Select Products to Count

• When selection is complete, click on the Select Products to Count button.
• If this is a Cycle Count you will receive a Cycle Number — record this number as it will later be required.
• If you selected a Full Count, a Cycle Number will not be created.
• For example, Select Products to Count for the Category BULKCHEM and create Cycle No 545.

Products Already on an Active Cycle

• If after creating a Cycle Count (but prior to creating the Batch), the same products are put on another Cycle Count, the system will warn that the original Cycle Count is Still active.
• The user will have the option to continue with the new Cycle Count and delete the original Cycle Count.

Products Already on an Active Batch

• Any products already on an active Batch cannot be put a new Cycle Count, since counting may already have started
• If a new Cycle Count needs to be started the active Batch will first have to be cancelled.