Activant Prophet 21

Effective Cycle Counting

This class is designed for…

Anyone involved with cycle counting in the warehouse

Objectives

Definition of cycle countingBenefits of cycle countingWhen to perform cycle countsTypes of cycle countsCycle Counting Process within Prophet 21

Cycle Count Location Criteria MaintenanceCycle Count ReportPhysical CountWWMS Inventory CountsPhysical vs. On Hand ReportCycle Count Accuracy Report

This course will NOT cover…

Physical Count Process

What is Cycle Counting?

Physical inventory of a portion of the warehouse at regular intervals to ensure accurate stock statusCycle counting allows you to count blocks of inventory periodically instead of all of your inventory at one time

Benefits of Cycle Counting

Accuracy is the keyImproves sales and customer servicePurchase the right stuffMinimize inventory carrying costsHelps identify and correct inventory problems before they become widespread

Fewer resources requiredYou do not need to close down your business

When to Cycle Count

Before or after the normal business dayCycle counting is best performed at a time of day when there is no activityAfter allocated items have been picked and shipped if you are counting available quantities

Types of Cycle Counts

ItemGeographic method by binRanking method

Item by ABC Class Item by Putaway Rank

Putaway Rank – allows the user to rank items by where they are placed in the warehouse

Cycle Count Location Maintenance

Establish a schedule per locationCount by Bin, Item, Item by ABC Class, or Item by Putaway RankCount daysNumber of cycles

Generate count reports based on criteriaUpdate quantities using schedule

Cycle Count Location Maintenance

Begin the Cycle Count schedule through Cycle Count Location

Criteria Maintenance.

Begin the Cycle Count schedule through Cycle Count Location

Criteria Maintenance.

Cycle Count Location Maintenance

Enter the location associated with the Cycle Count

Cycle Count Location Maintenance

Determine the basis for your cycle count

Cycle Count Location Maintenance

Number of times that you want to cycle through your inventory per year

Number of days available to count inventory throughout the year

Cycle Count Location Maintenance

Total Number of Items

x Number of Cycles

Count Days

= Number of Items on Each Report

Item By ABC Class

Class/Rank Tab

Enter ABC Class ID and Number of Cycles Per Year

Class/Rank Tab

Enter Putaway Rank and Number of Cycles Per Year

How Report Determines What to Count

Report breaks up inventory by item or bin according to number of cycles and number of count days per year

Count By in Cycle Count Location Maintenance

Equation Used to Count

Item by ABC Class (#CyclesPerYear)(#ofItems in ABC class)Count Days Per Year

Item by Putaway Rank (#CyclesPerYear)(#ofItemsinPutawayclassCount Days Per Year

Cycle Count Location Maintenance

Type of Count: Available: QOH – Allocated

On Hand: QOH including Allocated

Cycle Count Location Maintenance

Select to include: Non-stock ItemsRequisition Items

Cycle Count Process

Generate Cycle Count ReportUpdate quantities via Physical Count window

Save as unapproved

Generate Physical vs. On Hand ReportUpdate Physical Count window with final quantitiesGenerate the Cycle Count Accuracy Report

Cycle Count Report

Prophet 21 uses the Cycle Count Criteria to determine items that need

to be counted.

Cycle Count Report

Enter the Location ID and additional parametersSelect File/Print or to generate the report

Cycle Count Report

Printing optionsShow Quantity On HandShow Quantity AllocatedShow Quantity AvailablePrint Lots

Cycle Count Report

Note the Cycle Count Number for future use

Add to Cycle Count

Adding items in Inventory Adjustments

Cycle Count Report

Count your items….

2910980

500

157

803

470

Update Physical Count

First, select Use Cycle Count.

Next, enter the Cycle Count Number.

Third step, hit the Retrieve icon

Update Physical Count

Update Physical Count

Deselect the Approved Checkbox

Select the Reason for adjustment

Save the record: File/Save or

Update Physical Count

Note the Adjustment Number

Locating Discrepancies

Prior to updating the counts, run the Physical Count vs. On Hand report to view items off by a specified margin of difference

Enter adjustment numberEnter variance percentage or variance amount

Physical vs. On Hand Report

Verify the item counts for variance items

Update Physical Count

Enter the Adjustment Number

Find Adjustment

Set Approved = No

Update Physical Count

Update the Qty on Hand informationClick on the Adjustments Tab

Update Physical Count

Select the Approved checkboxSelect File/Save or to update the Physical Count

Cycle Counting with Prophet 21

Paperless count for WWMS Inventory Counts

Cycle Counting with Prophet 21

WWMS Inventory Counts

Cycle Count Accuracy Report

Review the integrity of your inventory quantities with the Cycle Count Accuracy Report

Cycle Count Accuracy Report

Enter report parameters as necessarySelect File/Print or Print Preview or

Cycle Count Accuracy Report

Summary

Definition of cycle countingBenefits of cycle countingWhen to perform cycle countsTypes of cycle countsCycle Counting Process within Prophet 21

Cycle Count Location Criteria MaintenanceCycle Count ReportPhysical CountWWMS Inventory CountsPhysical vs. On Hand ReportCycle Count Accuracy Report

Published Solutions

Solution 3698 – How to use Inventory Card Maintenance to Cycle Count with BinsSolution 24169 - How does the system determine what items go on a Cycle Count Report (Formula)Solution 3697 – How to perform a cycle count with the Cycle Count Report

For More Information…

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