Activant Prophet 21 - Epicor · Cycle counting is best performed at a time of day when there is no...
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Activant Prophet 21 Effective Cycle Counting
Transcript of Activant Prophet 21 - Epicor · Cycle counting is best performed at a time of day when there is no...
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…
Prophet 21 Help FilesVisit Activant on the web: http://distribution.activant.com
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