Whether or not you use the Stock Count Run Sheets, you must enter the Run in the system.
Steps in the screenshots correspond to the numbers in the headings.
1. From the Main Menu, enter Inventory > Logistics > Stock Counts.
2. Expand the red chevron and enter your run log number in the Run ID. Click the magnifying glass in the search field.
3. In the header, next to the Counted Date/Time, select the correct entry from the drop-down menu.
Entering the Date/Time and Counted By fields in the header will default these entries into the rest of the page and will save you from additional keystrokes.
4. Enter the ID of the person who did the count.
This person does NOT necessarily have to be in the system.
5. Beginning with Line 1, enter the counts in the USABLE fields for all the parts.
- Tab or mouse-click to move between lines.
- Unusable quantities are pre-populated with zeros.
6. Some pages may extend past one screen. You will see the "Play" and "Fast Forward" buttons that indicate you need to move to another screen.
- It is also easy to notice when this is happening because your printed "Page 1" will not line up with your Page 1 for Screen Entry.
- If it appears that you still have parts that you have counted on your sheet and you have no place to enter them, check to see if the play/fast forward buttons are highlighted in the upper right corner.
- If you move on to the second screen, be sure to check the scroll bar. You might start at the bottom of the screen.
7. Once you have entered your entire run, click the Save button.
8. Then select the Variance button.
9. You will get a message telling you that the variance process has begun.
10. Go to the Run Log: File > Run Log. Select Stock Count Variance as the Type and enter your run log number in the Foreign Key 1 field.
Confirm that the variance run is complete and that there are no errors.
11. First, you will want to run the Stock Count Variance Details Report. Go to File > Reports.
This is the first of the two "Stock Count Variance...." listings.
11.1. Enter your Run ID.
11.2. Enter your 4-digit site number.
11.3. Hit Print. This takes you to the ATS Report Server.
12. Once the report builds in the ATS Report viewer, export the document to Excel and save it to your file folder.
13. Filter out all the variance quantities.
Blanks mean you forgot to enter a quantity for that part.
- Don't assume that the bigger the quantity the larger the impact to your inventory.
- Cost must be taken into consideration as well.
- Anything that has a variance other than zero must be investigated and recounted.
14. If you find a part that is miscounted and you need to adjust the count, you can find it by entering the part number in the Part tab of the Search field of the Stock Count.
15. Keep in mind that your count sorted by BIN, so this may assist you in finding the part as well.
16. Once you have adjusted your counts for anything you have found, repeat steps 7 through 14 until you are satisfied that your numbers are an accurate representation of what is in stock.
16.1. At this point you should run the Stock Count Variance Summary Report.
- The Stock Count Variance Summary Report gives you a dollar figure for the impact to your financials from this Cycle Count.
- It is the second "Stock Count Variance...." listing.
16.2. Enter your Run ID and your 4-digit Site number. Press Print.
17. The report will build and should be exported and saved with all the other reports from this cycle count.
The screen shot below shows a cycle count with no variances.
18. Once you are satisfied with your final variance, you must post the cycle count. Click the Post Run Button. eFACTORYPRO updates the Count Quantity Adjustments for the user when the Stock Count is Posted. There is no need to also go into Logistics Manager and manually enter Miscellaneous Adjustments to correct Stock Count Variance Quantities.
19. A confirmation message tells you that the posting is processing.
20. Check the Run Log. The Run Type is Stock Count Post and the Run Log number goes in Foreign Key Number One.
21. Check the Run Log: File > Run Log > Stock Count Post as the Run type and your Run ID as Foreign Key Number 1.
- Records processed should be the same as the original run.
- The Status should be complete
- There should be no errors in the description.
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