Step-by-Step Overview
Other documents will show you specifically how to perform each of these steps.
Before Posting your Count, be sure you have completed all these steps:
One of the first things you have to understand is what shows up in your Stock Counts to be counted. The following are 4 reasons why parts will NOT be included in a Stock Count (Cycle and/or Physical).
1. The Part is in an UNUSABLE Bin and is therefore unusable.
2. The Part is in any of the WORK ORDER Bins, as these are designed to be for Work Orders only. This includes Bins named WORK ORDER, WORKORDER, WORK ORDER-R, and WORKORDER-R.
3. The Part is in the LOCATION Bin and the Quantity on Hand (QOH) is Zero.
4. The Part has a Min/Max of Zero and the QOH is Zero.
1. Create the Cycle Count.
- Inventory > Logistics > Stock Count > Click the New button.
- Count type: Cycle
- Enter your ST # in the Place ID.
- Enter the Location that you want to count (ATS/Customer).
- Enter the Count Cutoff Date.
- Sort Order = Bin
- Save.
2. Check the Run Log for number of records processed, no errors, and that the process is complete.
- File > Run Log
- Expand the red chevron.
- Using the General tab, under Run Type, choose Stock Count Run from the drop-down menu.
- Using the ID tab, enter your Run Log number in the field marked "Foreign Key Num1".
- Click the green magnifying glass to load the Stock Count Run Log.
3. Run the Stock Count Sheet Report.
- From your Internet Browser, go to the ATS Reporting Server: https://ssrs.advancedtech.com/Reports
- Open the ATS_FMS_Reports folder.
- Click on the Stock Count Sheet Report.
- Enter the Run ID, leave the Suppress if Zero at "All" and click the VIEW REPORT button.
- A message tells you that the report is Loading.
- You will know that the report is processing properly when the bar below the report criteria appears.
- If you do not see the bar after 2-3 minutes, hit Cancel and view report again. If it is a very large report or your site has very slow internet connectivity, you may want to wait as long as 5 minutes.
- Click on the floppy disc icon to export the Stock Count Sheet to .pdf and Save.
- Print the Stock Count Sheet and count the merchandise.
4. Enter the Count into the system.
- Inventory > Logistics > Stock Count
- Enter the Run Log in the search field to bring up your count.
- Enter your User ID and Date/Time in the header.
- Ensure there is a quantity entered in the usable field for each part.
- Use the play/fast forward buttons at the upper right side of the screen to ensure you have entered all the information on the pages.
5. Start the Variance Confirmation process.
- This compares what you entered in your count vs. what the system shows on hand, taking into account any transactions that have happened since the inventory was "frozen" when the cycle count was originally generated.
- Press the Variance button in the header of the Stock Count screen.
6. Check the Run Log for errors.
- File > Run Log
- Expand the red chevron.
- Using the General tab, under Run Type, choose Stock Count Variance from the drop-down menu.
- Using the ID tab, enter your Run Log number in the field marked "Foreign Key Num1".
- Ensure it's processed and that the Run Status Description is blank.
7. Run the Stock Count Variance Detail Report.
- Go back to the ATS Reporting Server: https://ssrs.advancedtech.com/Reports.
- Under the Ats_Fms_Reports folder, Select the Stock Count Variance DETAIL report.
- Enter your 4-digit site number and your Run ID.
- In the Variance Qty Greater than Zero field, select ALL RECORDS from the drop-down list.
- Leave the remaining fields as is.
- Click VIEW REPORT.
- Once the report populates, click on the floppy disc icon to export to .pdf and save.
- This report shows variances by part number.
- Investigate anything that has a variance.
8. If discrepancies are found, re-enter the count. Press the Variance button again, and run the Stock Count Variance Detail Report again.
- Export each/all Stock Count Variance Reports to .pdf and Save.
9. Run the Stock Count Variance Summary Report to see the financial impact of the Stock Count.
- Export to .pdf and Save.
10. Post the Run.
- Go back to the Stock Count and Click the Post Run button.
- Check the Run Log. Run type = Stock Count Post.
- Check for number of records processed, no errors, and that the process is complete.
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