Refer to documentation Implementation
A stock count session is comprised of 3 tabs:
Presentation
The header displays all the identification information of the stock count session such as the site and its status.
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Fields
The following fields are present on this tab :
| Enter or select the storage site where the selected product is active. The Selection icon (magnifying glass) only suggests products that are referenced in the products-sites table. |
| Stock count session number. |
| Reference used to identify the stock count session. |
| This non-enterable field displays the session status:
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Presentation
In this tab, enter the stock count terms:
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Fields
The following fields are present on this tab :
Stock count type
| Specify if the stock count is carried out:
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Count mode
| Specify on what basis the selection of the products to be counted is to be made:
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Count sort
| Specify the major criteria to sort the generated stock count lists: product or location. |
Processing
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| Select this check box to show the products with a null stock. |
| This check box is submitted to the WRH activity code. |
Count worksheets
| Maximum number of lines authorized by stock count list. This number is loaded by default with the value of the INV activity code. It can be modified but cannot be superior to INV. |
| This non-enterable field displays the maximum number of lines that can be loaded by the system. It is calculated by applying the entered limit percentage to the total number of lines authorized by stock count list. |
| Enter the maximum percentage for filling stock count lists authorized by the system. The number of lines thus calculated is displayed in the previous field. The variance with the total number of authorized lines make it possible to deduce the number of lines that can be added manually to the list. |
| Field which can only be accessed if the stock count type is by Product. It is used to specify the maximum number of products per stock count list. By default, it is set to the maximum value: 9999. |
| Check this check box to copy a product to be counted in the stock onto multiple lists. This is used for stock counts by location for instance. |
| Indicate in the location code, the position of the character on which a shortage is generated in the stock count lists. |
| Select this flag if you want the stock count lists to be subject to a multiple count (up to 3 counts by 3 distinct Count managers). |
Miscellaneous
| This date, which cannot be modified, is set to the value of the creation date of the session and stock count lists. |
Class ABCD
| Check this box to process the A, B, C, D class. |
| For products in cycling count, a number of counts (number of products of each class to be counted in stock) is suggested based on:
It is necessary to either confirm this number or enter another value. |
| Non-modifiable field displaying the number of products selected for the class. |
| Check this box to process the A, B, C, D class. |
| For products in cycling count, a number of counts (number of products of each class to be counted in stock) is suggested based on:
It is necessary to either confirm this number or enter another value. |
| Non-modifiable field displaying the number of products selected for the class. |
| Check this box to process the A, B, C, D class. |
| For products in cycling count, a number of counts (number of products of each class to be counted in stock) is suggested based on:
It is necessary to either confirm this number or enter another value. |
| Non-modifiable field displaying the number of products selected for the class. |
| Check this box to process the A, B, C, D class. |
| For products in cycling count, a number of counts (number of products of each class to be counted in stock) is suggested based on:
It is necessary to either confirm this number or enter another value. |
| Non-modifiable field displaying the number of products selected for the class. |
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Action icon
Presentation
In this tab, enter all the selection criteria applied to the products to be counted for the session.
You can:
If the stock count is of the Product type, you can select:
If the stock count is of the Location type, you can select a formula as well as the Locations section elements.
Fields
The following fields are present on this tab :
Start - end range
| The selection of the stock to be counted is carried out by entering a formula in fields Product formula, Product total formula, Stock formula, Location formula or Warehouse formula depending on the requirement. Enter, select or build an Enterprise Management filter calculation expression using the formula editor.
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| Enter this field to select a product or a range of products. Specify the reference of the product corresponding to the selection start range. |
| The end product allowing the selection of the records to be processed. |
| Tick if the "Non-usable products must be selected. |
| Enter the first category used to select the records to process. |
| Enter the last category used to select the records to process. |
| Filter for results within a range of buyers. For a single buyer, enter the same code in the Start/from buyer and To/end buyer fields. These fields are not available for entry when the Accounting date check box is selected, and the Costing mode is set to Primary issue method or Secondary issue method. |
| Enter the ending buyer to select entries to be processed. This option is not available when the Accounting date check box is selected and the Costing mode is Primary issue method or Secondary issue method. |
Filter for results within a range of statistical groups. For a single statistical group, enter the same group code in the Start/from group n and To/end group n (where n is a number) fields. These fields are not available for entry when the Accounting date check box is selected, and the Costing mode is set to Primary issue method or Secondary issue method. |
Enter the last statistical group used to select the records to process. This option is not available when the Accounting date check box is selected and the Costing mode is Primary issue method or Secondary issue method. |
Stock
| The selection of the stock to be counted is carried out by entering a formula in fields Product formula, Product total formula, Stock formula, Location formula or Warehouse formula depending on the requirement. Enter, select or build an Enterprise Management filter calculation expression using the formula editor.
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| The start lot used in the selection of the entries to be processed. |
| The end lot allowing the selection of the entries to be processed. |
Locations
| The selection of the stock to be counted is carried out by entering a formula in fields Product formula, Product total formula, Stock formula, Location formula or Warehouse formula depending on the requirement. Enter, select or build an Enterprise Management filter calculation expression using the formula editor.
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| Type emplacement début permettant de sélectionner les enregistrements à traiter. |
| Type emplacement fin permettant de sélectionner les enregistrements à traiter. |
| Enter from location used to select recordings to be processed. |
| Enter to location used to select recordings to be processed. |
| Business partners for the records to be processed. |
| The end BP allowing the selection of the records to be processed. |
Warehouses
| The selection of the stock to be counted is carried out by entering a formula in fields Product formula, Product total formula, Stock formula, Location formula or Warehouse formula depending on the requirement. Enter, select or build an Enterprise Management filter calculation expression using the formula editor.
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| The presence of this field is subject to the WRH activity code. |
| The presence of this field is subject to the WRH activity code. |
Presentation
Once the session has been defined by the entries on the Parameters and Selections tabs, you can:
When the session filters are defined, click Generation to generate the stock count list(s) for the session in process. These lists are then displayed in the grid of the Lists tab of the session.
Once these lists have been generated, you are no longer authorized to apply modifications to the session filters: all the actions at the bottom of the screen are disabled (apart from Delete and End).
However, you can delete all of the generated lists (as long as they are not in the process of being counted): click Delete lists. The selection criteria then become active again.
For each list, you need to specify: the number of lines in the lists, the status of the list (to be counted, canceled, partially posted, posted, closed) and the blocking status on the stock to be counted in each list.
Note on the status of the stock blocking: once a list is generated, the stock to be counted for this list is blocked, that is to say it is no longer possible to make any stock movements for the products concerned. The stock is released either after validating the count of a list (partial validation of a list is possible), or by a voluntary releasing action on the stock (click Release in the Actions menu of stock count lists): this voluntary action may be performed, for example, when the physical count of a list's stock has been carried out, in order to resume a normal activity during the entry of the count in the system.
For each list of the Lists tab, you can:
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Fields
The following fields are present on this tab :
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Action icon
Click this action to directly access the Counts function.
Click this action to display the generated stock count lists and their status.
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By default, the following reports are associated with this function :
PRTSCR : Screen print
INVSES : Stock count session
This can be changed using a different setup.
Click on this action to delete all of the lists generated (as long as they are not in the process of being counted). The selection criteria then become active again. |
In addition to the generic error messages, the following messages can appear during the entry :
Described below are the main messages likely to appear during entry or processing:
A session with the status ‘closed’ can no longer be deleted.
It is impossible to delete a session if the count entry has been started for one of the lists in the session.
It is possible that the maximum number of stock count lines set up for each list (Maximum number of lines field in the Parameterstab of the session) is not sufficient with respect to all the stock to be counted.
The number of lines in a list is greater that the value fixed by the INV activity code.
This message is displayed when the count is performed in Global processing and one stock line is desynchronized, i.e. the quantity on this line is different from the number of recorded serial numbers. To solve this situation, you need to perform a Resynchronization processing before launching a global processing again, or perform a non global stock count: the list will be created but the desynchronized stock lines will be ignored.