¶ Overview
The Stock Counts view is used for the Creation/Administration and Monitoring of Stock counts. Its primary function is to display the stock take snapshot, and physical counts, as applied from inventory count Instructions (see Pending Counts).
The following processes are managed by this view:
- Stock Take
¶ Definition
The Master data for this view represents the Stock-takes as Generated in the Stock Take View. The Stocktake Data is stored in the Stock Take Tables
The View also consists of a number of detail views that will present the details for the Created Stock Take information but also the resulting data from generating snapshots (theoretical count data) and applying pending count instructions as part or the execution of the stocktake process.
It has the following key functions:
- View Stock Count Snapshot List
- View Stock Count Summary Data
- View Stock Count Detail Data
- Create New Stock Count (Snapshot)
- Generate Discrepancy count instructions
- Finalize and Apply Stock Counts to Stock
The Stock Counts view has all the default features as defined in the Qwix Portal Features for views.
¶ Stock Count (Master)
The Master data for the Stock Counts view lists all the unarchived Stock Counts (Snapshots).
¶ Columns
| COLUMN | DESCRIPTION |
|---|---|
| SKE__ID | The Internal Unique ID for the Stock Count |
| NAME | The Generated Name of the Stock Count |
| DATE CREATED | Creation Date/Time of the Stock Count |
| DATE COMPLETED | Date/Time the Stock Count was Finalised (and applied if applicable) |
| STATUS | Purchase Order Status |
| WRITEBACK STATUS | Integration Status for posting back Purchase Order Receipt to source system |
| WRITEBACK REFERENCE | Number of Lines in the Purchase Order |
¶ Actions
¶ Counts - Create Count
The Create Count action is used to Create a new Stock Count. This will form the base to snapshot theoretical qty, and to apply Count Instructions
Pre-requisites:
- N/A
Parameters:
- Snapshot Mode - Options:
- NO SNAPSHOT - Create an empty Stock Count without any theoretical counts for current stock
- FULL - Create a Stock Count and create the Theoretical count entries for current stock quantities
- OPEN INSTR - Create a Stock Count and create theoretical counts for any Incomplete Instr (Helpful when doing Cycle counts)
- Location (Optional) - Select a specific location to limit the stock snapshot to.
¶ Generate Instructions - Gen Discrepancies
This Action Will generate new Count Instructions for all discrepancies that exist in the selected Stock Count. discrepancies are counts that have no matching count detail lines.
Pre-requisites:
- A Stock Count row must be Selected
- The Stock Count should already have count detail (theoretical or physical counts)
Parameters: N/A
¶ Generate Instructions - Gen Uncounted
This Action Will generate new Count Instructions for all Count Summary Lines that have no physical count entries but do have theoretical count entries.
Pre-requisites:
- A Stock Count row must be Selected
- The Stock Count should already have count detail (theoretical)
Parameters: N/A
¶ Count Functions - Zero Uncounted
This Action Will generate Stock Count detail entries for all Count Summary Lines that have no physical count entries but do have theoretical count entries. The purpose of this function is to create a ZERO (0) physical count entry, so that when the count is applied. any theoretical count snapshot lines that had no physical counts would be zero'd. If this is not done, then uncounted lines are left untouched when applying the Stock Count.
Pre-requisites:
- A Stock Count row must be Selected
- The Stock Count should already have count detail (theoretical)
Parameters: N/A
¶ Count Finalisation - Consolidate Count
This Action will evaluate, the Stock Count detail lines, and with cascading logic identify the most appropriate detail lines to use as the Final Qty value for each Item/Bin Summary Line. It does this by first looking for matching lines (best chance of being correct), and secondarily using the most recent count entry. It will also mark these lines as the Final Qty candidates in the Count Detail, as well as display the Final Qty in the Count Summary lines.
Pre-requisites:
- A Stock Count row must be Selected
- The Stock Count should already have count detail (theoretical and/or physical)
Parameters: N/A
¶ Count Finalisation - Close Count
This Action will close the selected Stock Count, without applying and updating Stock.
Pre-requisites:
- A Stock Count row must be Selected
Parameters: N/A
¶ Count Finalisation - Apply Count
This Action will apply and close the selected Stock Coun. Stock will be updated to the Final Qty figures as displayed. Transactions for audit trail purposes will also be posted.
Pre-requisites:
- A Stock Count row must be Selected
- The Count must already be consolidated
- The Count must not be closed.
Parameters: N/A
¶ Count Summary
¶ Columns
| COLUMN | DESCRIPTION |
|---|---|
| ID | The Internal Unique ID for the Calculated Summary Lines |
| BIN | The Bin (summary grouped) |
| ITEM | The Item (summary grouped) |
| ACTUAL COUNTS | The Number of Physical counts (for this summary line) |
| MIN QTY | The Minimum Qty for all the counts (for this summary line) |
| MAX QTY | The Maximum Qty for all the counts (for this summary line) |
| ENTRIES | The Count of all the entries (for this summary line) |
| THEORETICAL COUNTS | The Number of Theoretical counts (for this summary line) |
| UNMATCHED | The Number of counts that don't have a quantitative match (for this summary line) |
| THEORETICAL QTY | The theoretical Qty if one exists (for this summary line) |
| FINAL QTY | The Final Qty (to be applied). This is populated after Consolidating the count |
¶ Actions
¶ Count Detail
¶ Columns
| COLUMN | DESCRIPTION |
|---|---|
| STC__ID | The Internal Unique ID for the Detail Lines |
| DATE CREATED | The Date/Time the Count Detail Lines was Created |
| ITEM | The Item |
| BIN | The Bin |
| BATCH | The Batch (if applicable) |
| PACKAGE/PALLET | The Pacakge/Pallet Number (if package/pallet count line) |
| QTY | The Qty |
| DESCRIPTION | Description of the Type of Line |
| NOTES | Additional Notes |
| HAS MATCH | Flag indicating one or more matching detail lines to this one. |
| IS FINAL | Flag to indicate Line is earmarked as Final Qty (after consolidating) |
¶ Actions