Best Practice with Pre-Pulled Inventory and Cycle Counts

Kinetic ERP
1

Bit of an interesting question here. When we look at all the orders that are due for the month, one thing we like to do ahead of time is pull parts that can be pulled ahead of time so we’re as on top of things as possible. However, this causes an issue with cycle counts where a part has been pulled, but because we are still waiting for the ship date, it remains in inventory which ends up throwing off cycle counts.

Does anyone have thoughts on best practices with this? Should we create a Bin called SHIPPING and transfer items there and exclude it from cycle counts? Or is there a better solution to this such as issues materials to a sales order

Thanks!

2

Hi,

One option would be to create a new warehouse and have the parts that are pre-allocated to orders in there. This removes from the cycle count.

Second option is to pack them and then count packed units (this can be done calculated via a BAQ looking for the status of ‘Packed’.

The main thing to remember is to check with Finance what they want you to do with these units and make sure you meet their audit requirements.

3

When you pull the inventory for the sales order are you also creating the shipment for it?

We have a dashboard built for this. We show the current on hand as well as the quantity on all customer shipments that are not in a status of shipped or invoiced. Allows our users to quickly see total quantities of items that are packing and haven’t shipped yet.

4

Thanks Andrew! Much appreciated :smiley: