Cycle Counting

That's good! Then you probably encountered these, but just in case, here's a couple things that tripped me up: Running Part Selection too early doesn't net you very much, because it seems to look at the current date to determine what's due for counting, not the period date, and you can't undo or redo Part Selection. If you delete the period, you can't reuse its period number. Since this is sometimes labeled or displayed as the month, try to set them up so 1 = January, 2 = February, etc, and avoid having to delete and remake. Lastly, all your ABC codes should be created before you create your period schedules, or Part Selection won't pull them.

We don't use variance tolerances, because our inventory controller is pretty devoted to figuring out why the count is off. If she can't, she voids the part and tries again the next day. If we decide to go that route, though, my starting plan is to look at our past physical inventories and see what discrepancies we allowed for parts with different ABC codes. Maybe someone with experience using these can chime in with good starting parameters.

We use Repetitive selection. It calculates how many parts of each code you need to count each month to keep up with your count frequencies, which saves me the trouble of doing it, and gets us more consistent results. If you keep up with the counting, you should only find parts far overdue for counting if they were frequently at zero quantity during Part Selection (assuming you have zero qty turned off). I think Random would work best if you knew how many parts you wanted to count each month and then used the resulting data to determine the count frequency.

Those are roughly the values we started with for our codes. We customized our code calculation because most of our A's were finished goods. Finished goods are class F, which doesn't get counted, and we use a class D which only gets counted once a year (we haven't yet eliminated physical inventory). This left us with 750 As, Bs, and Cs for one person to count, though. We're a small company and she just doesn't have the time. We've started playing with the numbers to see what's doable. Currently we're trying this:

A, 75%, 30 days
B, 80%, 90 days
C, 90%, 180 days
D, 100%, 360 days

If she counts a part while issuing it, she'll add it to the day's cycle, whether that's moving it up from later in the month or adding it new. Fortunately, that's a very flexible part of the cycle count program. Depending on the size and type of your inventory and how many resources you have available for counting, you'll probably have to tweak it, too, to figure out what works.

I'll mention a couple bugs here, too. It's very possible they were fixed in 700, but they should be easy enough to test.

a) Initialize Last Cycle Count Date didn't work for us. I used Excel to calculate a date spread and pushed them in with a UBAQ.

b) Sometimes voiding a part or moving multiple parts via Cycle Count Part Selection Update removes the ABC code from the count detail. This doesn't really affect us, but it might throw off variance tolerance.

c) Try adjusting a selected part to zero before its count day and then return zero and non-zero counts. On two occasions, parts with a frozen qty of zero have demanded tolerance codes (which we don't require), but did not allow us to apply them in Count Discrepancy Reason. I had to UBAQ them to allow the parts to post. I would guess a divide-by-zero error, but it doesn't always happen.

Phew, sorry for the word dump. I hope something here was helpful.
To all,
We have never used cycle counting in Vantage, and want to start using
it. We just finished our 2004 year end inventory. The counts were
just posted a day or two ago.

I am trying to setup a group for cycle counting, but I can't get it
to generate the tags.
I created the group, left the "Full Physical" checkbox alone, added
the warehouses, did an autoselect of 25 parts (and it selected them).
I then started the count. Then I went to Tag, generate tags, entered
a prefix, gave it a starting number, left the "Number of Blank Tags"
and "Blank Tags Only" alone. I left the radio button on By Whse
ID/Bin/Part/Dimension/Lot Number, and clicked ok. But no tags!

I wrote a report, and the parts appear in the countpart table, but no
tags in the counttag table.

Any help you can give would be greatly appreciated!

Thanks in Advance!
Andrew
Since you just posted your Physical inventory, most likely all of the parts
have a last counted date that is too recent for it to bring up anything to
count yet. If you shorten the length of time between counts, (Like "A"'s at
5 days), I believe you'll see some parts come up for you. You may have to
do that on all the types just in order to get started....

Julie Lehmann
Mercury Minnesota Inc.

----- Original Message -----
From: "andrewcretors" <acretors@...>
To: <vantage@yahoogroups.com>
Sent: Monday, January 10, 2005 10:59 AM
Subject: [Vantage] Cycle Counting


>
>
> To all,
> We have never used cycle counting in Vantage, and want to start using
> it. We just finished our 2004 year end inventory. The counts were
> just posted a day or two ago.
>
> I am trying to setup a group for cycle counting, but I can't get it
> to generate the tags.
> I created the group, left the "Full Physical" checkbox alone, added
> the warehouses, did an autoselect of 25 parts (and it selected them).
> I then started the count. Then I went to Tag, generate tags, entered
> a prefix, gave it a starting number, left the "Number of Blank Tags"
> and "Blank Tags Only" alone. I left the radio button on By Whse
> ID/Bin/Part/Dimension/Lot Number, and clicked ok. But no tags!
>
> I wrote a report, and the parts appear in the countpart table, but no
> tags in the counttag table.
>
> Any help you can give would be greatly appreciated!
>
> Thanks in Advance!
> Andrew
>
>
>
>
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
> (1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
> (2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
> (3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
> Yahoo! Groups Links
>
>
>
>
>
>
>
>



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To all,
My question is, how often does Vantage think we will be doing the
cycle count?
We have about 12,000 part numbers, and would like to count every day
to keep the number of parts manageable. Using the auto select in
vantage, it came up with 1,807 parts to count (we didn't limit the
list, because we want to make sure we count everything). There is no
way we can count that many parts per day. Does vantage think we will
be doing a cycle count monthly? Weekly? Here is our ABC setup:

Code Min $ Value Min Unit Cost Count Freq.
A 1,000 150 30
B 500 50 60
C 100 20 120
D 10 10 240

Just for kicks, I changed the count frequency to 365 for A-D (count
everything once per year), re-ran the calculate abc code program,
setup a new group, and it STILL auto selected 1,807 parts. I would
have expected somewhere in the area of 45 parts (12,000 parts,
divided by 12 months, divided by 22 working days per month). We are
on 5.1.

Thanks again for your help!
Best regards,
Andrew
Andrew:
I don't think Vantage "thinks" about that. I don't know how it came up with
the 1807 number, because it just knows which parts are due, and selects
them. We used "maximum" until we were through the list and the parts were
on a schedule. Another suggestion - set your count frequency at a number
divisible by 7 for a 5 day work week (ie: we use 28 for A's, 84 for B's,
175 for C's), otherwise it'll think you should be counting on Sat & Sunday
and you'll get a big list for the next work day, and it'll start getting way
off. This helps your groups stay pretty equal, and the parts come up more
consistantly.

HTH.
Julie Lehmann
Mercury Minnesota Inc.

----- Original Message -----
From: "andrewcretors" <acretors@...>
To: <vantage@yahoogroups.com>
Sent: Tuesday, January 18, 2005 9:09 AM
Subject: [Vantage] Cycle Counting


>
>
> To all,
> My question is, how often does Vantage think we will be doing the
> cycle count?
> We have about 12,000 part numbers, and would like to count every day
> to keep the number of parts manageable. Using the auto select in
> vantage, it came up with 1,807 parts to count (we didn't limit the
> list, because we want to make sure we count everything). There is no
> way we can count that many parts per day. Does vantage think we will
> be doing a cycle count monthly? Weekly? Here is our ABC setup:
>
> Code Min $ Value Min Unit Cost Count Freq.
> A 1,000 150 30
> B 500 50 60
> C 100 20 120
> D 10 10 240
>
> Just for kicks, I changed the count frequency to 365 for A-D (count
> everything once per year), re-ran the calculate abc code program,
> setup a new group, and it STILL auto selected 1,807 parts. I would
> have expected somewhere in the area of 45 parts (12,000 parts,
> divided by 12 months, divided by 22 working days per month). We are
> on 5.1.
>
> Thanks again for your help!
> Best regards,
> Andrew
>
>
>
>
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
> (1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
> (2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
> (3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
> Yahoo! Groups Links
>
>
>
>
>
>
>
>



--
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Checked by AVG Anti-Virus.
Version: 7.0.300 / Virus Database: 265.6.13 - Release Date: 1/16/2005
Does anyone have or know if Vantage has any procedures on cycle counting? We are going to be doing a full-blown inventory next month and would like to be prepared. This will be our first full inventory since going live with Vantage 8.03.4.

Any help/direction/documention would be appreciated.
Thank you.
Casey
ESCO Mfg

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SCR 48848: IM count tag entry - counted qty field is read only and
dimension qty is used as the Counted Qty.

PROBLEM:
Testing in 404 count tag entry - use the list tab for easy data
entry. The counted qty is grayed out, when into customization mode
and changed it to not be read only. It is not accepting the change.
Made change to allow for dimensional qty, this field is enabled to
allow for the acutal counted qty.

WORKAROUND:
Go into Customization Mode and change the Column Heading from Dim Qty
to Counted Qty and Counted Qty to Dim Qty.

Scheduled to be fixed on 8.03.405

Oh...and the standard Cycle Count program is very poorly desgined!!!
Too many 'business logical scenarios' that Vantage does not
accomodate.

Thanks
Patty Buechler
UV Color

--- In vantage@yahoogroups.com, Casey Kuck <caseybohling@...> wrote:
>
> Does anyone have or know if Vantage has any procedures on cycle
counting? We are going to be doing a full-blown inventory next month
and would like to be prepared. This will be our first full inventory
since going live with Vantage 8.03.4.
>
> Any help/direction/documention would be appreciated.
> Thank you.
> Casey
> ESCO Mfg
>
> __________________________________________________
> Do You Yahoo!?
> Tired of spam? Yahoo! Mail has the best spam protection around
> http://mail.yahoo.com
>
> [Non-text portions of this message have been removed]
>
Cycle counting is supported on v8. Not the best methodolgy I've ever seen - but certainly not the worst either.

We haven't yet confirmed that 404's cycle count processes are bug free.

You might want to do a small count now and verify everything is working as you expect it to.

(Waiting for a full blown inventory to act as your 1st test is just asking for trouble.)

Rob Brown

Casey Kuck <caseybohling@...> wrote:
Does anyone have or know if Vantage has any procedures on cycle counting? We are going to be doing a full-blown inventory next month and would like to be prepared. This will be our first full inventory since going live with Vantage 8.03.4.

Any help/direction/documention would be appreciated.
Thank you.
Casey
ESCO Mfg

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Casey,
Cycle counting is a useful tool if your shop is set up correctly.
For example, in our shop, assembly personnel used to build up a lot of WIP. But when they physically counted the parts, they did not necessarily attribute the included component items into a different part number, so it is really more of a GIGO situation.


Here are some of the gotcha's I have seen.

Depending on how long it takes to enter and count the parts, your counts might not move fast enough. So, if all of your parts are listed in one physical warehouse, no items can be included in a different count group at the same time. A warehouse may only be a part of one active count at a time. We have been working to overcome this by actually segregating parts by virtual warehouse, and it is a move that is helping us in other ways...so I do not mind that one.

Non-stock items that you might have in stock (overbuild..etc) are not included in the count tag list generated by the system
They can be added manually.

The start of a count group allows accumulation of part transasction data from the time of the start. However, it is up to the data entry person to review them, the count time (important depending on your production times) and determine if these work out to be overall additions or subtractions to the values on the count tag.

Overcome these, and the included process is useful enough.

Carey


To: vantage@yahoogroups.comFrom: robertb_versa@...: Fri, 11 Apr 2008 09:09:19 -0700Subject: Re: [Vantage] Cycle Counting




Cycle counting is supported on v8. Not the best methodolgy I've ever seen - but certainly not the worst either.We haven't yet confirmed that 404's cycle count processes are bug free.You might want to do a small count now and verify everything is working as you expect it to.(Waiting for a full blown inventory to act as your 1st test is just asking for trouble.)Rob BrownCasey Kuck <caseybohling@...> wrote:Does anyone have or know if Vantage has any procedures on cycle counting? We are going to be doing a full-blown inventory next month and would like to be prepared. This will be our first full inventory since going live with Vantage 8.03.4.Any help/direction/documention would be appreciated.Thank you.CaseyESCO Mfg__________________________________________________Do You Yahoo!?Tired of spam? Yahoo! Mail has the best spam protection around http://mail.yahoo.com [Non-text portions of this message have been removed]__________________________________________________Do You Yahoo!?Tired of spam? Yahoo! Mail has the best spam protection around http://mail.yahoo.com [Non-text portions of this message have been removed]






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We completed our first full inventory in Vantage in January. The process
went as smooth as any inventory we had done in the past and in some ways it
was better. I would not rely upon the stock Vantage reports for variances,
etc. Create your own reports that are more user friendly and exportable to
excel as most accountants want them.



We also have a regular cycle counting process that we use in Vantage. Our
ABC codes are based upon dollar usage in the previous 30 days and we
recalculate ABC codes at the beginning of each month. Actually for us it is
ABCD codes since we have 4 categories of parts. All of our high usage parts
are counted every 90 days, some 180, others only once a year and some we
never cycle count so those are set to 999 days. We attempt to select from
15 to 20 parts a day for counting. This hopefully ensures that every part
we want to cycle count gets counted during the year. We have never really
had any negative issues with the cycle count process. It seems to work
well. We used Vantage all of 2007 and had the cycle counting in process for
the whole year. Our 2007 year end inventory was the best inventory we have
had in the 7 years I have been with the company.



_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Robert Brown
Sent: Friday, April 11, 2008 11:09 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Cycle Counting



Cycle counting is supported on v8. Not the best methodolgy I've ever seen -
but certainly not the worst either.

We haven't yet confirmed that 404's cycle count processes are bug free.

You might want to do a small count now and verify everything is working as
you expect it to.

(Waiting for a full blown inventory to act as your 1st test is just asking
for trouble.)

Rob Brown

Casey Kuck <caseybohling@ <mailto:caseybohling%40yahoo.com> yahoo.com>
wrote:
Does anyone have or know if Vantage has any procedures on cycle counting? We
are going to be doing a full-blown inventory next month and would like to be
prepared. This will be our first full inventory since going live with
Vantage 8.03.4.

Any help/direction/documention would be appreciated.
Thank you.
Casey
ESCO Mfg

__________________________________________________
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Tired of spam? Yahoo! Mail has the best spam protection around
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9.04.506C SQL
I don't seem to get Cycle Counting. We started at the beginning of June. "A" parts are counted 3 times/yr, "B" parts 2 times, and "C" parts once... I calculated the ABCs and had them entered. I created a Cycle Count Period, Initialized Last Cycle Count Date, created a Schedule and Performed Part Selection. Here is where I *think* I went wrong.

The Cycle Count Period was for the calendar year 2011 (according to Epicor, it only works on calendar years). On the Cycle Count Schedule creation, however, I *also* chose the full year for the schedule period. As a result (I think), ALL parts (A, B, and C) only appear one time for the entire year.

If I create a Schedule with a shorter time frame than then Cycle Count Period, would that make my A and B parts show up as often as they should? Epicor hasn't been really helpful on this, with some conflicting information and a lot of "I don't really know... let me get someone else to call you back" (I'm still waiting). They also told me about a bug (SCR 73286) that is supposedly fixed in 507A, but I'm testing 507A as we speak and it comes up with the same output. The description for that SCR doesn't seem to match my problem.

Any thoughts?

Ernie Lowell
Diba Industries

Greetings:


We are trying to implement cycle counting to eliminate the need for yearly full physical inventory counts.  I have Epicor's user guide on this which is quite vague; doesn't really suggest examples of use; etc.  So we're having a tough time getting started.  Is there any other documentation available on the subject that may be a little more detailed?  Or there's got to be some experts out there that could lend a hand?  If anyone is able and willing to assist, I can provide specific questions on where we are unsure how to proceed.


Thanks in advance for any and all suggestions!


Stan

Fiberoptics Technology

Pomfret CT.

What version are you running? I have an outline I wrote up while figuring out cycle counting on 9.05.606, intended for my own reference and for the inventory controller's. I can also answer questions for 9.05.

I highly recommend running abbreviated fake cycles in Test before implementing in Live. The actual counting process is fairly forgiving, but set-up is less so.
Thanks for the reply!  I am running 9.05.701.  I did find a Cycle Counting Course/Workshop for 600 which I've tested successfully (I think!) in my test db. 
Questions are mostly set up issues:  
Do you use variance tolerances and if so what is a good example of the parameters?
Which selection do you use (Repetitive or Random) and why?
The examples I've seen for Valuation Percent have been:  A=80; B=95; C=100.  I guess that will vary depending on what type and how much inventory is held.  Is that a good starting point?
Thanks again for your assistance!

Stan