Cycle Counts

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From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Deirdre Sykes
Sent: Monday, February 03, 2014 1:10 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Cycle Counts

 

 

Rici,

Attached is the script we use for our cycle count. We are on 9.05.702A.

Hope it helps.

Deirdre Sykes | Finance Supervisor
GSI Technologies, LLC | 311 Shore Drive | Burr Ridge, IL 60527
dsykes@...<mailto:dsykes@...> | Phone: 630.590.8112 | Fax: 630.325.8197

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of RhettRick.Evans@...
Sent: Monday, February 03, 2014 12:51 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Cycle Counts



Hello everyone, I am trying to set up my cycle count program for Epicor 9. We recently installed it in January, and I am running into a few problems with having the system run cycle count reports. I am starting from scratch, so any help would be appreciated.



Thank,



Rici


CONFIDENTIALITY: The information contained in this email message, including any attachment(s), may be privileged and confidential and protected from disclosure. The email is not intended for transmission to, or receipt by, any unauthorized persons. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication or use of the information contained herein is strictly prohibited. If you have received this electronic mail transmission in error, please delete it from your system without copying or disseminating, and notify the sender by Reply email, so that our address record can be corrected.

[Non-text portions of this message have been removed]

2
Do Vantage cycle counts support random part selection? In the tests
we have run parts are selected sequentially by part number.

Thanks
3
Somehow the ABC codes create the random part selection but we haven't used them.

-----Original Message-----
From: flynn3332 [mailto:flynn3332@...]
Sent: Thursday, January 08, 2004 4:17 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Cycle Counts


Do Vantage cycle counts support random part selection? In the tests
we have run parts are selected sequentially by part number.

Thanks



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



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[Non-text portions of this message have been removed]
4
The ABC codes create the "selections"...when you set up the ABC codes, you
choose dollar values and the time frame you want to count. It took us a
couple of passes to get the dollar values that we actually wanted. I don't
recall that it is random: it selects all parts in a class (A, B, C, etc)
that are on-hand, and due to be counted. We set some items at 700 days.
You can also go in and manually change the codes, but when you Calculate
Codes, it will re-set them.

Once you get the codes sorted out, the rest of it is really slick. We count
our big-ticket items once a month, then less value less often. We have not
done a full physical inventory in at least 4 years! Our CPA auditors are
happy and we have less than 1% variance on audit. (I believe the
manufacturing industry standard is something around 10% -- it is a
shockingly high number).

My 2 cents.

Lydia

-----Original Message-----
From: Geary, Stephanie [mailto:sgeary@...]
Sent: Thursday, January 08, 2004 1:44 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Cycle Counts

Somehow the ABC codes create the random part selection but we haven't used
them.

-----Original Message-----
From: flynn3332 [mailto:flynn3332@...]
Sent: Thursday, January 08, 2004 4:17 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Cycle Counts


Do Vantage cycle counts support random part selection? In the tests
we have run parts are selected sequentially by part number.

Thanks
5
Do you have any suggestions on counting WIP?

Patty Cioffi (chofee)
Accounting Department
EFS Aerospace, Inc.
A Triumph Group Company
voice 661-295-1015 x101
fax 661-295-1058
e-mail <mailto:patty.cioffi@...> patty.cioffi@...

-----Original Message-----
From: Lydia Coffman [mailto:lcoffman@...]
Sent: Thursday, January 08, 2004 2:08 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Cycle Counts

The ABC codes create the "selections"...when you set up the ABC codes,
you
choose dollar values and the time frame you want to count. It took us a
couple of passes to get the dollar values that we actually wanted. I
don't
recall that it is random: it selects all parts in a class (A, B, C, etc)
that are on-hand, and due to be counted. We set some items at 700 days.
You can also go in and manually change the codes, but when you Calculate
Codes, it will re-set them.

Once you get the codes sorted out, the rest of it is really slick. We
count
our big-ticket items once a month, then less value less often. We have
not
done a full physical inventory in at least 4 years! Our CPA auditors
are
happy and we have less than 1% variance on audit. (I believe the
manufacturing industry standard is something around 10% -- it is a
shockingly high number).

My 2 cents.

Lydia

-----Original Message-----
From: Geary, Stephanie [mailto:sgeary@...]
Sent: Thursday, January 08, 2004 1:44 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Cycle Counts

Somehow the ABC codes create the random part selection but we haven't
used
them.

-----Original Message-----
From: flynn3332 [mailto:flynn3332@...]
Sent: Thursday, January 08, 2004 4:17 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Cycle Counts


Do Vantage cycle counts support random part selection? In the tests
we have run parts are selected sequentially by part number.

Thanks





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/.
<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
* To visit your group on the web, go to:
http://groups.yahoo.com/group/vantage/

* To unsubscribe from this group, send an email to:
vantage-unsubscribe@yahoogroups.com
<mailto:vantage-unsubscribe@yahoogroups.com?subject=Unsubscribe>

* Your use of Yahoo! Groups is subject to the Yahoo! Terms of
<http://docs.yahoo.com/info/terms/> Service.


[Non-text portions of this message have been removed]
6
We did a set of "cards" one year and had every shop employee fill it out to
show what jobs were "staged" at their area and what percent complete they
were. Then the accountant ran a Production Detail report for EVERY JOB
(Yep!) and we (four of us) compared what the shop employees said with the
PDR. What a nightmare, but we learned A LOT. AND it gave us a starting
point. We did this on a Friday and ran reports all night and the next day,
then we were able to look stuff over.

Our accountant (a new one) now looks at variances and tracks down problem
spots...it takes time and energy to get there...DATA COLLECTION is the key
to accurate WIP. It's really more like those puzzle keys: material costs
have to be accurate, material has to be issued to the job, time has to be
collected, parts in stock have to have accurate costs, the whole thing. We
are small enough to feel like we control this process (yikes-lean
manufacturing!), and we watchdog it.

But people ALWAYS find a way to mess you up.

Gosh, I didn't mean to write a book - about this anyhow.

Lydia

-----Original Message-----
From: patty.cioffi [mailto:patty.cioffi@...]
Sent: Thursday, January 08, 2004 3:14 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Cycle Counts

Do you have any suggestions on counting WIP?

Patty Cioffi (chofee)
Accounting Department
EFS Aerospace, Inc.
A Triumph Group Company
voice 661-295-1015 x101
fax 661-295-1058
e-mail <mailto:patty.cioffi@...> patty.cioffi@...

-----Original Message-----
From: Lydia Coffman [mailto:lcoffman@...]
Sent: Thursday, January 08, 2004 2:08 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Cycle Counts

The ABC codes create the "selections"...when you set up the ABC codes,
you
choose dollar values and the time frame you want to count. It took us a
couple of passes to get the dollar values that we actually wanted. I
don't
recall that it is random: it selects all parts in a class (A, B, C, etc)
that are on-hand, and due to be counted. We set some items at 700 days.
You can also go in and manually change the codes, but when you Calculate
Codes, it will re-set them.

Once you get the codes sorted out, the rest of it is really slick. We
count
our big-ticket items once a month, then less value less often. We have
not
done a full physical inventory in at least 4 years! Our CPA auditors
are
happy and we have less than 1% variance on audit. (I believe the
manufacturing industry standard is something around 10% -- it is a
shockingly high number).

My 2 cents.

Lydia
7
I was afraid it was going to be a nightmare. Anybody else have horror
stories/tips to share?

Patty Cioffi (chofee)
Accounting Department
EFS Aerospace, Inc.
A Triumph Group Company
voice 661-295-1015 x101
fax 661-295-1058
e-mail <mailto:patty.cioffi@...> patty.cioffi@...

-----Original Message-----
From: Lydia Coffman [mailto:lcoffman@...]
Sent: Friday, January 09, 2004 8:57 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Cycle Counts

We did a set of "cards" one year and had every shop employee fill it out
to
show what jobs were "staged" at their area and what percent complete
they
were. Then the accountant ran a Production Detail report for EVERY JOB
(Yep!) and we (four of us) compared what the shop employees said with
the
PDR. What a nightmare, but we learned A LOT. AND it gave us a starting
point. We did this on a Friday and ran reports all night and the next
day,
then we were able to look stuff over.

Our accountant (a new one) now looks at variances and tracks down
problem
spots...it takes time and energy to get there...DATA COLLECTION is the
key
to accurate WIP. It's really more like those puzzle keys: material
costs
have to be accurate, material has to be issued to the job, time has to
be
collected, parts in stock have to have accurate costs, the whole thing.
We
are small enough to feel like we control this process (yikes-lean
manufacturing!), and we watchdog it.

But people ALWAYS find a way to mess you up.

Gosh, I didn't mean to write a book - about this anyhow.

Lydia

-----Original Message-----
From: patty.cioffi [mailto:patty.cioffi@...]
Sent: Thursday, January 08, 2004 3:14 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Cycle Counts

Do you have any suggestions on counting WIP?

Patty Cioffi (chofee)
Accounting Department
EFS Aerospace, Inc.
A Triumph Group Company
voice 661-295-1015 x101
fax 661-295-1058
e-mail <mailto:patty.cioffi@...> patty.cioffi@...

-----Original Message-----
From: Lydia Coffman [mailto:lcoffman@...]
Sent: Thursday, January 08, 2004 2:08 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Cycle Counts

The ABC codes create the "selections"...when you set up the ABC codes,
you
choose dollar values and the time frame you want to count. It took us a
couple of passes to get the dollar values that we actually wanted. I
don't
recall that it is random: it selects all parts in a class (A, B, C, etc)
that are on-hand, and due to be counted. We set some items at 700 days.
You can also go in and manually change the codes, but when you Calculate
Codes, it will re-set them.

Once you get the codes sorted out, the rest of it is really slick. We
count
our big-ticket items once a month, then less value less often. We have
not
done a full physical inventory in at least 4 years! Our CPA auditors
are
happy and we have less than 1% variance on audit. (I believe the
manufacturing industry standard is something around 10% -- it is a
shockingly high number).

My 2 cents.

Lydia





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/.
<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
* To visit your group on the web, go to:
http://groups.yahoo.com/group/vantage/

* To unsubscribe from this group, send an email to:
vantage-unsubscribe@yahoogroups.com
<mailto:vantage-unsubscribe@yahoogroups.com?subject=Unsubscribe>

* Your use of Yahoo! Groups is subject to the Yahoo! Terms of
<http://docs.yahoo.com/info/terms/> Service.


[Non-text portions of this message have been removed]
8
Does anyone using cycle counts have written policies, procedures or
work instructions they would be willing to share? I would like to start
using cycle counts 1/1/06.
9
I would like to start using Vantage for cycle counting in January. Does
this replace the full physical at year end? Do you have any work
instructions or proceedures you could share? Do you count work in
process some other way? ABC codes are selected when you utilize the
auto select feature, will it pull parts from each code a-b-c-d? How do
you capture enough information to cover yourself for inventory (for
accountant/auditing)? Are there any other reports than by group or
price variance? What are the glitches?
10

Hello everyone,  I am trying to set up my cycle count program for Epicor 9.  We recently installed it in January, and I am running into a few problems with having the system run cycle count reports.  I am starting from scratch, so any help would be appreciated.

 

Thank,

 

Rici

11
Rici,

Attached is the script we use for our cycle count. We are on 9.05.702A.

Hope it helps.

Deirdre Sykes | Finance Supervisor
GSI Technologies, LLC | 311 Shore Drive | Burr Ridge, IL 60527
dsykes@...<mailto:dsykes@...> | Phone: 630.590.8112 | Fax: 630.325.8197

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of RhettRick.Evans@...
Sent: Monday, February 03, 2014 12:51 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Cycle Counts



Hello everyone, I am trying to set up my cycle count program for Epicor 9. We recently installed it in January, and I am running into a few problems with having the system run cycle count reports. I am starting from scratch, so any help would be appreciated.



Thank,



Rici


CONFIDENTIALITY: The information contained in this email message, including any attachment(s), may be privileged and confidential and protected from disclosure. The email is not intended for transmission to, or receipt by, any unauthorized persons. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication or use of the information contained herein is strictly prohibited. If you have received this electronic mail transmission in error, please delete it from your system without copying or disseminating, and notify the sender by Reply email, so that our address record can be corrected.


[Non-text portions of this message have been removed]