Anyone else do inventory counts on excel spreadsheets and then upload the data via DMT?
Which part of DMT do you use? Epicor rep said to use Inventory Transfer but that doesn’t make any sense to me.
I assume to use Quantity Adjustment. But internally someone said they we’re told not to use because Epicor doesn’t like that.
Any advice on this?
Hi Alan,
We DMT Quantity Adjustment every year for our annual inventory. We also occasionally cycle count and use it for that too. DMT of Quantity Adjustment works great for us. We input a reference note to describe our reason for the mass adjustment. Here’s an example of our template from last year:
Nancy
@Nancy_Hoyt Thank you. That’s what I figured was the best way.
We use Tag entry for our annual Physical inventory count.
Just going to put in my 2c here. If you do qty adjustments for stock taking you lose the ability to see part stock take information in the tracker… Not to mention all the controls that go around the process. For example the count variance report…
Agreed it’s a bit clunky and printing tags etc feels like duplication of work… You can do a paste update into the count tag list screen.
This is what it looks like in the tracker
I encourage everyone if your not using it to review the process and see where you can potentially streamline. There are ways…
