Physical Inventories - call for advice, and 2pc tags (8.03.409c)

I just read your message because...we were busy doing a physical at the end of last week. This is our second physical in Vantage (8.03.405) and it went much more smoothly than the first.

Background: Our company is a contract manufacturer so there are many, many parts that we receive and use immediately without stocking. This creates lots and lots of zero counts.

Physical #1: We tried to use Epicor's tags. Hundreds of tags were printed with parts that couldn't be found (zero counts mentioned above). These got put into a "zero" pile. Lots of parts were in multiple bins in the same location (main bin and smaller workstation bins). Since only one tag was printed for that part in that location, blank tags got used when the tag layers couldn't find a tag with the part number on it. We ended up having to sort all those together and manually add them before entering the counts and void the blanks. This took FOREVER and we had several people here very, very late.

Physical #2: We used blank two-part tags that we purchased from a printer. Counters filled out the part numbers. We entered the tags into Excel with some error trapping formulas. At the end we merged the Excel sheet with the Epicor tags. Any parts in the Epicor tag file not in the Excel sheet were given a zero count. Any tags in the Excel sheet not in the Epicor tag file were assigned to an Epicor blank tag. The tag numbers on the physical tags were entered into the "Note" field. Then we very, very carefully did a Paste - Update in the Count Tag Entry list view (with all tags selected). We did a second pass (moving the Voided field over) and marked the unused blank tags as "Voided". Zero counts do not automatically get marked as "Returned", so we did a final pass, selected only the Unreturned tags, moved the Returned field over, and manually marked those as returned. The file merging and paste-updating took one person a few hours. Caveat: There is some strange bug in our version that changes the part number on the first tag (highlighted by the cursor) as each part gets updated when the counts are zero. At the end of each paste-update, we had to go back to that first tag and verify/change the values back. Even with that, this method worked much better for us. If we did a lot of physicals we might create an app instead of using spreadsheets, but it seemed to work well (with limited, experienced tag entry people).

HTH, Kirstin

--- In vantage@yahoogroups.com, Keith Walter <keithfwalter@...> wrote:
>
> We run cycle counts, and have since going live. we just merged operations with another division, and along with that came their inventory. We now need to do a physical (yeah).
> Â
> Accounting is insisting on 2-part tags; our cycle counts are paperless, so we have never printed tags before. we are having a very hard time finding 2-pc tags we can print to - 2-layer tags cannot go through a printer, and we cannot find any perforated tags. What kind of tags did you use?Â
> Â
> If you have completed a physical with Vantage, could you share any insights please? any pitfalls to avoid? general advice? horror stories?
>
> Keith Walter
> Vantage Coordinator
> Norgren Automation Solutions, Saline Division
> keith.walter@...
>
> [Non-text portions of this message have been removed]
>
We run cycle counts, and have since going live. we just merged operations with another division, and along with that came their inventory. We now need to do a physical (yeah).
Â
Accounting is insisting on 2-part tags; our cycle counts are paperless, so we have never printed tags before. we are having a very hard time finding 2-pc tags we can print to - 2-layer tags cannot go through a printer, and we cannot find any perforated tags. What kind of tags did you use?Â
Â
If you have completed a physical with Vantage, could you share any insights please? any pitfalls to avoid? general advice? horror stories?

Keith Walter
Vantage Coordinator
Norgren Automation Solutions, Saline Division
keith.walter@...

[Non-text portions of this message have been removed]
When you say '2-part tags' am I correct to assume you mean you want
individual tags (rather than sheets) and 2 copies of each?

If so, just find the proper paper. Check these guys out perhaps:
http://www.perforatedpaper.com/?source=google_perf&afid=12769&kfid=27496&lfid=4754&gclid=COn469bM2aoCFYpR7AodEkiL-w

Dunno how the pricing suits you, but they'll make paper with custom
perforations. You can also just get an electronic perforating machine and do
it yourself. They start around $1,000 for solid heavy-duty machine.

Once you figure out what kind of paper you'll be using, just edit the
crystal report to fit and have it print each tag twice.



On Thu, Aug 18, 2011 at 3:04 PM, Keith Walter <keithfwalter@...>wrote:

> **
>
>
> We run cycle counts, and have since going live. we just merged operations
> with another division, and along with that came their inventory. We now
> need to do a physical (yeah).
>
> Accounting is insisting on 2-part tags; our cycle counts are paperless, so
> we have never printed tags before. we are having a very hard time finding
> 2-pc tags we can print to - 2-layer tags cannot go through a printer, and we
> cannot find any perforated tags. What kind of tags did you use?
>
> If you have completed a physical with Vantage, could you share any insights
> please? any pitfalls to avoid? general advice? horror stories?
>
> Keith Walter
> Vantage Coordinator
> Norgren Automation Solutions, Saline Division
> keith.walter@...
>
> [Non-text portions of this message have been removed]
>
>
>



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*
*:: 904.962.2887*
*:: waffqle@...*
*:: NO FAXES*

*

*


[Non-text portions of this message have been removed]
Just yesterday was handed the same problem. We'll probably purchase an Epson or Okidata dot-matrix printer and purchase tractor-feed tags. Once source I found for that is

http://www.lintonlabels.com/specialtyinventorytags/specialtyinventory.html

They're sending me a sample. We only have about 3000 tags to print, so it shouldn't be too onerous (I hope).

Ernie Lowell
Diba Industries

--- In vantage@yahoogroups.com, Keith Walter <keithfwalter@...> wrote:
>
> We run cycle counts, and have since going live. we just merged operations with another division, and along with that came their inventory. We now need to do a physical (yeah).
> Â
> Accounting is insisting on 2-part tags; our cycle counts are paperless, so we have never printed tags before. we are having a very hard time finding 2-pc tags we can print to - 2-layer tags cannot go through a printer, and we cannot find any perforated tags. What kind of tags did you use?Â
> Â
> If you have completed a physical with Vantage, could you share any insights please? any pitfalls to avoid? general advice? horror stories?
>
> Keith Walter
> Vantage Coordinator
> Norgren Automation Solutions, Saline Division
> keith.walter@...
>
> [Non-text portions of this message have been removed]
>
> Accounting is insisting on 2-part tags;
Do they give any reason?
This sounds a little excessive.

>tags
We don't use any "tags"
Instead we made a custom report style.
The "tags" are printed on standard 8-1/2x11 paper.
About 20 parts to a sheet, sorted by physical bin location so a person could walk the shortest distance to count (bin location sorting, special programming was required in our case to accomplish this part).

In general..
The tag sheets distributed to several people.
They count, return sheets to data entry people and counts entered.
Then print variance report.
Recount.
Enter corrections.
Post.

--- In vantage@yahoogroups.com, Keith Walter <keithfwalter@...> wrote:
>
> We run cycle counts, and have since going live. we just merged operations with another division, and along with that came their inventory. We now need to do a physical (yeah).
> Â
> Accounting is insisting on 2-part tags; our cycle counts are paperless, so we have never printed tags before. we are having a very hard time finding 2-pc tags we can print to - 2-layer tags cannot go through a printer, and we cannot find any perforated tags. What kind of tags did you use?Â
> Â
> If you have completed a physical with Vantage, could you share any insights please? any pitfalls to avoid? general advice? horror stories?
>
> Keith Walter
> Vantage Coordinator
> Norgren Automation Solutions, Saline Division
> keith.walter@...
>
> [Non-text portions of this message have been removed]
>
> Accounting is insisting on 2-part tags;

We designed a tag Crystal report that prints on an 8 1/2 x 11 sheet
that has a red stripe on the right and is laser perforated. We print
the same image on the left and right hand side and collect the
red-striped side for the accountants.

Mark W.
You use one tag to tag the part so the accounting geeks know it's counted and you use the second for input and recordkeeping and when you go live and cannot find a part that was counted.

Ed Kowalski
Treasurer
Morton Manufacturing Co.
700 Liberty Drive
Libertyville, IL 60048
847-362-5400 x104
847-362-5434 fax



[Non-text portions of this message have been removed]
Also, a second office copy gives you assurance that all tags are accounted for.

And to change the subject matter slightly:

We don't have locations for a lot of material. So, in 6.1 we used to have blank tags printed on the outside (two copies of course), start in a corner, record the part number and quantities, tag the part with the second copy and send the original to the office for input into a 6.1 file under the corresponding tag number, recording the quantity and part number. Am I correct that you cannot create blank tags in 9.04 even though there is a checkbox for that option? And if you have no counts for a part, you still have to enter a zero for that part - or did I have a bad dream when I looked at all this several months ago?

Ed Kowalski
Treasurer
Morton Manufacturing Co.
700 Liberty Drive
Libertyville, IL 60048
847-362-5400 x104
847-362-5434 fax



[Non-text portions of this message have been removed]
We gave up on two-part (i.e., carbonless, pin-feed) a long time ago. Expensive and difficult to print.

What we do is to print on normal paper with a perf half way from top to bottom. We print the tag two times; on top and on the bottom. One is marked "Stays with stock", one is "Return to Accounting". counters fill in both pieces, tear apart and leave one part with the stock. We switch colors from year to year so old tags left don't confuse things.

Accounting can always audit the returned tags by going to the stock location and viewing the tag left behind. Wee have had no difficulty with different counts appearing on one part than on the other.



[Non-text portions of this message have been removed]
We've done the last few inventories with plain paper forms perfed about 1/3 of the way from the bottom (like a check form, but plain paper) and printed twice. But, we have lots of very small bin locations, and people complained that the tags were too large. We'll see how this one goes...

Ernie Lowell
Diba Industries

--- In vantage@yahoogroups.com, "Carl Heeder" <carl.heeder@...> wrote:
>
> We gave up on two-part (i.e., carbonless, pin-feed) a long time ago. Expensive and difficult to print.
>
> What we do is to print on normal paper with a perf half way from top to bottom. We print the tag two times; on top and on the bottom. One is marked "Stays with stock", one is "Return to Accounting". counters fill in both pieces, tear apart and leave one part with the stock. We switch colors from year to year so old tags left don't confuse things.
>
> Accounting can always audit the returned tags by going to the stock location and viewing the tag left behind. Wee have had no difficulty with different counts appearing on one part than on the other.
>
>
>
> [Non-text portions of this message have been removed]
>