Physical Inventory Guidance

[dorio (Dori Ordos)]

Hi everyone, this is a very general question. We just went live on Kinetic this year, and are getting ready for our first physical inventory. I have read the help files, reviewed the Inventory manual, and still have no idea of the actual steps to take to run a physical inventory in Kinetic.

Does anyone have a “step-by-step” procedure for running a physical inventory that they would be willing to share?

Thanks in advance!

[jgreenaway (Jeff Greenaway)]

A while back, there was a good (fairly lengthy) post on Phys Inv. Well worth reading through, and includes a list of steps and potential gotchas. Link below:

Physical inventory question

So I have not used the Epicor physical inventory before. We want to do a count coming up in about a month. I have no confidence that our inventory procedures are that close to reality. I think overall, the on hand quantities are probably close, but the locations I’m pretty sure are hosed. I’ve tried messing with the cycle count system that epicor has out of the box, and it was overly complicated and too hard to use. Is physical inventory similar to that? I’m thinking about simply having everyo…