Physical inventory in E9 ( same as V8?)

> > Questions:
> >
> > 1. General pitfalls?
>
> Make sure you click Start Count on the day you want the totals posted.

Just a small clarification here: we don't click "Start Count" until we
KNOW that any outstanding transactions have been completed. Clicking
"Start Count" takes a snap-shot of the inventory at that point. After
the count is entered, the DIFFERENCE between the count and snap-shot
qty is posted as an adjustment. So you want to make sure that your
inventory values at the time of the snap-shot are at a quiescence*
point.

Mark W.

* Five points in the game of life for using "quiescence" in everyday
conversation.
Good Day:

RE: Physical inventory in E9 ( same as V8?)

Has anyone done a full. physical inventory in E9 ( maybe same as
V8?).

We need to do one, for the first time, in E9 on 4/30.
We were on manage-2000 last year and did not use their system.

Questions:
Flow:
1. Run some initialization program.?
2. Print tags ( is there a report, by bin, instead?). We will have
15,000 bins to count.
3. Counters put count on tag ( or report).
4. In some "count input" screen we have to key in each Part# and the
count.
5. Run Variance report, chase, Change count ( or add another?)
6. Run Post program which will change the QOH by Bin. Delete any with no
entry.
Is there a report you can run first to se total ads and deletes
DOLLAR value.
7. Is there a report for auditors of pluses and minuses by Part#\Bin


Questions:

1. General pitfalls?
2. Has anyione created a report instead of indivudual tags?
3. For count input, has anyone created an Updateable BAQ - lists in same
order as Count report?
What is file name of the PI count records? Can link to PartBin
file to get HI\LO field ( UDF)
4. Any Good White Papers or embedded Documentation?


Sun went live on 11/29/10
on Epicor 9, 9.05.601B SQL-Unidata
Sun was previously on M2K (Manage-2000) 7.0 SP 5 (Informix)


len.hartka@...
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Sun Automation Group
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Len,

We're gearing up for our first full physical in E9 on Monday. Although I haven't done a real one yet, I've simulated it in our test environment several times. Here are my notes:


> Questions:
> Flow:
> 1. Run some initialization program.?

Yes. Unlike in Vantage 8, there is an Initialize Physical Inventory program under Inventory Management > General Operations. It's pretty basic, all it does is begin the process, and the Count Cycle Maintenance program is where all the work is done. As a caveat, the date you click Start Count (under Actions menu in Count Cycle Maintenance) is the date your inventory will be recorded.

> 2. Print tags ( is there a report, by bin, instead?). We will have
> 15,000 bins to count.

The tags print out in alphabetical order by bin. There is no option for any other sort.

> 3. Counters put count on tag ( or report).

Counters put count on tag, just as in Vantage

> 4. In some "count input" screen we have to key in each Part# and the
> count.

Count Tag Entry is the same as in Vantage 8.

> 5. Run Variance report, chase, Change count ( or add another?)

Again, same as in Vantage 8.

> 6. Run Post program which will change the QOH by Bin. Delete any
> with no entry. Is there a report you can run first to se total ads
> and deletes DOLLAR value.

The variance report shows both qty and dollar value, again same as in Vantage 8.

> 7. Is there a report for auditors of pluses and minuses by Part#\Bin

I haven't found one.

>
>
> Questions:
>
> 1. General pitfalls?

Make sure you click Start Count on the day you want the totals posted.

> 2. Has anyione created a report instead of indivudual tags?

I modified the tags, and you can print them out on sheets instead of individual tags.

> 3. For count input, has anyone created an Updateable BAQ - lists in
> same order as Count report? What is file name of the PI count
> records? Can link to PartBin file to get HI\LO field ( UDF)

We're on 9.04 and don't have updateable BAQs. Counts are stored in the CCTag table, but I believe that once the count is posted that table is cleared (not sure though).

> 4. Any Good White Papers or embedded Documentation?

Embedded help is adequate but not stellar, and the process is just different enough from Vantage that you need to be careful. I haven't looked for any white papers or other docs.

Hope this helps!

Ernie Lowell
Diba Industries