Physical Inventory

system · December 19, 2013, 2:10pm

Thanks Len,

Â

I forgot about how many customizations we've built into barcode scanning and cycle counting. We can process about 10K lots in one day with one person.

We cycle count everything monthly which is why we never need to do a full physical inventory.

Â

Scott

On Thu, Dec 19, 2013 at 12:40 PM, Len Hartka <len.hartka@...> wrote:

Â

<div> <p>

Good Day Scott:

Â

Â Â Â Â Â Â Â Â Â Â Â By â€œfull cycle count with no movementâ€ do you mean that you count all the parts in one day ( or a few days)?

Â Â Â Â Â Â Â Â Â Â Â If yes, then there is no real difference.

Â Â Â Â Â Â Â Â Â Â Â Cycle counting comes about when you have a lot of part#â€™s to count â€“ I have 35,000 in stock at any time.

Â Â Â Â Â Â Â Â Â Â Â Since counting them all in one day ( a P.I.) is a MASSIVE and costly job, you go to cycle counting in order to do some each day.

Â Â Â Â Â Â Â Â Â Â Â Also, very importantly, you classify parts as ABC ( DEF?) based on usage-and-cost. You only count the cheap parts once a year or maybe once every few years. This saves a lot of money. You can do the cycle counts during slow days as a farther way to reduce cost.

Â Â Â Â Â Â Â Â Â Â Â Also, you count the A parts 3-4 times a year since these are the parts that must have a correct balance.

Â Â Â Â Â Â Â Â Â Â Â Final important idea is â€œWhat will the Auditors acceptâ€ â€“ cycle counts have to be very well documented to make them happy; although, if you do it in one day, they would not care.

Â

Â Â Â Â Â Â Â Â Â Â Â Of course there are also many considerations specific to your company. Are you counting diamonds or coal, do your parts get stolen, how good is your paperwork, do parts go bad, are you Santa Clause so you have a big â€˜seasonalâ€ problem.

Â

Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Merry Christmas,

Â Â Â Â Â Â Â Â Â Â Â

Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Len

Â

Len.hartka@...

Leonard C. Hartka

66 Loveton Circle, Sparks, MD, 21152

Work: 410-329-3560Â extÂ 120

FAX: -329-3564

Work Cell: 443-255-7192

Personal Cell: 410-292-8744

Â

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From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Scotty K.
Sent: Thursday, December 19, 2013 12:41 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Re:Physical Inventory

Â

Â

Maybe you guys can help me understand... Why do you need to perform a "Physical Inventory" in Epicor?

As it relates to Epicor, isn't a physical inventory the same as a full cycle count with no movement?

Â

Scott

Â

On Thu, Dec 19, 2013 at 10:52 AM, Len Hartka <len.hartka@...> wrote:

Â

Good Day Jacqueline:

Â

Â Â Â Â Â Â Â Â Â Â Â I do not think E9 can do that.

Â Â Â Â Â Â Â Â Â Â Â You could just do a BAQ using PartQty file ( which list qty in each bin):

Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Sort by bin#

Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Paste in to Excel

Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Print out (have page numbers to be sure you get them all back)

Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Counters mark up the print out.

Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Need to decide who and how to get the correction, since counters will count 487 and E9 = 349 correction =??? Plus or minus?)

Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Keypunch adjustments into E9. ( or keypunch into Excell â€“ calculate correction â€“ SORT by Part# ( so Bin moves will be together) - Â keypunch correction into E9)

Â Â Â Â Â Â Â Â Â Â Â Create a INV2014 reason code to use for easy reporting on total change.

Â Â Â Â Â Â Â Â Â Â Â Watch out for Date-entered vs Date-transactionâ€”count on 12/31/13, punch on 1/2/14 -Â affects G\L balances. That is, back-date the entry to 12/31.

Â Â Â Â Â Â Â Â Â Â Â

Â

Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Len

Â

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Jacqueline Restivo
Sent: Thursday, December 19, 2013 11:25 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Re:Physical Inventory

Â

Â

Hi Jordan Thanks for the details of doing a physical inventory.Â

Doing the steps you postedÂ 0 out the existing inventory.We do NOT want to 0 out the inventory, only adjust inventory we have.Â

Is this possible with Physical or only in cycle counting?

thanks

Â

From: Jordan Klassen <jordan.k@...>

To: "vantage@yahoogroups.com" <vantage@yahoogroups.com>

Sent: Thursday, December 19, 2013 10:34 AM

Subject: RE: [Vantage] Re:Physical Inventory

Â

Â

Performing a full physical inventory allows you to adjust the quantities when you enter the tags(Papers with the item counts on them after counting how much in stock.) If you would like I wrote up a procedure for performing full physical inventory. It was done for 9.05.700b, not sure how different that is from 606a.
Jordan

________________________________
[Bully Dog Logo]<http://www.bullydog.com>
Jordan Klassen | Information Technology
TEL: 940-783-9914 ext: 1828

________________________________

Confidentiality Notice: The information contained in this electronic message is privileged and confidential information intended only for the use of the individual entity or entities named as recipient or recipients. If the reader is not the intended recipient, you are hereby notified that any dissemination, distribution or copy of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by electronic mail and permanently delete this message from your computer system. Thank you.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Jacqueline Restivo

Sent: Thursday, December 19, 2013 7:47 AM

To: vantage@yahoogroups.com

Subject: [Vantage] Re:Physical Inventory

Hi All,

Epicor 905.606A

We're planning a physical inventory at the end of the year. We don't want to 0 out our existing inventory, just adjust what's in the system now. Is there a way a physical can be done this way? We haven't had much luck in the past when we 0 it out.

thanks in advance

jacqueline

Happy Holidays to you

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

Â

This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.

This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.

Â

This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.
This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.

</div> <div style="color:rgb(255,255,255);min-height:0px;"></div>

system · December 20, 2013, 3:11pm

When you do a full cycle count do you have a variance report you can print or do you use the stock status as your baseline?

We've printed duplicate tags in the past, placed copies on the location, the other in the office to be entered. Is this still possible with cycle counting?

I'm developing a twitch just reminiscing about last 2 physical inventories.

Thanks and have a great weekend.

I could learn a thing or 2 from santa's elves, they keep a precise and mean inventory!

Jacqueline

From: Scotty K. <scottyk537@...>
To: "vantage@yahoogroups.com" <vantage@yahoogroups.com>
Sent: Thursday, December 19, 2013 2:10 PM
Subject: Re: [Vantage] Re:Physical Inventory

Thanks Len,

I forgot about how many customizations we've built into barcode scanning and cycle counting. We can process about 10K lots in one day with one person.

We cycle count everything monthly which is why we never need to do a full physical inventory.

Scott

On Thu, Dec 19, 2013 at 12:40 PM, Len Hartka <len.hartka@...> wrote:

Good Day Scott:

            By â€œfull cycle count with no movementâ€ do you mean that you count all the parts in one day ( or a few days)?

            If yes, then there is no real difference.

            Cycle counting comes about when you have a lot of part#â€™s to count â€“ I have 35,000 in stock at any time.

            Since counting them all in one day ( a P.I.) is a MASSIVE and costly job, you go to cycle counting in order to do some each day.

            Also, very importantly, you classify parts as ABC ( DEF?) based on usage-and-cost. You only count the cheap parts once a year or maybe once every few years. This saves a lot of money. You can do the cycle counts during slow days as a farther way to reduce cost.

            Also, you count the A parts 3-4 times a year since these are the parts that must have a correct balance.

            Final important idea is â€œWhat will the Auditors acceptâ€ â€“ cycle counts have to be very well documented to make them happy; although, if you do it in one day, they would not care.

            Of course there are also many considerations specific to your company. Are you counting diamonds or coal, do your parts get stolen, how good is your paperwork, do parts go bad, are you Santa Clause so you have a big â€˜seasonalâ€ problem.

                                                                                                                                                Merry Christmas,



                                                                                                                                                              &n bsp;         Len

Len.hartka@...

Leonard C. Hartka

66 Loveton Circle, Sparks, MD, 21152

Work: 410-329-3560 ext 120

FAX: -329-3564

Work Cell: 443-255-7192

Personal Cell: 410-292-8744

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Scotty K.
Sent: Thursday, December 19, 2013 12:41 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Re:Physical Inventory

Maybe you guys can help me understand... Why do you need to perform a "Physical Inventory" in Epicor?

As it relates to Epicor, isn't a physical inventory the same as a full cycle count with no movement?

Scott

On Thu, Dec 19, 2013 at 10:52 AM, Len Hartka <len.hartka@...> wrote:

Good Day Jacqueline:

            I do not think E9 can do that.

            You could just do a BAQ using PartQty file ( which list qty in each bin):

                                    Sort by bin#

                                    Paste in to Excel

                                    Print out (have page numbers to be sure you get them all back)

                                    Counters mark up the print out.

                        Need to decide who and how to get the correction, since counters will count 487 and E9 = 349 correction =??? Plus or minus?)

                                    Keypunch adjustments into E9. ( or keypunch into Excell â€“ calculate correction â€“ SORT by Part# ( so Bin moves will be together) - keypunch correction into E9)

            Create a INV2014 reason code to use for easy reporting on total change.

            Watch out for Date-entered vs Date-transactionâ€”count on 12/31/13, punch on 1/2/14 - affects G\L balances. That is, back-date the entry to 12/31.



                                                                                                                                                Len

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Jacqueline Restivo
Sent: Thursday, December 19, 2013 11:25 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Re:Physical Inventory

Hi Jordan Thanks for the details of doing a physical inventory.

Doing the steps you posted 0 out the existing inventory.We do NOT want to 0 out the inventory, only adjust inventory we have.

Is this possible with Physical or only in cycle counting?

thanks

From: Jordan Klassen <jordan.k@...>
To: "vantage@yahoogroups.com" <vantage@yahoogroups.com>
Sent: Thursday, December 19, 2013 10:34 AM
Subject: RE: [Vantage] Re:Physical Inventory

Performing a full physical inventory allows you to adjust the quantities when you enter the tags(Papers with the item counts on them after counting how much in stock.) If you would like I wrote up a procedure for performing full physical inventory. It was done for 9.05.700b, not sure how different that is from 606a.
Jordan

________________________________
[Bully Dog Logo]<http://www.bullydog.com/>
Jordan Klassen | Information Technology
TEL: 940-783-9914 ext: 1828

________________________________

Confidentiality Notice: The information contained in this electronic message is privileged and confidential information intended only for the use of the individual entity or entities named as recipient or recipients. If the reader is not the intended recipient, you are hereby notified that any dissemination, distribution or copy of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by electronic mail and permanently delete this message from your computer system. Thank you.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Jacqueline Restivo
Sent: Thursday, December 19, 2013 7:47 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re:Physical Inventory

Hi All,
Epicor 905.606A
We're planning a physical inventory at the end of the year. We don't want to 0 out our existing inventory, just adjust what's in the system now. Is there a way a physical can be done this way? We haven't had much luck in the past when we 0 it out.
thanks in advance
jacqueline

Happy Holidays to you

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

This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.

This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.

This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.

This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.

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system · December 20, 2013, 3:22pm

There is a report in Cycle Count Maintenance for the variances during the count. I believe that we altered the report style a bit for our purposes but it was helpful. We use a single tag that is applied to our inventory when it is entered into count entry.

Josh Serwe
Wisconsin Converting Inc.
Production Planning
(920)437-6400 x 327
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Jacqueline Restivo
Sent: Friday, December 20, 2013 2:09 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Re:Physical Inventory

When you do a full cycle count do you have a variance report you can print or do you use the stock status as your baseline?
We've printed duplicate tags in the past, placed copies on the location, the other in the office to be entered. Is this still possible with cycle counting?
I'm developing a twitch just reminiscing about last 2 physical inventories.
Thanks and have a great weekend.

I could learn a thing or 2 from santa's elves, they keep a precise and mean inventory!
Jacqueline

From: Scotty K. <scottyk537@...>
To: "vantage@yahoogroups.com" <vantage@yahoogroups.com>
Sent: Thursday, December 19, 2013 2:10 PM
Subject: Re: [Vantage] Re:Physical Inventory

Thanks Len,

I forgot about how many customizations we've built into barcode scanning and cycle counting. We can process about 10K lots in one day with one person.
We cycle count everything monthly which is why we never need to do a full physical inventory.

Scott

On Thu, Dec 19, 2013 at 12:40 PM, Len Hartka <len.hartka@...<mailto:len.hartka@...>> wrote:

Good Day Scott:

By â€œfull cycle count with no movementâ€ do you mean that you count all the parts in one day ( or a few days)?
If yes, then there is no real difference.
Cycle counting comes about when you have a lot of part#â€™s to count â€“ I have 35,000 in stock at any time.
Since counting them all in one day ( a P.I.) is a MASSIVE and costly job, you go to cycle counting in order to do some each day.
Also, very importantly, you classify parts as ABC ( DEF?) based on usage-and-cost. You only count the cheap parts once a year or maybe once every few years. This saves a lot of money. You can do the cycle counts during slow days as a farther way to reduce cost.
Also, you count the A parts 3-4 times a year since these are the parts that must have a correct balance.
Final important idea is â€œWhat will the Auditors acceptâ€ â€“ cycle counts have to be very well documented to make them happy; although, if you do it in one day, they would not care.

Of course there are also many considerations specific to your company. Are you counting diamonds or coal, do your parts get stolen, how good is your paperwork, do parts go bad, are you Santa Clause so you have a big â€˜seasonalâ€ problem.

Merry Christmas,

&n bsp; Len

Len.hartka@...<mailto:Len.hartka@...>
Leonard C. Hartka
66 Loveton Circle, Sparks, MD, 21152
Work: 410-329-3560 ext 120
FAX: -329-3564
Work Cell: 443-255-7192
Personal Cell: 410-292-8744

From: vantage@yahoogroups.com<mailto:vantage@yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage@yahoogroups.com>] On Behalf Of Scotty K.
Sent: Thursday, December 19, 2013 12:41 PM
To: vantage@yahoogroups.com<mailto:vantage@yahoogroups.com>
Subject: Re: [Vantage] Re:Physical Inventory

Maybe you guys can help me understand... Why do you need to perform a "Physical Inventory" in Epicor?
As it relates to Epicor, isn't a physical inventory the same as a full cycle count with no movement?

Scott

On Thu, Dec 19, 2013 at 10:52 AM, Len Hartka <len.hartka@...<mailto:len.hartka@...>> wrote:

Good Day Jacqueline:

I do not think E9 can do that.
You could just do a BAQ using PartQty file ( which list qty in each bin):
Sort by bin#
Paste in to Excel
Print out (have page numbers to be sure you get them all back)
Counters mark up the print out.
Need to decide who and how to get the correction, since counters will count 487 and E9 = 349 correction =??? Plus or minus?)
Keypunch adjustments into E9. ( or keypunch into Excell â€“ calculate correction â€“ SORT by Part# ( so Bin moves will be together) - keypunch correction into E9)
Create a INV2014 reason code to use for easy reporting on total change.
Watch out for Date-entered vs Date-transactionâ€”count on 12/31/13, punch on 1/2/14 - affects G\L balances. That is, back-date the entry to 12/31.

Len

From: vantage@yahoogroups.com<mailto:vantage@yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage@yahoogroups.com>] On Behalf Of Jacqueline Restivo
Sent: Thursday, December 19, 2013 11:25 AM
To: vantage@yahoogroups.com<mailto:vantage@yahoogroups.com>
Subject: Re: [Vantage] Re:Physical Inventory

Hi Jordan Thanks for the details of doing a physical inventory.
Doing the steps you posted 0 out the existing inventory.We do NOT want to 0 out the inventory, only adjust inventory we have.
Is this possible with Physical or only in cycle counting?
thanks

From: Jordan Klassen <jordan.k@...<mailto:jordan.k@...>>
To: "vantage@yahoogroups.com<mailto:vantage@yahoogroups.com>" <vantage@yahoogroups.com<mailto:vantage@yahoogroups.com>>
Sent: Thursday, December 19, 2013 10:34 AM
Subject: RE: [Vantage] Re:Physical Inventory

Performing a full physical inventory allows you to adjust the quantities when you enter the tags(Papers with the item counts on them after counting how much in stock.) If you would like I wrote up a procedure for performing full physical inventory. It was done for 9.05.700b, not sure how different that is from 606a.
Jordan

________________________________
[Bully Dog Logo]<http://www.bullydog.com/>
Jordan Klassen | Information Technology
TEL: 940-783-9914 ext: 1828

________________________________

Confidentiality Notice: The information contained in this electronic message is privileged and confidential information intended only for the use of the individual entity or entities named as recipient or recipients. If the reader is not the intended recipient, you are hereby notified that any dissemination, distribution or copy of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by electronic mail and permanently delete this message from your computer system. Thank you.

From: vantage@yahoogroups.com<mailto:vantage@yahoogroups.com> [mailto:vantage@yahoogroups.com] On Behalf Of Jacqueline Restivo
Sent: Thursday, December 19, 2013 7:47 AM
To: vantage@yahoogroups.com<mailto:vantage@yahoogroups.com>
Subject: [Vantage] Re:Physical Inventory

Hi All,
Epicor 905.606A
We're planning a physical inventory at the end of the year. We don't want to 0 out our existing inventory, just adjust what's in the system now. Is there a way a physical can be done this way? We haven't had much luck in the past when we 0 it out.
thanks in advance
jacqueline

Happy Holidays to you

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

This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.
This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.

This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.
This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.

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

system · December 20, 2013, 4:03pm

Thanks Josh,

I'd appreciate a quick how to on cycle counting if you have time. I can research but i'm busy preparing for this inventory and feel like i don't have a 1/2 minute.

thanks for your help.

jacqueline

From: Joshua Serwe <jserwe@...>
To: "vantage@yahoogroups.com" <vantage@yahoogroups.com>
Sent: Friday, December 20, 2013 3:21 PM
Subject: RE: [Vantage] Re:Physical Inventory

There is a report in Cycle Count Maintenance for the variances during the count. I believe that we altered the report style a bit for our purposes but it was helpful. We use a single tag that is applied to our inventory when it is entered into count entry.

Josh Serwe
Wisconsin Converting Inc.
Production Planning
(920)437-6400 x 327
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Jacqueline Restivo
Sent: Friday, December 20, 2013 2:09 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Re:Physical Inventory

When you do a full cycle count do you have a variance report you can print or do you use the stock status as your baseline?
We've printed duplicate tags in the past, placed copies on the location, the other in the office to be entered. Is this still possible with cycle counting?
I'm developing a twitch just reminiscing about last 2 physical inventories.
Thanks and have a great weekend.

I could learn a thing or 2 from santa's elves, they keep a precise and mean inventory!
Jacqueline

From: Scotty K. <scottyk537@...>
To: "vantage@yahoogroups.com" <vantage@yahoogroups.com>
Sent: Thursday, December 19, 2013 2:10 PM
Subject: Re: [Vantage] Re:Physical Inventory

Thanks Len,

I forgot about how many customizations we've built into barcode scanning and cycle counting. We can process about 10K lots in one day with one person.
We cycle count everything monthly which is why we never need to do a full physical inventory.

Scott

On Thu, Dec 19, 2013 at 12:40 PM, Len Hartka <len.hartka@...<mailto:len.hartka@...>> wrote:

Good Day Scott:

By â€œfull cycle count with no movementâ€ do you mean that you count all the parts in one day ( or a few days)?
If yes, then there is no real difference.
Cycle counting comes about when you have a lot of part#â€™s to count â€“ I have 35,000 in stock at any time.
Since counting them all in one day ( a P.I.) is a MASSIVE and costly job, you go to cycle counting in order to do some each day.
Also, very importantly, you classify parts as ABC ( DEF?) based on usage-and-cost. You only count the cheap parts once a year or maybe once every few years. This saves a lot of money. You can do the cycle counts during slow days as a farther way to reduce cost.
Also, you count the A parts 3-4 times a year since these are the parts that must have a correct balance.
Final important idea is â€œWhat will the Auditors acceptâ€ â€“ cycle counts have to be very well documented to make them happy; although, if you do it in one day, they would not care.

Of course there are also many considerations specific to your company. Are you counting diamonds or coal, do your parts get stolen, how good is your paperwork, do parts go bad, are you Santa Clause so you have a big â€˜seasonalâ€ problem.

Merry Christmas,

&n bsp; Len

Len.hartka@...<mailto:Len.hartka@...>
Leonard C. Hartka
66 Loveton Circle, Sparks, MD, 21152
Work: 410-329-3560 ext 120
FAX: -329-3564
Work Cell: 443-255-7192
Personal Cell: 410-292-8744

From: vantage@yahoogroups.com<mailto:vantage@yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage@yahoogroups.com>] On Behalf Of Scotty K.
Sent: Thursday, December 19, 2013 12:41 PM
To: vantage@yahoogroups.com<mailto:vantage@yahoogroups.com>
Subject: Re: [Vantage] Re:Physical Inventory

Maybe you guys can help me understand... Why do you need to perform a "Physical Inventory" in Epicor?
As it relates to Epicor, isn't a physical inventory the same as a full cycle count with no movement?

Scott

On Thu, Dec 19, 2013 at 10:52 AM, Len Hartka <len.hartka@...<mailto:len.hartka@...>> wrote:

Good Day Jacqueline:

I do not think E9 can do that.
You could just do a BAQ using PartQty file ( which list qty in each bin):
Sort by bin#
Paste in to Excel
Print out (have page numbers to be sure you get them all back)
Counters mark up the print out.
Need to decide who and how to get the correction, since counters will count 487 and E9 = 349 correction =??? Plus or minus?)
Keypunch adjustments into E9. ( or keypunch into Excell â€“ calculate correction â€“ SORT by Part# ( so Bin moves will be together) - keypunch correction into E9)
Create a INV2014 reason code to use for easy reporting on total change.
Watch out for Date-entered vs Date-transactionâ€”count on 12/31/13, punch on 1/2/14 - affects G\L balances. That is, back-date the entry to 12/31.

Len

From: vantage@yahoogroups.com<mailto:vantage@yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage@yahoogroups.com>] On Behalf Of Jacqueline Restivo
Sent: Thursday, December 19, 2013 11:25 AM
To: vantage@yahoogroups.com<mailto:vantage@yahoogroups.com>
Subject: Re: [Vantage] Re:Physical Inventory

Hi Jordan Thanks for the details of doing a physical inventory.
Doing the steps you posted 0 out the existing inventory.We do NOT want to 0 out the inventory, only adjust inventory we have.
Is this possible with Physical or only in cycle counting?
thanks

From: Jordan Klassen <jordan.k@...<mailto:jordan.k@...>>
To: "vantage@yahoogroups.com<mailto:vantage@yahoogroups.com>" <vantage@yahoogroups.com<mailto:vantage@yahoogroups.com>>
Sent: Thursday, December 19, 2013 10:34 AM
Subject: RE: [Vantage] Re:Physical Inventory

Performing a full physical inventory allows you to adjust the quantities when you enter the tags(Papers with the item counts on them after counting how much in stock.) If you would like I wrote up a procedure for performing full physical inventory. It was done for 9.05.700b, not sure how different that is from 606a.
Jordan

________________________________
[Bully Dog Logo]<http://www.bullydog.com/>
Jordan Klassen | Information Technology
TEL: 940-783-9914 ext: 1828

________________________________

Confidentiality Notice: The information contained in this electronic message is privileged and confidential information intended only for the use of the individual entity or entities named as recipient or recipients. If the reader is not the intended recipient, you are hereby notified that any dissemination, distribution or copy of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by electronic mail and permanently delete this message from your computer system. Thank you.

From: vantage@yahoogroups.com<mailto:vantage@yahoogroups.com> [mailto:vantage@yahoogroups.com] On Behalf Of Jacqueline Restivo
Sent: Thursday, December 19, 2013 7:47 AM
To: vantage@yahoogroups.com<mailto:vantage@yahoogroups.com>
Subject: [Vantage] Re:Physical Inventory

Hi All,
Epicor 905.606A
We're planning a physical inventory at the end of the year. We don't want to 0 out our existing inventory, just adjust what's in the system now. Is there a way a physical can be done this way? We haven't had much luck in the past when we 0 it out.
thanks in advance
jacqueline

Happy Holidays to you

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

This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.
This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.

This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.
This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.

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

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system · December 20, 2013, 5:01pm

Jacqueline,

Â

We use handhelds, scanning 2D barcodes in a customized cycle count screen.

After scanning enverything, weÂ post our cycle count transactions blindly and then review the transactions against the reason code we used to post the variances.

We then clean up any missed scans using a quantity adjustment and the same cycle count reason code.

Our customized cycle count screen will let us know if we are double scanning a tag, in which case we log these manually to be confirmed and fixed.

Â

Scott

Â

On Fri, Dec 20, 2013 at 2:08 PM, Jacqueline Restivo <jacqueline_restivo@...> wrote:

Â

<div> <p><div style="font-family:HelveticaNeue, Helvetica Neue, Helvetica, Arial, Lucida Grande, sans-serif;font-size:12pt;"><div><span>When you do a full cycle count do you have a variance report you can print or do you use the stock status as your baseline?Â </span></div>

We've printed duplicate tags in the past, placed copies on the location, the other in the office to be entered.Â Is this still possible with cycle counting?Â

Â I'm developing a twitch just reminiscing about last 2 physical inventories.Â

Thanks and have a great weekend.

Â

I could learn a thing or 2 from santa's elves, they keep a precise and mean inventory!Â

Jacqueline

From: Scotty K. <scottyk537@...>
To: "vantage@yahoogroups.com" <vantage@yahoogroups.com>
Sent: Thursday, December 19, 2013 2:10 PM
Subject: Re: [Vantage] Re:Physical Inventory

Â

Thanks Len,

Â

I forgot about how many customizations we've built into barcode scanning and cycle counting. We can process about 10K lots in one day with one person.

We cycle count everything monthly which is why we never need to do a full physical inventory.

Â

Scott

On Thu, Dec 19, 2013 at 12:40 PM, Len Hartka <len.hartka@...> wrote:

Â

Good Day Scott:

Â

Â Â Â Â Â Â Â Â Â Â Â By â€œfull cycle count with no movementâ€ do you mean that you count all the parts in one day ( or a few days)?

Â Â Â Â Â Â Â Â Â Â Â If yes, then there is no real difference.

Â Â Â Â Â Â Â Â Â Â Â Cycle counting comes about when you have a lot of part#â€™s to count â€“ I have 35,000 in stock at any time.

Â Â Â Â Â Â Â Â Â Â Â Since counting them all in one day ( a P.I.) is a MASSIVE and costly job, you go to cycle counting in order to do some each day.

Â Â Â Â Â Â Â Â Â Â Â Also, very importantly, you classify parts as ABC ( DEF?) based on usage-and-cost. You only count the cheap parts once a year or maybe once every few years. This saves a lot of money. You can do the cycle counts during slow days as a farther way to reduce cost.

Â Â Â Â Â Â Â Â Â Â Â Also, you count the A parts 3-4 times a year since these are the parts that must have a correct balance.

Â Â Â Â Â Â Â Â Â Â Â Final important idea is â€œWhat will the Auditors acceptâ€ â€“ cycle counts have to be very well documented to make them happy; although, if you do it in one day, they would not care.

Â

Â Â Â Â Â Â Â Â Â Â Â Of course there are also many considerations specific to your company. Are you counting diamonds or coal, do your parts get stolen, how good is your paperwork, do parts go bad, are you Santa Clause so you have a big â€˜seasonalâ€ problem.

Â

Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Merry Christmas,

Â Â Â Â Â Â Â Â Â Â Â

Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â &n bsp;Â Â Â Â Â Â Â Â Len

Â

Len.hartka@...

Leonard C. Hartka

66 Loveton Circle, Sparks, MD, 21152

Work: 410-329-3560Â extÂ 120

FAX: -329-3564

Work Cell: 443-255-7192

Personal Cell: 410-292-8744

Â

Â

Â

Â

Â

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Scotty K.
Sent: Thursday, December 19, 2013 12:41 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Re:Physical Inventory

Â

Â

Maybe you guys can help me understand... Why do you need to perform a "Physical Inventory" in Epicor?

As it relates to Epicor, isn't a physical inventory the same as a full cycle count with no movement?

Â

Scott

Â

On Thu, Dec 19, 2013 at 10:52 AM, Len Hartka <len.hartka@...> wrote:

Â

Good Day Jacqueline:

Â

Â Â Â Â Â Â Â Â Â Â Â I do not think E9 can do that.

Â Â Â Â Â Â Â Â Â Â Â You could just do a BAQ using PartQty file ( which list qty in each bin):

Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Sort by bin#

Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Paste in to Excel

Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Print out (have page numbers to be sure you get them all back)

Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Counters mark up the print out.

Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Need to decide who and how to get the correction, since counters will count 487 and E9 = 349 correction =??? Plus or minus?)

Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Keypunch adjustments into E9. ( or keypunch into Excell â€“ calculate correction â€“ SORT by Part# ( so Bin moves will be together) - Â keypunch correction into E9)

Â Â Â Â Â Â Â Â Â Â Â Create a INV2014 reason code to use for easy reporting on total change.

Â Â Â Â Â Â Â Â Â Â Â Watch out for Date-entered vs Date-transactionâ€”count on 12/31/13, punch on 1/2/14 -Â affects G\L balances. That is, back-date the entry to 12/31.

Â Â Â Â Â Â Â Â Â Â Â

Â

Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Len

Â

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Jacqueline Restivo
Sent: Thursday, December 19, 2013 11:25 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Re:Physical Inventory

Â

Â

Hi Jordan Thanks for the details of doing a physical inventory.Â

Doing the steps you postedÂ 0 out the existing inventory.We do NOT want to 0 out the inventory, only adjust inventory we have.Â

Is this possible with Physical or only in cycle counting?

thanks

Â

From: Jordan Klassen <jordan.k@...>
To: "vantage@yahoogroups.com" <vantage@yahoogroups.com>
Sent: Thursday, December 19, 2013 10:34 AM
Subject: RE: [Vantage] Re:Physical Inventory

Â

Â

Performing a full physical inventory allows you to adjust the quantities when you enter the tags(Papers with the item counts on them after counting how much in stock.) If you would like I wrote up a procedure for performing full physical inventory. It was done for 9.05.700b, not sure how different that is from 606a.
Jordan

________________________________
[Bully Dog Logo]<http://www.bullydog.com/>
Jordan Klassen | Information Technology
TEL: 940-783-9914 ext: 1828

________________________________

Confidentiality Notice: The information contained in this electronic message is privileged and confidential information intended only for the use of the individual entity or entities named as recipient or recipients. If the reader is not the intended recipient, you are hereby notified that any dissemination, distribution or copy of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by electronic mail and permanently delete this message from your computer system. Thank you.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Jacqueline Restivo
Sent: Thursday, December 19, 2013 7:47 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re:Physical Inventory

Hi All,
Epicor 905.606A
We're planning a physical inventory at the end of the year. We don't want to 0 out our existing inventory, just adjust what's in the system now. Is there a way a physical can be done this way? We haven't had much luck in the past when we 0 it out.
thanks in advance
jacqueline

Happy Holidays to you

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

Â

This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.

This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.

Â

This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.

This e-mail and any attachments may contain proprietary and/or confidential information. If you are not the intended recipient, please notify the sender immediately by reply e-mail or at 410-472-2900 and then delete the message without using, disseminating, or copying this message or any portion thereof. With e-mail communications you are urged to protect against viruses.

</div> <div style="color:rgb(255,255,255);min-height:0px;"></div>

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