I am trying to figure out how to make the Tag search quicker/easier on the Count Tag Entry. I envision people using this to edit chunks of tags that they have returned by bin, aisle, or zone. None of those are easily available to filter my tag search. I was going to make a Quick Search but my first attempt did not work. I’m guessing there are a bunch of keys behind the scenes that go along with those CC tables (not just TagNum). Any suggestions on how I might accomplish this?
Thanks,
Dan
I really like the way this screen works except for the search. I hate to build something custom knowing that I basically just need a better way to search and Epicor gives us a way to modify the search… but I am striking out. I can’t get the BAQ search to work either.
Do you have EKW? If so check out the Cycle Count Ext function. You can filter by bin there.
Is that in the regular application? Or do you mean in the EKW app?
In EKW, not in Kinetic.
We do have EKW. I don’t think our handhelds are not going to be useful for all this data entry that we need to do, though. We’re doing physical inventory.
Just curious, if you have EKW, why didn’t you use the handhelds for PI?
Would DMT be an option to get your counts in quickly?
I also am curious about @dr_dan 's repsonse.
We just did PI also, but on paper.
We have EKW, and I love the idea of it for this, but I cannot fathom it in practice.
For example, we do good-old carbon-copy ULine hanging tags. The white slip gets turned in for data entry while the manila tag gets hung off the shelf at the location. If you go all digital, how to you physically indicate that the area was counted?
I tried this the one year – not with EKW but using the system tags printed on paper – and I printed about 12,000 stickers with (abbreviated) tag numbers that we slapped on the shelves instead of the hanging tag.
It was miserable, though because, well, the place is a mess and only about 50% of stuff was where it was supposed to be, so we needed a lot of “blank” tags which meant a ton of going back and forth between generated tags and blanks.
I guess if everything is where it is supposed to be, an EKW PI is plausible. Unfortunately, that’s not what we have here.
We have a pretty specific and detailed PI process that is passed down to us from our controllers. And we’re doing ours in 2 weeks. So we’re not able to make any changes this year. The biggest change for us is that instead of running it outside of the Cycle Count system in Epicor, we’re going to do it inside. This gives us tag numbers that can be audited/reconciled and allows us to strategically apply labor to get Aftermarket warehouse done first, for instance. We’ve always left everything frozen until all sites/warehouses were complete. We’ve used blank tags in the past but we’ve always printed sheets for each bin location with a half dozen blanks at the end to account for “write-ins”. I am still working on how the sheets print (from a format/grouping/sorting perspective). This is really the impetus behind asking for a better search… I want to align our traditional way of sorting by bins with the ability to open all the tags from just that bin. But if you use the base search you will notice Bin isn’t even a column. I was able to create a BAQ Search and force that to be the default. But that still requires a person to enable grid filters and find their bin to filter to it. It also has the bug of “Select All” on a filtered grid still returns all 13000 records (unfiltered). So I’m still working through some kinks.
We modified the tag printing program. We purchased paper that had perforations like this: (no stub though)
The tag itself was printed twice on the sheet, once on the left and once on the right. The right tag had a red vertical bar on it. When the tag was counted, we pulled the right side of the tag off and used it for tag entry. The red bar would stick out to make sure all tags were pulled. It was very much in the style of the carbon-copy tag but side-by-side instead.
The nice thing about the Kinetic PI system, is that every single count, cycle or physical, is available in the Part screen. No going to boxes to find out what the last counts were.
So do/did you physically attach anything to the shelves? I’m not seeing that in your answer. Is the paper adhesive-backed?
Since we didn’t have Finished Goods boxes at this place, it was attached to the box/shelf with a colored label. A different color was used each year.
Sounds like this is classic?
Kinetic improves the tag entry interface but simultaneously makes it much buggier, so it’s a wash - or more likely a net loss in usefulness.
You could generate the tags in bin order. But jumping to that section of the count is still terrible.
I made a wild data entry app in Kinetic to get around all of this. They enter into UD09 (I think) and saving the row will fire off a function that finds the corresponding CCTag row and updates it. Or creates a blank if needed.
I did it in a weekend, so it was not exactly bug-free. But I still recommend it over the Kinetic Count Tag Entry. 
I have worked with a couple companies who’ve used EKW for PI and CC. With PI they use some indicator at the bin to indicate that all parts have been counted. Since you can filter and see all tags by bin in the EKW Cycle Count Ext function, they could confidently say the bin was counted. They could also generate tags on the fly if something was in the bin that didn’t have a tag. I’ve also seen one company who wrote everything on the paper tags and then used the handheld to scan the barcode on the tag and entered the data there. (That was definitely extra work, but it’s what they were comfortable with at the moment.)
