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Feature - Multi-Bin Physical Count Enhancement

← Inventory Management
Release Date: 10/31/2022
Version: 8.5 & Up

This project enhances the physical count processing for multi-bin users.  It is not applicable to non-multi-bin users. Multi-bin users can now perform the following two new functions:
  • Cycle Count by Bin Range: In the past, when a user chose the "P" option for "Partial" count, the system would perform a cycle count for certain items based on the entered tags.  We now offer this new option for a cycle count by bin ranges. 
  • Physical Count for One Location: In the past, when a user chose the "T" option for "Total" count, the system would perform a physical count for all warehouse locations.  We now have the option to perform a physical count for one single warehouse location. 
Cycle counts by bin range and physical counts for a single location are now available. These new changes can be accessed when selecting "P" for "Total or Partial?" The purpose of this change is to generate Tag Work Files for Multi-Bin users and produce their associated variance reports. This system will help identify discrepancies among bin inventories, specifically serial numbers and their associated bins.

When generating a tag work file, you will have the following modes of operations:
  1. Cycle count by Bin Range: This is a new option that requires you to select "P" for partial and enter a specific location, followed by a range of bins. We expect every item in this bin range to have a corresponding tag. If you are a multi-bin user, you will find this option extremely helpful for cycle counts.
  2. Physical Count for One Location: This is a new option that requires you to select "P" for partial and enter a specific location, followed by "All" for the bin range. We expect every item in this location to be counted. This option was not available before since the "T" (Total) is a physical count process for all locations. This option had been enhanced later on to support wildcard multiple locations. See KB article: https://support.elliott.com/knowledgebase/articles/2004664-feature-multi-bin-physical-count-location-wildca
  3. Cycle Count by Items: This is also called "Partial Physical Count for All Locations." There is no change with this option. We will only compare the variance of an item/location combination if there's an associated tag. If there's no tag for the item/location combination, the system will presume you are not interested in comparing the variance. This is the original logic, and we still keep this mode of operation for backward compatibility.
  4. Total Physical Count for All Locations: There's no change with this option. We expect you to perform a physical count for all locations.
Regarding physical count posting or update edit lists, when selecting "P" (partial), the behavior is like option 3 (Cycle Count by Items). There is no change from before. The assumption is that since you can't post any serialized item with variance, the posting and update edit list will take a less strict approach. In addition, the posting and update edit list routines do not concern with the discrepancy of the serial number at the bin level as long as the serial number is accounted for at the warehouse location level. In that sense, it is even less strict than option 3.

If you are concerned about the discrepancy of the serial number at the bin level, you can discover the problem by generating a tag work file and variance report. You should fix any issues with function like "simple bin transfer" before proceeding with posting.

In summary, the options for cycle counts and physical counts have been expanded, and users can generate tag work files to identify discrepancies among bin inventories, specifically serial numbers and their associated bins. The physical count posting and update edit list routines take a less strict approach, and users can identify and fix any issues with a simple bin transfer before proceeding with posting. 

The following are more detail explanations of each option:

Cycle Count by Bin Range (New Feature)
If a single location is entered, a From Bin and To Bin may be entered.  The system will compare only the range of bins in the entered location with the records in the Physical Count Tag file. See sample screen below:

 
Physical Count for One Entire Location (New Feature)
If a single location is entered, and tabbing off the From Bin field, All Bins will be selected (new support).  The system will compare entered tags with the entire location's bin inventory records. See sample screen below:


Cycle Count by Items (Existing Feature)
Tabbing off the Loc: field will select All locations.  The system will compare only the entered tags with corresponding Items/Locations of the inventory.  This is same function of the existing partial count logic. Elliott users have been using this method to perform cycle counts. The potential issue arises when a user misses entering an item in the target cycle count area. When this occurred, the system assumed that the user's intention was not to cycle count this item. The new Cycle Count by Bin Range option will resolve this issue.

This existing method is an appropriate option if you want to cycle count for certain items.


Total Physical Count for All Locations (Existing Feature)
If "T" is entered in Total or Partial, Loc and Bin range fields will not be available, and the system will compare the Tag file with the entire Item file for all locations (this is the same as the old logic).


Also, the "by Warehouse/Variance report" and  "by Item/Warehouse" reports have been modified to show an error when Bin counts have variance and when Serial Numbers have variances.
 


Modified Programs:
IM1000, IMGTGSCN, IMGTGWRB, IMGTGSCB, IMTWVP1B, IMTIWVPB, IMTGSDIF.FD


dlm

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