Stock Take - Revision history

Anw: Categorisation

2025-07-17T14:40:38Z

Categorisation

← Older revision		Revision as of 16:40, 17 July 2025
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	'''It is advisable that the following reports are run before a stock take cycle is generated.'''		'''It is advisable that the following reports are run before a stock take cycle is generated.'''

	* WHS1968 - GRN's Not Putaway Report		* [[WHS1968]] - GRN's Not Putaway Report
	* SOS1170 - Order Status Report		* [[SOS1170]] - Order Status Report
	* WHS1545 - Outstanding Movements Report		* [[WHS1545]] - Outstanding Movements Report
	* WHS1970 - Unconfirmed Movements Report		* [[WHS1970]] - Unconfirmed Movements Report
	* SOS1170 - Held Stock Status Report (Check for pallets on system holds such as 85 Down Date at despatch and 90 Awaiting Putaway)		* [[SOS1170]] - Held Stock Status Report (Check for pallets on system holds such as 85 Down Date at despatch and 90 Awaiting Putaway)

	'''Process Flow'''		'''Process Flow'''
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	* Stock Take Template (WHS0552)(Optional)		* Stock Take Template (WHS0552)(Optional)
	* Stock Take Cycle Generation (WHS0541)		* Stock Take Cycle Generation (WHS0541)
	* Stock Take Report (WHS0543) or Stock Take Error Report (WHS0541A)		* Stock Take Report ([[WHS0543]]) or Stock Take Error Report ([[WHS0541A]])
	* Stock Take Count Input (WHS0544)		* Stock Take Count Input (WHS0544)
	* Stock Take Variance Report (WHS0546)		* Stock Take Variance Report ([[WHS0546]])
	* Stock Take Update (WHS0544)		* Stock Take Update (WHS0544)
	* Stock Take Cleardown (WHS0547)		* Stock Take Cleardown (WHS0547)

Anw: Minor formatting change

2025-06-30T08:11:41Z

Minor formatting change

@@ Line 1: / Line 1: @@
-=='''Introduction'''==
+==Introduction==
 This document describes the required screens to be used in the stock take configuration and process. Other guides describe the set up of company, user, warehouse, stock codes etc.
@@ Line 9: / Line 9: @@
 * Note that fields marked ‘**’ are mandatory and are needed to ensure correct set up of the system.
-=='''Overview'''==
+==Overview==
 Before a stock take cycle can commence, it must be confirmed that all the products affected by the stock take comply with the following:
@@ Line 32: / Line 32: @@
 * WHS1970 - Unconfirmed Movements Report
 * SOS1170 - Held Stock Status Report (Check for pallets on system holds such as 85 Down Date at despatch and 90 Awaiting Putaway)
 '''Process Flow'''
@@ Line 83: / Line 82: @@
 ==Stock Take Cleardown (WHS0547)==
 {{:WHS0547}}

Anw: Minor correction

2025-06-12T09:41:20Z

Minor correction

← Older revision		Revision as of 11:41, 12 June 2025
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	* Stock Take Update (WHS0544)		* Stock Take Update (WHS0544)
	* Stock Take Cleardown (WHS0547)		* Stock Take Cleardown (WHS0547)

	~~== Stock Take Template (WHS0522) ==~~
	~~{{:WHS0522}}~~

	~~==Stock Take Cycle Generation (WHS0541)==~~


			== Stock Take Template (WHS0552) ==
			{{:WHS0552}}


			==Stock Take Cycle Generation (WHS0541)==
			{{:WHS0541}}

	~~{{:WHS0541}}~~

	==Stock Take Report (WHS0543) ==		==Stock Take Report (WHS0543) ==
			{{:WHS0543}}

	~~{{:WHS0543}}~~

	==Stock Take Error Report (WHS0541A)==		==Stock Take Error Report (WHS0541A)==
	{{:WHS0541A}}		{{:WHS0541A}}


	= Stock Take Updates =		= Stock Take Updates =
			The stock take updates comprise of inputting the stock details, updating these to the system and then clearing down the stock take.

	~~The stock take updates comprise of inputting the stock details, updating these to the system and then clearing down the stock take.~~

	==Stock Take Count Input (WHS0544)==		==Stock Take Count Input (WHS0544)==
	{{:WHS0544}}		{{:WHS0544}}


	==New Data Input (WHS0542)==		==New Data Input (WHS0542)==
	{{:WHS0542}}		{{:WHS0542}}


	==Stock Take Variance Report (WHS0546)==		==Stock Take Variance Report (WHS0546)==
	{{:WHS0546}}		{{:WHS0546}}


	==Stock Take Update (WHS0545)==		==Stock Take Update (WHS0545)==
	{{:WHS0545}}		{{:WHS0545}}


	==Stock Take Cleardown (WHS0547)==		==Stock Take Cleardown (WHS0547)==
	{{:WHS0547}}		{{:WHS0547}}

	<noinclude>		<noinclude>

	=Document History=		=Document History=


	{\| Border="1"		{\| Border="1"
	\| <center>'''Version'''</center>		\| <center>'''Version'''</center>

Anw: Split into separate pages

2025-06-12T09:36:47Z

Split into separate pages

Show changes

Anw: Minor formatting change

2025-05-01T13:02:35Z

Minor formatting change

← Older revision		Revision as of 15:02, 1 May 2025
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	Before a stock take cycle can commence, it must be confirmed that all the products affected by the stock take comply with the following:		Before a stock take cycle can commence, it must be confirmed that all the products affected by the stock take comply with the following:

	• GRN's must be completed. (If the GRN is at Pre-Advice status then the stock take cycle can be started. <BR>		* GRN's must be completed. (If the GRN is at Pre-Advice status then the stock take cycle can be started. <BR>
	• Orders are completed. '''(If there is stock with status with status ‘Allocated’, the stock take will fail. If orders have status ‘1’ Committed, the stock take cycle can be started).''' <BR>		* Orders are completed. '''(If there is stock with status with status ‘Allocated’, the stock take will fail. If orders have status ‘1’ Committed, the stock take cycle can be started).''' <BR>
	• No outstanding Movements. <BR>		* No outstanding Movements. <BR>
	• The stock selected is not already under a stock take cycle. <BR>		* The stock selected is not already under a stock take cycle. <BR>
	• No system holds		* No system holds

			If any of these conditions are met, the stock take cycle will fail.

Anw: Minor formatting change

2025-04-30T08:58:14Z

Minor formatting change

← Older revision		Revision as of 10:58, 30 April 2025
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	'''NB The Cleardown can be done on a range of Stock Take Cycles. Entry of the number of the highest cycle that is not at status pending, and all cycles at status rejected, confirmed and cannot complete will be deleted. Any cycles at status pending will be unaffected by the Cleardown.'''		'''NB The Cleardown can be done on a range of Stock Take Cycles. Entry of the number of the highest cycle that is not at status pending, and all cycles at status rejected, confirmed and cannot complete will be deleted. Any cycles at status pending will be unaffected by the Cleardown.'''
			<noinclude>
	<br>		<br>

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	The information contained herein is the property of OBS Logistics and is supplied without liability for errors or omissions. No part may be reproduced or used except as authorised by contract or other written permission. The copyright and foregoing restriction on reproduction and use extend to all media in which the information may be embodied		The information contained herein is the property of OBS Logistics and is supplied without liability for errors or omissions. No part may be reproduced or used except as authorised by contract or other written permission. The copyright and foregoing restriction on reproduction and use extend to all media in which the information may be embodied
			</noinclude>

Lwinchester: /* Stock Take Cleardown (WHS0547) */

2013-11-25T10:59:33Z

Stock Take Cleardown (WHS0547)

← Older revision		Revision as of 12:59, 25 November 2013
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	==Stock Take Cleardown (WHS0547)==		==Stock Take Cleardown (WHS0547)==

	The stock take Cleardown is ~~usually done a few weeks~~ after the stock take has ~~taken place~~. ~~This clears down the cycle numbers so that the next cycle will start again at ‘1’~~		The stock take Cleardown is completed after the stock take cycle has been updated.


	<center>[[Image:ST-057.png \| Stock Take Cleardown]]</center>		<center>[[Image:ST-057.png \| Stock Take Cleardown]]</center>

Lwinchester: /* Stock Take Cleardown (WHS0547) */

2011-08-08T13:02:11Z

Stock Take Cleardown (WHS0547)

← Older revision		Revision as of 15:02, 8 August 2011
Line 405:		Line 405:

	'''NB The Cleardown can be done on a range of Stock Take Cycles. Entry of the number of the highest cycle that is not at status pending, and all cycles at status rejected, confirmed and cannot complete will be deleted. Any cycles at status pending will be unaffected by the Cleardown.'''		'''NB The Cleardown can be done on a range of Stock Take Cycles. Entry of the number of the highest cycle that is not at status pending, and all cycles at status rejected, confirmed and cannot complete will be deleted. Any cycles at status pending will be unaffected by the Cleardown.'''

			<br>

			=Document History=


			{\| Border="1"
			\| <center>'''Version'''</center>
			\| <center>'''Date'''</center>
			\| <center>'''Status'''</center>
			\| <center>'''Reason'''</center>
			\| <center>'''Initials'''</center>

			\|-
			\| <center>Version 1</center>
			\| <center>08/03/2011</center>
			\| <center>In Progress</center>
			\| <center>User Guide</center>
			\| <center>LBW</center>
			\|}

			Copyright OBS Logistics © 2008

			The information contained herein is the property of OBS Logistics and is supplied without liability for errors or omissions. No part may be reproduced or used except as authorised by contract or other written permission. The copyright and foregoing restriction on reproduction and use extend to all media in which the information may be embodied

Lwinchester: /* New Data Input (WHS0542) */

2011-03-09T16:06:07Z

New Data Input (WHS0542)

← Older revision		Revision as of 18:06, 9 March 2011
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	\|Type \|\|The location type\|\| Must exist in location types maintenance – LOV available		\|Type \|\|The location type\|\| Must exist in location types maintenance – LOV available
	\|-		\|-
	\|Pallet Id \|\|		\|Pallet Id \|\| Pallet Id of the line being added \|\| If left blank the system will generate a pallet id
	\|-		\|-
	\|Manu Date \|\|		\|Manu Date \|\| Manufacture date of the pallet \|\| If required must be a valid date
	\|-		\|-
	\|Rotation No \|\|		\|Rotation No \|\| System rotation number for the pallet \|\| Only required if set against the stock code
	\|-		\|-
	\|Sell by Date\|\| The sell by date of the product \|\|Must be a valid date		\|Sell by Date\|\| The sell by date of the product \|\|Must be a valid date
	\|-		\|-
	\|Cust Rotation No\|\| The customer rotation (batch) of the product \|\|		\|Cust Rotation No\|\| The customer rotation (batch) of the product \|\| Only required if set against the owner and stock code
	\|-		\|-
	\|Reason Code\|\| If required, the reason code of the entry – will put the stock on hold\|\|Must exist in reason codes maintenance – LOV available		\|Reason Code\|\| If required, the reason code of the entry – will put the stock on hold\|\|Must exist in reason codes maintenance – LOV available

Lwinchester: /* Introduction */

2011-03-09T15:59:12Z

Introduction

← Older revision		Revision as of 17:59, 9 March 2011
Line 3:		Line 3:
	This document describes the required screens to be used in the stock take configuration and process. Other guides describe the set up of company, user, warehouse, stock codes etc.		This document describes the required screens to be used in the stock take configuration and process. Other guides describe the set up of company, user, warehouse, stock codes etc.

	This is a generic guide based on the version of the ~~SCE~~ system at the time of writing.		This is a generic guide based on the version of the Calidus system at the time of writing.

	It can also be used by clients to specify their specific data values to aid initial system set up as well as for future reference.		It can also be used by clients to specify their specific data values to aid initial system set up as well as for future reference.

	Note that fields marked ‘**’ are mandatory and are needed to ensure correct set up of the system.		Note that fields marked ‘**’ are mandatory and are needed to ensure correct set up of the system.



	=='''Overview'''==		=='''Overview'''==