Stock Take
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.
This is a generic guide based on the version of the SCE 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.
Note that fields marked ‘**’ are mandatory and are needed to ensure correct set up of the system.
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:
• GRN's must be completed. (If the GRN is at Pre-Advice status then the stock take cycle can be started.
• 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).
• No outstanding Movements.
• The stock selected is not already under a stock take cycle.
• No system holds
Supporting Reports
It is advisable that the following reports are run before a stock take cycle is generated.
WHS1968 - GRN's Not Putaway Report
SOS1170 - Order Status Report
WHS1545 - Outstanding Movements Report
WHS1970 - Unconfirmed Movements Report
SOS1170 - Held Stock Status Report (Check for pallets on system holds suce as 85 Down Date at despatch and 90 Awaiting Putaway)
Process Flow
Stock Take Template (WHS0552)(Optional)
Stock Take Cycle Generation (WHS0541)
Stock Take Report (WHS0543) or Stock Take Error Report (WHS0541A)
Stock Take Count Input (WHS0544)
Stock Take Variance Report (WHS0546)
Stock Take Update (WHS0544)
Stock Take Cleardown (WHS0547)
Stock Take Template (WHS0522)
This screen allows entry of a complete Warehouse Stock Take Template. At each main prompt, you may choose No, or return to take the default value of ‘ALL’ or you may choose Yes, this will allow entry of specified values.
Stock Take Cycle Generation (WHS0541)
On entry to this screen the cursor will be in the Stock Take No field and the screen will be in enquiry mode. This allows previous generated stock take cycles to be viewed.
If the user stops the enquiry mode then a message “All movements must be completed before running stock take cycle generation” is given.
The user can then enter either a template code, which will bring up the stock take details of that code, or start a new definition using the same fields as the template program (details below)
See details of stock take template (WHS0552) for field information.
PICTURE AND TABLE
On entry of the stock take details and date/time the Generate Cycle button can be used to start the stock take. A message “Cycle to be submitted to batch. OK to continue?” is given and the user can select yes or no, if no is selected then nothing happens.
If yes is selected then a new stock take number will be automatically generated and displayed. The generate cycle procedure will take a precise snapshot record of the status of the selected stock in the warehouse, as known to the system at the specified date and time as entered on the screen.
Please note, all selected stock is ‘held’ when the snapshot is taken and only released after the completion of the stock take. This completion is done when either the stock take is confirmed, or rejected at Stock Take Update.
