Stock To Count
This function is used to identify the products to be counted by site as a function of their mode of management (cycle counting, annual stock count, no stock count).
For the cycle counting the selection is made on the next stock count date.
For annual stock counts the selection is made on the stock count management code only.
It is possible to make selections by product, product category, by administrator.
Prerequisite
Refer to documentation Implementation
Screen management
Header
Presentation
The header information is used to specify the main selection criteria for the inquiry used.
Site: It is mandatory to enter a site. The site shown by default corresponds to the site associated with the user.
Stock count date : The indicated date (by default the system date) makes it possible at the time of selecting the products for cycle counting to determine the products to be counted at this date.
It is possible to modify this date.
Stock count method : It is necessary to specify the stock count type.
Cycle counting : This choice lists all the products that correspond to the cycle counting criterion (product record) and where the stock count date is less than or equal to the specified date.
Annual stock count: This choice lists all the products where the method is "annual stock count".
No stock count: This choice lists all the products where the criterion is : No stock count
Product range: This range is- used to select a group of products.
Product category range: This range is used to select the products belonging to a group of product categories.
Administrator range: This range is used to establish an inquiry for products to be counted by administrator (buyer).
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Fields
The following fields are present on this tab :
Block number 1
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Enter or select a storage site at which the selected product is active. The Selection icon (magnifying glass) only suggests products that are referenced in the products-sites table. |
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Enter the date for the selection of products to be counted. This date is useless for the management of cycle countings (Selection on the next count date). This date ccan be later than the date of the day in order to select more products, for instance. |
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this field is used to specify the stock count method for the products in the category. |
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Start - end range
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Enter the selection start product number. The product ranges limit the adjustment to these products only. |
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Enter the selection end product number. |
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The product categories are used to classify and filter the products according to their use. This step makes it possible to refine the selection prior to carrying out the adjustment process. This code is specified in the Product record to enable selections. |
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Buyer/Planner |
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Tab Prod to be counted
Presentation
The columns present in this grid depend on the setup of the screen code chosen.
By default the grid displays for the chosen site, for each product to be counted, the last stock count date, the next stock count date and the stock quantities.
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Fields
The following fields are present on this tab :
Grid
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Action icon
Menu Bar
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The button This button is used to access the additional selection criteria with respect to the criteria entered in the inquiry header. It is possible to specify here a range of products, product categories ranges, and administrator range. Screen code : as a general rule, inquiries can be set up (for the detail, see Inquiry screens). It is possible to call up customized inquiry screens via the screen code. This personalization is used notably, to choose what information should be shown on the screen and in what order it should be positioned in the grid. It is possible to memorize one or more sets of criteria by saving the codes. that can be subsequently recalled. or deleted .
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