Standard functionality uses the Dynamics GP Stock Count infrastructure. The Blue Moon Quality Count is also supported.
About GP Stock Count
Stock Count Schedules are set up in Dynamics GP under Inventory Transactions. Stock Count schedules can be re-used. The item-site-bin combination can only be active on one stock count at a time. When creating the schedule, items can be added manually or there is a mass add option available. Selection for mass adds include:
- Site ID
- ABC Code (setup on the item card)
- Item Class
- Item Number
- Generic Description
- Description
- Item Type
- Next Stock Count Date
- Bin
Ranges can be selected, and multiple criteria can be added.
When ready to count the items on a Stock Count Schedule, the count must be started. This step will then capture the current GP on-hand quantities.
Once your count is started, then the count can be completed using PanatrackerGP.
Reconciliation will be completed in the Stock Count Schedule once counting is finished. It is recommended to create a Smart List using Smart List Builder to review your stock count variances. By setting up a smart list, the counts can more easily be reviewed since filters can be applied and the stock count could also be exported to Excel.
Setting Options
Enable Stock Count. Enable the Stock Count transaction.
Stock Count Source
- GP Stock Count Schedule
- Blue Moon Quality Count
Site Default for Stock Count. Default the Site and only Stock Count Schedules for the default site will be available to select unless the user changes the default. If left blank. the user may as an option add a site filter.
Bulk Item Auto Save at Stock Count. For items tracked by quantity, each item is scanned, and the number of scans is counted for the counted quantity.
Use UOM for Stock Count. When enabled, the user may select an alternate unit of measure when counting the items. The unit of measure setup in GP must be available to properly convert to the base unit of measure for the item. Stock Count Schedules can only be created in the base unit of measure.
Allow Item-Level Count for Serial-Tracked Items. When set to true, the user will have the option to enter the item count for serial-tracked items. If the count matches the stock count schedule’s GP captured quantity; all serials will be updated as counted. If the count does not match, then the user must scan each serial number. Note: This option is recommended only if using multi-bins in GP or if the item has a single stock area.
Allow Item-Level Count for Lot-Tracked Items. When set to true, the user will have the option to enter the item count for lot-tracked items. If the count matches the stock count schedule’s GP captured quantity; all lots will be updated as verified with the GP captured quantity on the stock count schedule. Note: This option is recommended only if using multi-bins in GP or if the item has a single stock area that will be counted.
Stock Count Throw Warning on Lot Add. If a lot number does not exist for the item-site-bin being counted, the lot will be recorded in the Panatracker logging data with a warning status. The warning can be reviewed with the option to add the lot to the count during that step. If this is set to false, the lot will be added to the stock count schedule with the count quantity and corresponding variance and marked as verified.
Stock Count Throw Warning on Serial Add. When set to true, a record will be created in the Panatracker logging data and set as a warning status. The serials can be reviewed as an exception; however, not added to the count as the serial may exist in another site or bin. Discrepancies that require adding the serial will be handled manually. If set to false, the user will get a warning that the serial number does not exist, but no logging for further review added.
Filter Stock Count Review by Quantity. Removes all stock count lines on the GP Stock Count Schedule where the GP captured quantity = 0. These will still need to be marked as verified before the stock count can be processed; however, removes them from the list for the user. In most cases it is recommended to keep the items on the count and have the user enter a quantity of 0 to mark it as being verified.
Stock Count Display GP Captured Quantity. Adds the GP captured quantity to the review list. This is typically not recommended for blind counts. This feature was added to support supervisors and managers the option to monitor the count status from the mobile app to identify potential re-count scenarios early.
Enable Spot Count. Enables the Spot Count transaction. The Spot Count does not require a Stock Count Schedule. It is a quick count for an item-site-bin combination and creates an adjustment or variance transaction. This is recommended for multi-bin environments only or when the item has only a single location.
Spot Count Document Type. Determine if the transaction created in GP will be an adjustment or variance type.
Batch Code for Spot Counts. Define the Batch Code assignment for the transaction created in GP. The default is PTGP_SPOTCNT. If left empty, the current date is used.
Spot Count Variance Calculation. Set if the count will be based on the GP On Hand quantity or the GP Available Quantity.
Display Option for Variance Cost. When set to true, the variance cost will be displayed to the user.
Reason Code Behavior for Spot Count. Define if the reason code assignment is disabled, optional or required. To view variance quantities prior to the submit, it is recommended to enable the reason code field.
Reason Code Default Assignment for Spot Count. Define a reason code default for spot count. Be sure this reason code is setup in GP based on the document type and for both increase and decrease adjustment.