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- Stock Count Schedule in GP gives you the option of creating the number of schedules you need and the ability to define Sites.
- If you are using multiple-bin tracking within Dynamics GP, you also need to include the bins in the site. In GP you will complete a mass add using one of these options: ABC Code, Item Class, Generic Description, and Bin.
- Only one item-site-bin combination can be included as part of a ‘started’ count; if you are setting up several scheduled, be cautious not to duplicate.
- When your count is saved and you are ready to complete the physical activity of the count, you will ‘start’ the count. This captures the On-Hand quantities, within GP, that the count will be verified against. You can print out count sheets or use the count schedule in PanatrackerGP to capture and submit the counts back to GP’s Stock Count Entry.
- If you have several count team members, it is important to define the physical areas they will be assigned to count.
- Using visual cues, such as colored stickers, applied to the inventory when the count is completed.
- If you are not using multiple bin tracking in GP, on the handheld you can enable a FlexField on the stock count to capture the count of each section.
- if you are using multiple bin tracking in GP, create multiple count schedules based on bin ranges.
- These will help with the reconciliation process.
- All inventory activities should be stopped during the physical count activities. During the reconciliation process, access to unposted transactions is available to account for discrepancies. Variance quantities can be adjusted manually prior to processing the Stock Count in GP.
- Before you start your count, post all pending inventory transactions are posted within GP. Including adjustments and site transfers. If you have sales transactions that have been physically fulfilled and shipped, but the sales transactions need to remain, pending processing for the transfer and/or posting, it is advisable to create a Smartlist report and save/export it to an excel spreadsheet. This spreadsheet can be used during your final review of variances.
- Once your counts are entered, you can view the variances and reconcile with any new unposted transactions, or with your known unposted transaction list (captured at the start of your process). We highly recommend Smart List Builder to create a ‘count’ Smartlist. This provides the ability to add both available and on-hand quantities from both the original Stock Count Schedule, and GP You can add a calculated variance cost. In Smart Lists, the review can be filtered for any items with a variance quantity or amount and can be exported to an Excel spreadsheet for easier analysis.
- After review, and adjustments made to your final variance quantities, your Stock Count is ready to process in Dynamics GP.
- By processing the Stock Count, the variance transaction is automatically created. If you used the Smartlist and Excel option, you can process your stock count prior to adjusting your variances and set the variance transaction to not automatically post. You can then move your analysis to your spreadsheets, and make changes to the variance transaction prior to posting, if your Stock Count Schedule has a large number of items or if you have several variances.
