Inventory Cycle Count Manual - MS-Cloud-Experts/Plur-e-Docs GitHub Wiki

Inventory Cycle Count

This guide explains the procedures for performing an Inventory Cycle Count in a company using advanced Warehouse features within Business Central, as well as in the Plur-E application.

Table of Contents

  1. Introduction
  2. Calculate Inventory by Specifications
  3. Calculate Inventory by Counting Period
  4. Plur-E Inventory Cycle Count
  5. Important Notes and Best Practices

1. Introduction

This manual provides step-by-step guidance on performing the Inventory Cycle Count using Business Central’s advanced Warehouse features. Business Central offers two main methods:

  1. Calculate Inventory by Specifications
  2. Calculate Inventory by Counting Period

2. Calculate Inventory by Specifications

Initial Setup

  1. Open the Physical Inventory Journals page in Business Central.
  2. Select or create a new Batch.
  3. Click on Calculate Inventory to begin.

Configuration Steps

  1. Enter the Document Number.
  2. Set filters:
    • Filter by Item:
      • General product posting group
      • Other specific filters as needed
    • Filter Totals by:
      • Location
      • Brand
      • Additional filtering options

Processing

  1. Review the updated Physical Inventory Journals.
  2. For serialized products:
    • Use the Clear Serials option to reset serial quantities to zero before counting.

3. Calculate Inventory by Counting Period

Setup Counting Periods

  1. Open the Physical Inventory Counting Periods page.
  2. Create a new counting period:
    • Define the frequency (e.g., monthly, quarterly).
    • Enter any required information.

Item Configuration

  1. Access the SKU or Items page.
  2. Define a Physical Inventory Counting Period Code for each item.
  3. The system will automatically:
    • Assign the Next Counting Start Date.
    • Set the End Date.
    • Note: Dates can be adjusted manually if needed.

Processing

  1. Open the Physical Inventory Journals page.
  2. Select or create a Batch.
  3. Choose the Calculate Counting Period option.
  4. Review products scheduled for counting on the selected posting date.
  5. Enter the Document Number.
  6. Confirm selections to proceed.

4. Plur-E Inventory Cycle Count

Initial Setup

  1. Open the Plur-E application.
  2. Select the relevant Company.
  3. Access the Inventory Cycle Count module.

Counting Process

  1. Select the Inventory Count option.
  2. Choose Physical Inventory.
  3. Select the appropriate Batch.
  4. Begin product scanning:
    • Scan the product label.
    • Enter the Physical Quantity for each product.
    • Use Select Action → Edit to adjust quantities if needed.

Verification and Completion

  1. Confirm sync with Business Central by checking for a confirmation message.
  2. Verify line creation with the entered quantities in Business Central’s Physical Inventory Journal.
  3. Repeat the process for each item in the inventory.
  4. Post the Journal once all physical quantities have been entered.

5. Important Notes and Best Practices

  • Filtering: Use appropriate filters to avoid counting all products simultaneously.
  • Counting Period Customization: Tailor counting periods to fit your business needs.
  • Data Synchronization: Ensure all entries are synced between Plur-E and Business Central.
  • Pre-Posting Verification: Always verify synced data before posting.
  • Manual Date Adjustments: Counting dates can be manually modified if necessary.
  • Serialized Products: Special handling is required for serialized products.
  • Batch Naming: Use consistent naming conventions for batches.
  • Sync Status: Regularly verify synchronization status.
  • Organized Schedules: Maintain clear and organized counting schedules.
  • Documentation: Document any manual adjustments for reference.
  • Data Backup: Regularly back up counting data to prevent data loss.

This guide provides a structured process for efficient inventory cycle counting, supporting accuracy and effective synchronization with Business Central.

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