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Materials Management

Materials Management. Cycle Counting And Physical Inventory David McCusker, Senior Consultant CISTECH, Inc. David.mccusker@cistech.net. Materials Management Cycle Counting & Physical Inventory. Objectives

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Materials Management

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  1. Materials Management Cycle Counting And Physical Inventory David McCusker, Senior Consultant CISTECH, Inc. David.mccusker@cistech.net

  2. Materials ManagementCycle Counting & Physical Inventory Objectives • To incorporates the best capabilities from IM and MPA’s Physical Inventory/Cycle Counting, then expand with Power Architecture technology • Provide inventory tag support • Provide bar code support • Deliver customization capabilities to greatly enhance productivity

  3. Inventory Count Groups

  4. Materials ManagementCycle Counting & Physical Inventory Report Options will allow user to tailor the reports to their preference!

  5. Materials ManagementCycle Counting & Physical Inventory Ease of Entry! User can either enter tags sequentially by tag number or...

  6. Materials ManagementCycle Counting & Physical Inventory Random Count Entry by Item OR by Tag It’s the user’s choice!

  7. Materials ManagementCycle Counting & Physical Inventory Count items will list in a ‘spreadsheet’ format Columns may be moved, items can be changed, created, located…all from this screen. You’ll have a ‘window’ of opportunities!

  8. Inventory Count Groups With Subsets • Single Warehouse • Cycle Count Class • Range(s) • item numbers within a Warehouse • item classes • stock locations • Transaction Activity • By Timed Interval • Forced Count • Negative On-Hand Balance • Include • Line Locations for REP • Unapproved Locations for QC

  9. Inventory Count Groups • Turnaround Documents • Both “Count Entry List” and “Inventory Tags” • Bar Coding is available without PM&C being installed • Two Inventory Lockdowns • Entry On-Hand Quantity • Captured at the time the actual count was entered • Cutoff On-Hand Quantity • Captured at the time the count was activated

  10. Inventory Count Groups • Speed Data Entry • Random Entry • By Item • By Tag • By Barcode • Sequential Entry • Warehouse/Location/Item • Warehouse/Item/Location • Tag Number

  11. Inventory Count Groups • Warehouse • Highlight Warehouse • File • Host Jobs • Physical Inventory

  12. Inventory Count Groups • Inventory Count Entry List

  13. Inventory Count Groups • Inventory Tags

  14. Inventory Count Groups Counting can be entered either by Random or Sequential Entry

  15. Inventory Count Groups • Random count entry by tag • Random count entry by bar-code • Random count entry by item

  16. Inventory Count Groups Sequential Entry is the fastest format but requires the items being entered to be in order. Notice the Bypass Key.

  17. Cycle Count Walk Thru Cycle Count Code

  18. Cycle Count Walk Thru Transaction Compare Transaction Activity Count

  19. Cycle Count Walk Thru Next Count Date Last Count Date

  20. Cycle Count Walk Thru Cycle Count Class

  21. Cycle Count Walk Thru Count Accuracy Tolerance Percent

  22. Cycle Count Walk Thru Click on File and then on Host Jobs

  23. Cycle Count Walk Thru

  24. Cycle Count Walk Thru

  25. Cycle Count Walk Thru

  26. Cycle Count Walk Thru

  27. Cycle Count Walk Thru

  28. Cycle Count Walk Thru

  29. Cycle Count Walk Thru

  30. Cycle Count Walk Thru

  31. Cycle Count Walk Thru

  32. Physical Inventory Walk Thru Click on File and then on Host Jobs

  33. Physical Inventory Walk Thru

  34. Physical Inventory Walk Thru

  35. Physical Inventory Walk Thru

  36. Physical Inventory Walk Thru

  37. Physical Inventory Walk Thru

  38. Cycle Count/Physical Inventory Walk Thru

  39. Cycle Count/Physical Inventory Walk Thru

  40. Cycle Count/Physical Inventory Walk Thru

  41. Cycle Count/Physical Inventory Walk Thru COUNT GROUP- 31 COUNT#- 0 INVENTORY COUNT ENTRY LIST DATE 8/06/07 TIME 17:06:04 PAGE 1 AXTG641R Stapler Cycle Count 08/06/07 OPER MCCUSKERD WHSE ITEM NUMBER DESCRIPTION TAG NUMBER COUNTED BY COUNT DATE COUNTED QUANTITY U/M LOCATION LINE BATCH/LOT FIFO DATE ASSIGNED TO XWH X600 Stapler, Model 600 1 ________________ __________ ______________________ EA RA01A1 N 3/24/06 XWH X610 Top. Plastic Molded 2 ________________ __________ ______________________ EA RA01A1 N 2/02/06 XWH X610 Top. Plastic Molded 3 ________________ __________ ______________________ EA RA01A2 N 3/24/06 XWH X610 Top. Plastic Molded 4 ________________ __________ ______________________ EA RA01A3 N 5/22/06 XWH X610 Top. Plastic Molded 7 ________________ __________ ______________________ EA RA01A4 N 5/22/06 XWH X610 Top. Plastic Molded 10 ________________ __________ ______________________ EA RA01A5 N 5/22/06 XWH X611 Base, Plastic Molded 5 ________________ __________ ______________________ EA RA01A3 N 3/24/06 XWH X613 Plate, Tap Un-Plated 8 ________________ __________ ______________________ EA RA01A4 N 3/24/06 XWH X614 Screw, 1/4" 11 ________________ __________ ______________________ EA RA01A5 N 3/24/06 XWH X615 Washer, Serrated 1/2" 13 ________________ __________ ______________________ EA RA01A6 N 3/24/06 XWH X616 Pad, Rubber Base 14 ________________ __________ ______________________ EA RA01B1 N 3/24/06 XWH X620 Base Subassembly 15 ________________ __________ ______________________ EA RA01B2 N 3/24/06 XWH X621 Sheet, Steel Carbon Chrome 16 ________________ __________ ______________________ EA RA01B2 N 3/24/06 XWH X650 Box, Screenprinted Size 6 12 ________________ __________ ______________________ EA RA01A5 N 5/22/06

  42. Cycle Count/Physical Inventory Walk Thru TAG#- 1 DATE 8/06/07 TIME 17.06.04 COUNT GROUP- 31 Stapler Cycle Count 08/06/07 ITEM NUMBER- X600 COUNT NUMBER- 0 Stapler, Model 600 WAREHOUSE- XWH LOCATION BATCH/LOT FIFO DATE RA01A1 3/24/06 COUNTED BY DATE COUNTED QTY COUNTED U/M ____________ ______________ _________________ EA TAG#- 2 DATE 8/06/07 TIME 17.06.04 COUNT GROUP- 31 Stapler Cycle Count 08/06/07 ITEM NUMBER- X610 COUNT NUMBER- 0 Top. Plastic Molded WAREHOUSE- XWH LOCATION BATCH/LOT FIFO DATE RA01A1 2/02/06 COUNTED BY DATE COUNTED QTY COUNTED U/M ____________ ______________ _________________ EA

  43. Cycle Count/Physical Inventory Walk Thru Activate the Count

  44. Cycle Count/Physical Inventory Walk Thru

  45. Cycle Count/Physical Inventory Walk Thru

  46. Cycle Count/Physical Inventory Walk Thru

  47. Cycle Count/Physical Inventory Walk Thru

  48. Cycle Count/Physical Inventory Walk Thru

  49. Cycle Count/Physical Inventory Walk Thru

  50. Cycle Count/Physical Inventory Walk Thru

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