Performing Planned Counting—Exercises

IMPORTANT
It is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Basic Data Setup

Approval Functionality

Purpose: The purpose of this exercise is to set up the approval functionality.

Windows:
Site/Inventory/General

  1. Enter control values for your site.

General exercise for Setting Up the Approval Functionality

Inventory Parts with Inventory Balance

Purpose: The purpose of this exercise is to set up the basic data required for running this functionality. In this exercise, three inventory parts with inventory balance will be entered.

Windows:
Inventory Part
Receive Inventory Part

  1. Enter the following three inventory parts: Part XX62-200, with the description Race Tire Type 1; Part XX62-201, with the description Race Tire Type 2; and Part XX62-202, with the description Race Tire Type 3.
  2. Receive a suitable number of these inventory parts into a picking location.

General exercise for Purchased Inventory Part
General exercise for Receive Inventory Part

Main Exercise(s)

Purpose: The purpose of this lesson is to understand how to perform counting using a count report, what the effects of the approval functionality are, and how parts are frozen for transactions. You will also gain an understanding on how to cancel count reports.

Windows:
Issue Inventory Part
Count per Count Report
Cancel Count Report

You can perform counting either with or without the approval functionality. Both of these possibilities are described below.

Note: The part is frozen while counting if you have not cleared the Freeze Part while Counting check box when you create the count report. To demonstrate this, try to issue one of the parts in the count report in the Issue Inventory Part window. The freeze status is removed once the count result has been confirmed.

Counting with the Approval Functionality

  1. Use your skills from the previous counting exercise to create a count report for Parts XX62-200, XX62-201, and XX62-202.
  2. Enter a counted quantity that is outside the established control values. What happens?

Count by using Count Report

  1. Use your skills from the previous counting exercise to create a count report for Parts XX62-200, XX62-201, and XX62-202.
  2. Open the Count Per Count Report window, and retrieve your count report. 
  3. Enter how many parts were at one of the inventory locations. Save your changes.
  4. In the Count per Count Report window, select another line, and count without differences. What happens?

Cancel Count Report

  1. Open the Cancel Count Report window, and retrieve one of your count reports.
  2. Click OK. If there are counted lines on the report, a warning message appears. Click Yes to cancel any uncounted lines.