EOB Warehousing Cycle Count Set Up QAD Warehousing

EOB - Warehousing – Cycle Count Set Up

QAD Warehousing Cycle Count Objectives • Functional Fit • Understand cycle count concepts • Cycle Count Set Up 2

What we don’t do Functional Fit: Cycle Counting Functionality Supports all basic and advanced cycle count strategies. 3 Fit Notes Legend Partial None

Types of cycle counts Cycle Counting • Cycle Counting Transactions - Count Tasks - Recount Tasks • Opportunity Counts - if Opportunity Count is on at SLG level - if quantity drops below threshold level in Item/Warehouse - if OPC frequency is over from Last OPC Date (Location) • Count on Fail Option • RF Location Audit DYK: You can count the contents of a pallet or bin through the RF Location Audit option? 4 DYK: Cycle counts are planned and scheduled events while opportunity counts are driven by triggers/events.

EOB - Warehousing Cycle Count Set Up Process 5

Cycle Count configuration The following dependencies will help with setting up Cycle Counting in the warehouse Warehouse Management Control (4. 24) Item Master Maintenance (1. 4. 1) • ABC Class • CC Interval 6 Item Maintenance (4. 4. 7) • OPC Threshold Warehouse Maintenance (4. 1. 1) • Count System Code • Recounts Sys Code • Opportunity Cts and frequency • CC defaults Task Maintenance ( 4. 11. 1. 1) Task Assignment Maintenance (4. 11. 1. 9) SLG Maintenance (4. 3. 1) WLG Maintenance (4. 3. 9) • Adjust Opportunity Cts and frequency • Adjust CC defaults

Setting up cycle counting Assign ABC Class and count frequency to the item Item Master Maintenance - Item Inventory Data Frame DYK: ABC Class is used as a selection category for cycle count setup. DYK: Cycle Count Interval (frequency) is measured in Days only. WMS cycle counting works in conjunction with QAD Core 7

Item level CC parameters CC Requires additional setup in WMS Multi-Level Item Maintenance DYK: When a pick or replenishment task is complete and the inventory level drops below the OPC Threshold, an opportunity cycle count is generated. DYK: Opportunity counts are not triggered by a manual product move. 8

Warehouse level parameters CC is also configured at the Warehouse level Warehouse Maintenance 9

Zone level parameters …and the Zone level… Storage Location Group Maintenance DYK: Opportunity counts are setup by zone and will trigger an interleaved cycle count when the item is picked below the threshold set in Item Maintenance. 10

Work Location Group parameters …and the work sections Work Location Group Maintenance 11

Cycle count task assignment Which users are allowed to do cycle counts? Task Assignment Maintenance 12

Opportunity Count configuration The following dependencies will help with setting up Opportunity Counts in the warehouse Opportunity Count Generates when… Multi-Level Item Maintenance (4. 4. 5) • OPC Threshold Task Maintenance ( 4. 11. 1. 1) • Create / confirm CC tasks 13 Storage Location Group Maintenance (4. 3. 5) • Confirm OPC use Task Assignment Maintenance (4. 11. 1. 9) • Assign CC Tasks Warehouse Location Maintenance (4. 3. 13) • OPC Frequency WLG Maintenance (4. 3. 9) • Adjust CC defaults • User Tasks

Opportunity Counts Opportunity Count setup example 1. Setup OPC parameters in Multi-Item Level Maintenance 2. Allow OPC by Zone using Storage Location Group Maintenance 3. Define the OPC frequency using Warehouse Location Maintenance 4. Assign cycle count tasks to User. A 5. Get 60 EA, item 03121, into 040 EA 020 – see process 6. Setup and release an order for 60 EA, item 03121 7. Process the order with User. A RF 14

Opportunity Counts 1. Setup OPC Threshold to 1. 0 Multi-Level Item Maintenance 15

Opportunity Counts 2. Confirm Opportunity Counts by Zone Storage Location Group Maintenance 16

Opportunity Counts 3. Define the OPC frequency by location Work Location Maintenance Defines minimum interval between counts. 0 = unlimited counts per day. 17

Opportunity Counts 4. Assign cycle count tasks to User. A Task Assignment Maintenance 18