Inventory Counting Demo Using WMSScan and Counting Journal

Using Microsoft Dynamics AX

Julien-Robert Lecadou: lecadou@gmail.com

System Analyst, MScs Operations and Projects Management

Counting history

The counting job is the activity that helps counting items that have already been made. An

inventory count is a snapshot of the current inventory levels.

As soon as you have taken inventory and specified the quantity on hand, the difference

between the quantity counted and the snapshot of on-hand inventory is posted as a loss or gain

for the item.

The journal of inventory counts shows the on-hand quantity counted compared to the

inventory levels. Each count is given a journal number and date. This lets you view data from

earlier counts, specifically which counting journal and voucher the count was posted to, and the

date of the count.

The counting Process

The counting on WMSScan (WMS on mobile scanners) helps the warehouse workers collect the

data about the inventory levels.

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Pro

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Start

Counting requestScheduled Cycle

count or triggered by an event

EventsCounting schedule

Perform count

Register and post count

End

Standard Dynamics AX count

Count Items per location

Create Transfers

Transactions

Create Counting Journals

Counting Process Flow

Refer to the scanner user manual in order to have more information on how the counting

process works with warehouse workers.

(Online User, Please refer to the except from the Mobile scanner user Manual below for more

insight about the inventory counting that we have implemented)

The purpose of this demo is to show how to use the counting journal after the inventory has

been counted by the warehouse workers.

Create Counting Journal

Once the warehouse workers have counted the inventory levels, the next task is to create a

counting journal in order to register the configuration of the warehouse.

Create the counting Journal

To create a counting journal go to Inventory Management >>Journals >>Counting >> Counting

to open the counting form

Inventory counting Form

Next, click on the new icon to create a new journal. You must select warehouse, location, Pallet

in the dimension parameter dialog box and click “Ok”.

On the overview tab of Inventory counting journal, select “5” as the journal name.

Add a specific description if needed, and then click on the Lines button to open the Inventory

counting journal line form.

We will need to import the counted inventory, in order to create the Journal lines; to do this,

click on the Create button >> Import button to open the Counted inventory form.

Counted Inventory Form

Form fields description

Pallet ID: The Id of the pallet scanned during the counting at the warehouse

On-hand / Counted: Show the location where the pallet has been counted

Item Number: Item on-hand

Counted: Quantity counted on pallet

Transfer: if checked, it means that the physical location of the pallet is different

from the location stored in the database and there is a need to perform transfers

transaction.

Form Button:

Transfer: this button appears when there is a need to transfer a pallet from one

location to another.

Import: use this button to import the counted inventory to Inventory counted

Journal Line

Note: the Counted inventory form displays only counting that had been done the last 2 two

days. Because of the inventory rotation in the warehouse, it is not advised to have update

inventory with data older than 2 days.

It is possible to view data that had been collected for a specific day. To do this, go to

Warehouse Management >> Inquiries >> Counting Adjustment

Transfer line

When the transfer button is visible on the counted journal line, you will need to click on

it to activate the transfer transactions.

Counting Lines

In the Counting Journal line, review the line and see whether there is any discrepancy or not.

Then click on the Post button to Post the counting.

Click on the Post button to the inventory counting

Once posted the counting is finished

Adjusting Counting

To view data that had been collected for a specific day. To do this, go to Warehouse

Management >> Inquiries >> Counting Adjustment

Note: This form is a customization and its data source the table that we use to store

counted inventor data.

Select any data to delete the counting or adjust the quantity counted

Press on the Release button to release a location for counting.

Note that the Release button deletes any item counted at the chosen location.

Counting Warehouse compared to the on-hand quantity

This is an update to the counting process. We have made counting process better, and now

you can compare inventory counted and inventory on-hand in Dynamics AX. Any discrepancies

found will be adjusted upon the counting journal posting.

In this section, we will use scenario to help users grasp more insight about the counting

process.

Counting Scenarios

Scene 1

Simple location counting

Here we will count rack E103

Location with movement

E103-1

E103-2

E103-3

E103-4

Scene 2

Here we will count Item HC-404816B available in the warehouse

1- Scan preliminary search with Menu >> Inquiries >> Pallet Look up to find susceptible locations where this

item could be stored.

Requirement : The warehouse worker understand that location type outbound should not be counted

2- Go to the locations :

B124-01

E101-1

E101-2

E101-3

E101-4

Scene 3

Transfers transactions

Here, we will move the pallets from one location to another in order to reset the warehouse

Here I will scan , pallet P193736P-0-2 to Location E102-4 and count P194307P-0-2 that

is already at that location

E102-1

E102-2

E102-3

Scene 4

Counting transactions

We will assume that the manager wants to count small pick location at Aisle B12

Locations : B120*-01

To view counted item for the last 2 days

Go to :

Warehouse Management >> Inquiries >> Counting Adjustment

- Procedure Open the counting journal for each scenario

Using the counting Journal

Selection criteria

In the counting journal line , use the create >> on-hand button to display data in the journal line.

The selection criteria of the “Create On-hand Counting Journal “ form will help the user narrow his search

to a specific criteria.

Note that the default selection criteria is shown below:

Here are the criteria that will be used for each scenario.

Scene 1

Scene 2

Scene 3

Scene 4

Import on-hand quantity

Once the desired selection is made in the “Create On-hand Counting Journal “ form , click OK to import the

data in the counting journal line.

On-hand inventory based on selection criteria ( here are data for scene 4)

Import counted quantity

The next step is to import the inventory counted by the warehouse workers base upon the “Create On-hand

Counting Journal “ form’s selection criteria.

To do this in the counting journal line , click on :

Create>> Import counted button and make your selection.

Note that the import counted form display only inventory that was counted the last 2 days.

Below , we display the counted data of the scene 4 of this demo.

Inventory counted form

You can see that the form is already doing the adjustment based on the on-hand quantity

Click on the Import button for the counted inventory form to import the data in the counting journal line

Counting Journal Line counted

Review your data and click on the post button when done . the Counting is complete.

WMSScan Training Manual (Counting the warehouse)

1. Counting

| Counting workflow

The counting function in WMSScan allows users to count the inventory at the

warehouse.

Below is the process of how the inventory counting works

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Scan Location

Is Full Pallet ?

Scan Pallet /

Carton Label

Is Bin Location ?

Yes

Clear From Yes

end counting?

End

No No

Count Qty on

Pallet

No

| Counting Pallets

Counting Form

When, there is counting job ordered, either from the executive management or from the

warehouse manager, the warehouse worker will go to the locations and count pallets

that are stored there.

To open the inventory counting form, go to:

- Main Menu

- Periodic

- And press the Counting

| Counting Open Pallet

Small pick locations are generally locations where open pallets are stored. Because the

pallet is opened, the warehouse worker needs to count the boxes on that pallet.

Procedure

Open the counting form

Scan the picking location barcode

Scan the carton label

Enter the number of cases stored on this pallet

And finally Press Send to validate

Below is the example of location B1005-01

The Pallet on-hand is P168611P-0-10 and the quantity is 11 cases

Pallet counted at small pick location

| Counting Full Pallet

When counting full pallet, the warehouse worker doesn’t need to count the individual

boxes on each pallet. The purpose of counting full pallet is to confirm the availability of

this pallet in the warehouse and at a particular location.

Any quantity discrepancy is fixed by authorized users.

Procedure

Open the counting form

Scan the picking location barcode

Scan the Pallet label

And finally Press Send to validate

Below is the example of location B15114-03

The Pallet on-hand is P194170P-0-2 and the item on-hand is SR-404816C

Pallet counted at standard location