Inventory Counting by BatchMaking item counting easier by the click…Presented by:Claudia MusickImplementation Consultant

TUESDAY, NOVEMBER 10TH, 2015

Summary:We will covering how to do inventory counts by batch and importing these into Orchestrated

Who Should Attend:

Anyone conducting inventory counts within Orchestrated

Logistics:

Feel free to ask questions as we go along – we will also have a designated time for questions at the end.

SUMMARY

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1. Overview of Process

2. Benefits

3. Step-by-Step

4. Demo

5. Q&A

AGENDA

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OVERVIEW

How Does it Work?

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OVERVIEW

Main Steps:1. Export inventory information into excel spreadsheet• Query

2. Complete inventory count in spreadsheet• One line per item and per batch

3. Save completed count as .txt file

4. Import into Inventory Posting screen

5. Review

6. Post#Orchestrate201

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BENEFITS

Benefits

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BENEFITS

You’ll never go back…

• Simple Excel spreadsheet

• Users can input data into spreadsheet from any Excel accessible device (mobile, tablet, desktop)

• Eliminates the batch selection screen

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STEP-BY-STEP

Step-by-Step Process

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STEP-BY-STEP

1.Run query to get inventory data for Excel spreadsheet

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The following query is what you will need to import to get a list of items both with and without batches, with in-stock quantities as of the day the query is run.

SELECT IG.ItmsGrpNam, IW.ItemCode, IM.ItemName, IW.WhsCode, ISNULL(IW.OnHand,0) AS 'OnHand', NULL AS 'Batch', NULL AS 'InDate' FROM OITW IW INNER JOIN OITM IM ON IW.ItemCode = IM.ItemCode AND IM.InvntItem = 'Y' AND IM.ManBtchNum = 'N' INNER JOIN OITB IG ON IM.ItmsGrpCod = IG.ItmsGrpCod UNION ALL SELECT IG.ItmsGrpNam,IW.ItemCode, IM.ItemName, IW.WhsCode, ISNULL(BQ.Quantity,0) AS 'OnHand', BN.DistNumber AS 'Batch', BN.InDate FROM OITW IW INNER JOIN OITM IM ON IW.ItemCode = IM.ItemCode AND IM.InvntItem = 'Y' AND IM.ManBtchNum = 'Y' INNER JOIN OITB IG ON IM.ItmsGrpCod = IG.ItmsGrpCod LEFT OUTER JOIN OBTQ BQ ON IW.ItemCode = BQ.ItemCode AND BQ.WhsCode = IW.WhsCode LEFT OUTER JOIN OBTN BN ON BQ.MdAbsEntry = BN.AbsEntry WHERE ISNULL(BQ.Quantity,0) <> 0

*Don’t panic, this query will be available on our help site – along with instructions on where it will go!*

STEP-BY-STEP

2.Export Query ResultsOnce query is executed and results are on the screen, press the Copy Data button in the lower right corner of the screen. Open Excel and paste the values in.

STEP-BY-STEP

3.Setup Excel Count SheetOnce values from query results have been copied over – we suggest that you clear the values in the In Stock column.

STEP-BY-STEP

4.Complete Count Sheet

STEP-BY-STEP

5.Format Counted Sheet for ImportYou will need to save the file as a .txt file [tab delimited]. If you have multiple tabs, each tab will need to be saved as a separate file or be combined into a single import sheet.

STEP-BY-STEP

6.Import Count SheetWithin Orchestrated – navigate to Inventory > Inventory Transactions > Inventory Counting Transactions > Inventory Posting. From the Add Items button, select Import Items. Set the import template and be sure to save it for future use. Select the file to import.

STEP-BY-STEP

7.Add Inventory PostingYou should now see your items in the inventory count sheet, what is not shown is the batches. That’s okay - they are saved! To view the batches, right-click on the counted quantity for that row and choose Serial and Batch Selection. When you have reviewed the data, add the document by pressing the Add button in the lower left corner.

ITEM MANAGEMENT

Counting Tips:

• Count “double blind” if possible• Do not include in stock quantities on printed count sheets

• Make sure all data entry is done before you count• Purchasing transactions [Goods Receipt PO]• Sales transactions [Delivery]

• Yo-yo variances indicate counting problem

• One direction variances indicate process problem

• NEW: Inventory Count Variance Analysis report [next release]#Orchestrate201

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DEMO

DEMO

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Q&A

Questions?

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http://forums.orchestrated.com

Thank You!