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Microsoft Dynamics RMS (Archived)

Year End Inventory

Posted on by 45

Because our inventory is not firmly located by Dept or Cat, etc, we see the manual inventory method in PI by area as our best option. Our newly set up tablet with manager and a barcode wand should allow that to proceed nicely. When all area counts are finished we need a report of items with qty >0 that have not  been counted before our PI start date. This will allow us to simply physically search for those items and zero them out if not found. We found a report that brings out all items not counted before PI start date, but cannot reduce it to only items with qty >or<0. This gives us clues, but will leave us with several thousand items to consider.  Is there a way to get the report we need?  A right click does not give qty in stock option. A pay per incident got me the answer that, no, that report is not available. 

I am further told that all PI module use must begin with a list of all items we are going to count and that it must be saved.  I should simply do my counts (over several days), review discrepicies, and when satisfied commit and corrections will be made (including auto adjustments for items sold during the count) and items not counted will be zeroed.  Problem solved.  But is it?

First.  As I said, because of scattered inventory and a desire to use a bar code scanner to enter items I chose the option that seems to best allow for that.  In the PI setup box it is the second option from top. This works as described above but  leaves the problem of false uncounted inventory quantities.  

And further. What if I ignored problems mentioned and decided to go the worksheet path (first option) to allow PI to easily zero the uncounted items?  OK, but I find no way to generate a full inventory worksheet that allows me to use the scanner to call up the item about to be counted. And a lengthy worksheet to manually search through. 

I am puzzled.  Clearly not the smartest kid on the block,  I must ask for help. What am I missing?  I will not be suprised to learn that I am missing something very basic.  Please help me discover what it is. Thanks in advance for anyone able and willing to help.

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  • Wizz Profile Picture
    Wizz 45 on at
    RE: Year End Inventory

    Mr Wizzard,  Thank you!  Your instructions make it much clearer.  Last question.  Is it true that our inventory count can go on for several days and that when we finally review and commit our work will be adjusted for the sale of items during the count?  That would be awesome.  Is all of this clearly documented in RMS?  Where did I miss it?  Again,  THANK YOU.

  • Verified answer
    RMS Wizard Profile Picture
    RMS Wizard 1,205 on at
    RE: Year End Inventory

    If you use the default worksheet (first option) all items will be listed. A better option may be to exclude inactive items by using the 3rd option to define the worksheet with Inactive = No.

    You do not need to scroll a worksheet to locate an item. Click Add button and scan the item there. The entry will jump to the location on the list when you accept the count. If you want to see quantity on hand first, click the Lookup button on the Add form and scan the item there.

    Once all item counts have been entered. click Calculate. That may take awhile if your worksheet includes all items.

    Next click Calculate to list the proposed changes. This will include items to be zeroed. Click Print button from the Calculate form and you should have all the report and filter options you need. Use the show/hide icon to set the columns you want to see.

    If you notice any items that need to be corrected, click Recount button.

    Once satisfied with your worksheet results, click Commit.

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