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Dynamics 365 Community / Forums / Microsoft Dynamics SL (Archived) / Stock Take 'on han...
Microsoft Dynamics SL (Archived)

Stock Take 'on hand' question

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Posted on by Craig Trickett 95

Our Dynamics SL system is working as follows:

 When we produce tags for stock (inventory) take, it includes all stock for each particular item that is in the warehouse and also all stock on open shippers.  We therefore have to count the stock on the racks in the warehouse, plus go through all open shippers and include them in the count.

Our arguement is, that once a stock item is 'picked' even though it may not be shipped.  It should be removed from the stock for stock take purposes - because that stock is allocated to a customer.

We quite often pick stock but don't confirm shipment until there is sufficient quantity to fill a truck load or a container.  These items that are picked should not need to be included in the stock take. 

I believe our Dynamics SL may have been setup incorrectly.  Can anyone confirm if this is how their system operates or if it's possible to have Dynamics SL setup so that as soon as a stock item is 'picked' it is no longer deemed to be 'on hand' and thus not included in the stock take?  Or is out stock take feature setup incorrectly?

 

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  • George Sagen Profile Picture
    George Sagen 1,005 on at
    Re: Re: Stock Take 'on hand' question

    I agree with Gail, and would only add that you still own the picked stock that is allocated to sales orders. It's still on your balance sheet, so it has to be reconciled to physical stock somewhere.

  • Gail J-N Profile Picture
    Gail J-N 1,000 on at
    Re: Stock Take 'on hand' question

    I believe you are talking about the Physical Inventory generation process (10.395), and indeed, that process uses the Itemsite.QtyOnHand value for the Book quantity.   Here's what the "Help" says for Book, Physical, and Control Quantities

    >>The book quantity is the quantity-on-hand, less the shipped not invoiced amount according to inventory records, whereas the physical quantity is the actual count quantity recorded at the site. The purpose of a physical inventory or cycle count is to check the book quantity against the actual physical count quantities. <<

    In our environment, we have modified the cycle count sheets to include a column for "Qty Picked Not Shipped".    That is because we use the Order Management module, and we do an order step to "Confirm Picking" as well as to "Confirm Shipping".     We then wrote a custom view to calculate how much of "Qty on Open Shippers" is in the category "Qty Picked not Shipped".   Please let me know if you'd like the code for that view.

    But that doesn't help you in using the generic version of the Physical Inventory generation.   I can only tell you that you'll have to deal with this issue procedurally (e.g. generate shippers to a different warehouse location that the storage location, and transfer "picked" items from the storage location to the ship location.   In theory, the storage location should be "clean" and you only have to worry about the ship location at the physical.)

    So to answer your question, I do not believe that your system has been set up incorrectly.    I believe you'll have some challenges in dealing with partially picked orders.

    Best regards,

     Gail J-N 

     

     

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