Physical inventory counting and uploading the tag counting data

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Posted on by sadiqmohammed

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Dear all -

We are using Axapta 2009, every quarter we do physical inventory counting using tag count method where each item is counted in different locations after counting is completed we collect all tags and enter the data in inventory tag counting which is usually done by 5 to 6 users after this we use to consolidate counting results and create a single count journal by warehouse and post it by each warehouse. I was trying to use excel template wizard to import the consolidated data but I dont know how to do that. could some one help me to simplify my task of entering the tag journal then consolidating and again re-entering the results into count journal (usually 2000 to 4000 lines) which is bit painfull and time consuming.

also suggest me what is the best practice of using tag counting method

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Answers (1)

Brandon Wiese 17,788 on at

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RE: Physical inventory counting and uploading the tag counting data

You should not consider giving System Administrator rights to users in order to enable this solution. That would be a terrible idea.

Small code changes are required to accomplish the same effect without being an admin. But, once you have all of your users in the journal they can remain keying all day long, so you really only need the admin's help for a couple of minutes at the start.
sadiqmohammed 155 on at

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RE: Physical inventory counting and uploading the tag counting data

Hello Brandon -

I thought of knowing importing option too,

as i understand we need to give admin rights to no.of users who want to use the same journal

which i believe is not feasible in all organizations. I am not sure if I am right with my comment

but it is what our admin guy said to me

cheers
Brandon Wiese 17,788 on at

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RE: Physical inventory counting and uploading the tag counting data

It is a very quick customization to create a class that asks for a starting and ending tag range and pre-populates your journal with Missing tag journal lines. I may even be able to find some code.

Your response has me curious. If you're now able to key everything directly into one journal, what is the purpose of Excel at all?
sadiqmohammed 155 on at

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RE: Physical inventory counting and uploading the tag counting data

Hello Brandon -

we are able to uncheck the "in use" check box and allow mutl users to use same journal.

also we created a pre list of tag #'s to avoid line number issue for this time. I will check with our partner

to do the customization for this..

Is there some way to autofill tag #'s by giving a range of starting and ending # , let me know if this is possible

also i would like to know if we can use import data from excel for uploading tag counting journal this

can be the best solution for this problem.

Altogether it is a good solution on how to use single tag journal by multiusers.

thanks & Cheers

Sadiq
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Brandon Wiese 17,788 on at

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RE: Physical inventory counting and uploading the tag counting data

A system administrator should be able to uncheck the "in use" box for the inventory tag journal.

I would be happy to suggest some minor code changes to help you with this solution, but I don't have access to an AX 2009 environment right now. If you have any developer in-house or available through a partner, this should be very easy to achieve (both the allowing multiple users into a single tag journal, and fixing the line number issue).
Community Member Microsoft Employee on at

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RE: Physical inventory counting and uploading the tag counting data

Hello Sadiq,

I have another method , that may be require some programming but it is time saving in long run.

I would like to suggest you to do your counting directly using a mobile computer such as Intermec CK31.

You only need a remote desktop protocol connection to access Dynamics AX via a terminal server.

Then you will create a form that will help you collect the data.

I understand that it is little bit time consuming but I design one and my team was able to built such system.

Julien
sadiqmohammed 155 on at

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RE: Physical inventory counting and uploading the tag counting data

Hello Brandon -

Your suggestion would definitely be a life saver if works. I tried your suggestion but I am unable to uncheck the "in use" check box and allow other user to enter data in same time. could you please let me know how to do that in steps please.

thanks in advance
Brandon Wiese 17,788 on at

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RE: Physical inventory counting and uploading the tag counting data

One problem that must be dealt with having multiple users in the same journal is line numbers. If two users attempt to add a record at the same time, they assign themselves the same line number, and one of them gets a primary key violation trying to save their record. This requires a one line code fix to resolve. I'm not sure it's an issue in AX 2012 at all, but it was in earlier version of AX.
Brandon Wiese 17,788 on at

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RE: Physical inventory counting and uploading the tag counting data

I have what I think is a better suggestion than merging different journals, and I have done this in production environments.

The reason that AX prevents multiple users from working within the same journal is due to issues with voucher draw. However, the inventory tag count journal is unique in that it does not use voucher numbers. Thus, it is possible for multiple users to work in the same tag count journal at the same time.

This is also made easier if you create your tags in advance, which means adding a range of tag numbers with a default status of Missing, so the users do not have to add rows and key in tag numbers themselves (a further time saver). Once keying is complete, and tags in a status of Missing can easily be located and researched.

The easy solution to this is to simply un-check the "in use" checkbox after one user enters the journal, thus allowing another user to enter the journal. You can do this today.

A better solution is to modify the tag count journal to directly allow many users to enter the same journal, but this requires a very minor customization.

Please mark this as answered if this helps you or you think this will help others with similar issues.

Thanks!
sadiqmohammed 155 on at

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RE: Physical inventory counting and uploading the tag counting data

Hi Brandon -

thanks for reply, I will start with asking you the most important problem

Is it possible to merge data from more than 1 tag count journal into 1 tag count journal because,

we usually have more than 5 users entering the count data using 5 different tag count journals

and each journal will have more than 1000 lines so copying all into one tag count journal line by line

is very difficult and when posted as is each journal system creates 5 different count journal and each count journal overrites the count data i mean the last posted count journal data is considered as the qty counted

eg-

item A in tag counting journal1 was entered 3 times with difft tag #'s --> when posted gives consolidated qty in count journal 1 eg - 500

item A in tag counting journal 2 was entered 4 times with difft tag #'s--> when posted gives consolidated qty in count journal 2 eg- 300

so total qty of item A counted is 800 which is in two different count journals, now when i post first journal system updates stock to 500 and when posted the 2nd journal system overrites the stock to 300 instead of 800

so my problem is either i want to merge all count tag journals into one tag count journal or I should know how

to create single count journal out of multiple tag counting journals

hope i made it clear for you to understand my scenario

look forward for earliest reply