Materials Management

1. Materials Management Cycle Counting And Physical Inventory David McCusker, Senior Consultant CISTECH, Inc. David.mccusker@cistech.net

2. Materials ManagementCycle Counting & Physical Inventory Objectives • To incorporates the best capabilities from IM and MPA’s Physical Inventory/Cycle Counting, then expand with Power Architecture technology • Provide inventory tag support • Provide bar code support • Deliver customization capabilities to greatly enhance productivity

3. Inventory Count Groups

4. Materials ManagementCycle Counting & Physical Inventory Report Options will allow user to tailor the reports to their preference!

5. Materials ManagementCycle Counting & Physical Inventory Ease of Entry! User can either enter tags sequentially by tag number or...

6. Materials ManagementCycle Counting & Physical Inventory Random Count Entry by Item OR by Tag It’s the user’s choice!

7. Materials ManagementCycle Counting & Physical Inventory Count items will list in a ‘spreadsheet’ format Columns may be moved, items can be changed, created, located…all from this screen. You’ll have a ‘window’ of opportunities!

8. Inventory Count Groups With Subsets • Single Warehouse • Cycle Count Class • Range(s) • item numbers within a Warehouse • item classes • stock locations • Transaction Activity • By Timed Interval • Forced Count • Negative On-Hand Balance • Include • Line Locations for REP • Unapproved Locations for QC

9. Inventory Count Groups • Turnaround Documents • Both “Count Entry List” and “Inventory Tags” • Bar Coding is available without PM&C being installed • Two Inventory Lockdowns • Entry On-Hand Quantity • Captured at the time the actual count was entered • Cutoff On-Hand Quantity • Captured at the time the count was activated

10. Inventory Count Groups • Speed Data Entry • Random Entry • By Item • By Tag • By Barcode • Sequential Entry • Warehouse/Location/Item • Warehouse/Item/Location • Tag Number

11. Inventory Count Groups • Warehouse • Highlight Warehouse • File • Host Jobs • Physical Inventory

12. Inventory Count Groups • Inventory Count Entry List

13. Inventory Count Groups • Inventory Tags

14. Inventory Count Groups Counting can be entered either by Random or Sequential Entry

15. Inventory Count Groups • Random count entry by tag • Random count entry by bar-code • Random count entry by item

16. Inventory Count Groups Sequential Entry is the fastest format but requires the items being entered to be in order. Notice the Bypass Key.

17. Cycle Count Walk Thru

18. Cycle Count Walk Thru

19. Cycle Count Walk Thru

20. Cycle Count Walk Thru

21. Cycle Count Walk Thru

22. Cycle Count Walk Thru

23. Cycle Count Walk Thru

24. Cycle Count Walk Thru

25. Cycle Count Walk Thru

26. Cycle Count Walk Thru

27. Cycle Count Walk Thru

28. Cycle Count Walk Thru

29. Cycle Count Walk Thru

30. Physical Inventory Walk Thru

31. Physical Inventory Walk Thru

32. Physical Inventory Walk Thru

33. Physical Inventory Walk Thru

34. Physical Inventory Walk Thru

35. Physical Inventory Walk Thru

36. Physical Inventory Walk Thru

37. Cycle Count/Physical Inventory Walk Thru

38. Cycle Count/Physical Inventory Walk Thru

39. Cycle Count/Physical Inventory Walk Thru

40. Cycle Count/Physical Inventory Walk Thru

41. Cycle Count/Physical Inventory Walk Thru

42. Cycle Count/Physical Inventory Walk Thru

43. Cycle Count/Physical Inventory Walk Thru

44. Cycle Count/Physical Inventory Walk Thru

45. Cycle Count/Physical Inventory Walk Thru

46. Cycle Count/Physical Inventory Walk Thru

47. Cycle Count/Physical Inventory Walk Thru

48. Cycle Count/Physical Inventory Walk Thru

49. Cycle Count/Physical Inventory Walk Thru

50. Cycle Count/Physical Inventory Walk Thru