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Inventory counting using Dynamics AX
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Inventory counting using Dynamics AX

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The counting job is the activity that helps count items that have already been made. An inventory count is a snapshot of the current inventory levels. …

The counting job is the activity that helps count items that have already been made. An inventory count is a snapshot of the current inventory levels.
As soon as you have taken inventory and specified the quantity on hand, the difference between the quantity counted and the snapshot of on-hand inventory is posted as a loss or gain for the item.
The journal of inventory counts shows the on-hand quantity counted compared to the inventory levels. Each count is given a journal number and date. This lets you view data from earlier counts, specifically which counting journal and voucher the count was posted to, and the date of the count.

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  • 1. Inventory Counting Demo Using WMSScan and Counting Journal Using Microsoft Dynamics AX Julien-Robert Lecadou: lecadou@gmail.com System Analyst, MScs Operations and Projects Management
  • 2. Counting history The counting job is the activity that helps counting items that have already been made. An inventory count is a snapshot of the current inventory levels. As soon as you have taken inventory and specified the quantity on hand, the difference between the quantity counted and the snapshot of on-hand inventory is posted as a loss or gain for the item. The journal of inventory counts shows the on-hand quantity counted compared to the inventory levels. Each count is given a journal number and date. This lets you view data from earlier counts, specifically which counting journal and voucher the count was posted to, and the date of the count. The counting Process The counting on WMSScan (WMS on mobile scanners) helps the warehouse workers collect the data about the inventory levels. InventoryCountingProcess Start Counting request Scheduled Cycle count or triggered by an event Events Counting schedule Perform count Register and post count End Standard Dynamics AX count Count Items per location Create Transfers Transactions Create Counting Journals Counting Process Flow Refer to the scanner user manual in order to have more information on how the counting process works with warehouse workers.
  • 3. (Online User, Please refer to the except from the Mobile scanner user Manual below for more insight about the inventory counting that we have implemented) The purpose of this demo is to show how to use the counting journal after the inventory has been counted by the warehouse workers. Create Counting Journal Once the warehouse workers have counted the inventory levels, the next task is to create a counting journal in order to register the configuration of the warehouse. Create the counting Journal To create a counting journal go to Inventory Management >>Journals >>Counting >> Counting to open the counting form Inventory counting Form Next, click on the new icon to create a new journal. You must select warehouse, location, Pallet in the dimension parameter dialog box and click “Ok”.
  • 4. On the overview tab of Inventory counting journal, select “5” as the journal name. Add a specific description if needed, and then click on the Lines button to open the Inventory counting journal line form. We will need to import the counted inventory, in order to create the Journal lines; to do this, click on the Create button >> Import button to open the Counted inventory form. Counted Inventory Form Form fields description Pallet ID: The Id of the pallet scanned during the counting at the warehouse On-hand / Counted: Show the location where the pallet has been counted Item Number: Item on-hand Counted: Quantity counted on pallet Transfer: if checked, it means that the physical location of the pallet is different from the location stored in the database and there is a need to perform transfers transaction. Form Button: Transfer: this button appears when there is a need to transfer a pallet from one location to another.
  • 5. Import: use this button to import the counted inventory to Inventory counted Journal Line Note: the Counted inventory form displays only counting that had been done the last 2 two days. Because of the inventory rotation in the warehouse, it is not advised to have update inventory with data older than 2 days. It is possible to view data that had been collected for a specific day. To do this, go to Warehouse Management >> Inquiries >> Counting Adjustment Transfer line When the transfer button is visible on the counted journal line, you will need to click on it to activate the transfer transactions. Counting Lines In the Counting Journal line, review the line and see whether there is any discrepancy or not. Then click on the Post button to Post the counting. Click on the Post button to the inventory counting Once posted the counting is finished Adjusting Counting To view data that had been collected for a specific day. To do this, go to Warehouse Management >> Inquiries >> Counting Adjustment Note: This form is a customization and its data source the table that we use to store counted inventor data.
  • 6. Select any data to delete the counting or adjust the quantity counted Press on the Release button to release a location for counting. Note that the Release button deletes any item counted at the chosen location. Counting Warehouse compared to the on-hand quantity This is an update to the counting process. We have made counting process better, and now you can compare inventory counted and inventory on-hand in Dynamics AX. Any discrepancies found will be adjusted upon the counting journal posting. In this section, we will use scenario to help users grasp more insight about the counting process. Counting Scenarios Scene 1 Simple location counting Here we will count rack E103 Location with movement  E103-1  E103-2
  • 7.  E103-3  E103-4 Scene 2 Here we will count Item HC-404816B available in the warehouse 1- Scan preliminary search with Menu >> Inquiries >> Pallet Look up to find susceptible locations where this item could be stored. Requirement : The warehouse worker understand that location type outbound should not be counted 2- Go to the locations :  B124-01  E101-1  E101-2  E101-3  E101-4 Scene 3 Transfers transactions Here, we will move the pallets from one location to another in order to reset the warehouse Here I will scan , pallet P193736P-0-2 to Location E102-4 and count P194307P-0-2 that is already at that location  E102-1  E102-2  E102-3 Scene 4 Counting transactions We will assume that the manager wants to count small pick location at Aisle B12 Locations : B120*-01 To view counted item for the last 2 days Go to : Warehouse Management >> Inquiries >> Counting Adjustment - Procedure Open the counting journal for each scenario Using the counting Journal Selection criteria In the counting journal line , use the create >> on-hand button to display data in the journal line. The selection criteria of the “Create On-hand Counting Journal “ form will help the user narrow his search to a specific criteria.
  • 8. Note that the default selection criteria is shown below: Here are the criteria that will be used for each scenario. Scene 1 Scene 2 Scene 3 Scene 4
  • 9. Import on-hand quantity Once the desired selection is made in the “Create On-hand Counting Journal “ form , click OK to import the data in the counting journal line. On-hand inventory based on selection criteria ( here are data for scene 4) Import counted quantity The next step is to import the inventory counted by the warehouse workers base upon the “Create On-hand Counting Journal “ form’s selection criteria. To do this in the counting journal line , click on : Create>> Import counted button and make your selection. Note that the import counted form display only inventory that was counted the last 2 days. Below , we display the counted data of the scene 4 of this demo.
  • 10. Inventory counted form You can see that the form is already doing the adjustment based on the on-hand quantity Click on the Import button for the counted inventory form to import the data in the counting journal line Counting Journal Line counted Review your data and click on the post button when done . the Counting is complete.
  • 11. WMSScan Training Manual (Counting the warehouse) 1. Counting | Counting workflow The counting function in WMSScan allows users to count the inventory at the warehouse. Below is the process of how the inventory counting works OrderPickingOverview DynamicsAX2009WarehouseWorker Start Scan Location Is Full Pallet ? Scan Pallet / Carton Label Is Bin Location ? Yes Clear From Yes end counting? End No No Count Qty on Pallet No | Counting Pallets
  • 12. Counting Form When, there is counting job ordered, either from the executive management or from the warehouse manager, the warehouse worker will go to the locations and count pallets that are stored there. To open the inventory counting form, go to: - Main Menu - Periodic - And press the Counting | Counting Open Pallet Small pick locations are generally locations where open pallets are stored. Because the pallet is opened, the warehouse worker needs to count the boxes on that pallet. Procedure  Open the counting form  Scan the picking location barcode  Scan the carton label  Enter the number of cases stored on this pallet  And finally Press Send to validate Below is the example of location B1005-01
  • 13. The Pallet on-hand is P168611P-0-10 and the quantity is 11 cases Pallet counted at small pick location | Counting Full Pallet When counting full pallet, the warehouse worker doesn’t need to count the individual boxes on each pallet. The purpose of counting full pallet is to confirm the availability of this pallet in the warehouse and at a particular location. Any quantity discrepancy is fixed by authorized users. Procedure  Open the counting form  Scan the picking location barcode  Scan the Pallet label  And finally Press Send to validate Below is the example of location B15114-03 The Pallet on-hand is P194170P-0-2 and the item on-hand is SR-404816C
  • 14. Pallet counted at standard location