Today is the first tutorial in the Cycle Counts series, and we are talking about Cycle Count Location Maintenance in Prophet 21. Over the next few weeks, we will be talking about several different ways you can work with Cycle Counts in P21.
Cycle Count Location Maintenance Settings:
To start using Cycle Counts, you must first have it set up for every location. If you attempt to run a cycle count report, Prophet 21 will tell you there is no item to pull because you have not done this initial setup.
Company ID:
Enter the company ID.
Location ID:
Remember, you must complete these settings for each location.
Count By:
You have a couple of different options for how to count by. Item is the most common, but you can also use Bin, ABC Class, or Putaway Rank.
If you choose to do an ABC class or Putaway Rank, there is an extra step you must complete to work with classes. The process is the same for both ABC Class and Putaway Rank. Once you select ABC Class, the Class Rank tab will light up. In the Class Rank tab, you will enter the counts per individual class.
Example: Class A is counted six times a year, and Class B is counted four times a year. Make sure if you are counting by ABC class, you want to count your A items more than you want to count your D items because your D items do not move as fast.
Number of Cycles Per Year:
This is how often you want to count the items in a year. Four times a year is a common goal for this setting.
Count Days Per Year:
This tells the system how many actual physical days in the years you expect to do counts. This will help determine how many counts to put on a cycle count report. So be honest, do not try to put a lot more days in there than you are going to do.
Four Cycles Per Year and 120 Count Days Per Year is a pretty common setup.
Type of Count:
You can either do On Hand or Available for the type of count.
On Hand is generally what I recommend. On Hand will catch items even if they are allocated to an order. I do not advise selecting Available as it will have a differing amount based on allocation.
While On Hand is generally your safe bet, there are other options when you create a cycle count report. We will review Cycle Count Reports in another video.
Include Non-stock:
You have options if you want to include non-stock, you can say None, On Hand Only, or Transaction Or On Hand. On hand is generally what I recommend.
Additional settings/checkboxes:
- Include Requisition items.
- You can also Suppress Bins with Zero Quantity on Hand.
- You can also Delete this setup if you want to. It is actually a soft delete as Prophet 21 never really deletes it.
Hit Save!
Remember, you must complete the setup in Cycle Count Location Maintenance before you can move on to anything else in cycle counts.
Put your questions about Cycle Counts in Prophet 21 in the comments below for future tutorials!
