Warehouse menu

The warehouse menu covers ordinary tasks like counting, moving, inquiry etc.

image

Count from Journal:
This program will do a controlled count, based on a counting journal that has been generated. This is typical for cycle counting or when doing aisle counting.

Real-time count:
This program can be used when doing ad-hoc counting of locations.

Transfer from Journal:
This program will perform internal transfers between dimensions. Typical when moving from a location to another, but based on a transfer journal.

Real-time transfer:
This program will perform ad-hoc internal transfers between dimensions. Typical when moving from a location to another.

Inquire item barcode:
Inquire information on an item barcode, and to see where the item is located.

Inquire location:
Inquire contents of locations

Count from Journal

Journal counting is the most common way of counting in Dynamics AX. It used a counting journal to confirm the counting. The process therefore starts by creating a counting journal in Dynamics AX. The PDA journal counting cannot add new items to the journal. It can just count the lines that already exist in the journal. Several workers are allowed to work on the same journal.

image

The count from journal PDA form will change in the process.

image

image

 

Warehouse:
Enter or scan the warehouse. Normally this will be automatically filled on based on usage data.

Journal:
Select or enter the journal number. The lookup will show open journals, that is not blocked and that do have counting lines. The magnifier button will show the lines on the journal. When the journal has been filled in, then the grid will show all locations that needs to be visited.

 

Location:
Select or scan the location, that exists in the journal/list.

When the location has been entered, the form will change, and instead of showing next location, it will show the item barcodes available on the location.

image

Barcode:
Select or enter the barcode that should be counted. The lookup button will only show barcodes available on the journal. The magnifier button will show barcode details, like item name, picture and current on hand values.

Counted:
When the barcode is scanned, the cursor will jump to the corresponding line, where the worker can fill in the counted quantity. There exists more items with different tracking dimensions, then look at the dimension view in the bottom screen.

Grid line coloring:
When a line has been counted the line will “jump” to the bottom of the grid, and it will change color. White means that the line has not been counted. Green means that it has been counted with a positive value. Red means that the quantity has been counted away.

image
Post:
When all lines have been counted, the command button “post” will be visible, and the journal can be posted.

Real-time count

Real time counting is quite similar to journal counting, but the worker does not have a journal.
image

Warehouse:
Enter or scan the warehouse. Normally this will be automatically filled on based on usage data.

Location:
Select or scan the location. When the location has been entered, it will show the item barcodes available on the location.

Bar code:
Select or enter the barcode that should be counted. The lookup button will show all barcodes available. The magnifier button will show barcode details, like item name, picture and current on and values.

Counted:
When the worker has scanned in a barcode, the cursor will jump down to the lines, where the worker can specify the counted quantity.

If more mandatory dimensions must be specified, then the item dimension specification form will pop up. In the picture to the left, the PDA requires that both pallet ID and Serial must be specified.

image

Grid color/icon coding
To visualize progress in counting, each line have been added with a small counting symbol.

Grey – The existing line has not been counted
Green – The existing line has been counted
Blue – New line has been counted in
Red – The line has been counted out.

image

Post:
To commit the counting, the user must click on the post button. It the user just returns without clicking post, the counting will not be posted. All posting in the real-time counting will be posted using a counting journal. The journal is created and posted within the same transaction. The journal lines will also be marked with the worker ID, and posted date/time.

Advertisements

5 thoughts on “Warehouse menu

  1. Hi Kurt,
    I have a quetsion. We just started using AX. I will need to perform inventory cycle count using counting in inventory management. When I create counting report is there any way to add value/standard cost for each inventory on hand item field so if we need to write off items we would know the value. If the quantity on-hand will be different from the counted quantity and after I post the variance where can I see the financial transaction that took place to write the inventory off. I would appreciate your help. Thank you. Nika

    Like

    • Hi Nika. When posting a inventory journal(movement, count etc), then the cost assosiated with this action is posted into general ledger under a common voucher. Each ledger transaction is also marked with a transactiontype. So it should be easy to get what you require both by reporting on inventory transactions, or directly on the ledger transactions. You just need to make sure that the report query is set up correctly.

      Take care, and happy Daxing.

      //kurt

      Like

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s