Worksheet Style 307: Adjust Item Quantities

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Subject Author Date Worksheet Style 307: Adjust Item Quantities Frederic Hurlet 10-02-2007  RE: Worksheet Style 307: Adjust Item Quantities convoluted 10-02-2007  Re: Worksheet Style 307: Adjust Item Quantities Frederic Hurlet 10-03-2007  Re: Worksheet Style 307: Adjust Item Quantities Todd 10-04-2007  Re: Worksheet Style 307: Adjust Item Quantities Todd 10-04-2007
Posted by Frederic Hurlet on October 2, 2007, 5:14 pm Please log in for more thread options Hi group, We are trying to get our HQ and store quantities to be equal and accurate after a physical inventory count. RMS 1.3.1010 with 7 stores in 3 countries and HQ We are confused in all the procedures required and in which order to do them. Question: HQ quantity for item x is 10 Store quantity for item x is 8 Physical inventory count for item x is 9 What to do? Run a Task 190 to update HQ qty to 8 and then run a WS 307 to add 1 to both the store and HQ? What would happen if we only ran a WS 307 and added 1 to item x? Would HQ be at 11 and store 9? Thank you. Frederic Posted by convoluted on October 2, 2007, 9:15 pm Please log in for more thread options Hi Frederic - at the store, conduct your physical and create a physical inventory entry in the manager program (inventory - physical inventory - new) if you're doing a complete store physical you can create a new PI selecting all items in all departments - add your counts and commit your counts, this way the store qties will reflect your physical qties. Then at HQ create and poll a 501 worksheet, request full item count - this will upload your store snapshot quantities after the physical, where at hq you will then run an inventory wizard task 190 (I believe) perform full item count reconciliation, which will make the store's qties in HQ equal to your physical counts at the store (count of 9) - ideally you are tracking item movements and reason codes for physical inventory adjustments at your store (manager - file - configuration - options) Hope this helps..... "Frederic Hurlet" wrote: > Hi group, > > We are trying to get our HQ and store quantities to be equal and accurate > after a physical inventory count. > RMS 1.3.1010 with 7 stores in 3 countries and HQ > > We are confused in all the procedures required and in which order to do > them. > > Question: > HQ quantity for item x is 10 > Store quantity for item x is 8 > Physical inventory count for item x is 9 > > What to do? > Run a Task 190 to update HQ qty to 8 and then run a WS 307 to add 1 to both > the store and HQ? > > What would happen if we only ran a WS 307 and added 1 to item x? Would HQ be > at 11 and store 9? > > Thank you. > Frederic > > > Posted by Frederic Hurlet on October 3, 2007, 10:35 am Please log in for more thread options Thanks convoluted. I was still wondering what is the purpose of a WS #307 ? What does it do? Is there a way to handle this solely from HQ based on receiving an Excel file with inventory counts on a day a store is closed? or after hours? Perhaps I'll also ask the above during the Microsoft RMs Live chat: Thursday, October 4, 2007 1:00 - 2:00 P.M. Eastern Time > Hi Frederic - at the store, conduct your physical and create a physical > inventory entry in the manager program (inventory - physical inventory - > new) > if you're doing a complete store physical you can create a new PI > selecting > all items in all departments - add your counts and commit your counts, > this > way the store qties will reflect your physical qties. Then at HQ create > and > poll a 501 worksheet, request full item count - this will upload your > store > snapshot quantities after the physical, where at hq you will then run an > inventory wizard task 190 (I believe) perform full item count > reconciliation, > which will make the store's qties in HQ equal to your physical counts at > the > store (count of 9) - ideally you are tracking item movements and reason > codes for physical inventory adjustments at your store (manager - file - > configuration - options) Hope this helps..... > > "Frederic Hurlet" wrote: > >> Hi group, >> >> We are trying to get our HQ and store quantities to be equal and accurate >> after a physical inventory count. >> RMS 1.3.1010 with 7 stores in 3 countries and HQ >> >> We are confused in all the procedures required and in which order to do >> them. >> >> Question: >> HQ quantity for item x is 10 >> Store quantity for item x is 8 >> Physical inventory count for item x is 9 >> >> What to do? >> Run a Task 190 to update HQ qty to 8 and then run a WS 307 to add 1 to >> both >> the store and HQ? >> >> What would happen if we only ran a WS 307 and added 1 to item x? Would HQ >> be >> at 11 and store 9? >> >> Thank you. >> Frederic >> >> >> Posted by Todd on October 4, 2007, 11:37 am Please log in for more thread options > Thanks convoluted. > > I was still wondering what is the purpose of a WS #307 ? What does it do? > > Is there a way to handle this solely from HQ based on receiving an Excel > file with inventory counts on a day a store is closed? or after hours? > > Perhaps I'll also ask the above during the Microsoft RMs Live chat: > Thursday, October 4, 2007 > 1:00 - 2:00 P.M. Eastern Time > > > > > Hi Frederic - at the store, conduct your physical and create a physical > > inventory entry in the manager program (inventory - physical inventory - > > new) > > if you're doing a complete store physical you can create a new PI > > selecting > > all items in all departments - add your counts and commit your counts, > > this > > way the store qties will reflect your physical qties. Then at HQ create > > and > > poll a 501 worksheet, request full item count - this will upload your > > store > > snapshot quantities after the physical, where at hq you will then run an > > inventory wizard task 190 (I believe) perform full item count > > reconciliation, > > which will make the store's qties in HQ equal to your physical counts at > > the > > store (count of 9) - ideally you are tracking item movements and reason > > codes for physical inventory adjustments at your store (manager - file - > > configuration - options) Hope this helps..... > > > "Frederic Hurlet" wrote: > > >> Hi group, > > >> We are trying to get our HQ and store quantities to be equal and accurate > >> after a physical inventory count. > >> RMS 1.3.1010 with 7 stores in 3 countries and HQ > > >> We are confused in all the procedures required and in which order to do > >> them. > > >> Question: > >> HQ quantity for item x is 10 > >> Store quantity for item x is 8 > >> Physical inventory count for item x is 9 > > >> What to do? > >> Run a Task 190 to update HQ qty to 8 and then run a WS 307 to add 1 to > >> both > >> the store and HQ? > > >> What would happen if we only ran a WS 307 and added 1 to item x? Would HQ > >> be > >> at 11 and store 9? > > >> Thank you. > >> Frederic I would just set the QTY to 9 and run the 309. I have used the 309 when a physical inventory count is taken at the store, but entered in at HQ...In this way HQ could initialize / overwrite the inventory at the Store Ops level. Todd NitroSell Posted by Todd on October 4, 2007, 11:37 am Please log in for more thread options > > > > > Thanks convoluted. > > > I was still wondering what is the purpose of a WS #307 ? What does it do? > > > Is there a way to handle this solely from HQ based on receiving an Excel > > file with inventory counts on a day a store is closed? or after hours? > > > Perhaps I'll also ask the above during the Microsoft RMs Live chat: > > Thursday, October 4, 2007 > > 1:00 - 2:00 P.M. Eastern Time > > > > > > Hi Frederic - at the store, conduct your physical and create a physical > > > inventory entry in the manager program (inventory - physical inventory - > > > new) > > > if you're doing a complete store physical you can create a new PI > > > selecting > > > all items in all departments - add your counts and commit your counts, > > > this > > > way the store qties will reflect your physical qties. Then at HQ create > > > and > > > poll a 501 worksheet, request full item count - this will upload your > > > store > > > snapshot quantities after the physical, where at hq you will then run an > > > inventory wizard task 190 (I believe) perform full item count > > > reconciliation, > > > which will make the store's qties in HQ equal to your physical counts at > > > the > > > store (count of 9) - ideally you are tracking item movements and reason > > > codes for physical inventory adjustments at your store (manager - file - > > > configuration - options) Hope this helps..... > > > > "Frederic Hurlet" wrote: > > > >> Hi group, > > > >> We are trying to get our HQ and store quantities to be equal and accurate > > >> after a physical inventory count. > > >> RMS 1.3.1010 with 7 stores in 3 countries and HQ > > > >> We are confused in all the procedures required and in which order to do > > >> them. > > > >> Question: > > >> HQ quantity for item x is 10 > > >> Store quantity for item x is 8 > > >> Physical inventory count for item x is 9 > > > >> What to do? > > >> Run a Task 190 to update HQ qty to 8 and then run a WS 307 to add 1 to > > >> both > > >> the store and HQ? > > > >> What would happen if we only ran a WS 307 and added 1 to item x? Would HQ > > >> be > > >> at 11 and store 9? > > > >> Thank you. > > >> Frederic > > I would just set the QTY to 9 and run the 309. I have used the 309 > when a physical inventory count is taken at the store, but entered in > at HQ...In this way HQ could initialize / overwrite the inventory at > the Store Ops level. > > Todd > NitroSell Sorry...307... 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