Embedded Files
The warehouse management module provides several methods for counting using mobile or handheld devices, including Item counting, Blind Counting, or Spot counting.
Counting specific items in the Dynamics 365 Warehouse Management System (D365 WMS) can help ensure accurate inventory management.
Follow these steps to set up and execute a counting process for specific items:
The scenario: After checking the on-hand. For some reason, I want to immediately count the item "A0001" by a mobile or handheld device.
Basically, we can do it easily with the standard warehouse by using a counting journal and filtering that item. But by creating counting work by form "Cycle count work by location" or "Cycle count work by item", the system requires you to count all items in that location.
However, we can use the "Cycle count plan" function to count an item or group of items.
Here is the way to configure and perform the counting. Let's go!
Configuration
Configuration
1. Work template
Path: Warehouse management > Setup > Work > Work templates
Work order type: Cycle counting
Overview
Sequence number: 1
Work template: Cycle counting
Work pool ID: CycleCount
Work priority: 10
Work template details
Line number: 1
Work type: Counting
Work class ID: CCount
Work line breaks:
Sequence number: 1
Group by field: Item number
2. Mobile device menu item
Path: Warehouse management > Setup > Mobile device > Mobile device menu item
Header:
Menu item name: Cycle Count Guided
Title: Cycle Count Guided
Mode: Work
Using existing work: Yes
General
Directed by: User directed
Work Classes
Work Class ID: CCount
Work order type: Cycle counting
Cycle Counting (Action pane)
Number of attempts: 1 (number of retries when inputting the different on-hand quantity)
Display item number: Yes (very important)
Display license plate: Yes (if license plate control)
Display serial number: Yes (if serial number control)
3. Mobile device menu
Path: Warehouse management > Setup > Mobile device > Mobile device menu
Add the menu item “Cycle Count Guided” to the menu
4. Cycle count plan
Path: Warehouse management > Setup > Cycle counting > Cycle count plans
Overview
Cycle counting plan ID: Item Count
Description: Item Count
Maximum number of cycle counts: 50
Days between cycle counts: 0
Empty location: Cycle counting
Work template: Cycle Counting
Cycle Count plan product selections
Sequence: 1
Description
Product selection mode: Product query
Define product query: filter items based on item numbers, and item groups,...
Running to create counting work for specific item
Running to create counting work for specific item
Path: Warehouse management > Setup > cycle counting > Cycle count plans
Select the Cycle count plan ID> Click the button Process cycle counting plan > OK
After running cycle counting plan, let's check the generated work.
We can see here, the counting work is generated for the item number "A0001" as expectation.
Counting
Counting
After generating works, we can now use the mobile device with the “Cycle Count Guided” menu item to perform counting.
Now you can count the only item A0001 .
Conclusion: By utilizing the Cycle Counting Plan, we can count a specific item or group of items. Some companies may choose to periodically count high-value items or verify items that are not physically visible but are recorded on hand.
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