Cycle Counts

Cycle Counts in AMS
Most warehouse clients do a full inventory count annually and some do it every six months. The time between that they do cycle counts to keep track of inventory. These counts can be done either by a complete Winery or Wineries or you can count certain Lanes. To do this we use the same Physical Inventory menu that is used for the full inventories. The only difference is the selection of data to be counted.

  1. IWK – Initialize work area
    1. This is done to identify what is being counted.
    2. In this example we are counting just the DV winery

    1. In this example we are counting for only lanes that start with A0*

    1. Enter A for Add
    2. Enter the Batch ID
      1. This is the ID that will follow thru the whole procedure.
    3. Count by Lot – if you want to see the lot numbers and count each lot enter Y, if not, enter N for No.
      1. If not counting by lot you need to identify how the variances should be applied – either LIFO (last in, first out) or FIFO (first in, first out)
    4. Press Enter to add the batch.
  1. ELP – Enter locations and part numbers to count.
    1. This screen will be entered based on how you want to count
      1. Count all wines for a certain Winery
        1. You would need to enter each location you want to count with the selection screen filled out for that winery.
        2. If you want more than one winery at a time you can enter more with them separated by a comma or a space.
        3. This example would be for both locations for Winery=DV.
          1. If you have more locations than you would enter them appropriately.

      1. Count all wines in certain Lanes
        1. You would need to enter each location you want to count with the selection screen filled out for the appropriate lanes
        2. In the example below, it would count all lanes that start with A0

  1. Print counting work sheets
    1. Count by Winery set-up

      1. In this screen, enter the Batch ID
      2. The FORMAT section identifies what information you want on the report
        1. The numbers in the boxes determine the order of the columns
        2. It seems like the most logical sort order would be by lane and then show the parts if counting everything for a specific winery.
      3. The above example will create the following report

    1. Count by Lane set-up

      1. Resulting report

      1. This report will show you ALL wines for the lanes that start with A0


  1. EPL – Enter counts by part number or lane
    1. This screen takes you to a blank box that needs the Batch ID. Enter the Batch ID and press enter.

      1. The entry screen will change to this.

    1. There are two options for making these entries.
      1. By Part Number
      2. By Lane
      3. If you used the above samples to create your batches, the logical entry would be by Lane since that is the order of the Count Sheets
      4. If you want to do it by Lane, press the F1 key

    1. Enter a C for Change
      1. It would not be an A for Add unless there was a part on the floor that was not on the Count Sheet.
    2. Just press enter and the system will bring up the first lane with the first part number that was listed on the Count Sheet.

    1. Enter the counted cases/bottles
      1. If you have pallets, you can press the F1 key to open up the field to enter pallets too.
    2. There is a field to enter comments if desired.
    3. The system will display to you the variance between what you entered for your counts and what the system thinks the balance should be.
    4. When you press enter on completion of this entry, the system will automatically take you to the next part number on the Count Sheet.
    5. Proceed thru all parts entering the counts.


  1. PVR – Print variance report

    1. There are options on this report that are pretty clear as to what they do. You can experiment with this report to be sure you get the info you're looking for.
    2. Resulting report - Detail

    1. Resulting report – Summary

  1. API – Adjust perpetual inventory to physical
    1. If the variances are acceptable, you can run this job to adjust the inventory.
    2. If the variances are not acceptable, recount and/or try to find out what the differences are.

    1. Resulting report – Detail

    1. Resulting report – Summary