E-WMS

E-WMS - Inventory (count) reports

WMS documentation

Introduction

This document describes the E-WMS Inventory (Count) reports, as available in product update 409.

Description

E-WMS Inventory control centers can be started through menu [WMS, To be processed, Inventory counts]. Each step in a control center has a report that you can enable or disable through the E-WMS settings in menu [System, General, Settings, WMS Inventory].

In release 408 and earlier, information in these reports was only shown on item code total level. From release 409, the E-WMS Inventory reports provide more details. Also the new setting 'Reports: SKU details' was added to configure in what detail SKU stock has to be shown.

This document has following sections:

Send to scanner report
Read back report
Compare report
Process report
Setting 'Reports: SKU details'

General

Whether the reports are shown, depends on the 'report' settings in the WMS Inventory settings.

All quantities are shown in standard sales units. For divisible items, quantities are shown with 3 decimals, otherwise without decimals.

When 'cost price' is shown, this is the item standard cost price.

The reports can be exported, for example to Excel. When exporting the 'Read back' or 'Compare' report, extra information is available: columns (standard) cost price, and difference value (difference x cost price).

Send to scanner report

This report is shown when sending a guided count picking, so only in menu [WMS, To be processed, Inventory counts, Control centre guided counts], 'Send to scanner':

and also when starting a recount and sending the recount picking:

Following information is shown:

	Count	The count range ID, assigned to this whole count
	Reference date	The count reference date as entered in the count range
	Recount	Indicates whether this involves a recount. Only shows when recounts is enabled.
	Reference	The count reference as entered in the count range
	Scan unit	The scan unit as selected in the count range
	Warehouse	The warehouse selected in the count range
	Scanner	The scanner ID which was selected when sending picking (can be empty when no specific scanner assigned)

	Location	The warehouse location
	Item code	The item code
	Serial/batch	The serial/batch number
	SKU	The outer SKU number. This column is empty when SKU Management is not used.
	Stock	The current shelf stock in sales units
	Recount: quantity counted	In case this is a recount, this column shows the quantity of the last count (to be recounted)

The sort order of this report is the same as the sort order of the guided list on the scanner, and decided by the settings for WMS Inventory, section 'Send to scanner'.

Read back report

This report is shown when reading back counts:

or, when reading back recounts:

Following information is shown:

	Count	The count range ID, assigned to this whole count
	Reference date	The count reference date as entered in the count range
	Recount	Indicates whether this involves a recount. Only shows when recounts is enabled in the WMS inventory settings.
	Reference	The count reference as entered in the count range
	Warehouse	The warehouse selected in the count range

	Location	The warehouse location
	Item code	The item code
	Serial/batch	The serial/batch number
	Scanner	The scanner ID
	SKU	The outer SKU number. This column is empty when SKU Management is not used.

	Stock	The current shelf stock, in sales units
	Count	The quantity counted. When the count is a recount, this is the quantity of the former count (to be recounted)
	Recount	The quantity now counted. This column only shows for recounts.
	Difference	The difference between this count and the stock.
		When the count is a recount, this is the difference between columns 'Stock' and 'Recount'.

Please note that this report does not show yet stock positions for which was shelf stock, but were not counted now. Those differences are shown in the 'Compare' report.

This report is always sorted primary by item code and location, and next:

for batch items: by batch number and outer SKU number
for serial number items: by outer SKU number and serial number
for standard items: by outer SKU number

When exporting the report (to Excel for example), extra columns 'Cost price' and 'Value' are available:

Compare report

Two reports can show when 'compare' is started, first the 'differences' report, and next the 'OK' report:

In this sample, these were two different counts. Either the 'difference report' or the 'OK report' only shows when appropriate.

Following information is shown:

	Count	The count range ID, assigned to this whole count
	Reference date	The count reference date as entered in the count range
	Reference	The count reference as entered in the count range
	Warehouse	The warehouse selected in the count range

	Location	The warehouse location
	Item code	The item code
	Serial/batch	The serial/batch number
	Scanner	The scanner ID
	SKU	The outer SKU number. This column is empty when SKU Management is not used.

	Stock	The current shelf stock, in sales units
	Count	The quantity counted.
	Difference	The difference between the count and the stock.

These reports are always sorted primary by item code and location, and next:

for batch items: by batch number and outer SKU number
for serial number items: by outer SKU number and serial number
for standard items: by outer SKU number

When exporting the report (to Excel for example), extra columns 'Cost price' and 'Value' are available:

Process report

When processing the count differences, following report shows:

Following information is shown:

	Count	The count range ID, assigned to this whole count
	Reference date	The count reference date as entered in the count range
	Warehouse	The warehouse selected in the count range
	Reference	The count reference as entered in the count range
	Journal	The general journal in which the count was processed

	Location	The warehouse location
	Item code	The item code
	Serial/batch	The serial/batch number
	Scanner	The scanner ID
	SKU	The outer SKU number. This column is empty when SKU Management is not used.

	Stock	The old shelf stock, in sales units
	Count	The quantity counted.
	Difference	The difference between the count and the stock.
	Cost price	The item standard cost price
	Value	The difference value (difference x cost price)
	Entry no.	The general ledger entry number

This report is always sorted primary by item code and location, and next:

for batch items: by batch number and outer SKU number
for serial number items: by outer SKU number and serial number

Setting 'Reports: SKU details'

When the setting 'Reports: SKU details' is enabled, then SKU details are shown in full detail: all serial numbers and/or inner SKU numbers, per outer SKU.
When this setting is disabled, then for outer SKUs holding serial numbers or inner SKUs, only one row per outer SKU is shown, where serial numbers are indicated as condensed with an asterisk ('*').
Serial numbers and inner SKU numbers on an outer SKU are shown in gray color.

For example, the 'read back' report with the setting enabled and disabled:

Results in 3 pages with details:	Results in half a page:

E-WMS - Inventory (count) reports

Introduction

Description

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