How To: Set Up and carry out Rolling Stock Counts (Perpetual Inventory) using HHT2

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HHT2 development is currently NOT live.

HHT2 is not enabled by default.
Training must be completed before using the HHT2 functionality.
Please email Development for more information.
Note: there will be additional costs involved if this option is enabled.

When using HHT2 it is possible to schedule perpetual inventory counts at specified intervals for different location types. The user can then conduct the counts as a specific activity or be prompted to count a location that is due for counting, when picking from that location.

Setup

  1. Open a System Data screen (show me how).
  2. Double-click on 'Stock/Stock Location Types' to open.
  3. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. Enter the count interval for the different location types in the Count Days column:

    HHT2 Locn Type

  5. This sets the number of days since the last count that a specific location type will require counting.
  6. Press Ctrl+S or click the disk icon is the button bar's SAVE button    to save the settings.

Usage

  1. Log in to the HHT device.
  2. Press the HHT2 Count button button.
  3. The user can then:
    • Enter or scan a specific location to count, or
    • Use the 'Suggest' button to allow the system to suggest a location that is due for counting, or
    • Use the 'Suggestion List' button to pick from a list of locations that are due for counting.
  4. If the 'Suggest' option is selected, the following screen is displayed:

    HHT2 Count Suggested

  5. The user can then ask the system to suggest another location if required. Using the 'Count' button will ask the user to enter a quantity for the stock item specified at the top of the screen:

    HHT2 Count Suggested

  6. Selecting the 'Count Locn' option will require the user to count all the items in the suggested location, which can be selected from a drop-down list:

    HHT2 Count Suggested

  7. Enter the quantity counted and press the HHT Next button button.
  8. Once the count is complete, no further action is required and the user can return to the main menu.

Counts During Picking

  1. If a sales order is being picked from a location that is due for counting, the user will be prompted to count the location. This is optional, and the user can then enter the count result or cancel the count by pressing the HHT Next button button to continue with the pick:

    HHT2 Pick Count

  2. Once the count result is entered, the picking process can be continued in the normal way.

Count Results

The results of location counts carried out using HHT2 can be viewed in the System Warehouses screen:

  1. Open a Warehouse screen (show me how).
  2. Open the HHT Stock Count tab.

    HHT2 Stock Counts

  3. Using the HHT Filters button button allows the user to filter the results by:
    1. Warehouse
    2. Count Date
    3. Count Status
    4. Count User
  4. Using the HHT Actions button button the user can:
    1. Accept green-selected counts. In the case of a discrepancy being present, the system will carry out the required stock adjustment.
    2. Auto accept all counts where the count matches. This will automatically accept all counts where there is no discrepancy.
    3. Reject green selected counts. This will cancel the count results, and the location will be returned to the list of locations that require counting.

See Also

Visit KhaosWikiX at https://support.khaoscontrol.com/wiki_kcx/ to see the following:

Contact the Khaos Team