Setup

Setup Complete Count

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Override Allocations

CompleteCount will allow overriding an allocation in certain circumstances. If Inventory Setup has the Allow Variance Overrides box marked, you can mark the Override Allocations box in the Setup Complete Count window. When marked, you will be able to submit a count where the Variance Quantity could drive the Available Quantity negative (or more negative).

This ONLY works for non-serial/lot controlled inventory.

If the count includes serial/lot numbered inventory, you will still need to unallocate enough inventory to allow the count to be submitted. Further, if a Stock Count has both serial/lot controlled inventory and non-tracked items, you will not be able to submit the count until the serial/lot allocation issues are resolved.

The reason for this is that with Serial and Lot Numbers there are transactions linked to those allocations where the transaction has recorded a specific Serial or Lot Number. For example, if a Sales Transaction has been fulfilled with Serial Number “AB123”, but the count does not find that serial number, there is no way to “adjust out” that serial number without first removing it from the Sales Transaction.

Lock Auto-Post Variance

When marked, the Auto-post Stock Count Variances checkbox setting from the Build Stock Count will be locked on the Post Stock Count window. Whether or not the Auto-post box is marked by default is set in the Inventory Control Setup window. Restart GP for this setting to take effect.

Prevent Editing Submitted Count

This setting prevents making any changes to the count in Post Stock Count window. The Cancel Count button will be locked, the scrolling window will be view-only, and Reuse Count will be locked. The only fields that are normally editable in the scrolling window are the Reason Code and GL Accounts. If the scrolling window is locked those fields cannot be edited.

Use this setting when you are implementing a controlled stock count process where auditors will be validating the accuracy of the count. By preventing any changes to the Count in the Post Stock Count window you can ensure that what was counted and recorded on the Tags matches what is posted to GP. Restart GP for this setting to take effect.

Use Tolerance Control

CompleteCount supports the use of Tolerance, or the amount of variance that is allowed between Captured Quantity and Counted Quantity. Tolerance can be set separately for each Item within each Site. When Tolerance Control is enabled, the Stock Tag Submission process will perform a check to ensure the count for each Item is within the Tolerance specified for that Item-Site, and if it is not, the Submission process will stop and report the error. This is described in more detail later in this document.

  • Default Tolerance: There are multiple places to define the Tolerance (Item Class, Item, Site, and Item-Site). Default Tolerance simply provides the default value when creating a new record for any of these locations. The Item-Site Tolerance is the only value used during the Stock Tag Submission process.
  • Tolerance Value: the label for this field will change depending on the Default Tolerance selection, but it is either a percentage, quantity or dollar value. This is a default that is used when creating new records.

Require starting Count before printing tags

If unmarked, you can print tags at any time for a cycle count. Using the module in this way allows you to prepare for conducting the physical count by printing and distributing tags before starting the count. This setting also requires starting a count before it can be exported to Excel.

Numbering Option

You can either choose to maintain unique tag numbers, in which case the system will never re-use a tag number, or to re-start numbering with each cycle count. With either option the system maintains a complete historical record of every tag printed and entered for a cycle count.

Tag Digits

The system auto-numbers the tags, but you can choose how large the number should be. If you choose to re-use tag numbers, it will be easier to read and type a smaller number (such as 0001). If you choose to not re-use tag numbers, you should pick a large number of tag digits so that you do not run out of space.

Next Tag Number

When using pre-printed tags you will need to set the Next Tag Number to match the first number on the pre-printed tags.

User Defined Labels

Five user-defined text fields (30-characters each) are available for each Tag. The labels created here control which user-defined fields will be enabled on the User Defined Entry window. User-Defined fields move with the tags to history and become part of the permanent record of the stock count.

Record Synchronization

CompleteCount tracks additional information at the Item Class, Item Number, Site and Item-Site levels. During the installation process the module performs an initial synchronization (i.e. loading all the Item Classes into the Item Class Extension table). After that synchronization, it maintains the sync between its tables and the GP tables so if an Item Number is added or removed, it is also added or removed from the CompleteCount tables. This only applies to records added or removed through the Dynamics GP client. External integrations (i.e. eConnect) should be modified to ensure the following tables are addressed:

  • W5241001 (Item Extension)
  • W5241002 (Item Class Extension)
  • W5241003 (Item Site Extension)
  • W5241004 (Site Extension)