Tag Reporting

Tag Reporting

HelpID: 524122012

Reports >> Inventory >> Stock Tag Reports

Stock Tag Reporting provides several different analysis reports of the Stock Count. If a report can be printed, the printer icon will be enabled, or if it can be exported to Excel, the Excel button will be enabled.

IMPORTANT: Several of reports depend on the Preparation Tasks run in the Stock Tag Submission utility. After entering a count on the Stock Tag Entry window, or importing a count using Excel Link, run the Stock Tag Preparation Tasks. See the SUBMITTING TAGS section for more information.

If the report displays the Tag Number, you can zoom to the Tag Inquiry window by double-clicking on a row in the window.

Click the X to mark/unmark all Stock Counts.

 

Reports:

  • “Tag” reports display information about individual tags.
    • All
    • Blank: Use this report to find Tags which were not used. These can then be accounted for by manually setting the Tag Status to Not Used. Unused, Blank Tags will also be automatically set to Not Used during Tag Submission.
    • By Error: Display Tags by Error code:
      • None: these tags do not have errors
      • Not Counted: these tags still have Tag Status = New.
      • Item – Site/Bin Not Valid: the Item-Site or Item-Site-Bin combination recorded on the Tag is not set up in GP.
      • Item – Site/Bin Not on Count: the Item-site or Item-Site-Bin combination captured when the Stock Count was started has not been recorded on any tags. This could be there is no inventory of the item. All Item-Sites, or Item-Site-Bins shown on this report will be set to zero when the Tags are submitted.
      • Ser/Lot Qty Error: these tags have a total count for the item that does not match the recorded serial or lot quantities
    • By Status: The Tag Status field is enabled for this report. Make a selection from Tag Status, such as Counted, then click Refresh to view a report of all Counted tags.
    • By Status & Error: Use a combination of Status and Error codes to locate tags.
    • New Item-Site: Excel Import can bring in count information that has new Item-Site combinations.
    • New Item-Site-Bin: Excel Import can bring in count information that has new Item-Site-Bin combinations.
    • New Site: Excel Import can bring in new Sites.
    • New Site-Bin: Excel Import can bring in new Bins in a Site.
    • Reprinted: Tags which have been reprinted. This could indicate a tag was lost, or that there could be duplicates.
  • “Items” reports groups tags together by Item Number
    • Captured not Counted: The Item-Sites or Item-Site-Bins are included on the Stock Count, but have not been recorded on Tags. This may mean there is no inventory for these items, or they were missed in the count. When the Tags are submitted, the count for all of these items will be set to zero.
    • Over Allocated: This report looks at allocations in the Item-Quantity Master table (IV00102), or if Multi-Bins is enabled, the Item-Site-Bin Quantity Master (IV00112), comparing the quantity counted to the quantity allocated. If the quantity counted is less than the quantity allocated you will need to locate which transactions are allocating the inventory, and unallocated the quantity indicated by the report. For example, Sales Order could be allocating 45 units of 128 SDRAM, however the count only found 40 units of 128 SDRAM. In this case the report will show that the item is over allocated by 5 units, so 5 units will need to be unallocated from Sales Orders. If an Item-Site on the Stock Count was NOT counted on the Stock Tags, it is treated as a count of zero, so ANY allocations against such an item will be reported. NOTE: allocations can come from many sources (Sales Order Processing, Manufacturing, Inventory Transfer/Transactions, etc.).
  • “Lots” reports analyze only tags which include Lot Numbered items.
    • Counted Qty Below Allocated Qty: this report looks for Lots where the quantity counted is less than the quantity of the lot allocated in the Lot Master table (IV00300). Transactions allocating these lots will need to be unallocated before the tags can be submitted.
    • Allocated not Counted: this report looks at Lots captured on a Count, which are allocated in the Lot Master table (IV00300), but which were not counted on any Tags. Submitting the Tags would require zeroing the quantity of the Lots, so the entire quantity must be unallocated from the affected transactions.
  • “Serials” reports analyze only tags which include Serial Numbered items.
    • Allocated in Other Site/Bin: if a serial number is counted in a different site/bin than GP has it, CompleteCount can automatically transfer the serial to the “correct” site/bin. However, if the serial number is allocated, the transfer cannot occur. The serial number must be unallocated.
    • Allocated not Counted: this report looks at Serial Numbers which are allocated, and where the Item-Site (or Item-Site-Bin) was included on the Stock Count, but the captured serial number was not counted on any Tags. Since the quantity of these serial numbers needs to be set to zero when the Tags are submitted, the serial numbers must be unallocated from the affected transactions.
    • Duplicated on Open Trxn: this reports shows serial numbers which (1) were not captured (but they do not exist in GP), (2) were counted, and (3) exist on an unposted transaction (such as a Sales Return). If another unposted transaction, such as a Sales Return, is adding inventory to the system, it cannot also be added by the Stock Count. The serial number should be removed from the Tag where it was recorded.
    • Duplicated on Other Count: Shows tags that have a duplicate Item-Serial Number on other Counts included on the report. The duplicates can be resolved by figuring-out which one is correct, and removing it from the other Count.
    • Duplicated within Count: Shows tags which have the same Item-Serial Number pairs within the same Count. These items could have been recounted accidentally, or serial numbers may have been recorded incorrectly. Duplicates need to be resolved before submitting the tags.
  • Tolerance: Shows Items, and the associated Tags, which are out of the Tolerance allowed for the Item-Site. Double-click on a Tag row in the display to open the Tag. See the Tolerance section for more detail.
  • Variance: Shows the estimated change in inventory value if the Stock Count(s) were posted at the time the report is run. If the report is run while a stock count is in process, and any uncounted, assigned Tags will be treated as a “zero count” of the item. The dollar value is approximate for current cost items because it is based on the item’s current cost from Item Maintenance. It is not possible, until the count is posted, to calculate the exact cost because it is not known which FIFO Layers will be affected by the adjustment. If there is high variation in purchase price, the current cost may not accurately reflect actual cost of inventory added to/remove from the system by the Cycle Count.
    • Method: The Variance report can be generated on screen, which can then be exported to Excel, or it can be rendered as a GP Report Writer report. When Variance is selected, the Method dropdown list will appear, and you can choose which method to use when creating the report. The Report Writer report is significantly faster than the screen/excel method and should be used with very large datasets.