Tolerance

Tolerance

HelpID:524122039

CompleteCount supports the use of Tolerance. Tolerance is a control on the amount of variance allowed in the count of an Item. When Tolerance is used, the Stock Tag Submission wizard will not allow the count to be submitted if an item has an out-of-tolerance count.

Tolerance is NOT enabled by default. See the Setup Section for instructions on enabling Tolerance.

After enabling Tolerance, a Tolerance Control Method must be established for each Item within each Site. CompleteCount uses the Tolerance specified at the Item-Site Level.

To quickly set Tolerance on a large number of Items, you can roll it down from the Item Class Extension window, or the Site Extension window.

Tolerance Settings can also be set or updated using the Mass Add/Update window. See the Mass Add/Update section of this document for more information.

The available Tolerance options are:

  1. Excluded: the Item’s count is not checked, so it will always be submitted
  2. None: the count must exactly match captured quantity
  3. Quantity Percent: the count must be within +/- the specified percentage of the captured quantity.
  4. Quantity Amount: the count must be within +/- the specified amount of the captured quantity.
  5. Cost Percent: the count must be within +/- the specified percentage of dollar value of the captured quantity value.
  6. Cost Amount: the count must be within +/- the specified dollar amount of the captured quantity value.

When the count is finalized using the Stock Tag Submission wizard a check will be run to see if any items are outside of their allowed tolerance. If so, this will generate an error and the submission process will be aborted and not allowed to continue until the tolerance errors have been corrected.

Tolerance errors can be corrected by overriding the tolerance error (accepting that the count is correct), or putting the items onto a new Stock Count so that a re-count of those items can be performed. Both options are discussed below.

Reporting

Navigation: Reports >> Inventory >> Stock Tag Reports

Before attempting to submit a count, check the Tolerance report for any out of tolerance items.

Out of tolerance items can be accepted (override the tolerance error and submit the count as-is), or the items can be placed onto a new Stock Count for a recount.

Tolerance Management

Navigation: Transaction >> Inventory >> Tolerance Management

A screenshot of a computer Description automatically generated

A Stock Count cannot be submitted if one or more items have a count that is outside of tolerance. To address the tolerance errors you must either Override the tolerance, forcing CompleteCount to accept the count as-is, or move the items to a new Stock Count for recounting.

Select the Stock Count(s) with the tolerance errors, then click REFRESH.

To override the tolerance error, select an Item Number (select a row with the Item Number, not a row displaying the Tag information), then click OVERRIDE. A yellow warning sign will appear next to Override Rows. You can also:

  • Select all (CTRL + A)
  • Select a range (click a row, the hold SHIFT and click a different row)
  • Select several individual rows (click rows while holding CTRL)

When an item’s count is overridden, the User ID is captured, along with the date and time the override was performed. This is stored in the Count Overrides table (W5241109) and also in the Count Overrides History table (W5241309).

Alternatively, an out of tolerance item can be removed from the current Stock Count, and placed on a new Stock Count for a recount.

Enter the recount Stock Count ID in the Stock Count ID field. Select an Item to move to the new count, then click MOVE.

CAUTION! Moving an item to a new Stock Count cannot be reversed.

Moving an Item to a new Count will:

  1. Remove the count information from all Tags in the selected Counts
  2. Void the Tags
  3. Add the Item to the Recount Stock Count ID