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Please see Inventory Constants to set up Advanced Inventory constants.
The PI Tag Entry function allows for the entry of Physical Inventory Tags. The Physical Inventory count details entered in the NovoNexus PI Tag Entry functions are delivered to your ERP system via ADI processes. Please refer to your ERP system documentation for Physical Inventory set up and processing information.
Enter the physical inventory tag number by scanning the tag number from a barcode or typing it into the Tag Number Field.
Alternate Tag Number Entry Method: Search for the tag number by entering either the item number or the location into the Tag Number field. A new screen will open with a list of all the relevant tag numbers for the item number or location entered:
Navigate to the desired tag number on the Select a PI Tag screen:
The unit of measure for the item number will fill in automatically.
The item number for the tag number will fill in automatically, along with the description of the item number.
The location being counted for this tag number will fill in automatically.
Enter the quantity counted for tag (for the displayed item and location).
Hit <enter> to accept the count details for this tag.
Open the PI Tag Entry screen and enter the tag number for the count being rekeyed. A pop-up message will display to warn the user that entering a new count will change the record:
Enter the new count and hit <enter> to accept the rekeyed amount.
If the user is entering a blank tag (a tag not associated with a particular item and location), the UM, Item Number and location will be blank.
Enter the item number being counted. Once the item number is entered, the UM and item description will fill in appropriately.
Enter the location for the item being counted.
Hit <enter> to accept the count details for this tag.
The Cycle Count Entry function allows for the entry of inventory cycle counts by part. The Cycle Count Entry details entered in the NovoNexus Cycle Count Entry functions are delivered to your ERP system via ADI processes. Please refer to your ERP system documentation for Cycle Count set up and processing information.
The Cycle Count Entry screen is used for first counts only. If an item being counted is lot traced, the locations displayed for counting will be broken down by location and lot number combinations. The following screenshots show the Cycle Count screen without a lot traced item and with a lot traced item, respectfully:
Enter the cycle count number
The item number for the cycle count number will fill in automatically.
This window displays the locations to be counted, any first counts that have been entered for that location, the adjust reason given, and the Saved Qty (current quantity for the location before the count) of the item in the location.
After the cycle count number is entered, the first location on the list will be highlighted. Press <enter> to open the Cycle Count Detail screen for the first highlighted location.
Navigate to different locations on the list using the keyboard or a handheld device:
This field displays the Cycle Count tag number and location for the count being entered.
Enter the quantity of the count for this item and location.
Depending on how Inventory Constants for Cycle Count are set, enter the Adjust Reason code or accept/change the default adjust reason code. If the Cycle Count Adjust Reason Default Method is set to option 3, this field will not be displayed.
Please Note: For further information on setting the Cycle Count Adjust Reason Count Default Method and Cycle Count Default Adjust Reason Code, please see Inventory Constants
Hit <enter> to accept the count details for this location.
After accepting a count for a location, the Cycle Count Detail screen will close and the application will return to the Cycle Count Entry screen. Hit <enter> to open the Cycle Count Detail screen for the next location. As you continue to enter and accept the accounts for each location, the Cycle Count Entry window will fill with the enter counts and adjust reasons.
Please Note: If you exit the Cycle Count Entry screen before accepting the transaction, your entered counts will be saved but not committed to the ERP database.
Once all locations for a tag have been counted and entered into the appropriate Cycle Count Detail screen, review the Cycle Count Entry window. If you have entered all of the locations in order, the Accept button will be highlighted. If you need to navigate to the Accept button, hit <tab> or use the arrow keys to get to the Accept button.
If changes need to be made to the count for a location before the transaction is accepted, use the navigation methods (detailed in the Navigation section above) to maneuver to the desired location. Press <enter> to re-open the Cycle Count Detail screen for that location. Make any needed changes and press Accept to save the changes.
Once all locations have been reviewed, submit the transaction by hitting Accept.
PLEASE NOTE:
Additional serial number reconciliation processing is necessary if items counted are serial tracked and a count discrepancy is encountered while cycle counting. The NovoNexus Cycle Count Entry screen will warn you when your item is serial tracked.
PLEASE NOTE:
In the event a recount on a Cycle Count Record is triggered, either due to a missing count or an out-of-tolerance count, the Cycle Count Number will be listed in the Cycle Count Recount Workbench. Complete all recounts using this function.
Please Note: It may be necessary to wait a few minutes after the last Cycle Count entry is completed for the transactions to be processed in your ERP system. Once the transactions have processed, the correct tags needing a recount will appear in the Cycle Count Recount Workbench.
The Cycle Count Number (or tag) that needs to be recounted.
The Item Number associated wiih the tag.
The first tag needing a recount will be highlighted. Press <enter> to open the first highlighted tag, or use the arrow keys to maneuver to another tag and press <enter> to open it.
When the Cycle Count Recount screen opens for the selected tag, only the locations that require a recount will be listed. The Count, Adjust Reason, and the Saved Qty (current quantity for the location before the count) for the item in that location will be listed. Any locations with missing counts will have no entry for the Count or the Adjust Reason.
To accept the counts as entered for all the locations, use the arrow keys to maneuver to the Accept button and accept the count.
If any adjustments need to be made, use the arrow keys to maneuver to a location and then press <enter> to open the Cycle Count Detail screen for that location. Make any needed changes and hit Accept to save the changes.
PLEASE NOTE:
To return to the Cycle Count Recount Workbench to open another tag for recount, hit <esc> to exit the Cycle Count Entry screen. Open the next tag for recount.
To refresh the Cycle Count Recount Workbench, hit <esc> to exit the workbench and then reopen the Cycle Count Recount Workbench. If no recounts are needed a message will display indicating that no more recounts are needed.
This function displays the item numbers, quantities and reference details for the current contents of a container.
Enter the Container ID.
The type of container will display here: box, pallet, etc.
The current container reference for the container will display here along with the reference type in parenthesis: Sales Order number (SO) , Load number (LOAD), Inventory location (INT), etc.