Program: LPN Stock Take Selection

This program lets you select one or more warehouses into stock take as part of the Stock Take LPN Conversion process.

Exploring

Things you can do in this program include:

  • Select a list of warehouses to place into stock take in a single run (each warehouse remains a separate stock count).

  • Start the stock take selection process so that a snapshot of costs and quantities is saved for the selected warehouse(s)

  • Restrict selection to warehouse-level only (no stock code or bin criteria) to ensure that all stock in the warehouse is included for LPN conversion.

This program is accessed from the Program List of the Syspro menu:

    Program List > Warehouse Management > Stock Take System > Transaction Processing > License Plate Numbering and Containerization

Typically, it is launched from Stock Take LPN Conversion.

An LPN refer to an unique identifier assigned to a container that holds stock (e.g., pallet, carton, bin) for tracking through receiving, storage, movement, allocation/picking, dispatch, and counting.

An LPN may hold a single or multiple stock codes/lots depending on the setup options, Multiple stock codes per LPN, Multiple lots per LPN). Core metadata includes warehouse, bin, container, created date/by, and statuses (On Hold, Archived, Awaiting Put-away, In Transit, In Stock Take)

Starting

  • You must have the required operator access to perform stock take selection for the warehouse being processed.

The following configuration options in Syspro may affect processing within this program or feature, including whether certain fields and options are accessible.

The Setup Options program lets you configure how Syspro behaves across all modules. These settings can affect processing within this program.

Setup Options > Configuration > Distribution > Inventory

  • This requires entry of bins upon the receipt, issue or transfer of items and when capturing stock take information. The Purge and Archive program runs to ensure the default bin is inserted into existing lot records and their associated transactions against your traceable or ECC-controlled items. Run the Balance function of the Order Purge and Inventory Period End programs to ensure there are no quantities in ship without bin allocations and to transfer any qty on hand to the default bin.

  • Only available in a SQL environment and if multiple bins is in use. Initially, all warehouses using multiple bins are flagged as fixed bin warehouses. The Show Warehouses hyperlink lets you switch off this facility selectively for warehouses. Fixed bins requires a bin to exist in the WhmBin table before you can transact against it. If the Create bins at inventory transaction option is switched on, bins can only be created at transaction time for warehouses not using fixed bins.

    The Show Warehouses hyperlink is also used to maintain the WMS control options against the warehouse (Warehouse Maintenance).

  • This indicates that WMS License Plate Numbering is required. When enabled, existing stock items in bins are placed in LPNs.

    When this setup option is enabled, stock must be received into a warehouse and the Associate serials by bin setup option must be enabled. Run the License Plate Number Conversion or Stock Take LPN Conversion program to ensure all stock items that are currently in bins are placed into LPNs. Transactions can't be posted if the conversion wasn't done.

    This setup option can't be disabled after the conversion was done or a license plate number was created.

  • LPN options:

      • This indicates whether multiple stock codes can be allocated to one license plate number.

        This setup option can't be disabled if multiple stock codes have been placed in an LPN.

      • This indicates whether multiple lots can be allocated to one license plate number.

        This setup option can't be disabled if multiple stock codes have been placed in an LPN.

Setup Options > History > Distribution > Inventory

  • LPN archiving

      • This indicates whether archiving empty license plate numbers is required.

        This only applies to LPNs with a zero stock level and where no stock movements have occurred within the number of days specified at the Number of days to retain LPNs setup option.

  • The selection criteria is warehouse-focused (stock code and bin selection is not applicable), as all stock items in the selected warehouse are included.

  • Inventory movements processed after stock take selection are not reflected against the saved quantity (snapshot).

Solving

This program is designed for LPN conversion and therefore selects all stock items in the selected warehouse(s) into stock take, rather than allowing selective stock code or bin selection.

Stock take selection is the first step in the stock take process and creates the snapshot required for controlled counting and confirmation.

Using

The LPN Stock Take Selection process is as follows:

  • From Stock Take LPN Conversion, select the option to start the Stock Take Selection.

  • In the Warehouse section, indicate whether you want to select a single warehouse or a list of warehouses.

  • Select Start Stock Take Selection to begin the stock take selection. A snapshot is taken of the selected inventory at the current time.

  • The selected warehouse(s) are now in stock take and can be used by the Stock Take LPN Conversion process to assign LPNs to stock items in those warehouses.

The following indicates the possible status codes that can be assigned to a License Plate Number (LPN). These statuses are implemented on header-level flags on the LPN record (i.e. the field used to control whether an LPN can be selected/processed in receipts, movements, allocations, picking, and stock take)

Status Description

On Hold

This indicates that the LPN is temporarily blocked from operational processing. It is used to restrict processing until the relevant action/task is completed or the hold is cleared (e.g., it cannot be moved/allocated/picked while on hold)

Awaiting Put-away

This indicates the LPN has been created/received and is pending put-away.

In Transit

This status indicates that the LPN is in a transfer state (e.g., Goods-In-Transit processing) and is not available for normal selection until it is received/confirmed at the destination.

In Stock Take

This indicates the LPN is currently part of an active stock take process, and operations on an LPN are not allowed when this flag is set.

Archived

This indicates the LPN is no longer operationally active and is retained for audit/history purposes. Setup option LPN archiving (Setup Options > History > Distribution > Inventory) must be configured.

Referencing

This commences the stock take according to your warehouse selections.

Field Description

Warehouses

Select between a single warehouse or a list of warehouses.

If the Single selection option was selected, select the warehouse.

If the List selection option was selected, select the list of warehouses.