Navigation: Tools >> Routines >> Inventory >> Mass Add/Update. This window is also available from the Stock Count Schedule window by clicking the Mass Add button.
The Mass Add/Update window can perform the following tasks:
- Add Items to a Stock Count
- Set/Update Count Date and Count Interval
- Set/Update Tolerance
After assigning Value Codes, the next steps are to assign Items to a count schedule, and set Tolerance values. Use the Mass Add/Update window to create a Query that identifies a group of Items, then execute the desired Task on those items (such as setting the Next Count Date, or updating the Tolerance information).
Add Items To A Stock Count
If you open Mass Add from the Stock Count Schedule window, the Stock Count ID field will be filled-in automatically and the Task will be set to Add Items to Stock Count.
If you opened the window from Inventory Routines, select Task “Add Items to Stock Count”, and enter a Stock Count ID.
This is a two-step process:
- Create a query that identifies the group of Items you want to add to the count
- Add those items to the Count
You can repeat this process as many times as needed. The utility will not duplicate items on the Count. The Query Results window only shows Item-Site combinations, or Item-Site-Bin combinations, that are not already on the Stock Count.
The steps below show how to create a query for Value Code = A items that are in a specific range of Item Classes.
Value Code = A
- Select FIELD = “Value Code on Item-Site”
- Select the operator of “is equal to”
- Enter “A” in the value field
- Click the ADD button.
Item Class Range
- Select FIELD = Item Class
- Select the operator of “is between”
- Select the Item Classes. “Is Between” includes the selected values (in this case the Item Classes ATT CORD and SERVERS-2 are included, as are all Classes in between).
- Click the ADD button.
The complete Query looks like this:
Click RUN QUERY to see the results.
To change back to the Query Builder window, click the Query radio button:
One of the criteria can be removed by selecting it, then clicking the REMOVE button.
When the Query Preview shows the desired list of Items, click the UPDATE button.
Update Count Date/Interval
Dynamics GP automatically increments the next Count Date by adding the Count Interval Days each time a Stock Count is posted for an Item-Site or Item-Site-Bin. Count Date can be helpful when performing regular Cycle Counts (as opposed to a complete physical) to ensure all items are eventually counted. For example, if all items should be counted at least once every 6 months, the Count Date can be used to identify items that have not been counted recently.
Setting Count Date and Interval is not required.
Select Task “Set/Update Count Date”.
Count Interval is the number of days between each count of an item.
“Set Count Date To” is the next date on which the Item should be counted.
Create a Query to identify the group of items on which you want to set the Count Date/Interval.
The steps below show how to create a query for Value Code = A items that are in a specific range of Item Classes.
To perform that assignment, follow these steps:
- Select FIELD = “Value Code on Item-Site”
- Select the operator of “is equal to”
- Enter “A” in the value field
- Click the ADD button.
Then:
- Select FIELD = Item Class
- Select the operator of “is between”
- Select the Item Classes. “Is Between” includes the selected values (in this case the Item Classes ATT CORD and SERVERS-2 are included, as are all Classes in between).
- Click the ADD button.
The complete Query looks like this:
Click RUN QUERY to see the results.
To change back to the Query Builder window, click the Query radio button:
One of the criteria can be removed by selecting it, then clicking the REMOVE button.
When the Query Preview shows the desired list of Items, make sure the Count Interval and Count Date are set, then click the UPDATE button.
Update Tolerance
Tolerance is used to prevent submitting a count when one or more items has a count that is larger than should be allowed. See the Tolerance section of this manual for more details.
Use of Tolerance settings is not required.
Select Task “Set/Update Tolerance”.
Select a Tolerance option, and if appropriate, enter a Quantity, Percent or Dollar Amount.
Create a Query to identify the group of items on which you want to set the Tolerance options.
The steps below show how to create a query for Value Code = A items that are in a specific range of Item Classes.
To perform that assignment, follow these steps:
- Select FIELD = “Value Code on Item-Site”
- Select the operator of “is equal to”
- Enter “A” in the value field
- Click the ADD button.
Then:
- Select FIELD = Item Class
- Select the operator of “is between”
- Select the Item Classes. “Is Between” includes the selected values (in this case the Item Classes ATT CORD and SERVERS-2 are included, as are all Classes in between).
- Click the ADD button.
The complete Query looks like this:
Click RUN QUERY to see the results.
To change back to the Query Builder window, click the Query radio button:
One of the criteria can be removed by selecting it, then clicking the REMOVE button.
When the Query Preview shows the desired list of Items, make sure the Count Interval and Count Date are set, then click the UPDATE button.
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