- \n
- Inventory module must be present<\/li>\n
- Common data module must be present<\/li>\n
- At least one site with stock management must be defined<\/li>\n
- At least one product with inventory management must be present<\/li>\n
- At least one Count Entry Transaction must be present<\/li>\n<\/ul>\n
Basic configuration setup and steps for Stock Count in Sage Enterprise Management<\/strong><\/span><\/p>\n
- \n
- Product-Site Master<\/li>\n
- Inventory counts \u2013 Physical count calculation.<\/li>\n
- Stock to Count<\/li>\n
- Inventory Sessions<\/li>\n
- Counts<\/li>\n
- Check the Fields under Product-Site Function<\/li>\n
- Financial Impact<\/li>\n<\/ol>\n
Product-Site Master<\/strong>\u00a0<\/strong><\/span><\/p>\n
The inventory count mode is defined at the level of the product-site record.<\/p>\n
- \n
- Cycle Count<\/strong> – Plan counts based on the ABC Class of the product and the values defined for the Inventory Parameters with respect to count frequency.<\/li>\n
- Annual Count<\/strong> – Perform counts once per year.<\/li>\n<\/ul>\n
![\"stock](\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2018\/08\/stock-count.png\")
<\/p>\nPath: –<\/strong> Inventory > Counts > Physical count calculation<\/strong><\/p>\n
Select the site you want to calculate and use the Search button.<\/p>\n
![\"Inventory](\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2018\/08\/Inventory-counts.png\")
<\/p>\nExample<\/u><\/strong><\/p>\n
Number of days between two stock counts: 90 days
\nNumber of products in Class A: 100
\nNumber of counts per product: (365\/90)+1 = 5.056 rounded to 5 counts per product
\nNumber of annual counts: 100*5 = 500 counts per year for the Class A products.<\/p>\n- \n
- Select the site<\/li>\n
- Press Search<\/li>\n<\/ul>\n
Stock To Count<\/strong><\/span><\/p>\n
Path: – Inventory > Counts > Stock to Count<\/strong><\/p>\n
- \n
- Site :- Na012<\/li>\n
- Count date: – current date<\/li>\n
- Count mode:- Cycle count<\/li>\n
- Set Product range:- BMS086 to BMS087<\/li>\n
- Press:- Search Button<\/li>\n<\/ul>\n
![\"Stock](\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2018\/08\/Stock-to-count.png\")
<\/p>\n- \n
- Based on the Inputs system will show the result:-<\/li>\n
- Like Last count date.<\/li>\n
- Next Court date.<\/li>\n<\/ul>\n
![\"stock](\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2018\/08\/stock-count-sage-x3.png\")
\nInventory Sessions<\/span><\/strong><\/p>\n- \n
- Create a new Inventory Session and do the setting as per below image for Parameters TAB<\/li>\n
- In my Case, we are doing Count Product-Wise hence I have selected Product in the Stock Count type.<\/li>\n<\/ul>\n
![\"stock](\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2018\/08\/stock-count-session.png\")
<\/p>\n![\"Inventory](\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2018\/08\/Inventory-Sessions.png\")
<\/p>\nUnder Selection TAB select the product range.\u00a0
![\"sage](\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2018\/08\/sage-x3-inventory.png\")
<\/p>\nList TAB<\/strong>: – Based on the input the list will get generate under list TAB and accordingly the Status will get changed from \u201cIn Creation\u201d to \u201cTo be counted\u201d.<\/p>\n
![\"Stock](\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2018\/08\/Stock-to-count-1.png\")
<\/p>\nAbout Us<\/strong><\/span>
\nGreytrix<\/a> \u2013 a globally recognized Premier Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.<\/p>\nGreytrix<\/a>\u00a0caters to a wide range of Sage Enterprise Management (Sage X3) offerings \u2013 a Sage Business Cloud Solution. Our\u00a0unique GUMU™ integrations include Sage Enterprise Management (Sage X3) for Sage CRM<\/a>,\u00a0Salesforce.com<\/a> and\u00a0Magento eCommerce<\/a>\u00a0along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3)<\/a>. Currently we are Sage Enterprise Management Implementation Partner<\/a> in East Africa, Middles East, Australia, Asia.\u00a0We also offer best-in-class\u00a0Sage X3 customization and development services<\/a>,\u00a0integrated applications such as POS<\/a> | WMS<\/a> | Payment Gateway<\/a> | Shipping System<\/a> | Business Intelligence<\/a> | eCommerce<\/a> and have developed add-ons such as Catch \u2013 Weight <\/a>\u00a0and Letter of Credit<\/a> for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.<\/p>\n
Greytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>; GUMU™ integration for Sage Enterprise Management \u2013 Salesforce is a 5-star app listed on Salesforce AppExchange<\/a>.<\/p>\n
For more information on Sage X3 Integration and Services, please contact us at\u00a0x3@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"
Stock count is a process of counting inventory on a periodic basis throughout the year. It is the physical verification of the quantities and condition of items held in an\u00a0inventory\u00a0or\u00a0warehouse. This may be done to provide an\u00a0audit\u00a0of existing stock. It is also the source of stock discrepancy information. Stock-taking may be performed as an intensive\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[1099,1762,1766,1822,1945,2084,2172,2177],"class_list":["post-13412","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","tag-inventory-session","tag-sage-enterprise-management","tag-sage-enterprise-management-blogs","tag-sage-x3","tag-sage-x3-technical-blogs","tag-setup-stock-count","tag-stock-count-in-sage-x3","tag-stock-to-count"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/13412","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=13412"}],"version-history":[{"count":1,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/13412\/revisions"}],"predecessor-version":[{"id":15343,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/13412\/revisions\/15343"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=13412"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=13412"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=13412"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- Annual Count<\/strong> – Perform counts once per year.<\/li>\n<\/ul>\n
- Cycle Count<\/strong> – Plan counts based on the ABC Class of the product and the values defined for the Inventory Parameters with respect to count frequency.<\/li>\n