Hi Steve- thank you so much for replying- I always get confused about the warehousing terminology- we are not using directed pick and put away- (is that advanced warehousing? ) I have attached an example of our putaway doc below. We do for sure use warehouse receipt for receiving-
Can you explain when we would need to run Item Journal/Calculate Warehouse Adjustments? Every time we do consumption? At the end of each day? Or every time we post an item journal? Thanks for the help I really appreciate it
Jeanmarie,I make sure I teach someone to run the Item Journal/Calculate Warehouse Adjustments at a minimum daily. If you want the information to be posted more often, you can work with your Partner to create a Job Queue for the function that runs on a schedule and posts. Below is a summary of the Calculate Whse. Adjustment Batch Job.Calculate Whse. Adjustment Batch Job Sums up item by item all the quantity adjustments found in the warehouse adjustment bin. If the sum of the adjustments for an item is a positive or negative quantity, the program creates a line in the item journal for posting. When you post the adjustment lines, the item ledger and the warehouse records for the items, variants and locations that you selected in the batch job correspond exactly. To run this batch job, open the Shortcut icon Item Journal window and click Actions, point to Functions, and then click Calculate Whse. Adjustment.Fill in the fields on the Options FastTab as follows:•Posting Date: Enter the date for the posting of this batch job. The program automatically enters the work date in this field, but you can change it.•Document No.: Here you must manually enter a document number that will be entered in the Document No. field on the journal lines created by the batch job. Because no number series has been set up for this batch job, use the number scheme set up by the warehouse, or enter the date (year-month-date) followed by your initials.All this can be setup in a Job Queue.Thanks,
Thanks again- does it make sense that we are only seeing the issue with production orders consumption/raw materials and not sales orders and finished items?
Steve, I believe I have figured this out. We process our sales order directly from the sales order posting(the pick "instruction" is just a report not a warehouse pick). I think this is why we are only seeing the issues with raw material receipt and consumption, of which we use warehouse receipts, picks and put aways.
I guess if we just run the calculate inventory now, it won't correct all the issues we have accumulated to this point, correct (it has been over a year!) We need to correct the tables manually form a physical inventory and then begin using the new process of running the calculate inventory
I really appreciate your help
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