Processing the Palm RDC Cycle Count File

After cycle counting a branch and uploading the count information to the system, process the Palm RDC cycle count data to automatically populate the Physical Count Load-In screen.

Before processing cycle count data, determine the following:

• When to create the count control file.

  When processing uploaded count data, indicate the material that was counted by either:

  • Creating a control file prior to the cycle count and then mapping the uploaded data to the existing count control file.

  • Creating a new count control file with the uploaded data.

  Use the count control file to do the following:

  • View the uploaded data on the Physical Count Load-In screen.

  • Run the count variance report for the uploaded data.

  • Update on-hand quantities in the system for the uploaded data.

• Whether to force users to count all locations for a product.

  Indicate if you want to force users to count all locations for a product at the defined branch. By forcing users to count all locations for one product, all count data for the product at the branch is consolidated in the same count control file.

  For example:

  A user counts only one location for a product with multiple locations. After processing the count data, you review the count data. You see that the product actually has multiple locations, but the user counted only one of the product's locations. Send another user back to count each location for the product. You then reprocess the new count data using the same count control file. The system adds together the counts for all of the product's locations so that all quantities for the product exist in one count control file.

• How to handle duplicate counts.

  Duplicate counts occur when your users or third party firm users count the same product at different locations and scan different IDs for the product.

  For example:

  A user is counting ABC bolts, which are kept in three different boxes. In the first box, the user scans the UPC number to identify the bolts, and enters a quantity of 10. In the second box, the user scans the Eclipse product ID to identify the bolts, and enters a quantity of 15. In the third box, the user scans the user-defined ID to identify the bolts, and enters a quantity of 20. Upon upload, the system recognizes that the three counts are for the same product, even though different IDs were scanned. When you process the count data, you must decide how to handle the duplicate counts for the ABC bolts.

  Following are your options for handling duplicate counts:

  • Add All - The system adds all duplicate counts together into one quantity for the product.

  Using the above example, the system would add the quantities of 10, 15, and 20 together, to give a total count of 45 for the ABC bolts.

  • Overwrite All - The system overwrites all preceding count quantities with the most recent count quantity.

  Using the above example, the system would overwrite the first quantity of 10 with the second quantity of 15 when it processes the second count. It would then overwrite the second quantity of 15 with the third quantity of 20 when it processes the third count. The system would process 20 as the final total count for the ABC bolts.

  • Skip All - The system skips any duplicate count quantities, and records each count for the product.

  Using the above example, the system would process all three quantities – 10, 15, and 20 – separately at each location for the ABC bolts.

  • Handle Individually - While processing the count data, the system prompts you each time it discovers a duplicate count. At the prompt, indicate how you want the duplicates handled – to add the duplicates together, to overwrite the last count with the current count, or to skip all duplicates and to process each individually.

  After processing third party cycle counting data, the system generates the Duplicate Handling Report with the processed data. Review this report for detailed information on any duplicate counts.

Processing Cycle Count Data

To process cycle count data:

• Review the uploaded count control file before processing the data.

• Process the file.

• Review the processed data in the Duplicate Handling Report or from the Physical Count Load-In screen.

To review the uploaded Palm RDC cycle count control file before processing:

1. From the System > Printers menu, select Your Hold Entries to display the Spooler Control screen.

Note: You must be the RDC Administrator for the shipping branch to access the control file from Your Hold Entries.

2. Select the RDC-CYCLE COUNT GENERATION file and use the View hot key to display the count data.

3. View the following information to verify that the count is complete:

Note: The count information is separated on the report using the tilde (~) delimiter.

4. Press Esc to return to the Spooler Control screen.

5. Process the Palm RDC cycle count control file.

To process the uploaded Palm RDC cycle count control file:

1. From the System > Printers menu, select Your Hold Entries to display the Spooler Control screen.

Note: You must be the RDC Administrator for the shipping branch to access the control file from Your Hold Entries.

2. Select the RDC-CYCLE COUNT GENERATION file and use the Process hot key to display the User Defined Upload Processing screen.

3. In the Processing Type field, press F10 and select RDC Cycle Count Upload.

4. Use the Begin hot key to display the RDC Cycle Count screen.

5. Enter the following information, as needed:

6. Use the Begin hot key to process the count data.

The system generates the Duplicate Handling Report and populates the Physical Count Load-In function with the processed count data.

Note: While processing the count data, the system prompts you each time it discovers a duplicate count if you selected to handle duplicate counts individually.

7. Press Esc to save updates and exit the screen.

8. Review the processed count data either from the Duplicate Handling Report or on the Physical Count Load-In screen.

See Also:

Selecting Count Control Files

Entering the Inventory Counts

Cycle Counting Products with Palm RDC

RDC Duplicate Handling Report Data

Reviewing Processed RDC Cycle Count Data

Palm RDC Cycle Counting Overview