Physical and Cycle Count- Not Auto-ID-Enabled

Owned by Marcia Rhodus
Last updated: 2015-03-03

Context of U

  

Scope

Conducting physical or cycle counts within a site

Level

Summary

Primary Actor

Warehouse Staff.

Stakeholders and Interests

  • Warehouse Manager (May be off site):  Inventory accuracy;
  • Warehouse Operations Manager (On site):  Inventory accuracy;
    Sales:  Current, accurate inventory to fulfill sales orders;
  • Accounting:  Financial impacts to inventory discrepancies
  • Inventory Control (Auditing of Inventory):   Accuracy of inventory before and  during the audit
  • IT Manager:  Ensure ICS is operating as required to  support the business.
  • Process Governance Lead: Develop process documentation and ensure its operational application.
  • Customer: Product in stock and ready for delivery;
  • Manufacturing division within the receiving company:  Inventory Accuracy and supply chain impacts
  • Warehouse Staff:  Accurate recording of location, product and qty.
  • Safety / Regulatory Management Group: Compliance .

Preconditions

  1. Product  must physically be in the facility
  2. Location  control may or may not be implemented in the facility.
  3. If location control is implemented location labels or placards must be easily understood
  4. Product defined in the master inventory list .
  5. “Physical Inventory or Cycle Count” Procedures are in place.
  6. Count sheets are available.

Minimal Guarantees

the interests as protected on any exit

Success Guarantees

  1. Accurate inventory
  2. Correct product, quantity, and lot number (where applicable) have been accurately reconciled in the ICS.
  3. No operational impact (If applicable)
  4.  

Trigger

.Scheduled Event

Main Success Scenario

  1. Inventory manager initiates a Physical Inventory or Cycle Count.
  2. Organization generate inventory count sheets
  3. Warehouse Staff will locate product.
  4. Warehouse Staff record qty on count sheet. Repeat until all counts are completed
  5. Organization enters count into ICS.
  6. Warehouse Staff/ Inventory manager runs a variance report.
  7. Warehouse Staff/Inventory manager researches variance prior to updating count to ICS.
  8. Warehouse Staff/Inventory manager updates count to ICS.

Extensions


1.		Main Success Scenario StepConditionBranching Action

1.

.For this example Physical Inventory is the complete count of all products and/or assets in the warehouse.  Cycle count is the determined scheduled count of limited specific product in facility   add physical and cycle count to glossary

.Warehouse staff will count based upon count type.

.  
   
7 ICS may not have product in same location as product physically is located  

Warehouse staff would correct via inventory adjustment or report to inventory manager for review/correction or enter info and allow system to adjust.

   

.

Technology and Data Variations

the variation that will cause eventual bifurcation in the scenario



Main Success Scenario StepBranching Action
reference to the main success scenario # where the variation occurs

numbered list of variations

Notes

  • whatever the project wants to note
  • ideally such content would be recorded elsewhere (e.g., business rule table)

Related Resources

links to related resources

Contributors

list of contributors, using the wiki's "@First Last" feature, if possible