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

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

Minimal Guarantees

the interests as protected on any exit

Success Guarantees

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

Trigger

.Scheduled Event

Main Success Scenario

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

Extensions

Main Success Scenario Step	Condition	Branching 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 Step	Branching Action
	reference to the main success scenario # where the variation occurs	numbered list of variations

Notes

Related Resources

links to related resources

Contributors

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

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