Sage 100

pre-defined Cycle count We have a new client; we are going through training and hit a ""snag' or maybe I'm missing some functionality here. Client needs to do cycle counts and their old software would 'freeze"" items based on fact that they wanted to count all of the ""A"" items every month, all of the ""B"" items every 2 months, and all of the ""C"" items every six months. (This ""month / 2 month / 6 month"" example may not be exact but hopefully it paints the picture). They expect Sage to randomly select so many ""A"" items, ""B"" items, and ""C"" items each day that will successfully count the items in each category in the specified period. This is actually the second client of ours that has asked for this functionality so I would like to know if anyone else has heard of this and if they have a solution? I have this on urgent support because our ne client has requested a conference call to discuss it with me. Apparently they are not very pleased that Sage does not have this built in since ""our old software could do that, I can't believe that software as sophisticated as Sage doesn't have that"" I'm sure you all of heard that line before. (sigh)

While it won't pick items ""randomly"", they can define the cycle in Item Maintenance and use that cycle code as a filter for generating a Physical Count Worksheet and freezing the items.

If I had a nickel for every time....... The reason I always give is that ABC is not always calculated the same way (even though perhaps it should be) between companies. You could do a crystal report to categorize the items using whatever criteria they want and then import that value to the Inventory Cycle field in Item Maintenance. Items can be selected for physical count by the cycle field.

I've never heard that line before. Snark.

Tell them to print out the worksheets, cut them up, throw them in the air and then whatever they catch as it ""rains"" down is what they count! See work CAN be fun with ""sophisticated"" software!

At one time, I had a sports shop that wanted random items selected by cycle count due to the fact they didn't want the employees to know what items would be counted next (can you say Shrinkage Problem?). I created a Crystal report that randomized the selection but I can't recall how I did it. Will have to see if I still have it (this was at least a dozen years ago).

@MichelleNichols I LOVE that idea. Might not fly with the client thanks for the belly laugh though @ThereseLogeais don't look I have that old one and I'll probably suggest a dump from there and an import like @BernieLehman suggested. Unless someone else comes up with a third party application.

Advanced Inventory Cycle Count by CertiPro. http://www.certiprosolutions.com/enhancements/sage-100/

eddie.diaz@certiprosolutions.com

Most likely customer response? ""Oh, if we have to pay for it, never mind

Second most likely, ""Wait, you mean to say that Sage can't do what my old (broken software that we hated) can do?

Third most likely, ""That's a lot of extra steps. I don't know if Billy Bob the inventory manager can handle that"" (Answer: Billy Bob (who has been there 23 years and is married to the owners sister's niece -- can't manage it).

I think this is scriptable, you'd just need to define the cycle codes, randomly pick from the selected cycle code, and then insert into IM_Physical (via script or V/I).

Thanks all, I have some ammunition for the meeting. manual, VI, or purchase a developer enhancement. that is what I needed.

I have added a UDF field to the item master that was more than one digit for the Cycle Code; and added it to the Physical Count Worksheet grid. From there, I have had success in freezing inventory based on that UDF value, which is larger than the single digit cycle code; giving them the ability to have 365 codes to assign to items. From there, I wrote a crystal report to calculate A, B, C Items (from their formula); and assigned an item A001 through A100 randomly; and the same for B, and C, etc. That gave them a means to freeze a small portion of their inventory for daily physical counts. However, the client never used this after I set it all up, and wrote the VI imports to update their UDF Cycle code annually. Why? Because freezing inventory is an after hours event. And if even one person has an item inquiry screen open, the user can not freeze inventory. That is the bigger dilemma with Sage 100 Inventory Cycle Counts. Good Luck!

Couldn't agree more @MadelineStefanou !!

If Sage REALLY wants to sell more licenses, they need to work on the usability of the product. This file locking is just one example. Make a better product that sells itself and gives existing users no reasons to look elsewhere. Not easy in the short run, but well worth it over the long haul.

we are gong to contact Certipro about the enhancement that Bob suggested. we have never worked with Certipro, has anyone else???

Eddie Diaz used to work at DSD. He has done a couple demos. I think overall they have a good reputation but as always check references.

Going live with AICC Monday. Eddie did a terrific job arranging demos, pricing etc. Installed in a test environment for training. Excellent experience all the way around. Owner is hands-on and demos the product. Knows his stuff.

90Minds comes through again!

@DavidOverholt did you ever contact Certipro about their cycle counting enhancement? I'm curious if you went anywhere with this as I have a client that is now interested. TIA.

we did look at Certipro's enhancement and it looked impressive. the client was not willing to spend the money on it. I think it actually offered way more than what they wanted. instead we created a SQL/Crystal report that would choose items to be cycle counted based on the Sage100 Cycle count field.

once again simple is best (or at least sufficient)