D365 Finance & Operations and Dynamics AX Forum

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Cycle Counting and Retail POS Batch Postings

  • 1.  Cycle Counting and Retail POS Batch Postings

    Posted 8 days ago
    Hi, we are new to D365 F & O - we have learned that we cannot post a cycle count journal until the retail side has posted their batches for the day. When we create a cycle count journal it's based off of the physical inventory, rather than the available physical, so until our retail staff post the sales from the day before we can not create a cycle journal or post a cycle count because if we have the inventory locked the retail folks cannot post the days sales and until the days sales are posted we can't cycle count. Everything is in the physical reserved until sales batches are posted. Is there another way to do a cycle count without inventory and retail crossing over each other? Any help or insight would be greatly appreciated. Thanks,

    Physical Reserved

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    Diane Boone
    Sight & Sound Theatres
    Ronks PA
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  • 2.  RE: Cycle Counting and Retail POS Batch Postings

    SILVER CONTRIBUTOR
    Posted 8 days ago
    Hi Diane,

    The way we try to handle this is by posting the retail statements in batch overnight and then creating the count journals before start of business the next day.  This way the values in the journal represent what should be available.  Of course, if the count is not performed before store opening then there can be a bit of manual reconciling to do when items are sold.

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    Corey Warawa
    Functional Architect
    Liquor Stores North America
    Edmonton AB
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  • 3.  RE: Cycle Counting and Retail POS Batch Postings

    Posted 8 days ago
    Hi Corey,

    Thank you for the information. Our challenge is that our retail folks don't post the batches at the end of the day, they wait and post first thing the next morning. We have to wait until the batches are posted before we can begin my cycle counts, otherwise our inventory is not accurate in the journals. If they run into posting issues, this also holds up the process. We might have to look at another way of doing our processes.

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    Diane Boone
    Sight & Sound Theatres
    Ronks PA
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