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Set up stocktaking by ABC codes
Using ABC codes for counting is typically the most effective approach for ensuring accurate stocktaking counts. This is because, in many businesses, a limited number of items usually contribute significantly to the overall stock value. This method allows for more frequent stocktaking of high-value items.
The following sections describe the stages of setting up stocktaking by ABC codes.
- Go to the ABC codes (IN208500) window.
- For each ABC code available in the system, in the Counts per year column, type the appropriate integer.
- Click .
- Go to the Stock items (IN202500) window.
- For each stock item, do the following:
- Select the stock item by its item ID.
- In the ABC code field on the General information tab, select the appropriate code.
- Select the Fixed ABC code check box if the item should be permanently assigned to the same code.
- Click .
For each ABC code, create a stocktaking type as follows:
- Go to the Stocktaking types (IN208900) window.
- Click .
- In the Type ID field, type the unique identifier for the new stocktaking type.
- In the Description field, type a brief description.
- In the Generation method field, select By ABC code. The ABC code selection tab is displayed.
- On the ABC code selection tab, select an appropriate ABC code in the ABC code field.
- On the Assignment order tab, specify the assignment order to be used on the stocktaking sheets by selecting one of the following options in each of the boxes: By location, By item ID, By item description, or By lot/serial number. (Some of the options appear only if the appropriate functionalities are enabled in your system.)
- Optional: Specify how many blank lines to add to the stocktaking sheets.
- Click .
For stocktaking to be performed for multiple cycles at once, create a PI type as follows:
- Go to the Stocktaking types (IN208900) window.
- Click .
- In the Type ID field, type the unique identifier for the new stocktaking type.
- In the Description field, type a brief description.
- In the Generation method field, select By ABC code. The ABC code selection tab is displayed.
- On the ABC code selection tab, make sure the By frequency check box is selected.
- On the Assignment order tab, specify the assignment order to be used on the stocktaking sheets by selecting one of the following options in each of the boxes: By location, By item ID, By item description, or By lot/serial number. (Some of the options appear only if the appropriate functionalities are enabled in your system.)
- Optional: Specify how many blank lines to add to the stocktaking sheets.
- Click .
Related concepts
Manage stocktaking counts - overview
About overview of stocktaking options
Related tasks
Create a stocktaking type for full count
Related windows