B Appendix: Setup Auto-Authorized Third-Party Stock Count

This section describe steps to setup an auto authorize third party stock count:

1. Set up a product group with counting method as Third Party and with auto-authorize flag checked.

2. Create a new product group schedule on the Product Group screen.

3. Run the ExtractUnitAmountStockCount.sh batch program and ExtractUnitStockCount.sh batch to generate the stock counts.

   
   

   Note: After the batch has completed, from the Main Menu go to Inv Mgmt>Stock Counts>Stock Count List screen. Notice that a separate stock count record has been created for each department. The batch creates stock count groups for all items for all departments for the store, including items with SOH values of zero grouped by department. For each department record, the Stock Count Type and Status from the stock count list screen will be Type = Stock Count and Status = New.

   
   

4. Take a snapshot of the SOH on Stock Count List screen.

   The snapshot must be taken before uploading the third-party flat file.

   
   

   Note: Selecting Take Snapshot takes a snapshot of the current SIM SOH figure, and assigns this to every item in the stock count records. The snapshot button is displayed only if there is an extracted Third Party Stock Count or Unit and Amount stock count on the Stock Count List screen. You must first select at least one record from the Third Party Stock Count in order for the snapshot to be taken. Status of the stock count will change to In Progress. This will indicate that the snapshot has occurred. The user will not be able to access the stock count records until the file has been uploaded. If the user double-clicks one of the department stock counts on the list screen, SIM will prompt with the message The stock count will not be accessible until the import process has completed. The user will not be able to drill into the detail screen if the third-party file has not yet been imported into SIM.

   
   

5. Upload third-party count file to SIM:

   Once counting is complete, run ThirdPartyStockcountImport batch to process the data file.

   See the ThirdPartyStockCountImport Batch for details.