Taking on Opening Stock Balances in Bin Tracking and I/C at the same time :

• Determine what I/C and P/O Transactions you will use to take on the I/C Opening Stock Balances

• Configure Bin Tracking (BT Setup -> Options \ Pick Method Tab) such that the “Create Bin Transfer” is set to “During Posting” for IC Receipts / IC Adjustments / PO Receipts (based on the IC / PO Transaction you are going to use to take on the IC Opening Stock Balances)

• Enter the associated bins on the Bin Transfer document that is created linked to you IC/PO source document.

Taking on Opening Stock Balances in Bin Tracking when the stock is already accounted for in IC

This can be done in one of two ways:

Option 1: Running an I/C Generate WorkSheet

1. Running an I/C Generate worksheet,

2. Enter the bins/quantities per item into the B/T Worksheet. The quickest way to achieve this is to

   1. Export the B/T worksheet

   2. Add the bin numbers to the item/quantity lines in the Excel Worksheet

   3. Import the B/T worksheet (this will insert new rows for the item/bin combinations)

   4. Make the item quantities zero on the lines which have no bin numbers

3. Post the Bin Count – to create a B/T Transfer for the put-aways and update the I/C Worksheet

4. Delete the B/T worksheet

5. Delete the I/C worksheet, unless you want to write off/up item quantities in I/C based on the bin count.

Option 2 - Create Bin Transfer Documents

Create a manual Bin Transfer document and add rows for each item/bin combination you have

1. Document Type = None - it is not associated with a source document

2. Use a put away action for each item/bin/quantity combination

3. Complete the Bin Transfer document.