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We are getting ready to do our first physical inventory since switching from ADP to Reynolds and Reynolds. I've led about 50 physical inventories on ADP (multiple dealerships) but none on Reynolds. I've read through all of Reynolds training materials. Do any of you have any major tips or tricks for me, or have you run into anything catastrophic doing a physical inventory on Reynolds that I should prepare myself for?

It's pretty cut and dried. Big difference is on CDK, once you run PHP as you know, it blows your inventory to zero therefore "opening" the inventory. This does not happen in R&R. There is no OPEN and CLOSE process. In R&R, each page posted asks a question at the end asking whether you want to update the page or not. If you update the page, you cannot go back into it and the new QOH is active. If you do not update the single page, it remains open so that you could go back to it if need be. The only reason I would update the pages as the posting is in process is if the store is open and selling parts during the physical. If closed, just wait until all posting is complete and then you can update ALL at that time.

Also, if at all possible, See if you have access to 2305 in ERA. If not, get IT to turn that job on. Posting in Ignite can be problematic (too many issues to list here, trust me).

If you have any questions, feel free to reach out. I'll help where I can.

Oh,
Any page that is not posted will be blown to ZERO QOH during the update. You do not have to post all pages (just like in CDK).

When running the pad, One question is "Include Parts with Zero on Hand?-----select NO. This will greatly reduce the amount of pages since most R&R stores retain part #'s for awhile. If you show zero on hand but have one in the bin, worse case is it creates a write-in is all.

I suggest on all your write-ins, you put the write-in location in "BIN2" field. This will allow you to keep track of what was written in and where. Will really help during the variance check. Your counters can see where it was counted. You can delete the location post inventory during the clean-up in the days after using the Multiple Count report (RMP in CDK).

I really appreciate your input!

Make sure you clean any existing count sheets in 2312 IIRC before running the inventory pad.

MSInventory wrote: Posting in Ignite can be problematic (too many issues to list here, trust me).

Agreed. I help do a lot of inventories. We always do the posting in ERA. But I think you have to do the reports in Ignite.

R&R does not include pending parts invoices in the WIP report 3613. Make sure you have a report built in your report generator to print out pending parts invoices (if you have any).

Also, the WIP does not separate buy source. If you are reconciling multiple GL's (242,243,etc) you will also need a way to pick these out of WIP. Which usually means creating another report in report generator.

onelap99 wrote:R&R does not include pending parts invoices in the WIP report 3613. Make sure you have a report built in your report generator to print out pending parts invoices (if you have any).

Also, the WIP does not separate buy source. If you are reconciling multiple GL's (242,243,etc) you will also need a way to pick these out of WIP. Which usually means creating another report in report generator.

oooh thank you that is so helpful! we don't do pending invoices but we do have multiple inventory accounts and I would have been pulling my hair out if I figured that out on inventory day!

That's correct. You can create a report in Dynamic Reporting to list all pending pay type invoices.
Only 2 ways I know of to separate WIP accounts. Either pluck them out manually from the 3613 detail or build a report in Dynamic Reporting to isolate the sources.