Pre-Inventory Sign Off Sheet

Steps to be completed prior to selecting items to count…

1. Run Open Sales Order Report and review for aging, proof or invalid sales orders. (OM314)

 Date/Time Completed ____________________ By: _____________________

2. Review Shop Floor Work Bench for work orders at a status of less than “95” and have no
open quantity. If any exist, make sure the order has been completed and move to “95”.
(MFG121/122)

 Date/Time Completed ____________________ By: _____________________

3. Review Shop Floor Work Bench for work orders that have be partially completed and are
not at a status of “92” and move them to “92”. (MFG121/122)

 Date/Time Completed ____________________ By: _____________________

4. All orders that have been partially completed at the press must have W/O issues (material
allocations) entered. (MFG301)

 Date/Time Completed ____________________ By: _____________________

5. Hours and quantities to be entered into JDE. All manual log sheets must also be entered.
(MFG301)

 Date/Time Completed ____________________ By: _____________________

6. Run Inbound Inventory Issues Processor (MFG305).

 Date/Time Completed ____________________ By: _____________________

7. For those with Data Collection units, run and verify all information for labor is updated
and corrected.

 Date/Time Completed ____________________ By: _____________________

8. Run Hours and Quantity Proof. (MFG307)

 Date/Time Completed ____________________ By: _____________________

9. Run Hours and Quantities Update. (MFG309)

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 Pre-Inventory Sign Off Sheet

 Date/Time Completed ____________________ By: _____________________

10. All orders that have been partially completed or fully completed must have completions to
inventory done. (MFG402)

 Date/Time Completed ____________________ By: _____________________

11. All orders that have been shipped must be completed to inventory (MFG402), shipped
confirmed (SM102), and invoices printed (SM103).

 Date/Time Completed ____________________ By: _____________________

12. Complete all Consignment Inventory transactions (INV007).

 Date/Time Completed ____________________ By: _____________________

13. All purchase receivers must be entered into JDE and posted (PUR202).

 Date/Time Completed ____________________ By: _____________________

14. Run Completions Proof. (MFG310)

 Date/Time Completed ____________________ By: _____________________

15. Run Completions Final (In the processing options enter the GL month end date).
(MFG311)

 Date/Time Completed ____________________ By: _____________________

16. Run Variances Proof. (MFG312)

 Date/Time Completed ____________________ By: _____________________

17. Run Variances Final. (In the processing options enter the GL month end date) (MFG313)

 Date/Time Completed ____________________ By: _____________________

18. Run WIP Proof with data selections “Where work order status is less than 95”. (MFG314)

 Date/Time Completed ____________________ By: _____________________

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 Pre-Inventory Sign Off Sheet

19. Run WIP Final. In the processing options, enter the GL month end date and in the data
selections make sure the work order status is set to less than 95. When running this report
select “CSV” (Comma Delimited) under the Document Setup tag on the Printer Selections
option. This will allow you to copy and past to an excel spreadsheet and E-mail to
Jennifer Nix. (MFG315)

 Date/Time Completed ____________________ By: _____________________

20. Print “Inventory Stock Status – All Items” from the Inventory Reports menu.

 Date/Time Completed ____________________ By: _____________________

21. Print all reports related to physical inventory and save for seven years.

 Date/Time Completed ____________________ By: _____________________

22. When all of the above has completed, contact person responsible to execute the Select
Items to Count Program. In the case of Custom and Imprint plants operating under the
same business unit……ONLY ONE PERSON IS TO BE RESPONSIBLE FOR
SELECTING ITEMS FOR COUNT AND DOING THE TAG COUNT UPDATE.

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