Pending Cycle Counts

Modified on Thu, 21 Feb 2019 07:55 by Ryan Horne — Categorized as: Adjutant2, Inventory Control

General

The Pending Cycle Count screen was developed in Adjutant 2.0 to have a lighter version of the full cycle count screen that technicians would be able to use to enter their truck counts on a tablet instead of writing their counts on printed paper. The logged in user's default warehouse is used to load the item codes that have been submitted for cycle counts. The warehouse dropdown cannot be changed unless the user has the proper security.

To access this screen, go to Transaction > Item Control > Pending Cycle Count

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Process

Step 1 - Access the screen by going to Transaction > Item Control > Pending Cycle Count

Step 2 - Begin entering the quantities counted for each item code in the "Count Qty" column. As values are entered in this column, the selected checkbox will be checked.

Step 3 - After items have been counted, click the "Submit Pending Count" button. Users can submit counts in batches or they can count all items on their list before submitting. Any counts that are submitted will fall off the grid and will move to the "Completed Counts" tab of the full Cycle Count screen. From here, the person overseeing the count process can review the counts that were submitted and either commit the counts, or send them to be recounted.

Step 4 - If items need to be recounted, the user can use the Reload button to reload the pending counts. If any items have the Selected box checked in the grid, a pop up will appear letting them know that clicking the reload button will erase any of their currently entered counts.

Note: If an item is not on this list but it is actually there and needs to be counted, you can look up the item using either the Item Code (first blue box) or Description (second blue box). Once the item is found, select it and click the "Add New Items" button. This will reload the count list with the new item included.

Additional Information

The security token needed to change warehouses is PENDINGCYCLECOUNT, S1(Change Warehouse).

The search field above the grid to the right will search all columns in the grid for whatever is entered.

The search field at the bottom of each column will search for the value that is entered in that specific column. This can be helpful when searching for a particular item code or serial number to enter the count for.