Cycle Count

General Information

Default Menu Location: Transaction >> Warehouse Management System >> Cycle Count

May also be found under: Transaction >> Item Control >> Cycle Count

Screen Name: CYCLECOUNT

Function: The Cycle Count screen is used to submit, review, and commit inventory cycle counts performed with a wireless barcode terminal or the virtual terminal program Barcode Scanner - Prompt 58 - Cycle Count. You can also update inventory counts directly in the Pending Counts tab (in the Count Qty column).

There are three tabs:

• Control - Submit new Cycle Counts
• Completed Counts - Review, Dismiss, and Commit completed counts
• Pending Counts - Review, Move, and Delete pending counts

Control

The Control tab allows you to submit new cycle counts.

The seven filters (described below) may be used to cycle count the exact items you want counted.

The Verify Only check box may be used to verify the items are present; no on-hand quantity is recorded during a Verify Only cycle count.

Click the Purge All Active Counts button to remove all pending counts.

Fields/Filters

Part Item Code (This is an exact match.)

• Use this filter to count one specific item

Bin Bin Location (This is an exact match).

• Use this filter to count one specific bin, a range of bins, or several different bins not in a range.

Cycle Count Code: The field on the OHF tab of the item master record controls this per warehouse. CCFIELD

ABC Code: The Item ABC Code Assignments.

Item Class: The field from the item master record on the settings tab controls this. Item Class

Commodity Code: The field from the item master record on the settings tab controls this. It is setup in a rule. Comm Code

Price Group: The field from the item master record on the settings tab controls this. It is setup in a rule. Price Group

Verify Only: Check this box if you only want to verify the item is present (No quantity will be recorded).

• This option is helpful for serialized items and unused lots (i.e. full coils)

Completed Counts

The Completed Counts tab displays all of the counts that have been completed.

Lines marked in red have a Count Qty that is different than the current on-hand quantity in Adjutant. You may either Recount, Dismiss, or Commit the completed counts by selecting the line(s) and pressing the corresponding button.

• The Delete button erases the count
• The Dismiss button dismisses the count and keeps the on-hand quantity the same
• The Commit button confirms the counted quantity and makes an inventory adjustment

Click the Reload button to update the screen.

Click the Print button to print the list of Completed Counts.

*** Verify Only counts cannot be Committed ***

Pending Counts

The Pending Counts tab displays all counts submitted to terminals that have not been completed.

You can Move or Delete counts by selecting the line(s) and pressing the corresponding button.

Click the Reload button to update the screen.

Click the Print button to print the list of Pending Counts.

Recommended Process

First, the items being counted should be "off limits" to any inventory transactions. This means PO Receipts, production usage/assembly, stock transfers, etc.

The Control tab should be used to submit counts for the required inventory items. This is typically done by using the Cycle Count Code, but any combination of filters can be used.

Once the counts are submitted, you can use the wireless RF terminals or the Virtual Terminal program to count the inventory Barcode Scanner - Prompt 58 - Cycle Count.

Counts can also be entered directly into the Count Qty column on the Pending Counts tab. To manually enter counts, place your cursor in the County Qty column, enter the counted quantity, then press Enter. The cursor will move to the next item so you can continue entering the counts.

If using paper and counting without scanners you can print the Cycle Count Worksheets from the Pending Counts tab. The default form is sorted the same way the Pending Counts grid is sorted. When the worksheets come back after counting, you should be able to enter the qtys from top to bottom without matching up items and p-numbers between the screen and paper.

The Completed tab should be reloaded to view all inventory counts after they have been submitted.

Rows that are not highlighted can be committed; the count quantity matches the system quantity.

Rows that are highlighted in RED or ORANGE can be recounted by selecting the rows and clicking the Recount button. This will delete the original count and resubmit it to the Pending Counts.

Rows that are dismissed will not be changed in inventory.

Rows with differences that are committed with be adjusted in inventory. The item's Inventory Control account and Inventory Clearing account are used in the adjustment transaction.

Please note the Verify Only counts cannot be committed.

Flattened Serial counts that do not match the total on hand quantity will have Serials removed or added to match the entered count. The system will decide which serials to add/remove.