Cycle Count Specific Items

Executing the Cycle Count

Application: Inventory
Process: Cycle Counting
Objectives: This document explains how to generate cycle count requests and count sheets. It
further describes the process for entering counts into the system. If you do not need
a printed count sheet or wish to enter your item identifiers at time of count entry,
skip to Page 18.
Prerequisites: cycle count must be defined before count request can be generated.
Navigate to Counting > Cycle Counting > Cycle Counts
The Cycle Count Suary !in"o! !ill be "isplaye".
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Modified by P. Paul 9/2001
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Cycle Count Specific Items
Executing the Cycle Count
#uery the current Cycle Count Naes. $%&& ' Ctrl(%&&)
The Cycle Count Suary !in"o! !ill be populate" !ith the Cycle Count naes.
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Cycle Count Specific Items
Executing the Cycle Count
Select the cycle count. Navigate to Tools > Per*or %ull Cycle Count
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Cycle Count Specific Items
Executing the Cycle Count
In the Per*or %ull Cycle Count window you will see!
"equest #et! Perform full cycle count.
Program! $ists the set of functions and reports to run.
#tage! %escribes the program.
Parameters! &ill display the parameters entered in the following window.
$anguage! &ill display the default language for the system.
'lick on the Paraeters field next to (enerate utomatic #chedule stage to open the Paraeters
window.
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Modified by P. Paul 9/2001
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Executing the Cycle Count
In the Paraeters window!
ll 'ycle 'ounts! )nter *o.
'ycle 'ount *ame! )nter the cycle count name that was setup for automatic scheduling.
#elect from the $ist of +alues
Include 'ontrol Items! )nter *o.
'lick on the O+ button. ,ou will return to the Per*or %ull Cycle Count window.
#elect the Parameters field next to (enerate 'ycle 'ount "equest.
In this Paraeters window!
ll 'ycle 'ounts! )nter *o
'ycle 'ount *ame! )nter the name of the cycle count setup for manual scheduling. #elect
from the $ist of +alues.
'lick on the O+ button. ,ou will return to the Per*or %ull Cycle Count &indow.
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Cycle Count Specific Items
Executing the Cycle Count
In this Paraeters window!
'ycle 'ount *ame! )nter the cycle count name.
#tart %ate! )nter the beginning date, will default to today.
)nd %ate! )nter the ending date will default to today.
Include "ecounts -nly! 'hoose ,es if you .ust want to generate a request for recounts
only.
#ubin/entory! )nter the subin/entory if applicable.
%isplay #erial *umbers! 'hoose *o
%isplay -nhand 0uantities 'hoose yes or *o as appropriate
Items to Include ll
'lick on the O+ button.
,ou will return to the Per*or %ull Cycle Count &indow.
,ou will return to the Per*or %ull Cycle Count &indow.
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Cycle Count Specific Items
Executing the Cycle Count
Insure that the ,Save Output- bo.es are chec/e" ne.t to each request.
'lick on the Option button to define output parameters.
'lick on the O+ button. ,ou will return to the Per*or %ull Cycle Count window.
If you want to schedule the printing of the cycle count reports for a later time, select the Sche"ule
button and follow the instructions in the "unning "eports document.
#elect the Subit "equest button to run the cycle.
Clic/ ,O+-
0ie! your requests to a/e sure the request !as success*ul.
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Executing the Cycle Count
1ou ust no! i"enti*y the speci*ic ites you !ant to cycle count.
Navigate to Counting > Cycle Counting > 2anual 3equests
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Cycle Count Specific Items
Executing the Cycle Count
Select the Cycle Count Nae *ro the 4ist o* 0alues
Tab to ite *iel" an" enter the speci*ic ites you !ish to cycle count.
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Modified by P. Paul 9/2001
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Cycle Count Specific Items
Executing the Cycle Count
5Save> your !or/.
Navigate to Counting > Cycle Counting > Cycle Counts
#uery Cycle Counts $%&& ' Ctrl(%&&)
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Executing the Cycle Count
Navigate to Tools >6enerate Count 3equests
A concurrent request !ill be /ic/e" o**. Clic/ O+ to the concurrent request note.
0ie! your requests to insure the request !as success*ul.
1ou can no! vie! your cycle count.
Navigate to Counting > Cycle Counting > Cycle Count 7ntries
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Cycle Count Specific Items
Executing the Cycle Count
Select your cycle count *ro the 4ist o* 0alues. Clic/ 5%in">
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Executing the Cycle Count
Clic/ 51es> to the ,%in" all open count requests8- "ecision bo..
The ites9 current subinventories9 an" other "ata !ill be "isplaye".
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Cycle Count Specific Items
Executing the Cycle Count
1ou !ill note in the e.aple that ite &::;<:=P<: is locate" in %6 an" in 32 subinventories.
The ite !ill be "isplaye" t!ice because o* this.
1ou can also vie! the cycle count by navigating to Counting > Cycle Counting > Cycle Counts
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Cycle Count Specific Items
Executing the Cycle Count
#uery Cycle Counts $%&& ' Ctrl(%&&)
>ith cursor ne.t to cycle count9 clic/ on 5Counts>
A siilar listing !ill be "isplaye" o* ites to count.
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Cycle Count Specific Items
Executing the Cycle Count
To generate a cycle count listing report to provi"e to counters9 navigate to Tools > Cycle Count
4isting 3eport.
Chec/ i* you !ant to "isplay on(han" quantities. Clic/ 5O+>
This is a saple o* !hat the cycle count listing report !ill loo/ li/e.
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Cycle Count Specific Items
Executing the Cycle Count
In this e.aple the current syste quantity is "isplaye".
A*ter physical counting is coplete9 the counts can no! be entere" into Oracle.
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Cycle Count Specific Items
Executing the Cycle Count
Navigate to Counting > Cycle Counting > Cycle Count 7ntries
Select the Cycle Count *ro the 4ist o* 0alues. Clic/ 5%in">
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Cycle Count Specific Items
Executing the Cycle Count
Clic/ 51es>
I* you have chosen to enter ites an" quantities at this tie9 !ill see this essage at the botto
o* your *or.
7nter ite nuber9 subinventory9 locator $i* applicable)9 an" quantity counte".
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Cycle Count Specific Items
Executing the Cycle Count
5SA07> your !or/.
I* you have *ollo!ing the process on Pages &(&< to anually sche"ule your ites9 your ites an"
relate" in*oration !ill be "e*aulte".
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Cycle Count Specific Items
Executing the Cycle Count
1ou can change the ,Counte" ?y- *iel" i* the person entering the counts is "i**erent than the
actual counter.
A"justent account !ill "e*ault *ro your setup o* the cycle count.
7nter Count quantities.
5Save> your !or/.
The cycle count itsel* can be use" again *or a"(hoc cycle counts provi"e" ites !ere inclu"e" in
the orginal copile9 the a"justent account nuber is the sae an" you have not speci*ie" an
inactive "ate !hen setting up your cycle count.
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Modified by P. Paul 9/2001
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