The cycle count process requires a user to define what is to be counted. This is done through the following process.
1. Navigate to Operations > Inventory Management > Cycle Counts > Cycle Count Processing > Define Cycle Counts.
The user is then prompted to select the Cycle Count that they wish to execute. At this screen, the user is directing the system to either begin a NEW count or to access an EXISTING count.
To create a new count, the user presses Enter at the "Cycle Count" prompt. This assigns the next Cycle Count Master Number.
If the user wishes to access an EXISTING count, click on the button to display a list of open Cycle Counts. This inquiry, and the "Open Cycle Masters Report" that is accessible from the menu, allows a manager to monitor the number of active Cycle Counts.
To create a new Cycle Count, complete the Cycle Count Entry/Edit screen.
At "Date Created" accept the default date by pressing Enter.
The Client Code and Name displays for validation.
At the "Inventory Loc" prompt type the Inventory Account#, or click the lookup icon to select the Inventory Account# that is to be counted.
At "Created By" accept the user name default by pressing Enter.
At "Description" type text helps define the Cycle Count so that it can be distinguished from others.
At "Select Method" the user defines the method in which the Cycle Count will be conducted. Click the lookup icon for a list of options.
At "Count Type" the user the type of Cycle Count to be conducted. Click the lookup icon for a list of options.
The Cycle Count Method defines whether the warehouse will be counting:
A part
A range of parts
A bin location
A range of bin locations
A product group
A range of product groups
The Cycle Count Type defines the level of detail for the count:
The Detail Count option will consolidate and group together Product Codes by matching Inventory Attributes (same Lot#, Tag ID, and Bin) for the Inventory Account and Cycle Count Method.
The Summary Count will disregard Inventory Attributes and instead will consolidate and group together by Bin Location and Product Codes for the Inventory Account and Cycle Count Method.
At "Data OK?" type "Y" Enter to save changes.
