Creating a cycle count plan

This page allows you to create a Cycle Count (CC) plan. Tell me more

Select the “Create Cycle Count Plan” link under the “Physical Inventory & Cycle Count” business component.

The “Create Cycle Count Plan” page appears.

The system displays the following fields in the “Plan Details” group box:

CC Plan #

The number identifying the cycle count plan. The system automatically generates the number on clicking the “Create Cycle Count Plan” pushbutton, based on the numbering type selected.

Enter the following fields:

Numbering Type

Use the drop-down list box to select the numbering type to be used by the system for generating the cycle count plan number. Mandatory. The system lists all the numbering types defined in the “Create Numbering Type” activity of the “Document Numbering Class” business component that are valid on the current date. By default, the system sets the field to the numbering type specified as default for the “Cycle Count Plan” transaction type.

Note: You must not select a numbering type that is mapped to a group company, if the CC plan is being created for the login company.

However, if you are creating the CC plan for a warehouse exclusively mapped to a group company and, if "Separate Numbering Type for Trading Partner Transactions" between the login company and the group company is ‘1’ in the Maintain Options for Partner Transactions activity of Organization Setup, the system automatically generates the CC plan # on creation based on the numbering type set for the Cycle Count Plan transaction between these companies in the same activity. If "Separate Numbering Type for Trading Partner Transactions" is set as ‘0’, you can select the numbering type for CC plan#.

Plan Description

The textual description of the cycle count plan (Alphanumeric, 150). Mandatory.

Status

Use the drop down list box to assign a status for the cycle count plan. The system provides the options “Draft “ and “Fresh”. By default, the system sets the status as “Draft”.

Note: Set the status as “Fresh”, only when the data entry is complete and the cycle count plan is ready for authorization.

Planned Start Date	The starting date of the cycle count plan (Date Format). Mandatory. The starting date should be equal to or later than the current date.
User Status	Use the drop-down list box to assign a user-defined status to the cycle count plan. The system lists all the “Active” quick codes defined for the user status in the “Create Quick Codes” activity of the current business component. The system leaves the field blank by default.
CC Plan Level	Use the drop-down list box to select the storage level at which the cycle count plan must be generated. The system provides the options “Warehouse” and “Warehouse – Zone”.
	Select “Warehouse”, if you wish to generate the cycle count plan for items at the warehouse level. Select “Warehouse - Zone”, if you wish to generate the cycle count plan for items at the various zones in the warehouse. Select "Warehouse - Zone - Bin", if you wish to generate the cycle count plan for items at the various bins in the zone of the warehouse.
	The system displays “Warehouse” as plan level by default.

Note:

If the storage type of the warehouse is “Free”, then the “CC Plan Level” cannot be set to "Warehouse-Zone" or "Warehouse-Zone-Bin".
You must specify the bin or bins that must be associated to the CC plan in the "Associate Bins" tab only if the CC plan level is "Warehouse-Zone-Bin".

Plan Category	Use the drop-down list to select the category to which the CC plan belongs. The system lists all the “Active” quick codes of type “Plan Category” as defined in the “Create Quick Codes” activity of the current business component. The system leaves the field blank by default.
Planned By	The name of the user who planned the cycle count (Alphanumeric, 30). Mandatory. Ensure this is a valid user name and already defined in the “Record Personal Information” activity of the “HRMP” business component and is in the “Active” status. Help facility available.
Plan group	Use the drop-down list to select the group to which the CC plan belongs. The system lists all the “Active” quick codes of type “Plan Group” as defined in the “Create Quick Codes” activity of the current business component. The system leaves the field blank by default.
Warehouse #	Use the drop-down list box to select the warehouse for which the cycle count plan is generated. Mandatory. If you are working in the Main base, the drop-down list box lists those Active warehouses defined in the Storage Administration component, which are currently not offline and allow “Cycle Count” transactions. Alternatively, if you are working in a Field base, the drop-down list box displays those Active warehouses mapped to the offline area that allow “Cycle Count” transactions.

Note: Ensure that the login user has access rights to the selected warehouse as defined in the “Storage Administration” business component.

Note: If the CC Plan Level is 'Warehouse', then for the selected Warehouse the system includes only those parts under the CC plan, for which the stock status is mapped to the attribute type ‘Cycle Count’ and is marked as “Yes”, as defined in the “User Defined Stock Status” business component.

The system displays the following field:

Warehouse Description

The textual description of the warehouse. The system displays this field on clicking the “Create Cycle Count Plan” pushbutton.

Enter the following field:

WH – Zone #

The number that identifies the zone in which the items are stored (Alphanumeric, 10). Ensure the zone is valid and already defined in the “Create Warehouse Information” of the “Storage Administration” business component.

Note: The zone # is mandatory, if the "CC Plan Level" is "Warehouse - Zone" or "Warehouse - Zone - Bin". If the CC plan level is "Warehouse-Zone-Bin", you must enter a zone of type ‘Normal’ only.

Help facility available.

The system displays the following field:

Zone Description

The textual description of the zone. The system displays this field on clicking the “Create Cycle Count Plan” pushbutton.

Enter the following field in the “Planning Options’ group box:

Part Selection Mode	Use the drop-down list box to specify the part selection mode. The system lists the following options: Manual – Select this option if the part is to be selected manually from the warehouse for cycle count plan generation. Random – Select this option if the part is to be selected randomly from the warehouse for cycle count plan generation. By default the system sets this field to “Manual”. To know more… Note: If the part selection mode is set to “Manual”, the system will ignore the sample size entered. If the part selection mode is 'Manual' then the system retrieves the details of all the parts, that satisfy the planning options including the last cycle count date and are not already associated to the current plan, and that are associated with plans, which are not in “Closed” status. If the part selection mode is “Random” and if the “Closed Part for Random Parts” option is set as “To be Considered” in the “ Set Cycle Count Options” activity, then the system retrieves the parts, that satisfy the planning options and are not associated with the current plan, and parts that are associated with plans which are in “Closed” status. If the part selection mode is “Random” and if the “Closed Part for Random Parts” option is set as “Not To be Considered” in the “ Set Cycle Count Options” activity, then the system retrieves the parts, that satisfy the planning options and are not associated with the current plan, and that are associated with plans, which are not in “Closed” status.
Sample Size	The number of various parts to be considered for random selection from the warehouse (Integer). The value entered must be greater than zero. Example: If in warehouse “W1”, there exists parts “P1”, “P2”, “P3”, ”P4” and so on and if the sample size is set as “2”, then on random selection, the system will consider any of the above said “2” parts from the warehouse for cycle count plan generation, irrespective of the individual part quantity. This field must be entered, if the part selection mode is set to “Random”.
Class	Use the drop-down list box to select the class for which the CC plan is created. The system lists the classification method defined for the login organization unit in the “Set Cycle Count Options” activity of the current business component.
Part Type	Use the drop-down list box to select the type of the item for which the CC plan is generated. The system allows selection of predefined part type, which are: “Raw Material”, “Tool”, “Kit”, “Expandable”, “Component”, “Consumable” and “Miscellaneous”. The system sets the field blank by default.
Part Category	Use the drop-down list box to select the category of the item for which the CC plan is generated. The system displays all the “Active” quick codes of type “Part Category” as defined in the “Create Quick Codes” activity of the “Part Administration” business component. The system sets the field blank by default.
Part Group	To include parts belonging to a specific group from the warehouse/zone/bin in the CC plan, use the drop-down list box to select the part group. The system displays all the valid part groups defined in the “Create Part Groups” activity of the “Part Administration” business component. The system sets the field blank by default.
Part Classification	To include parts under a specific classification from the bin in the CC plan, use the drop-down list box to select the part classification. The drop-down list box displays the following: 'Controllable', 'Repairable', 'Rotable' and 'None’.
Ownership	To include parts owned by a specific entity from the warehouse/zone/bin in the CC plan, use the drop-down list box to select the ownership type.
Trading Partner #	To include parts owned by a specific trading partner from the warehouse/zone/bin in the CC plan, enter the number identifying the trading partner. Help facility available.
Expense Type	To include parts with a specific expense type from the warehouse/zone/bin in the CC plan, select the expense type from the drop-down list box. The drop-down list box displays: Capital and Revenue.
Last Cycle Count Date <=	The date on which earlier cycle count plans were closed. The earlier dates to the date entered in this field will also be considered, for retrieval of information.
From Value	The starting value in the range of the part values. (Alphanumeric, 28), The value entered must be positive starting from 0 or 0.5.
To Value	The ending value in the range of the part values. (Alphanumeric, 28). Ensure that the value entered here is a positive value and must start from 1. the value entered must be greater than the “From Value” .

Note: 1) The system considers the ‘From Value’ and ‘To Value’ only if the part selection mode is “Manual”. If the part selection mode is ‘Random’ the system will ignore the values entered. 2) The value of the part refers to the average unit value of the part in stock. For example, if the value of 10 quantities of part P1 is 1000, the average unit value of P1 is 1000/10 = 100.

Select the following to include Capital and New Parts in the CC plan.

Automatically associate New Parts

Select the checkbox to automatically include in the CC plan those parts available in the warehouse/zone/bin that are not associated with the CC plan .

Include Capital Parts

Select the checkbox to include parts with expense type ‘Capital’ in the CC plan.

Note: The system includes the Capital parts in the CC Plan on selection of this checkbox even if you have specified the From Value and To Value fields.

Select the “Count Interval Details” tab to know count interval details for the CC plan.
Select the “Associated Bins” tab to associate specific bins in the zone to the CC Plan.
Enter the following fields in the “Other Details” group box:

User Defined Detail – 1	Any user–defined details pertaining to the cycle count plan (Alphanumeric, 30).
User Defined Detail – 2	Any user–defined details pertaining to the cycle count plan (Alphanumeric, 30).
Remarks	Any additional remarks pertaining to the creation of the cycle count plan (Alphanumeric, 255).

Enter the following fields in the “Attachment” group box:

File Name

The name of the file used as reference document for the cycle count plan (Alphanumeric, 50).

Help facility available.

Select the “View File” link provided alongside, to view the contents of the reference document.

To create cycle count plan

Click the “Create Cycle Count Plan” pushbutton, to create the cycle count plan.

Note: For cycle count plan, the system retrieves only those parts for which “Mapping?” is set as “Yes” for the status attribute “Cycle Counting”, in the “Create User Defined Stock Status” activity of the “User Defined Stock Status” business component.

The system creates the CC plan and generates the CC plan number based on the numbering type selected.

The system updates the CC plan to “Fresh” or “Draft” status.

Draft: Indicates that all the details have not been entered for the cycle count plan and the details can be modified.
Fresh: Indicates that the data entry is complete and the document is available for authorization. A “Fresh” cycle count plan can be edited and it can be reverted back to the “Draft” status.

Note: A cycle count plan of “Draft” or “Fresh” status can be canceled.

The system performs the following on clicking the “Create Cycle Count Plan” pushbutton:

If the part selection mode is set as “Manual”, the system maps all the parts satisfying the “Planning Information” and updates the same for cycle count plan. If there is any entry in the ‘Last Cycle Count Date<=’ field, then the system will consider, the same along with the “Planning Informations”, i.e. Parts Satisfying the planning Informations and those associated to the cycle count plans which are in closed status, on the last cycle count date and prior to the date will be retrieved. If the part selection mode is set as “Random”, the system retrieves the number of parts randomly as defined for the “Sample Size”.
If any plans are pending for the warehouse or warehouse-zone or warehous-zone-bin combination as on the current date, the system does not you to create a CC plan as this it would lead to duplication.
Includes only those parts from the warehouse/zone/bin in the CC plan with the stock status mapped
The status attribute ‘Cycle Count’
The transaction ‘Cycle Count’ in the UDSS component
If ‘Zero Qty Parts’ has been set to ‘Include’ for a specific consumption period, the system includes parts from the warehouse/zone/bin in the CC plan even if no stock of these are found in the inventory in the stipulated consumption period prior to the cycle count date. However, if ‘Zero Qty Parts’ is ‘Exclude’, the system excludes parts with zero quantity stock.

To proceed, carry out the following

Select the “Associate Parts” link, to add items to the CC plan.

Refer to the topic “Associating parts to a cycle count plan – An overview” for more details.

Select the “Edit Cycle Count Plan” link, to modify the details of the CC plan.

Refer to the topic “Modifying a cycle count plan – An overview” for more details.

Select the “View Warehouse Information” link, to view the warehouse information.

Refer to the topic “Viewing warehouse information – An overview” in “Storage Administration” online help for more details.

Select the “View Zone Information” link, to view the zone information.

Refer to the topic “Viewing zone information – An overview” in “Storage Administration” online help for more details.

Select the “Upload Documents” link at the bottom of the page to upload the documents against the cycle count plan.
Select the “View Associated Doc. Attachments” link at the bottom of the page to view the associated document attachments against the cycle count plan.

What you can do in this page

Specify the CC plan level

Specify the plan category and group

Specify the planning options

Specify the CC plan level

You can specify the level at which you need to create the CC plan. You can create the CC plan either at the warehouse or at the zone or at the bin level.

Set the “CC Plan Level” as “Warehouse”, if you wish to create the CC plan at the warehouse level.
Set the “CC Plan Level” as “Warehouse - Zone”, if you wish to create the CC plan at the zone level.
Set the “CC Plan Level” as “Warehouse - Zone – Bin”, if you wish to create the CC Plan at the bin level.

Specify the plan category and group

You can specify the category and group to which the CC plan belongs.

Set the appropriate option in the “Plan Category” field.
Set the appropriate option in the “Plan Group” field.

Specify the planning options

You can specify the class, part category, part type and the part group for which the CC plan is created.

In the “Planning Options” group box,

Set the appropriate option in the “Class” field, to specify the class for which the CC plan is created.
Set the appropriate option in the “Part Category” field, to specify the category of the part for which the CC plan is created.
Set the appropriate option in the “Part Type” field, to specify the type of the part for which the CC plan is created.
Set the appropriate option in the “Part Group” field, to specify the group of the part for which the CC plan is created.

Prerequisites

“Create Numbering Class” activity under “Document Numbering Class” business component.
"Record Personal Information" activity of the “HRMS” business component.
“Create Warehouse Information” activity of the “Storage Administration” business component.
“Create Parts Main Information” activity of the “Part Administration” business component.

Creating a cycle count plan – An overview

This page allows you to create a Cycle Count (CC) plan. You can specify the numbering type, based on which the system generates a unique number for each CC plan. The CC plan can be created at three levels: warehouse level or zone level or bin level. You can specify the category and the group to which the CC plan belongs.

You can specify various planning options, including the cumulative moving average value range, classification method to be adopted and the type, group and category of the part for which the CC plan is generated.

You can view the desired and current accuracy levels of stock. The desired and current accuracy level is defined for the first cycle count for the ABC or VED classes of items in the "Set Cycle Count Parameters” activity. After the count is complete, the system automatically updates the current accuracy. The Current Accuracy is calculated for a particular item class after the count/recount entry, as follows:

Current accuracy

Number of items that are in “No Adjustment” status

Total number of items counted in that particular item class

As the current accuracy of a particular class of an item increases, the frequency of cycle counting decreases. The probability of variance is inversely proportional to the current accuracy. Therefore, as the probability of variance decreases, the current accuracy increases, thereby increasing the cycle count interval. The system automatically increases or decreases the count interval after each count is complete by comparing the desired accuracy with the current accuracy.

This page also allows you to view the count intervals. The count interval can be calculated only for item classes for which the current accuracy is specified. Both current and desired accuracy must be less than 100%. The system calculates the Count Interval using the following formula:

CC Interval

(1 - Desired Accuracy Level)

Desired Accuracy

Probability of Variance

Number of items in variance per 'time period’

(1 – Current Accuracy Level)

Items Population Size

Number of time periods in an year

The system creates the CC plan and generates the CC plan number based on the numbering type selected.