Selecting the cycle count plan for creating cycle count sheet

This page allows you to select the cycle count plan for creating CC sheet based on the CC plan. Tell me more

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

The “Select Cycle Count Plan” page appears.

Enter the following field in the “Direct Entry” group box:

CC Plan #

The number that identifies the CC plan for which you need to derive the CC sheet (Alphanumeric, 40).

Select the “Create Sheet On Plan Basis” link provided alongside, to create the CC sheet based on the CC plan.

To search for the CC plan

Enter the following fields in the “Search Criteria” group box, to search for the CC plan.

CC Plan#	The number that identifies the CC plan for which you need to create the CC sheet (Alphanumeric, 40). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the CC plans with numbers similar to the value specified here. Leave this field blank, to retrieve all the CC plans in the “Authorized” status.
Class	Use the drop-down list box to select the class to which the CC plan belongs. The system lists the classification method defined for the login organization in the “Set Cycle Count Options” activity of the current business component. The system retrieves all the CC plans of the class specified here. Leave this field blank to retrieve all the CC plans irrespective of the class.
Part Type	Use the drop-down list box to select the type of part for which the CC plan was generated. The system displays "Raw Material", "Tool", "Kit", "Expandable", "Component", "Consumable" and "Miscellaneous" as options. The system retrieves all the CC plans created for the part type specified here. Leave this field blank to retrieve all the CC plans irrespective of the part type.
Part Group	Use the drop-down list box to select the part group for which the CC plan was generated. The system displays all the valid part groups defined in the “Create Part Groups” activity of the “Part Administration” business component. The system retrieves all the CC plans created for the part group specified here. Leave this field blank to retrieve all the CC plans irrespective of the part group.
Part Category	Use the drop-down list box to select the category of the part for which the CC plan was 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 retrieves all the CC plans created for the part category specified here. Leave this field blank to retrieve all the CC plans irrespective of the part category.
Part #	The number that identifies the part for which the CC plan was generated (Alphanumeric, 40). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the CC plans in which the part numbers are similar to the value specified here. Leave this field blank to retrieve all the CC plans irrespective of the part number.
Warehouse #	Use the drop-down list box to select the warehouse for which the cycle count plan was generated. 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. The system retrieves all the CC plans created for the warehouse specified here. Leave this field blank to retrieve all the CC plans irrespective of the warehouse.
WH – Zone #	The number that identifies the zone for which the CC plan was created (Alphanumeric, 10). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the CC plans in which the zone numbers are similar to the value specified here. Leave this field blank to retrieve all the CC plans irrespective of the zone number.
OverDue Date	The date on which the cycle counting is due for the part (Date Format). The system retrieves all the CC plans in which the overdue date is similar to the date specified here.

Note: Leave all the search fields blank, to retrieve all the CC plans in the “Authorized” status.

Click the “Search” pushbutton, to search for the CC plan.

The system displays the following fields in the “Search Results” multiline:

CC Plan #	The CC plan retrieved by the system.
Plan Description	The textual description of the CC plan.
Class	The class to which the CC plan belongs, which could be “A”, “B”, “C” or “V”, “E”, “D”
Warehouse #	The warehouse for which the CC plan was generated.
Warehouse Description	The textual description of the warehouse.
WH –Zone #	The zone in the warehouse for which the CC plan was generated.
Zone Description	The textual description of the zone.
Parts Due Count	The parts for which the cycle counting is due.
Earliest Due Date	The earliest due date for the cycle counting of the parts.

Click the hyperlinked CC plan number, to create the CC sheet based on the CC plan.

Selecting the cycle count plan for creating cycle count sheet – An overview

This page allows you to select the cycle count plan for creating CC sheet based on the CC plan. You can enter the CC plan number directly, if you know it. Otherwise, you can carry out a search based on the plan number, class, part type, part group, part category, warehouse and the zone for which the CC plan is created. The system retrieves all the cycle count plans in the “Authorized” status, based on the search criteria.