Authorizing count or recount results in a CC sheet

This page allows you to select the cycle count sheet in which you need to authorize the count and recount results of parts. Tell me more

Select the “Authorize Count Results” link under the “Physical Inventory & Cycle Count” business component.

The “Authorize Count Results” page appears.

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

CC Sheet#	The number that identifies the CC sheet for which you need to authorize the count or recount results (Alphanumeric, 40). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the CC sheets with numbers similar to the value specified here. Leave this field blank to retrieve all the CC sheets in the “Counted”, “Recounted”, “Partially Counted” or “Partially Recounted” status and which have atleast one confirmed count or recount result.
CC Plan #	The number that identifies the CC plan (Alphanumeric, 40). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the CC sheets that are based on the CC plan number specified here. Leave this field blank to retrieve all the CC sheets irrespective of the CC plan.
Class	Use the drop-down list box to select the classification method to which the CC sheet 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 sheets of the class specified here. Leave this field blank to retrieve all the CC sheets irrespective of the classification method.
Part Type	Use the drop-down list box to select the type of part for which you need to authorize the count or recount results. The system displays "Raw Material", "Tool", "Kit", "Expandable", "Component", "Consumable" and "Miscellaneous" as options. The system retrieves all the CC sheets for the part type specified here. Leave this field blank to retrieve all the CC sheets irrespective of the part type.
Part Group	Use the drop-down list box to select the part group for which you need to authorize the count or recount results. 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 sheets for the part group specified here. Leave this field blank to retrieve all the CC sheets irrespective of the part group.
Part Category	Use the drop-down list box to select the category of the part for which you need to authorize the count or recount results. 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 sheets for the part category specified here. Leave this field blank to retrieve all the CC sheets irrespective of the part category.
Warehouse #	Use the drop-down list box to select the warehouse for which the cycle count sheet 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 sheets for the warehouse specified here. Leave this field blank to retrieve all the CC sheets irrespective of the warehouse.
WH – Zone #	The number that identifies the zone for which the cycle count sheet was generated (Alphanumeric, 10). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the CC sheets in which the zone numbers are similar to the value specified here. Leave this field blank to retrieve all the CC sheets irrespective of the zone number.
Sheet Status	Use the drop-down list box to select the status of the CC sheet for which you need to authorize the count and recount results. The system lists “Counted”, “Recounted”, “Partially counted” and “Partially recounted” as options. The system retrieves all the CC sheet of the status specified here and which has atleast one confirmed count or recount result. Leave this field blank to retrieve all the CC sheets irrespective of the sheet status.
Part #	The number that identifies the part for which you need to authorize the count or recount results (Alphanumeric, 40). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the CC sheets in which the part numbers are similar to the value specified here. Leave this field blank to retrieve all the CC sheets irrespective of the part number.

Note: Leave all the search fields blank, to retrieve all the CC sheets in “Counted”, “Recounted”, “Partially Counted” or “Partially Recounted” status.

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

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

CC sheet#	The number identifying CC sheet retrieved by the system.
Sheet Status	The status of the CC sheet, which could be ““Counted”, “Recounted”, “Partially Counted” or “Partially Recounted”.
Sheet Description	The textual description of the CC sheet.
CC plan #	The CC sheet retrieved by the system.
Plan Description	The textual description of the CC plan.
Class	The classification method, which could be “V”,”E”,”D” or “A”,”B”,”C”.
Warehouse #	The warehouse for which the CC sheet was generated.
Warehouse Description	The textual description of the warehouse.
WH – Zone #	The number that identifies the zone for which the CC sheet was generated.
Zone Description	The textual description of the zone.

Check the box in the “Select” column of the multiline, to select the CC sheet for authorization.
Click the “Authorize Count Results” pushbutton, to authorize the count results in the selected CC sheet.

The system authorizes the count results for the selected CC sheet and changes the status as follows:

If the recount is not mandatory, the system changes the status of the CC sheet to “Closed”, after all the count results in the sheet are authorized.
If the recount is mandatory, the system changes the status of the CC sheet to “Closed”, after all the recount results are authorized.
If the set option 'Last Counted On Date to be updated during Cycle Count Results' is set as 'Authorization', in the “Set Inventory Process Parameters” screen of the “Logistics Common Master” business component, the system updates the Last Counted on date with the Current date for the Part-Stock Status combination in the Cycle Count Plan. Based on the last counted on date and the accuracy, the system updates the Next Due on date.

Note: The system updates the stock correction in the “Stock Maintenance” business component.

a Recount is mandatory, and the adjustment quantity exceeds the count tolerance or recount tolerance.

b Recount is not mandatory, and the adjustment quantity exceeds the count tolerance.

c Adjustment quantity is ‘0’, and the serial/lot # details are modified for ‘Serial & Lot’ or ‘Serial’ controlled parts.

Note: For serial controlled parts, the system performs the following while authorizing the document:

a Throws an error message if any positive stock correction is done for the part serial number and if the last transaction for the part serial number is maintenance issue, general issue or loan/rental issue.

b Checks if the last transaction for the part - Serial number is stock transfer issue, then the stock transfer receipt or material loss document for the part number or serial number is created and confirmed. Otherwise, the system throws an error message.

c Checks if the last transaction for the part - Serial number is stock transfer issue, then the stock transfer receipt or material loss document for the part - Serial number is not in “Fresh” status. Otherwise, the system throws an error message.

c Checks if the last transaction for the part serial number is repair order issue, PBH exchange issue, subcontract issue, with its corresponding reference documents such as repair order, purchase order or subcontract order in “Closed”/”Short-Closed”/”NT Closed” status and BER Closed status. Otherwise, the system throws an error message.

To proceed, carry out the following

Select the “Unfreeze Parts” link, to unfreeze the parts.

Refer to the topic “Unfreezing parts in a warehouse – An overview” for more details.

Select the “View Sheet Summary” link, to view the count summary sheet.

Refer to the topic “Viewing the count summary sheet – An overview” for more details.

Authorizing count or recount results in a CC sheet – An overview

This page allows you to select the cycle count sheet in which you need to authorize the count and recount results of parts. You can authorize the count results that are confirmed. You can carry out a search based on the sheet number, plan number, class, part type, part group, part category, warehouse number, zone number and part number. The system retrieves all the CC sheets, which are in the “Counted”, “Recounted”, “Partially Counted” and “Partially Recounted” status and which have atleast one confirmed count or recount result.