Entering count results for the CC sheet

This page allows you to enter the count results for the CC sheets, which are in the “Confirmed” or “Partially Counted” status. Tell me more

Select the “Enter Count Results” in the “Select Cycle Count Sheet” page. Alternatively, select the hyperlinked CC sheet number in the multiline of the same page.

The “Enter Cycle Count Results” page appears.

The system displays the following field:

Date Format

The format in which the date fields are displayed in this page. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the “Enterprise Modeling” business component by default.

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

CC Sheet #	The number identifying the cycle count sheet for which you need to enter the count results.
Status	The status of the CC sheet, which could be “Confirmed” or “Partially Counted”.
Sheet Description	The textual description of the CC sheet.
Sheet Basis	The basis on which the sheet is generated, which could be “Based On Overdue” or “Based on Plan”.
CC Plan #	The number that identifies CC plan from which the CC sheet was generated.
Plan Description	The textual description of the CC plan.
Warehouse #	The warehouse for which the CC sheet was generated.
Warehouse Description	The textual description of the warehouse.

Enter the following fields in the “Count Entry Details” group box:

Default Counted By

The name of the user who performed the cycle count (Alphanumeric, 30). Ensure this is a valid employee name as defined in the “Record Personal Information “ activity of the “HRMP” business component and in the “Active” status. The system displays the login user name by default.

Help facility available.

Default Date of Counting

The date on which the cycle counting was performed (Date Format). Ensure this date is not later than the current server date and the last modified date of the sheet. The system displays the current server date by default.

Count Entry Mode

Use the drop-down list box to specify whether to enter count results for all the items or only for the discrepant items. The system lists “All Stock” and “Discrepant Stock” as options. The system displays “All Stock “ by default.

Note: The system displays both the options only if the “Count Entry Mode” option setting in the “Set Cycle Count Options” activity is set as “Yes” for the login user. Otherwise, the system sets the field to the option selected in the “Set Cycle Count Options” activity in the current business component.

Enter the following in the “Part Details” group box:

Part #

The number that identifies the part (Alphanumeric, 40). Ensure this is a valid part number as defined in the “Create Parts Main Information” activity of the “Part Administration” business component and in the “Active” status.

Help facility available.

WH- Zone #

The number that identifies the zone in the warehouse in which the part is stored (Alphanumeric, 10). Ensure this is a valid zone number in the specified warehouse.

Help facility available.

Bin #

The number that identifies the bin in the warehouse in which the part is stored (Alphanumeric, 10). Ensure this is a valid bin number for the specified zone and warehouse.

Help facility available.

Click “Get Details” pushbutton to retrieve the part information details in the multiline.

The system displays the following fields in the “Part Information” multiline:

Line #	The line number generated by the system for every part in the multiline.
Part #	The number that identifies the part for which the count results must be recorded.
WH- Zone #	The number that identifies the zone in the warehouse where the part is stored.
Bin #	The number that identifies the bin in which the part is stored.
Stock Status	The user-defined stock status of the part.

Enter the following fields:

Count Quantity

The quantity of parts counted during the cycle count (Integer). Ensure this is a positive value.

Leave this field blank, to set the value to the system quantity, only if the "Show system quantity" option is set as "Yes" and "Count Entry Mode" is set as "Discrepant".

Transaction UOM

The unit of measurement of parts during cycle count (Alphanumeric, 10). Ensure this is already defined in the “Create UOM” activity of the “Unit of Measurement Administration” business component or “Maintain UOM Conversion” activity in the “Part Administration” business component.

The system displays the following fields:

Change in Stock Qty.?

Indicates whether there is a change in the quantity of stock which could be “Yes” or “No”.

Yes - If there is a difference between Current Stock Qty in SMN and Persisted Stock Qty at the time of confirmation of CC Sheet.
No - If there is no difference between Current Stock Qty and Persisted Stock Qty.

Verified?

Select the checkbox to indicate whether the cycle counting is done or not.

Note: If the set option "Enforce verification of count results when there is change in the Stock Qty?" of the “Logistics Common Master” business component is set as '1' (Yes) and if Changes in the Stock Qty? is derived as 'Yes', then the Verified? checkbox should be checked during confirmation of results.

If the set option "Enforce verification of count results when there is change in the Stock Qty?" of the “Logistics Common Master” business component is set as '0' (No) or 'Blank' or Changes in the stock Qty? is derived as 'No', then the Verified? checkbox need not be checked during confirmation of results.

Enter the following fields:

Counted By

The name of the user who performed the cycle count (Alphanumeric, 30). Ensure this is a valid employee name as defined in the “Record Personal Information “ activity of the “HRMP” business component and in the “Active” status. Leave this field blank, to assign the default value specified in the “Count Entry Details” group box.

Help facility available.

Date Of Counting

The date on which the part was counted (Date Format).

The system displays the following:

Part Description	The textual description of the part.
Part Control Type	The type of part control, that is, whether it is serial or lot controlled.
Stock Quantity	The quantity of parts available as per the system inventory record.
Stock UOM	The unit of measurement of parts for the stock quantity.

Enter the following field:

Remarks

Any additional remark pertaining to the cycle count results (Alphanumeric, 255).

Check the box in the “Select” column of the multiline, to mark the parts for updating or confirming count results.

To record cycle count results

Click the “Record Cycle Count Results” pushbutton, to update the count results.

The system updates the count results for the selected parts.

To confirm cycle count results

Click the “Confirm Count Results’ pushbutton, to confirm the count results.

Note: The system ensures that the certificate and parameter information are updated for all the serial number-controlled and/or lot number-controlled parts, before confirming the count results.

Note: On confirmation, the system updates the count quantity entered for parts that are “Serial Controlled”, “Lot Controlled” or “Serial and Lot controlled”, in the “Record Serial # / Lot # information” page.

Note: For serial controlled parts, the system performs the following while confirming the cycle count document:

a 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.

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 - Serial number is not in “Fresh” status. Otherwise, the system throws an error message.

The system confirms the count results for the selected parts and changes the status of the CC sheet as explained below:

If the current status of the sheet is “Confirmed” and only some of the count results are confirmed, the system changes the status to “Partially Counted”.
If the current status of the sheet is “Confirmed” and all the count results are confirmed, the system changes the status to “Counted” or “Pending Recount” (if recount is mandatory).
If the current status of the sheet is “Partially Counted”, the system changes the status to “Counted”, “Pending Recount” or retains the “Partially Counted” status, depending on whether all the count results are confirmed and whether recount is mandatory.

To proceed, carry out the following

Select the “Record Serial # /Lot #Details” link, to record the modified serial and lot details of a part.
Select the “Enter Recount Results” link, to enter the recount results for the CC sheet.

Refer to the topic “Entering recount results for the CC sheet – An overview” for more details.

Select the “Record New Parts/ Stock Status” link, to enter the count results and stock status for new parts.
Select the “Upload Documents” link at the bottom of the page to upload the documents against the cycle count sheet.
Select the “View Associated Doc. Attachments” link at the bottom of the page to view the associated document attachments against the cycle count sheet.

What you can do in this page

Confirm count results

You can confirm the count results of the parts.

Record the count results for the parts in the multiline.
Select the part for which you need to confirm the count result. Or, if you wish to confirm the results for all parts, check the “Select All” box below the multiline.
Click the “Confirm Count Result”, to confirm the count result for the selected part(s).

Entering count results for the CC sheet – An overview

This page allows you to enter the count results for the CC sheets, which are in the “Confirmed” or “Partially Counted” status. If the status of the selected sheet is “Confirmed”, the system retrieves all the parts associated with the sheet for entering count results. If the status is “Partially Counted”, the system retrieves only those parts, which are yet to be updated or confirmed.

You can enter the count results such as the name of the person who performed the cycle count, date of counting, count quantity, transaction UOM and any additional remarks pertaining to the count results. This page also allows you to update or confirm the count results.