Selecting the cycle count sheet for entering count results
This page allows you to select the cycle count sheet for which you need to enter the count results. Tell me more
Select the “Enter Count Results” link under the “Physical Inventory & Cycle Count” business component.
The “Select Cycle Count Sheet” page appears.
Enter the following field in the “Direct Entry” group box:
CC Sheet # |
The number that identifies the CC sheet for which you need to enter the count results (Alphanumeric, 40). |
Select the “Enter Count Results” link provided alongside, to enter the count results.
To search for the CC sheet
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 enter the count 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, which are in the “Confirmed” or “Partially Counted” status. |
CC Plan # |
The number that identifies the CC plan, from which the CC sheet you need to retrieve, is generated (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 generated from the CC plan whose number is similar to the value 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 class 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 class. |
Part Type |
Use the drop-down list box to select the type of the part. The system displays "Raw Material", "Tool", "Kit", "Expandable", "Component", "Consumable" and "Miscellaneous" as options. The system retrieves all the CC sheets, which contains 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 the CC sheet was created. 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, which contains 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. 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, which contains 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 CC 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 CC sheet was created (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 that you need to retrieve. The system lists the options ”Confirmed” and “Partially Counted”. The system retrieves all the CC sheets based on the value selected here. Leave this field blank, to retrieve all the CC sheets irrespective of the sheet status. |
Part # |
The number that identifies the part (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 the “Confirmed” or “Partially Counted” 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 CC sheet retrieved by the system. |
Sheet Description |
The textual description of the CC sheet. |
Sheet Status |
The status of the CC sheet, which could be “Confirmed” or “Partially Counted”. |
CC Plan # |
The CC plan from which the CC sheet was generated. |
Plan Description |
The textual description of the CC plan. |
Class |
The classification method to which the CC sheet belongs, which could be “A”, “B”, “C” or “V”, “E”, “D”. |
Warehouse # |
The warehouse for which the CC sheet was generated. |
Warehouse Description |
The textual description of the warehouse. |
WH –Zone # |
The zone in the warehouse for which the CC sheet was generated. |
Zone Description |
The textual description of the zone. |
Click the hyperlinked CC sheet number, to enter the count results.
Selecting the cycle count sheet for entering count results – An overview
This page allows you to select the cycle count sheet for which you need to enter the count results. You can enter the CC sheet number directly, if you know it. Otherwise, you can carry out a search based on the sheet number, plan number, class, part type, part group, part category, warehouse number, zone number, part number and the basis on which the CC sheet was created.
The system retrieves the CC sheets, which are in the “Confirmed” or “Partially Counted” status.