Recording the count results and the stock status for new parts in the CC sheet
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During cycle count, you may come across a part, which is not already attached to a storage location. Tell me more
Select the “Record New Part/Stock Status” link in the “Enter Cycle Count Results” page.
The “Record New Part/Stock Status” page appears.
The system displays the following field:
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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:
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CC Sheet # |
The number that identifies the cycle count sheet. |
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Sheet Description |
The textual description of the CC sheet. |
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Warehouse # |
The number that identifies the warehouse. |
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Warehouse Description |
The textual description of the warehouse. |
The system displays the following in the “Part Information” multiline:
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Line # |
The line number generated by the system for every new part entered in the multiline. |
Enter the following fields:
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Part # |
The number that identifies the new part (Alphanumeric, 40). Mandatory. 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. |
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Help facility available. |
Note: The part must not already exist in the storage location.
The system displays the following:
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Part Description |
The textual description of the part. The system displays this field on clicking the “Record New Part/Status” pushbutton. |
Enter the following fields:
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Stock Status |
Use the drop-down list box to assign a user-defined stock status to the part. The system lists “Accepted”, “Rejected”, “Held”, “Quarantined” and all the stock statuses defined in the “Create User Defined Stock Status” activity of the “User Defined Stock Status” business component for the “Cycle Count” transaction. The system displays “Accepted” by default. |
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Quantity |
The quantity of parts available (Decimal). Mandatory. Ensure this is a positive value. |
Note: You can enter quantity in fractions, if it is allowed for the UOM in the “Create UOM” activity of the Unit of Measurement Administration” business component.
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Transaction UOM |
The unit of measurement of parts for the transaction (Alphanumeric, 10). Mandatory. Ensure this UOM is already defined in the “Create UOM” activity of the “Unit of Measurement Administration” business component or in the “Maintain UOM Conversion” activity of the ”Part Administration” business component. |
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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. |
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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. |
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Counted By |
The name of the user who performed the cycle count (Alphanumeric, 30). Mandatory. 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. |
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Date of Counting |
The date on which the cycle count was performed (Date Format). Mandatory. 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. |
The system displays the following fields on clicking the “Record New Part/Status” pushbutton:
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Part Control Type |
The type of control for the part, which could be either lot or serial controlled. |
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Part Type |
The type to which the part belongs. |
Enter the following fields:
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Remarks |
Any remarks pertaining to new part entry or the stock status change (Alphanumeric, 255). |
Check the box in the “Select” column of the multiline, to mark the new parts for updating the count records.
Check the “Select All” box, to mark all the new parts for updating the count records.
Click the “Record New Part/Status” pushbutton, to add the new part and its stock status.
The system updates the stock records with the modified quantity (Original Quantity + New Stock Status Quantity) and the appropriate status in the “Storage Administration” business component.
Note: If the plan level is "Warehouse" and the warehouse is "Free Warehouse", the system checks whether a unique part #- stock status combination exists for the “Warehouse” in the multiline. If it does not, the system throws an error message.
Note: If the plan level is "Warehouse-Zone" and the warehouse is "Normal Warehouse", the system checks whether a unique part #-stock status combination exists for the "Warehouse-Zone-Bin" in the multiline. If it does not, then the system throws an error message.
Click the “Confirm New Part/Status” pushbutton, to confirm the new part and its stock status.
Note: On confirmation, the system freezes the new part in the CC sheet.
Note: If the plan level is "Warehouse" and the warehouse is "Free Warehouse", the system checks whether a unique part #- stock status combination exists for the “Warehouse” in the multiline. If it does not, the system throws an error message.
Note: If the plan level is "Warehouse-Zone" and the warehouse is "Normal Warehouse", the system checks whether a unique part #-stock status combination exists for the "Warehouse-Zone-Bin" in the multiline. If it does not, then the system throws an error message.
To proceed, carry out the following
Select the “Record Serial # /Lot # details” link in the bottom of the page to record the serial or the lot details of the new part.
Record the stock status and count results of the new parts
Record the stock status and count results of the new parts
You can assign a user-defined stock status and record the count results for the new parts.
Set the appropriate option in the “Stock Status” field, to assign a stock status to the part.
Enter the count quantity in the “Quantity” field.
Click the “Record New Part/Status” pushbutton.
Recording the count results and the stock status for new parts in the CC sheet – An overview
During cycle count, you may come across a part, which is not already attached to a storage location. This page allows you to enter the details of the new part that is added to the warehouse. You can enter the part number, along with the stock status, quantity, warehouse, zone and the bin number to which it belongs.
You can also update the stock status of the part in this page. You can select the part for which you need to enter the stock status. In this page, you can also enter the count quantity for the new parts. The system updates the stock and quantity record for the part.