Selecting the cycle count sheet for modification

This page allows you to select the cycle count sheet that you wish to modify. Tell me more

Select the “Edit Cycle Count Sheet” 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 that you wish to modify (Alphanumeric, 40).

Select the “Edit Cycle Count Sheet” link provided alongside, to modify the details of the CC sheet.

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 that you wish to modify (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 “Draft” status.
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 sheet of the class specified here. Leave this field blank to retrieve all the CC sheets irrespective of the class.
CC Plan #	The number that identifies the CC plan from which the CC sheet you wish to modify 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.
User Status	Use the drop-down list box to select the user-defined status of the cycle count sheet. The system lists all the “Active” quick codes defined for the user status in the “Create Quick Codes” activity of the current business component. The system sets the field blank by default. The system retrieves all the CC sheets for the user status specified here. Leave this field blank to retrieve all the CC sheets irrespective of the user 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.
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 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 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 is 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 Basis	Use the drop-down list box to select the basis of the CC sheet that you wish to modify. The system lists the options ”Based on Plan” and “Based on Overdue”. 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 basis.

Note: Leave all the search fields blank, to retrieve all the CC sheets in the “Draft” 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.
CC Plan #	The CC plan from which the CC sheet was generated.
Plan Description	The textual description of the CC plan.
Class	The class 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 is generated.
Zone Description	The textual description of the zone.
User Status	The user-defined status of the CC sheet.

To cancel the CC sheet

Check the box in the “Select” column of the multiline, to select the CC sheet for cancellation.
Click the “Cancel Count Sheet” push, to cancel the selected count sheet.

The system cancels the sheet and changes the status as “Cancelled”. You can attach the parts associated with the cancelled sheet with other sheets.

To modify the CC sheet details

Click the hyperlinked CC sheet number, to modify the CC sheet.

What you can do in this page

Cancel CC sheets in bulk

You can cancel the CC sheets in the “Draft” status, or if no recount results are entered for the CC sheet.

Select the CC sheet(s) that you wish to cancel.
Click the “Cancel Count Sheet”, to cancel the selected CC sheet(s).

The system changes the status to “Cancelled”.

Selecting the cycle count sheet for modification – An overview

This page allows you to select the cycle count sheet that you wish to modify. You can modify a CC sheet in the “Draft” status. 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 all the cycle count sheets in the “Draft” status, based on the search criteria. You can also cancel the CC sheet, in this page.