Modifying the cycle count sheet
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In this page, you can modify the details of the CC sheet. Tell me more
Select the “Edit Cycle Count Sheet” in the “Select Cycle Count” page. Alternatively, select the hyperlinked CC sheet number in the multiline of the same page.
The “Edit Cycle Count Sheet” page appears.
The system displays the following fields in the “Sheet Details” group box:
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CC Sheet # |
The number identifying the cycle count sheet that you need to modify. |
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Status |
The status of the cycle count sheet, which could be one of the following:
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Modify the following field, if required:
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Sheet Description |
The textual description of the CC sheet (Alphanumeric, 150). Mandatory. |
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User Status |
Use the drop-down list box to assign a user-defined status for the CC 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 displays the following fields:
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CC Plan # |
The number that identifies the CC plan for which the CC sheet is created. |
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Plan Description |
The textual description of the CC plan. |
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Warehouse # |
The warehouse for which the CC sheet was generated. |
Note: If the CC Plan Level is 'Warehouse', then for the selected Warehouse the system includes only those parts under the CC plan, for which the stock status is mapped to the attribute type ‘Cycle Count’ and is marked as “Yes”, as defined in the “User Defined Stock Status” business component.
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Warehouse Description |
The textual description of the warehouse. |
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WH – Zone # |
The number that identifies the zone for which the CC plan was generated. |
Note: If the CC Plan Level is 'Warehouse-Zone', then for the entered “Warehouse-Zone #” the system includes only those parts under the CC plan, for which the stock status is mapped to the attribute type “Cycle Count’ and is marked as “Yes”, as defined in the “User Defined Stock Status” business component.
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Zone Description |
The textual description of the zone. |
Modify the following fields in the “Execution Details” group box, if required:
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System Quantity Display |
Use the drop-down list box to indicate whether to show or hide the system quantity of parts while entering the count results. The system provides the options “Show System Quantity” and “Do not show System Quantity”. The system sets the field to “Do not show System Quantity” by default. |
Note: The system displays both the options only if the “Sheet level Modification” option setting in the “Set Cycle Count Options” activity is set as “Yes”. Otherwise, the system sets this field to the option selected in the “System Quantity Display” field of the “Set Cycle Count Options” activity of the current business component.
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Recount Mandatory |
Use the drop-down list box to indicate whether recount is mandatory or not. The system provides the options “Required” and “Not Required”. The system displays “Required” by default. |
Note: The system displays both the options only if the “Sheet level Modification” option setting in the “Set Cycle Count Options” activity is set as “Yes”. Otherwise, the system sets this field to the option selected in the “Recount Mandatory” field of the “Set Cycle Count Options” activity of the current business component.
The system displays the following:
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OverDue Date |
The date on which the cycle count is due for the part |
Modify the following, if required:
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Count Date |
The date on which the cycle counting is done for the parts (Date Format). Mandatory. Ensure this date is equal to or later than the current server date. The system sets the current server date by default. |
The system displays the following:
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Zero Qty Parts |
Indicates whether the zero quantity stock included in the in the cycle count. |
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No. of Records |
The total number of line records associated with the sheet. The system displays this field on clicking “Edit Count Sheet” pushbutton |
The system displays the following fields in the “Other Details” group box:
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Class |
TThe class to which the CC sheet belongs, which could be “A”, “B”, “C” or “V”, “E”, “D” . |
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Part Type |
The type of the part for which the CC sheet is generated. |
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Part Group |
The part group of the part for which the CC sheet is generated. |
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Part Category |
The category of the part for which the CC sheet is generated. |
Click the “Get Uncovered Parts” pushbutton, to retrieve the parts you need to include in the CC sheet.
Note: For CC sheet, the system retrieves only those parts for which “Mapping?” is set as “Yes” for the status attribute “Cycle Counting”, in the “Create User Defined Stock Status” activity of the “User Defined Stock Status” business component.
Incase of CC sheet based on plan, the system retrieves all the parts listed in the selected CC plan which were not included in any CC sheet includes them along with the previously associated parts. Incase of CC sheet based on overdue date, the system retrieves all the parts in which the overdue date is similar to the due date specified here, irrespective of the CC plan.
The system displays the following fields in the “Part Details” multiline.
Note: The system displays 100 records at a time in the multiline.
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Line # |
The line number generated by the system for part in the CC sheet. |
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CC Plan # |
The number that identifies CC plan from which the CC sheet was created. |
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Part # |
The number that identifies the part that you can include in the CC sheet. |
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Part Description |
The textual description of the part. |
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Stock Status |
The user-defined stock status of the part. |
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Class |
The class to which the CC sheet belongs, which could be “ABC” or VED”. |
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Count Interval (Days) |
The number of days after which the cycle counting is repeated for the class of a part. The part could be classified as “A”, “B”, “C” or “V”, “E”, “D” based on the classification method (“ABC” or “VED”) set in the “Set Cycle Count Options” activity of the current business component. |
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Last Counted On |
The date on which the part was last counted. |
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Next Due On |
The date on which the part will be due for the next counting |
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System Quantity |
The quantity of parts available as per the system inventory records. |
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Stock UOM |
The unit of measurement for the parts. |
Check the box in the “Select” column of the multiline, to mark the parts for including it in the CC sheet.
To view subsequent set of records
Click the "Previous" pushbutton, to view the set of records prior to the set of records displayed in the multiline.
Click the "Next" pushbutton, to view the set of records next to the set of records displayed in the multiline.
For example if there exists 200 records, and if records 1-100 are currently displayed in the multiline, then on clicking the “Next” pushbutton the system displays the next set of records i.e. records 101-200 in the multiline.
Similarly if records 101-200 are currently displayed in the multilane, then on clicking the “Previous” pushbutton the system displays the previous set of records i.e. records 1-100 in the multiline.
Note: The system displays an error message on clicking the “Previous” and “Next” pushbuttons respectively when there exists no set of records prior and next to the set of records currently displayed.
The system displays the following in the “Record Statistics” group box at the bottom of the page:
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Created By |
The name of the user who created the CC sheet. |
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Created Date |
The date on which the CC sheet was created. |
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Last Modified By |
The name of the user who last modified the CC sheet. |
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Last Modified Date |
The date on which the CC sheet was last modified. |
To modify CC sheet
Click the “Edit Count Sheet” pushbutton, to update the modified details.
The system updates the modified details and It freezes the parts listed in the CC sheet.
Note: The system updates the status of line items from "Planned” to "Generated”, when associated to the sheet.
To cancel CC sheet
Click the “Cancel Count Sheet” pushbutton, to cancel the selected CC 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.
Note: A cycle count sheet in “Cancelled” status cannot be modified.
Note: All the parts which were associated with this sheet reverts to "Planned" status and are free to be associated with the other sheets.
To confirm CC sheet
Click the “Confirm Count Sheet” pushbutton to confirm the cycle count sheet.
The system updates the cycle count sheet to “Confirmed”.
The system on confirmation of the cycle count sheet freezes the storage area (warehouse/zone/bin) to facilitate the Cycle Counting process. As a result, no stock movement of parts for which cycle counting is underway is allowed in the storage area.
Note: A cycle count sheet in “Cancelled” status cannot be confirmed.
To proceed, carry out the following
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.
Specify whether recount is mandatory or not
Include or exclude zero quantity parts in the CC sheet
You can modify the display option that is whether to show or hide the system quantity of parts while entering the count results.
Set the “System Quantity Display” field to “Show System Quantity”, if you wish to view the quantity of parts available as per the system inventory records.
Set the “System Quantity Display” field to “Do not show System Quantity”, if you do not wish to view the quantity of parts available as per the system inventory records.
Specify whether recount is mandatory or not
Set the “Recount Mandatory” field to “Required”, if you wish to unfreeze the parts automatically only after the count or recount results are authorized.
Set the “Recount Mandatory” field to “Not Required”, if you wish to unfreeze the parts automatically immediately after the count results are authorized.
Include or exclude zero quantity parts in the CC sheet
Set the “Zero Qty Parts” field to “Include”, if you wish to include zero quantity stock in the cycle counting.
Set the “Zero Qty Parts” field to “Exclude”, if you wish to exclude zero quantity stock in the cycle counting.
You can cancel the CC sheet in the “Draft’ status.
Select the CC sheet that you need to cancel.
Click the “Cancel Count Sheet”, to cancel the selected CC sheet.
The system changes the status to “Cancelled”.
Modifying the cycle count sheet – An overview
In this page, you can modify the details of the CC sheet. You can modify the CC sheet, which is in the “Draft” sheet. You can modify the description, user-defined status, execution details such as the display option, whether recount is mandatory or not, overdue date, count date and whether zero quantity parts can be included in the CC sheet.
You can also confirm or cancel the CC sheet, in the page.