Shortclosing a cycle count sheet
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This page enables you to shortclose a cycle count sheet.
Select the “ShortClose Cycle Count Sheet” link under the “Physical Inventory & Cycle Count” business component.
The “ShortClose Cycle Count Sheet” page appears.
Enter the following fields in the “Search Criteria” group box, to search for the CC sheet to be short closed:
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CC Sheet # |
The number that identifies the CC sheet that you need to shortclose (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. |
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CC Plan # |
The number that identifies the CC plan from which the CC sheet you need to shortclose 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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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Sheet Basis |
Use the drop-down list box to select the basis of the CC sheet that you need to shortclose. The system provides 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. |
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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. |
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User Status |
Use the drop-down list box to select the user-defined status of the cycle 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 plans for the user status specified here. Leave this field blank to retrieve all the CC plans irrespective of the user status. |
Click the “Search” pushbutton, to search for the CC sheet.
Note: The search retrieves cycle count sheets in accordance with the user preference that is defined in the Logistics Common Master component. Cycle sheets in Confirmed, Partially Counted, Pending Recount or Partially Recounted status are retrieved, if the process parameter Short closure of CC Sheet under Counting/Recounting is set as ‘1’ under the Cycle Count category in the Set Inventory Process Parameters activity of the Logistics Common Master component. Alternately, only 'Confirmed' or 'Partially Counted' cycle sheets are retrieved and then can be short closed, if the process parameter is set as ‘0’.
The system displays the following fields in the “Search Results” multiline:
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CC Sheet # |
The CC sheet retrieved by the system. |
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Sheet Description |
The textual description of the CC sheet. |
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Sheet Status |
The status of the CC sheet. |
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CC Plan # |
The CC plan from which the CC sheet was generated. |
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Plan Description |
The textual description of the CC plan. |
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Class |
The class to which the CC sheet belongs, which could be "A", "B", "C" or "V", "E", "D". |
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Warehouse # |
The warehouse for which the CC sheet was generated. |
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Warehouse Description |
The textual description of the warehouse. |
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WH –Zone # |
The zone in the warehouse for which the CC sheet is generated. |
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Zone Description |
The textual description of the zone. |
Enter the following field:
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Short Close Comments |
Any additional remarks pertaining to the short closing of the CC sheet (Alphanumeric, 255). |
The system displays the following:
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User Status |
The user defined status of the CC sheet. |
Check the box in the “Select” column of the multiline, to select the CC sheet for short closing.
Click the “ShortClose Cycle Count Sheet” pushbutton, to short close the selected cycle count sheet.
The system closes the sheet and changes the status as “ShortClosed”. A short closed CC sheet will not be available for further transaction in other activities. You can attach the parts associated with the short closed sheet with other sheets.
The system calculates the accuracy percentage for those parts for which count (and recount) is completed and the count results are authorized.
Note: The system updates the status of the line level items in the CC sheet as “Planned”.
You can shortclose CC sheets in which all the count and recount results are updated and authorized.
Enter the filter criteria, to search for the CC sheet.
Click the “Search” pushbutton.
Enter the short closing comments for the CC sheets that you wish to short close.
Select the CC sheet(s) that you need to shortclose.
Click the “ShortClose Cycle Count Sheet” pushbutton, to shortclose the selected CC sheet(s).