Setting options for cycle counting

This page enables you to set options for cycle counting.

Select the “Set Cycle Count Options” link under the “Physical Inventory & Cycle Count” business component.

The “Set Options for Cycle Count” page appears.

The system displays the following field:

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.

Enter the following fields in the “Class Basis” group box:

Classification Method

Use the drop-down list box to select the classification method for which the CC plan must be defined. The system lists “ABC” and “VED” as options and displays “ABC” by default.

The system displays the following field in the “Tolerance Settings” multiline:

Class

The class that belongs to the selected classification method.

Enter the following fields:

Count Tolerance In %	The minimum adjustment tolerance level in percentage, below or equal to which no adjustment is required for the existing discrepancy (Integer). Mandatory. This value can range between “0” and “100”.
Count Tolerance In Units	The minimum adjustment tolerance level in units, below or equal to which no adjustment is required for the existing discrepancy (Integer). Mandatory. Ensure this is a positive value.
Recount Tolerance In %	The minimum adjustment tolerance level, below or equal to which no recounting is required for the existing discrepancy (Integer). Mandatory. This value can range between “0” and “100”.
Recount Tolerance In Units	The minimum adjustment tolerance level, below or equal to which no recounting is required for the existing discrepancy (Integer). Mandatory. Ensure this is a positive value.

Note: The part classification and tolerance details of a cycle count plan can be modified only if it is in “Cancelled” or “Closed” status.

Enter the following fields in the “Execution Options” group box:

System Quantity Display	Use the drop-down list box to specify whether to show or hide the system inventory record of the part. The system provides the options ”Show system quantity” and “Do not show system quantity” and displays “Show system quantity” by default.
Sheet Level Modification	Use the drop-down list box and set the field to “Yes” to allow the modification of the “System Quantity display” setting at the user level. Select “No” otherwise.
Recount Mandatory	Use the drop-down list box to specify whether recount is mandatory or not. The system displays “Required” by default.
	Select “Required”, if you wish to set recount as mandatory. If recount is made mandatory, parts will be unfreezed automatically only after count or recount results are authorized.
	Select “Not Required”, if you do not wish to set recount as mandatory. If recount is not mandatory, parts will be unfreezed automatically as soon as the count results are authorized.
Sheet Level Modification	Use the drop-down list box and set the field to “Yes” to allow the modification of the “Recount Mandatory” setting at the user level. Select “No” otherwise.
Zero Qty Parts / Consumption Period	Use the drop-down list box to specify whether to “include” or “exclude” zero quantity stock in the cycle count. The system displays “Include” by default. Use the drop-down list box to select the consumption period of the cycle count. The system lists from “I month” to “12 months” as options. The system displays blank by default.
Sheet Level Modification	Use the drop-down list box and set the field to “Yes” to allow the modification of the “Zero Qty Parts” setting at user level. Select “No” otherwise.
Count Entry Mode	Use the drop-down list box to specify whether to enter count results for all the items or only for the discrepant items. The system lists “All Stock” and “Discrepant Stock” as options and displays “All Stock “ by default.
Sheet Level Modification	Use the drop-down list box and set the field to “Yes” to allow the modification of the “Count Entry Mode” setting at the user level. Select “No” otherwise.
Numbering Type for Auto Stock Correction	Use the drop-down list box to select the numbering type for the stock correction transaction. The system lists all the numbering types defined in the “Document Numbering Class” business component.
Modify Random Parts Selection	Use the drop-down list box and set the field to “Allowed”, to allow the modification of parts selected randomly. Select “Not Allowed” otherwise. The system displays “Not Allowed” by default.
Closed Plan for Random Parts	Use the drop-down list box and set the field to “To be Considered”, to consider the parts available in also closed plan for random selection. Select “Not to be Considered”, to omit parts available in closed plan for random selection. The system displays “Not to be Considered” by default.
Adjustment Value Tolerance	The minimum tolerance value, below or equal to which adjustment is not required (Integer).

Note: The execution options of a cycle count plan can be modified irrespective of the document status.

Click the “Set Options” pushbutton, to set the cycle count options.

The system displays the following fields in the ‘Record Statistics” group box:

Last Modified By	The name of the user who last modified the options.
Last Modified Date	The date on which the options were last modified.