Selecting the cycle count plan for viewing the details

This page allows you to select and view the details of the cycle count plan that is already defined in the system. Tell me more

Select the “View Cycle Count Plan” link under the “Physical Inventory & Cycle Count” business component.

The “Select Cycle Count Plan” page appears.

Enter the following field in the “Direct Entry” group box:

CC Plan #

The number that identifies the CC plan you need to view (Alphanumeric, 40).

Select the “View Cycle Count Plan” link provided alongside, to view the plan details.

To search for the CC plan

Enter the following fields in the “Search Criteria” group box, to search for the CC plan.

CC Plan #	The number that identifies the CC plan you need to view (Alphanumeric, 18). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the CC plans with numbers similar to the value specified here.
Class	Use the drop-down list box to select the class to which the CC plan 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 plans of the class specified here. Leave this field blank to retrieve all the CC plans irrespective of the class.
Warehouse #	Use the drop-down list box to select the warehouse for which the cycle count plan was generated. The system lists all the “Active” warehouses defined in the “Create Warehouse Information” activity of the “Storage Administration” business component and mapped to the transaction type “Physical Inventory and Cycle Count”. The system retrieves all the CC plans for the warehouse specified here. Leave this field blank to retrieve all the CC plans irrespective of the warehouse.
WH – Zone #	The number that identifies the zone in which the parts are stored (Alphanumeric, 10). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the CC plans in which the zone numbers are similar to the value specified here. Leave this field blank to retrieve all the CC plans irrespective of the zone number.
Plan Status	Use the drop-down list box to select the status of the CC plan you need to view. The system lists “Draft”, “Fresh” “Closed”, “Cancelled” and “Authorized”, as options. The system retrieves all the CC plan of the status specified here. Leave this field blank to retrieve all the CC plans irrespective of the status.
Part Type	Use the drop-down list box to select the type of the part for which the CC plan was generated. The system displays "Raw Material", "Tool", "Kit", "Expandable", "Component", "Consumable" and "Miscellaneous" as options. The system retrieves all the CC plans for the part type specified here. Leave this field blank to retrieve all the CC plans irrespective of the part type.
Part Group	Use the drop-down list box to select the part group for which the CC plan 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 plans for the part group specified here. Leave this field blank to retrieve all the CC plans irrespective of the part group.
Part Category	Use the drop-down list box to select the category of the part for which the CC plan was generated. 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 plans for the part category specified here. Leave this field blank to retrieve all the CC plans irrespective of the part category.
Part #	The number that identifies the part for which the CC plan was generated (Alphanumeric, 40). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the CC plans in which the part numbers are similar to the value specified here. Leave this field blank to retrieve all the CC plans irrespective of the part number.
Planned By	The name of the user who planned the cycle count you need to modify (Alphanumeric, 30). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the CC plans in which the planner name is similar to the value specified here. Leave this field blank to retrieve all the CC plans irrespective of the planner name.
User Status	Use the drop-down list box to select the user-defined status of the cycle count plan. The system lists all the “Active” quick codes of type “User Status” as defined 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.

Note: Leave all the search fields blank, to retrieve all the CC plans defined in the system.

Click the “Search” pushbutton, to search for the CC plan.

The system displays the following fields in the “Search Results” multiline:

CC Plan #	The CC plan retrieved by the system.
Plan Description	The textual description of the CC plan.
Class	The class to which the CC plan belongs, which could be “VED” or ABC”.
Warehouse #	The warehouse for which the CC plan was generated.
Warehouse Description	The textual description of the warehouse.
WH –Zone #	The zone in the warehouse where the part is stored.
Zone Description	The textual description of the zone.
Planned By	The name of the user who generated the CC plan.
Plan Status	The plan status of the CC plan.
User Status	The user defined status of the CC plan.

Click the hyperlinked CC plan number, to view the plan details.

Selecting the cycle count plan for viewing the details – An overview

This page allows you to select and view the details of the cycle count plan that is already defined in the system. You can directly enter the CC plan number, if you know it. Otherwise, you can carry out a search based on the plan number, class, status and the planner of the CC plan. You can also search based on the part type, part group, part category, warehouse and zone for which the CC plan was generated. The system retrieves the cycle count plans based on the search criteria.