Selecting the cycle count sheet for viewing the details
This page allows you to select the cycle count sheet already defined in the system for viewing the details. Tell me more
Select the “View 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 you wish to view (Alphanumeric, 40). |
Select the “View Cycle Count Sheet” link provided alongside, to view the sheet details.
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 view (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. |
CC Plan |
The number that identifies the CC plan from which the CC sheet you wish to view 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. |
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. |
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. 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 # |
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. |
Warehouse # |
Use the drop-down list box to select the warehouse for which the CC sheet 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 “Physical Inventory and Cycle Count” transaction type. 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 was 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 view. 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. |
Part Category |
Use the drop-down list box to select the category of the part for which the CC sheet was created. 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 for the part category specified here. Leave this field blank to retrieve all the CC sheets irrespective of the part category. |
User Status |
Use the drop-down list box to select the user-defined status of the CC sheet that you wish to view. 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. |
Sheet Status |
Use the drop-down list box to select the status of the CC sheet that you wish to view. The system lists the options “Draft”, “Confirmed”, “Cancelled”, “Counted”, “Short Closed”, “Pending Recount”, “Partially Counted”, “Partly Recounted”, “Recounted” and “Closed”. The system retrieves all the CC sheets that are in the sheet status specified here. Leave this field blank to retrieve all the CC sheets irrespective of the sheet status. |
Note: Leave all the search fields blank, to retrieve all the CC sheets defined in the system.
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 was generated. |
Zone Description |
The textual description of the zone. |
Part Category |
The category of the part. |
User Status |
The user-defined status of the CC sheet. |
Sheet Status |
The status of the cycle count sheet which could be “Draft”, “Confirmed”, “Cancelled”, “Counted”, “Short Closed”, “Pending Recount”, “Partially Counted”, “Partly Recounted”, “Recounted” or “Closed”. |
Check the box in the “Select” column of the multiline, to select the CC sheet to view the summary sheet.
Click the hyperlinked CC sheet number, to view the CC sheet details.
Select the “View Summary Sheet” link at the bottom of the page, to view the summary sheet.
Selecting the cycle count sheet for viewing the details – An overview
This page allows you to select the cycle count sheet already defined in the system for viewing the details. You can directly enter the CC sheet number, if you know it. Otherwise, you can carry out a search based on the sheet number, plan number and sheet basis. You can also search based on the part type, part group, warehouse and zone of the part. The system retrieves the cycle count sheets based on the search criteria.