Recording cycle count/recount results for parts

Select the “Enter Cycle Count/Recount Results” link in the “Select Cycle Count Sheet” page. Alternatively, select the hyperlinked CC sheet # in the multiline of the same page.

The “Record Count / Recount Result for Cycle Count” page appears.

The “Sheet Details” group box displays the following:

CC Sheet #	The number identifying the cycle count sheet for which you wish to enter the count/recount results.
Sheet Description	The short description of the CC sheet.
Status	The status of the CC sheet, which could be “Confirmed” or “Partially Counted” or “Partially Recounted” or “Pending Recount”.
Sheet Basis	The basis on which the sheet is generated, which could be “Based On Overdue” or “Based on Plan”.
CC Plan #	The number that identifies the CC plan from which the CC sheet was generated. Note: This field value is not displayed, if the sheet basis of the CC sheet is “Based On Overdue”
Plan Description	The description of the CC plan. Note: This field value is not displayed, if the sheet basis of the CC sheet is “Based On Overdue”
Warehouse #	The warehouse for which you wish to enter the cycle count/recount results.
Warehouse Description	The description of the warehouse.
Zone #	The zone # of the warehouse for which the cycle count sheet is being recorded.

Enter the following in the “Count Entry Details” group box.

Count Results Entry Mode

Use the drop-down list box to indicate whether you wish to record count or recount results for all or some parts in the CC sheet. The drop-down list box may display All Stock and Discrepant Stock or either of these based on the option "Count Entry Mode" defined in the Set Options for Cycle Count activity. If Count Entry Mode is set as All Stock or Discrepant Stock and Sheet Level Modification for Count Entry Mode is Yes, the drop-down will display both All Stock and Discrepant Stock. However, if the Sheet Level Modification is set as No, the selected value in the Count Entry Mode will be the sole option available to the user in this field. For example, if Count Enter Mode is All Stock in the Set Options activity, “‘All Stock” appears in the drop-down list box.

The “Count Entry Results” group box displays the following.

Record Results for

Indicates whether you are to record count or recount results for parts in the CC sheet.

Specify the following in the “Search Criteria” group box to retrieve parts for which you wish to record count/recount results.

Part #

The part # that you wish to retrieve from the CC sheet to record count/recount results.

Help facility available

Zone #

The zone #of parts that you wish to retrieve from the CC sheet to record count/recount results.

Help facility available

Bin #

The bin # of parts that you wish to retrieve from the CC sheet to record count/recount results.

Help facility available

Click the “Get Details” pushbutton to retrieve parts that match the search criteria in the “Part Details” multiline.

Note: The parts for which the count/recounts status is partially confirmed will be displayed in the “Part Details” multiline, .

The “Part Details” multiline displays the following.

ENT

Indicates whether the serial # & lot # combination for the part exists in the inventory.

indicates the part with the serial # & lot # combination is new to inventory.
indicates the part with the serial # & lot # combination exists in the inventory.

PCT

Indicates whether the part is a Serial Controlled, Serial-Lot Controlled or a Lot-Controlled part.

implies the part is a is a Lot-Controlled part.
implies the part is a Serial Controlled Part or Serial-Lot Controlled Part

DIS

Indicates whether discrepancy exists in cycle count quantity and stock quantity of the part.

Appears, if the cycle count quantity is not equal to the stock quantity or if the disparity between the cycle count quantity and the stock is beyond the pre-defined tolerance limit..

Enter the following details of parts for which you wish to record cycle count/recount results in the “Part Details” multiline.

Part #	The part # for which you wish to record count/recount results (Alphanumeric, 40). Ensure this is a valid part number as defined in the “Create Parts Main Information” activity of the “Part Administration” business component and in the “Active” status. However, you cannot update/modify in this field. A part # new to inventory can be also be added to the CC sheet during the counting process. Help facility available
Zone #	The zone in the warehouse in which the part is stored (Alphanumeric, 10). Ensure this is a valid and Active zone number in the specified warehouse as defined in the Storage Administration component. However, you cannot update/modify this field. Do not enter zone #, if the warehouse is of type ‘Free’. Alternately, zone # is mandatory for a Normal warehouse. Further, the zone # for the part must be the same as the zone for which you are recording the CC sheet, if the CC sheet is generated at warehouse – zone level Help facility available
Bin #	The bin of the zone in the warehouse in which the part is stored (Alphanumeric, 10). Ensure this is a valid bin number for the specified zone and warehouse as defined in the Storage Administration component. However, you cannot update/modify this field. The bin # is mandatory, if zone # is of type ‘Normal’. However, do not specify the bin #, if the warehouse or the zone is of type ‘Free’. Help facility available
Stock Status	Use the drop-down list box to select the stock status of the part, Mandatory. The drop-down list box displays Active and valid stock statuses defined in the User Defined Stock Status component mapped to the Physical Inventory and Cycle Count transaction. The part type of the part must be mapped to the stock status that you select here. However, you cannot update/modify this field
Serial #	The internal serial # of the part for which you are recording count/recount results in the CC sheet. Note: 1) This serial# is mandatory for a Serial-Controlled/Serial & Lot Controlled part. 2) However, you cannot update/modify this field. 3) You must specify serial #, if you do not intend to provide the lot # for a Serial & Lot Controlled part. 4) The serial # for the part # must be valid and Active as defined in the Stock Maintenance component. 5) No regular purchase/repair receipt/stock issue/stock return document must exist in any of the Open statuses for the part # and serial # combination for which you are recording the count/recount results. 6) You must not specify this field for Lot-Controlled or None-Controlled parts.
Mfr. Serial #	The manufacturer serial # of the part # for which you are recording count/recount results in the CC sheet. Note: 1) The serial # and Mfr. serial # combination must be valid as defined in the Stock Maintenance component. 2) You cannot update/modify this field. 3) This field is mandatory for Serial-Controlled parts. 4) If the warehouse for which you are recording cc sheet results is currently offline, the part #-serial #-Mfr. Serial # combination must not belong to any warehouse in the Main base. 5) Likewise, if the warehouse # exists in the Main base, the part #-serial #-Mfr. Serial # combination must not belong to a warehouse in an offline area. 6) No regular purchase/repair receipt/stock issue/stock return document must exist in any of the Open statuses for the part # and Mfr. serial # combination for which you are recording the count/recount results. 7) You must not specify this field for Lot-Controlled or None-Controlled parts.
Lot #	The internal lot # of the part for which you are recording count/recount results in the CC sheet. Note: 1) This part is mandatory for a Lot Controlled part. 2) Do not specify this field for Serial-Controlled parts. 3) You cannot update/modify this field. 4) You must specify lot #, if you have not entered the serial # for a Serial & Lot Controlled part. 4) The part #-lot # combination must be valid as defined in the Stock Maintenance component.
Mfr. Lot #	The manufacturer lot # of the part for which you are recording count/recount results in the CC sheet. Note: 1) Do not specify this field for None-Controlled or Serial-Controlled parts. 2) You cannot update/modify this field. 3) You must specify lot #, if you have not entered the serial # for a Serial & Lot Controlled part.
Condition	Use the drop-down list box to select the condition of the part,. The drop-down list box displays the following: New, Overhauled, Serviceable and Unserviceable. Note: 1) The condition of the part must be allowed in the warehouse you select here. 2) You cannot update/modify this field. 3) For Non-controlled parts, you must not specify condition.
Count Qty.	The count/recount quantity of physical stock of the part in the warehouse-zone-bin. The value you enter here is deemed Count Qty or Recount Qty on the basis of the value in the “Record Results For” field. Note: 1) For Serial-Controlled or Serial-Lot Controlled parts, the count quantity must not be more than 1. 2) You may specify quantity in fractions, if stock UOM for the part allows fractions. 3) This field is mandatory, if the Count Results Entry Mode is “All Stock”. 4) For parts with Count Results Entry Mode as “Discrepant Stock”, the count quantity will be set to the stock quantity, if you do not specify this field, but select the record for saving the Count / Re-Count results.

The “Part Details” multiline displays the following.

Stock Qty.

The quantity of the part as per the system.

Note: The stock quantity for the part is displayed, if System Quantity Display for the CC sheet is set as “Show Display Quantity”. If System Quantity Display is set as “Do not Show Display Quantity”, this field remains blank.

UOM

The unit of measurement of stock of the part.

Enter the following in the “Part Details” multiline.

Reason-Qty Mismatch	Use the drop-down list box to indicate the cause of disparity in count quantity and stock quantity of the part. The drop-down list box displays all Active and valid user-defined reason codes defined under the reason code type “Stock Correction” as well as the system-defined reason codes from the Logistics Common Master component. Note: This reason for mismatch between Stock Qty and Count Qty is mandatory, if the process parameter “Enforce Reason when Count Qty is different from Stock Qty” under category Cycle Count in the Set Inventory Process Parameter activity of Logistics Common Master is‘1’.
Counted by	The employee code of the person who performed the counting/recounting of parts. The employee must be valid and Active as defined in the HRMS component. Note: If you do not specify a value, the system saves the employee ID of the login user in this field. Help facility available
Date of Counting	The date on which the counting/recounting was carried out. Note: 1) If you do not specify this field, the date of counting is set o current date. 2) You cannot update/modify this field.
Certificate Type	Use the drop-down list box to select the certificate type for the Part # - Serial # / Lot # combination counted in the cycle count sheet. The drop-down list box displays all Active and valid certificate types applicable to parts defined in the Logistics Common Master component. Note: 1) This field is mandatory, if the serial #/lot # is new to the inventory and its condition is not Unserviceable and if the Certification Required is set as ‘Mandatory’ for the Part in the Part Administration business component.. 2) You cannot update/modify this field.
Certificate #	The identification number of the certificate for the cycle sheet. Note: 1) This field is mandatory, if the serial #/lot # is new to the inventory and its condition is not Unserviceable. 2) You cannot update/modify this field.
Certificate Date	The date of certification for the count/recount of parts in stock. Note: 1) This field is mandatory, if the serial #/lot # is new to the inventory and its condition is not Unserviceable. 2) The certificate date must be earlier than the current date. 3) You cannot update/modify this field.

Note: Among Certificate Type, Certificate # and Certificate Date, each of these is mutually mandatory of the other.

Expiry Date	The date of expiry of the part. This field is mandatory for parts that are valid for use/consumption during a specific period of time. Note: 1) The expiry date is mandatory for a serial #/lot # that is new to the inventory, If "Calculation of Shelf Life Expiry Date" is "Manual" in the Purchase Option Settings activity of the Logistics Common Master component or If “Calculation of Shelf Life Expiry Date" is "Automatic" and certificate details for the new serial #/lot # is not provided by the user. The system computes the expiry date for the serial #/lot #, if Calculation of Shelf Life Expiry Date" is "Automatic" in the following way: Certificate Date + Design Shelf Life (in Days) for the part. 2) Once recorded, you cannot update/modify this field.
Remarks	Additional details on counting/recounting of the part.
Trading Partner Type	Use the drop-down list box to select the type of the trading partner for the regular purchase. The drop-down list box displays Customer and Supplier. Note: 1) If unspecified, this field is automatically set as Customer or Supplier on the basis of the ownership if the part. 2) You cannot update/modify this field. 3) Do not select any value, if the part is internally owned.4) If the stock status is Ownership-Supplier, you must select Supplier in this field. 5) Select Customer from the drop-down-list box, if the stock status is Ownership-Customer.
Trading Partner #	The identification number of the supplier or customer from whom the part is procured. Note: 1) If unspecified, this field is automatically set as Customer or Supplier on the basis of the ownership if the part. 2) The customer #/supplier # that you specify must be valid and Active as defined in the Customer/Supplier component. 3) For internally owned parts, do not specify this field. 4) You cannot update/modify this field. Help facility available

The “Part Details” multiline displays the following.

Trading Partner Name

The name of the supplier or customer from whom the part is procured.

Part Description

The name of the part for which counting/recounting is being recorded.

Line #

The line # reference of the part in the CC sheet.

Note: This number is generated for the unique combination of part, zone, bin and stock status.

Select the check box for parts in the multiline for which you wish to save results.
Click the “Record Results” pushbutton.

Note: you cannot delete any record from the multiline implying no part can be deleted from the CC sheet.

If Count Entry Mode is “Discrepant Stock”, the system saves details of those parts in the multiline that are yet to be confirmed. Alternately, the system saves parts for which you have entered count quantity, if Count Entry Mode is “All Stock”.

On saving of count/recount results, the system freezes these parts and does not allow for receipt, issue or return of these until the CC sheet has been confirmed. Click the “Confirm Results” pushbutton approve count/recount results of parts.

The system confirms the count results for a part only if the results of all serial #s/lot #s of the part have been confirmed. On confirmation, the status of the CC sheet transforms on the basis of the status attained by parts in the CC sheet as illustrated in the following tables.

If the set option 'Last Counted On Date to be updated during Cycle Count Results' is set as 'Authorization', in the “Set Inventory Process Parameters” screen of the “Logistics Common Master” business component, the system does not update the Last Counted on date with the Current date for the Part-Stock Status combination in the Cycle Count Plan. If the option setting is left blank or is set as 'Confirmation', then the system updates the last counted on date. Based on the last counted on date and the accuracy, the system updates the Next Due on date.

On confirmation, the status of the CC sheet transforms on the basis of the status attained by parts in the CC sheet as illustrated in the following table:

Results Entry Mode: Count
CC Sheet Status will be	If Count Status of
Partially Counted	Any or all parts in the CC sheet is Counted
Pending Recount	All parts in the CC sheet is Pending Recount
Counted, if recount is not mandatory, but adjustment is required. Closed, if adjustment is not required.	Any or all parts in the CC sheet is Counted
Results Entry Mode: Recount
CC Sheet Status will be	If Part/Line Status of
Partially Recounted	Any or all parts in the CC sheet is Recounted
Pending Recount, if recount is mandatory. Recounted, if adjustment required. Closed, if adjustment is not required.	Any or all the Parts in the CC Sheet is ‘Pending Recount’ Any or all parts in the CC sheet is Counted

To proceed

Click the “Authorize Results” link to save count/recount results of parts.

Note: You can access this link only if you possess rights to the “Authorize Count Results” activity.

Record Count/Recount Results for Cycle Count - Page overview

This page enables you to record count and recount results for parts in cycle count (CC) sheets.

You can record results in CC sheets that exist in Confirmed and Partially Counted status. To record recount results, the CC sheet must exist in any of the following statuses: Partially Counted, Partially Recounted and Pending Recount status.

You can search and find the CC sheet for which you wish to record results using search criteria. Subsequently, you can choose parts from the retrieved CC sheet based on part #, zone # and bin # for which you wish to record count/recount results.

You can enter the count results such as the name of the employee who performed the cycle count, date of counting/recounting, count/recount quantity, transaction UOM and certificates details. During the counting process, if any part new to inventory is found you may provide details of the new part. If discrepancy between stock quantity and count quantity arises, you may specify the reason for the mismatch in these quantities. This would aid the Inventory clerk in resolving stock discrepancies of parts.