Generating Cycle Count Plan

You can generate a report on the cycle count plan details for the selected cycle count plan.

Select the “Generate Cycle Count Plan Document” link under the “Stock Management Reports” business component.

The “Generate Cycle Count Plan Document” page appears.

The system displays the following:

Date Format

The format in which the date fields must be entered in this page. This format is displayed from the "User Preferences" business component based on the login user ID. In case the date format is not defined, the system displays the organization level format.

Enter the following in the “Search Criteria” group box:

From CC Plan #	The starting number, in the range of cycle count plan numbers, for which the cycle count plan report is to be generated (Alphanumeric, 40). You can enter the number in full or specify it partially using the "*" character.
To CC Plan#	The ending number, in the range of cycle count plan numbers, for which the cycle count plan report is to be generated (Alphanumeric, 40). You can enter the number in full or specify it partially using the "*" character.
CC Plan Date	The cycle count plan date for which the cycle count plan report is to be generated (Date Format).
Plan Status	Use the drop down list box to select the status of the cycle count plan for which the report must be generated. The status of the cycle count plan could be “Draft”, “Fresh”, “Authorized”, “Cancelled” or “Closed”. Leave the field blank to retrieve the cycle count plans irrespective of the status.
Plan Description	The textual description of the cycle count plan (Alphanumeric, 150). You can enter the description in full or specify it partially using the "*" character.
CC Plan Level	Use the drop-down list box to select the cycle count plan level as “Warehouse” or “Zone” to indicate the storage level of the part for which the cycle count plan report must be generated. Leave the field blank to retrieve the cycle count plan irrespective of the plan level.
Class	Use the drop-down list box to select the class for which the cycle count plan report is to be generated. The system lists the classification method defined for the login organization unit. Leave the field blank to retrieve the cycle count plan irrespective of the class.
User Status	Use the drop-down list box to select the user-defined status of the cycle count plan. The system displays all the “Active” quick codes as defined in the “Quick Code” activity of the “Physical Inventory and Cycle Count“ business component. Leave the field blank to retrieve the cycle count plan irrespective of the user status.
Warehouse #	The warehouse number for which the cycle count plan report is to be generated (Alphanumeric, 10). You can enter the number in full or specify it partially using the "*" character.
WH- Zone #	The zone number for which the cycle count plan report is to be generated (Alphanumeric, 10). You can enter the number in full or specify it partially using the "*" character.
Part Group	Use the drop-down list box to select the part group for which the cycle count plan report is to be generated. The system displays all the valid part groups defined in the “Create Part Groups” activity of the “Part Administration” business component. Leave the field blank to retrieve the cycle count plan irrespective of the part group.
Part Category	Use the drop-down list box to select the part category for which the cycle count plan report is to be generated. The system displays all the “Active” part categories defined in the “Create Quick Codes” activity of the “Part Administration” business component. Leave the field blank to retrieve the cycle count plan irrespective of the part category.
Part #	The number identifying the part for which the cycle count plan report is to be generated. (Alphanumeric, 40). You can enter the number in full or specify it partially using the "*" character. Leave the field blank to retrieve the cycle count plan irrespective of the part number.
Part Type	Use the drop-down list box to select the type of part as "Component", "Expendable", "Kit", "Consumable", "Tool", "Raw Material" or “Miscellaneous”. Leave this field blank to retrieve the cycle count plan irrespective of the part type.
Planned By	The login ID of the user who planned the cycle count (Alphanumeric, 30). You can enter the description in full or specify it partially using the "*" character.

Click the “Search” pushbutton to retrieve the cycle count plan details.

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

CC Plan #	The number identifying the cycle count plan.
Plan Description	The textual description of the cycle count plan.
CC Plan Level	The level for which the cycle count plan report is to be generated. The system displays the options as “Warehouse” or “Zone”.
Warehouse #	The number identifying the warehouse.
WH- Zone #	The number identifying the zone.
Plan Status	The status of the cycle count plan.
Planned By	The login ID of the user who planned the cycle count.
User Status	The user-defined status of the cycle count plan.

Check the box in the “Select” column of the multiline to mark the cycle count plan for generating the report.

Note: Ensure that at least one row is selected for the generation of the cycle count plan document.

Enter the following in the “Report Options” group box:

Report Action

Use the drop-down list box to select the report action. The system lists the options as “Print” or “View Report” based on the values set in the “Set Options” activity of the current business component.

§ Print – Select this option to print the report.

§ View Report – Select this option to view the report.

Select the “Generate Cycle Count Plan Document” link to generate the report on the selected cycle count plan.