Generating Cycle Count Sheet Document

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

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

The “Generate Cycle Count Sheet Document” page appears.

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

From CC Plan #	The starting numbers, in the range of cycle count plan numbers, for which the cycle count sheet 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 sheet report is to be generated (Alphanumeric, 40). You can enter the number in full or specify it partially using the “*” character.
From CC Sheet #	The starting number, in the range of cycle count sheet numbers, for which the cycle count sheet report is to be generated (Alphanumeric, 40). You can enter the number in full or specify it partially using the “*” character.
To CC Sheet #	The ending number, in the range of cycle count sheet numbers, for which the cycle count sheet report is to be generated (Alphanumeric, 40). You can enter the number in full or specify it partially using the “*” character.
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 sheet irrespective of the cycle count plan status.
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 sheet irrespective of the user status.
Sheet Basis	Use the drop-down list box to select the cycle count sheet basis as ”Based on Plan” or “”Based on Overdue”. Leave the field blank to retrieve the cycle count sheet irrespective of the sheet basis.
Sheet Status	Use the drop-down list box to select the status of the cycle count sheet as “Cancelled”, “Short Closed”, “Closed”, “Pending Count”, Pending Recount”, “Counted” or “Recounted”. Leave the field blank to retrieve the cycle count sheet irrespective of the sheet status.
Warehouse #	The warehouse number for which the cycle count sheet 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 sheet report is to be generated (Alphanumeric, 10). You can enter the number in full or specify it partially using the "*" character.
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.
Part Group	Use the drop-down list box to select the part group for which the CC sheet is 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 sheet irrespective of the part group.
Part Category	Use the drop-down list box to select the part category for which the cycle count sheet 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 sheet irrespective of the part category.
Part #	The number identifying the part for which the cycle count sheet 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 sheet 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 sheet irrespective of the part type.
Class	Use the drop-down list box to select the inventory class for which the cycle count sheet 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 sheet irrespective of the class.

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

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

CC Sheet #	The number identifying the cycle count sheet.
Sheet Description	The textual description of the cycle count sheet.
CC Plan #	The number identifying the cycle count plan.
Plan Description	The textual description of the cycle count plan.
Sheet Basis	The basis of the cycle count sheet generation, which could be “Based on plan” or “Based on Overdue”.
Sheet Status	The status of the cycle count sheet.
Warehouse #	The number identifying the warehouse.
WH- Zone #	The number identifying the zone.
User Status	The user defined status of the cycle count.

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

Note: Ensure that at least one row is selected for the generation of the cycle count sheet 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 Sheet Document” link to generate the cycle count sheet report.