Cycle Counting
Cycle Count
Table of Contents
Cycle Count
Processing Summary
- Work With Cycle Count Programs
- Identify a Storer/Item's Count Program
- Build a New Inventory Book
- Select Cycle Count Items
- Work With Cycle Count Schedule
- Extract Cycle Count Book
- Work with Physical Inventories
Cycle Count Programs
The cycle count program defines the characteristics of how to treat certain items. For example, a "Weekly" program means that the item needs counted each week. In addition, there are "flags" that in the future will assist in the management of cycle counting.
From accessing the Cycle Count menu by jumping to “CYCLECOUNT”, choose the “Work with Cycle Count Programs” option. Listed below is the "Work with Cycle Count Programs" panel.
Work With Cycle Count Programs
- To add a cycle count program, press <F6> or select option 2 to change and the following panel displays.
Maintain Cycle Count Program
Once the cycle count programs are identified, they need to be assigned to items. To assist with the setup, the cycle count process supports storer level defaults. This allows you to set one program at the Storer level and then override at the item level if needed.
- Cycle count programs are defined in the attributes file. To define a Storer level or item level cycle count program, jump to “STORERS” and select the "Attributes" option on the storer you want. For example, if adding/changing a storer level from the "Work with Storers" panel select option = Attributes and the following panel will appear.
Work With Storer Attributes
- Press <F6> to create or 2 to change and the following panel is displayed
Maintain Storer Attributes
- Enter the - Storer - #,
- Number Types - enter CYCLECOUNT.
- Enter the Cycle Count Program to be used in the - Number - field.
- Press <Enter> to create and return to "Work with Storer Attributes" panel.
Select Cycle Count Items
Once items are tied to a cycle count program the user will need to select which items they wish to count.
- From the cycle count menu select the "Select Cycle Count Items" and the following screen displays.
Select Cycle Count Records
- Enter the - Storer Number - you want to review.
- Enter the - Number of Days Remaining, - this is the number of days an item has left before it is due to be counted.
- Enter - The Cycle Count Program - if you only want to see items of a certain program or else leave *ALL to see all items.
- Enter an 'E' to filter on the last Extract Date or 'P' to filter on the last Posted Date.
- Press <Enter> and the following screen displays.
Work With Physical Inventory Cycle Counts
This panel shows all the items that meet the criteria entered on the "Select Cycle Count Records" panel.
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It shows the - Item - , if there are pending transactions
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The number of locations ( - #Locs - ) where this item resides
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The - Total Quantity - in all locations
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The date it was last posted
- How often the item should be counted ( - Cycle Program - )
- The number of days remaining ( - Days Left - ) until it is to be counted again
- The date this item was - Last Extracted - .
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Select the item(s) to be counted and press <Enter>.
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When all the items are selected, press <F10> to Post and the selected items will be added to the Work With item count schedule
Work With Item Count Schedule
The work with item count schedule is where all cycle count history is kept. As items are cycle counted the variances are recorded. The panel below illustrates this.
Work With Item Count Schedules
Build a New Inventory
As with any WDLS inventory, a book must first be created.
- Select option to build a New Inventory
- Enter the Cycle Count Book Name
- Enter the Book Sort Order
- *ITEMLOC-will sort item location sequence
- *ITEMLOT-will sort item/lot sequence
- *ROUTING-will sort in map route/item sequence
- *LOCATION-will sort in building/floor/aisle/slot/item/lot sequence
- *LEVEL-will sort a book by rack level
- Inventory type
- RF = *TAG
- Paper Based = *WORKSHEET
- Press to create the Book
Extract Cycle Count Book
- After creating a book, you must extract the book. Take the "Extract Cycle Count Book" option from the "Cycle Count" menu.
- The programming will clear any existing book and count information and then load the book entries. The options that were selected when creating the book will control the extract process. The following depicts the panel that will be displayed when you take this option.
Extract Cycle Count Book
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Key in the - Book Name - , up to ten characters, that identifies this Book. This is the book name that you specified when you built the inventory file.
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The processing will use the information captured during the build process to identify the - Storer Number - and - Suffix - of the account.
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The item cycle count schedule entries will be used to determine which items should be counted.
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Each item record for the account that is in an "AC" status will result in all of that item's locations that contain a non-zero quantity in any of the inventory buckets will be included in the book.
Once the Book Extract information is complete, press the <Enter> key. The extraction process will be submitted as a batch job. You will return to the menu.
Work with Physical Inventory
Proceed as you would with any Worksheet Inventory.