Cycle Count Maintenance
Exploring
This program lets you create and maintain cycle counts.
Things you can do in this program include:
-
Create new cycle counts
- Maintain existing cycle counts
- Define what you want counted
- Delete cycle counts that are inactive
This program is accessed from the Program List pane of the SYSPRO menu:
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Program List > Inventory > Cycle Counting System > Transaction Processing
This refers to an inventory auditing procedure whereby a small subset of inventory items (or specific locations) are designated to be counted on a specified cycle.
The information derived from the cycle count can be used to determine the accuracy of stock levels within the entire warehouse (e.g. if discrepancies are found between actual and system stock levels, similar variances may be expected in other areas of the warehouse).
Within SYSPRO, a warehouse represents an actual warehouse containing your inventory items (i.e. a physical warehouse) or a grouping of your inventory according to specific characteristics of the item (i.e. a logical warehouse).
For example:
You may want to split your inventory raw materials and finished goods into different logical warehouses even though they are located in the same physical warehouse.
You maintain warehouses using the Warehouse Maintenance program.
A stock code is a number that uniquely identifies an inventory item that is bought or manufactured and which is typically stored in one or more warehouses.
All activity relating to the forecasting, purchasing, manufacturing, stocking and selling of a stocked item is tracked by means of the stock code.
A stock code can be linked to one or more lot numbers if the item is defined as lot traceable. If there is a warranty, the stock code can be defined as serialized and linked to one or more serial numbers.
Starting
You can restrict access to the eSignature transactions within a program at operator, group, role or company level (configured using the eSignature Setup program). Electronic Signatures provide security access, transaction logging and event triggering that gives you greater control over your system changes.
Controls access to the addition of cycle counts in the Cycle Count Maintenance business object.
Controls access to the maintenance of cycle counts in the Cycle Count Maintenance business object.
Controls access to the deletion of cycle counts in the Cycle Count Maintenance business object.
You can restrict operator access to programs by assigning them to groups and applying access control against the group (configured using the Operator Groups program).
The following configuration options in SYSPRO may affect processing within this program or feature, including whether certain fields and options are accessible.
The Setup Options program lets you configure how SYSPRO behaves across all modules. These settings can affect processing within this program.
Setup Options > Configuration > Distribution > Inventory
- Fixed bins
- Multiple bins
- Associate serials by bin
- Show Warehouses (hyperlink)
- Accounting for shortages
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If you include more than one warehouse in the cycle count, you can't select bin locations within those warehouses.
Solving
Only inactive cycle counts, i.e. cycle counts that have not started or been activated yet, can be deleted.
Cycle counts that have been activated, can no longer be deleted, but can be purged using the Cycle History Purge program.
Using
- Fields on a pane are sometimes removed by default. You can reinstate them using the Field Selector option from the context-sensitive menu (displayed by right-clicking any field in the pane). Select and drag the required fields onto the pane.The captions for fields are also sometimes hidden. You can select the Show Captions option from the context-sensitive menu to see a list of them. Click on the relevant caption to reinstate it to the form. If the Show Captions option is grayed out, it means no captions are hidden for that form.
- Press Ctrl+F1 within a list view or form to view a complete list of functions available.
Referencing
Field | Description |
---|---|
File |
|
Save |
This saves the details you entered or changed. |
Close |
This returns you to the previous screen. |
Edit |
|
New |
This adds a new data record. |
Delete |
This deletes the data record currently displayed. You can only delete an inactive cycle count. |
Save and Close |
This saves the details you entered or changed and returns to the previous screen. |
Save | This saves the details you entered or changed. |
Cycle count |
This lets you enter a new cycle count number or search for and select an existing cycle count. |
Field | Description |
---|---|
Cycle count description |
This lets you enter a description for the cycle count. |
Warehouses |
This indicates the warehouse where you want to carry out the cycle counting. |
Options |
|
Include zero quantities on hand |
Select this to include stock items that have zero quantities according to the system. |
Include stock on hold |
Select this to include stock items that are placed on hold. Stock items are usually placed on hold during a product recall, and may not need to be counted, as they might be scrapped. |
Include bins on hold |
Select this to include bins that are placed on hold. A bin is usually placed on hold during a product recall. |
Print cycle count forms |
Select this to print cycle count forms. These forms are only required for manual stock takes. |
Stock codes | Select the stock codes you want to include in the cycle count. |
Bin location | Select the bin locations you want to include in the cycle count. |
Warehouse ABC classes |
Select this to include stock codes in the cycle count according to the ABC classes. This is only available if you have selected the ABC analysis required option in the Stock Code Maintenance program. |
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