Cycle Count Capture

Exploring

This program lets you capture the results of the cycle count per stock item that was counted.

The results can be captured per bin, lot and/or serial.

Things you can do in this program include:

  • Capture the counted quantity

  • Capture the bins, lots, and serials for the counted stock items
  • Capture the recounted quantity when a recount is requested

This program is accessed from the Program List of the SYSPRO menu:

  • 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 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

Solving

This may be due to the following:

  • The cycle count may have been created, but not selected or activated yet.

    Use the Cycle Count Selection program to activate the cycle count.

  • You may have selected the Show recounts only field on the toolbar and no recounts have been captured.

    Deselect the Show recounts only field to view all fields.

The Capture quantity field lets you enter quantity that was counted.

The Captured quantity field displays the total captured quantity against the stock code once the cycle count is posted.

Using

  • Columns in a list view are sometimes hidden by default. You can reinstate them using the Field Chooser option from the context-sensitive menu (displayed by right-clicking a header column header in the list view). Select and drag the required column to a position in the list view header.

  • Press Ctrl+F1 within a list view or form to view a complete list of functions available.

Referencing

Field Description

Cycle count

This lets you search for and select the cycle count.

Save

This saves the details you entered or changed.

Show recounts only

Select this to only display the entries that have been recounted and recaptured.
Field Description
Warehouse

This indicates the warehouse where the cycle counting is taking place.
Stock code

This indicates the stock code of the items that were included in the cycle count.
Bin

This indicates the bin locations that were included in the cycle count.

Capture quantity

This lets you capture the quantity that was counted during the cycle count.

Unit of measure

This indicates the unit of measure of the stock item.

Reference

This lets you capture a reference or comment and could be used to record the person who counted the stock item.

Fifo bucket

This indicates the Fifo bucket of the stock item.
Capture lots and serials

Select the link to capture lots and serials for the stock item.

The Capture Lots pane is displayed which enables you to view the lot detail, enter the quantity that was counted and add lots.

The Capture Serials pane is displayed which enables you to view the serial detail, enter the quantity that was counted and add serials.

The Capture Serials pane is displayed which enables you to view the serial detail, enter the quantity that was counted and add serials.
Total captured quantity

This indicates the total quantity that was captured.

Replace captured quantity

Select this if you want to replace the initial quantity that was captured.

When this is selected, the quantity entered at the Capture quantity field will replace the quantity currently displayed in the Total captured quantity field.
Recount

This indicates whether a recount was done for the stock code.

A Yes in this field indicates that a recount was done. If no recount was requested, the field will remain blank.
Cycle count This indicates the cycle count for which the counted quantities are recorded.
Original quantity This indicates the quantities of the stock item as per the inventory.
Release

This indicates the ECC release.

Version

This indicates the ECC version.

This pane is displayed when you select the Capture Lots link at the Capture lots and serials field in the Cycle count list view.

Field Description

Save

This saves the details you entered or changed.

Select All

This selects all entries in the list view.

This automatically enters the amount displayed in the Original quantity field in the Capture quantity field. You can then edit the amount in the Capture quantity field. This saves time, as you only have to enter the amounts where there are discrepancies between the counted and system quantities.

Deselect All

This deselects all entries in the list view.

Add lot

This lets you add a new lot.

Select

This lets you select the data records.

This automatically enters the amount displayed in the Original quantity field in the Capture quantity field. You can then edit the amount in the Capture quantity field. This saves time, as you only have to enter the amounts where there are discrepancies between the counted and system quantities.

Cycle count

This indicates the cycle count for which the counted quantities are recorded.

Lot

This indicates the lot number of the stock item.

Use the browse function to view all lots currently included in a cycle count using the Inventory Cycle Count Lots program.
Original quantity

This indicates the quantity of the stock item as per the inventory.
Capture quantity This lets you capture the quantity that was counted during the cycle count.
Reference This lets you capture a reference or comment and could be used to record the person who counted the stock item.
Version This indicates the ECC version.
Release This indicates the ECC release.
Captured quantity

This indicates the quantity that was counted and captured and is displayed once the cycle count is posted.
Lot expiry date

This indicates the date when the lot expires.
Bin

This indicates the bin locations that were included in the cycle count.
Stock code This indicates the stock code of the items that were included in the cycle count.
Warehouse This indicates the warehouse where the cycle counting is taking place.

This pane is displayed when you select the Capture Manual Serials or Capture Batch Serials link at the Capture lots and serials field in the Cycle count list view.

Field Description

Save

This saves the details you entered or changed.

Select All

This selects all entries in the list view.

For manual serials, this automatically enters 1 in the Capture quantity field.

For batch serials, this automatically enters the amount displayed in the Original quantity field in the Capture quantity field. You can then edit the amount in the Capture quantity field. This saves time, as you only have to enter the amounts where there are discrepancies between the counted and system quantities.

Deselect All

This deselects all entries in the list view.

Add serial

This lets you add a new serial.

Select

This lets you select the data records.

For manual serials, this automatically enters 1 in the Capture quantity field.

For batch serials, this automatically enters the amount displayed in the Original quantity field in the Capture quantity field. You can then edit the amount in the Capture quantity field. This saves time, as you only have to enter the amounts where there are discrepancies between the counted and system quantities.

Cycle count

This indicates the cycle count for which the counted quantities are recorded.

Serial

This indicates the serial number of the stock item.

Original quantity This indicates the quantities of the stock item as per the inventory.
Capture quantity This lets you capture the quantity that was counted during the cycle count.
Reference This lets you capture a reference or comment and could be used to record the person who counted the stock item.
Lot

This indicates the lot number.

Use the browse function to view all lots currently included in a cycle count using the Inventory Cycle Count Lots program.
Version This indicates the ECC version.
Release This indicates the ECC release.
Captured quantity This indicates the quantity that was counted and captured and is displayed once the cycle count is posted.
Bin This indicates the bin locations that were included in the cycle count.
Stock code This indicates the stock code of the items that were included in the cycle count.
Warehouse This indicates the warehouse where the cycle counting is taking place.