Cycle Count

7/21/2019 Cycle Count

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Define class names that suit your business environment #se these classes to group items in your ABCcompilation Description 0

Before you assign items to ABC classes! you must define an ABC group.

'" D#fin# ABC ()o*%s

+nter ABC "roup $ame 0 234stores5ABC Compile 0ABC Classes,e uence 0

$ame 0

An ABC group may have an unlimited number of ABC classes. A ran& of ) is higher than a ran& of 6 andso on. Assign items of higher relative value to classes of higher ran&.

+" D#fin# ABC Assign$#ntsAssign ,e uence $umber Base your assignment on the number of items in you compilation.

Choose the se uence number that corresponds to the last item in each class.

Assign Item 7ercent Base your assignment on the percentage of items in you compilation

Choose a value from the remaining unassigned percentage of the total $umber of items. 8or e9ample! ifyou assign ;< of your items to class A! then you must choose a value between ;< and =;< forthe ne9t class.

Assign Inventory -alue Base your assignment on the inventory value of the items in you compilation.

Choose the cumulative inventory value that corresponds to the last item in each class.

Assign -alue 7ercent Base your assignment on the percentage of inventory value of the items in yourcompilation.

Choose a value from the remaining unassigned percentage of the total Inventory value of your items. 8ore9ample! if you assigned ;< of the total inventory value to class A! then you must choose a value

between ;< and =;< for the ne9t class.

#nmatched Items and $umbers If the value that you enter does not e9actly match an item! then (racleInventory chooses the first item with a value greater than the number That you entered.

,PDATE -ABC- ASSI(N ENTS#pdate ABC Assignment Change the ABC classes of items in an ABC group. 8or e9ample! you maywant to assign an item to a class of higher value because of its significance to your operations.

Add $ew Items Add new items to your ABC group without having to recompile and then reassign the



items to classes.

8or e9ample! you made your assignment based on historical usage -alue. >ou have an item in yourinventory that will have a high usage value and should be an 'A' item! but was classified as a 'C 'item due to the item?s position in the Descending -alue @eport for the compilation. >ou can reclassifythis item to be an A item.

Assign Items to Classes >ou may use the #pdate ABC Assignments form to assign items to Classeswithout using the Define ABC Assignments form.

#se the #pdate ABC Assignments form to assign items to classes if you choose not to use an ABCcompilation as a basis for class Assignments.

ABC ANALYSIS REPORTS AND IN.,IRIES#se reports and in uiry forms to verify ABC analysis information.

@eportsABC Assignments @eport//list items and the ABC classes of the items.

ABC Descending -alue @eport//list items in your ABC compilation in descending order of compilationcriterion.

In uiry 8orms#pdate ABC Assignments//chec& class assignment of items within And ABC group.

The following are the steps to define! generate! enter counts! ma&e ad ustments! and approve the countentries.

PERFOR CYCLE CO,NT: OVERVIEWCycle CountingCycle counting is the periodic counting of individual items throughout the year.

Count items of higher value more fre uently than items of lower value.

>ou can perform cycle counting instead of performing physical inventory! or your can use bothtechni ues to verify the accuracy of on/hand uantities and values.

Initiali ationInitiali ation is the process identifying the items that you want to cycle count.

Initiali e you cycle count by choosing an ABC group that you defined.

Automatic ,chedulingAutomatic scheduling is the process of choosing the specific item to Count in a time interval.



The initiali ation process determines the items to cycle count within your organi ation or subinventories.

>ou may add an ABC class to your cycle count without running The initiali ation program. In this case!you must manually add items to the ABC class within your cycle count header.

+nter Count 8re uencies

+nter the fre uency with which you want to count items in each class.Typically! you would count ABC classes of high relative value more fre uently than you would countABC classes of low relative value.

+nter ,cheduling 7arameters+nter Cycle Count Calendar ,pecify a manufacturing calendar and e9ception set combination so that (racle Inventory canautomatically schedule counts for valid wor&days.

The cycle count calendar can be different from your organi ation?s wor&day calendar. 8or e9ample! youcan choose to perform cycle counting on days that do not correspond to regular wor&days in youorgani ation.

+nable Automatic ,chedulingThe automatic scheduler chooses the items to count in each scheduling interval.

(racle Inventory chooses the items to count based on the fre uency with which you run the schedulerand the fre uency with which you count each class of items.

,chedule Daily@un the automatic scheduler every day.The scheduler pic&s the items to count on each day.

,chedule Wee&ly@un the automatic scheduler once wee&.The scheduler pic&s the items to count in each wee&.

,chedule +very 7eriod@un the automatic scheduler once a period. The cycle count calendar that you choose determines thelength of the period.

The scheduler pic&s the items to count in each period.

Change eader $e9t ,cheduled Date(racle Inventory allows you to override automatic scheduling for period when you do not want to

perform cycle counting.

8or e9ample! you may want to suspend cycle counting activity when you perform a physical inventory.



If you do not run the scheduler on a particular day! then it schedules twice as many items the ne9t timeyou run the scheduler on the system/specified eader $e9t ,chedule Date. >ou can change the eader

$e9t ,chedule Date to the current date and then run the scheduler. In this case the automaticscheduling program schedules those items that it would have scheduled on the day on which you shouldhave originally run the program.

,chedule Fero (n/hand Guantity Items,pecify whether or not (racle Inventory should schedule items that have system on/hand uantities ofero.

If you have items with restricted subinventories and Hor locators then you can enable (racle Inventory togenerate a count re uest for each such predefined relationship even if that stoc& &eeping unit has asystem on/hand uantity of ero.

+nter Count +ntry Controls+nter Default Ad ustment Account(racle Inventory posts cycle count ad ustments to an ad ustment account

The ad ustment account that you enter defaults into the +nter Cycle Counts form! but you can overrideand enter any account when entering count results.

Choose one of three approval options for your cycle count. @e uired for all Ad ustments#se the Approve Cycle Count Ad ustments form to approve all ad ustments.

(racle Inventory re uires you to approve all ad ustments regardless of whether or not they are withintolerances.

(racle Inventory update system on/hand uantities as soon as approve your ad ustments and save yourchanges.

@e uired for Ad ustments (ut of Tolerance +nter uantity and cost tolerance levels for your cycle count.

#se the Approve Cycle Count Ad ustments form to approve all ad ustments that e9ceed any of thetolerance levels.

(racle Inventory updates system on/hand uantities as soon as you approve your ad ustments and saveyour changes.

$ot @e uired for Ad ustments>ou do not have to use the Approve Cycle Count Ad ustments form to approve any ad ustments.

(racle Inventory updates system on/hand uantities as soon as you save your changes.

+nter Approval Tolerances 8or >our Cycle Count Guantity -ariance tolerances A uantity variancetolerance is a user/defined limit for the difference between the system trac&ed on/hand uantity andthe actual count uantity



If a recount ad ustment e9ceeds an approval tolerance! then (racle Inventory re uests recounts until youreach the ma9imum number of recounts.

If a recount ad ustment e9ceeds an approval tolerance after the ma9imum number of recounts! then(racle Inventory re uires you to either approve or re ect the ad ustment.

Cycle Count Ad ustments(racle Inventory processes cycle count ad ustment for those counts that do not need approval.

(racle Inventory performs a cycle count ad ustment by creating a material transaction for the uantityand sign plus or minus% of the ad ustment.

Approve Cycle Count Ad ustmentsApprove Ad ustments! (racle Inventory re uires you either approve all counts that you entered or onlythose counts that e9ceed approval tolerances.

>ou may re uest a recount if you do not want to approve or re ect an ad ustment.

A recount re uest appears on the ne9t cycle count listing that you generate.

(racle Inventory automatically ad usts all cycle counts that you approve on this form.

+nter Approved Counts+nter counts that (racle Inventory automatically ad usts without re uiring further approval.

>ou have now completed the process re uired to do a complete cycle count.

!" D#fin# N#/ Cycl# Co*nt8orm $ame: I$-ADC>C Base Tables: TE CC ,#BI$-+$T(@I+,!TE C>CE+ C(#$T CEA,,+,! TE C>CE+ C(#$T +AD+@,%

path0C(#$TI$"/C>CE+ C(#$TI$"/C>CE+ C(#$T,

,etup and define new cycle count. a&e sure that:

J The correct ABC group is associated with this cycle count ABC Initiali ation Fone%J The correct ABC classes are associated with this cycle count Clic& 'Classes' button and uic& pic&

the classes%J The column 'Counts 7er >ear' have been entered for each 'Class' on this form alsoJ 'All' ,ubinventories or a ',pecific' ,ubinventory have been specifiedJ This is also done for the ABC compile but if the ABC compile was for all (@" the Cycle Count could

be done for only one subinventory within the org if needed%J If 'Auto,chedule' is desired chec&! the appropriate bo9 and ma&e sure the '$e9t Date' is filled in.J Chec& 'Automatic @ecounts' bo9 if a recount of items that are out of tolerance is desired.



&" Onc# Cycl# Co*nt 0#fin#0 $o1# to 2ABC Initiali3ation2 4on# an0 click toggl#5a) to s#l#ct 26R#7Initiali3#2"

This launches the concurrent program I$CACI.

I$CACI inserts into TE C>CE+/C(#$T CEA,,+, K TE C>CE+ C(#$T IT+ ,%8or each initiali ation it will delete prior records for each item%

1. Chec& step 6 for full completion. 7roceed by clic&ing on the 'Items' Button on this form to view yourCycle Count items.

If items show on this screen then data should print on Cycle Count Eisting report! otherwise report will probably get no data found%

=. Clic& on special to '7erform 8ull Cycle Count'.

This spawns 1 different re uests:

). Automatic ,cheduler//5 If auto schedule is chec& for this Cycle CountI$CAC, / Inserts into TE CC ,C +D#E+ @+G#+,T,%

6. "enerate Cycle Count @e uestsI$CAC" 0 Inserts into TE CC ,C +D C(#$T L@+8, K TE C>CE+ C(#$T +$T@I+,%J If an item is to be counted it will e9ist in the TE C>CE+ C(#$T +$T@I+, tableJ If an item is not in this table it will not show on the 'Cycle Count +ntries' form / I$-ATC+$

1. Cycle Count Eisting @eport I$-A@CEI%7rints all items to be counted given the date range! org! cycle count! subinventory and recount parameters

8rom the ',pecial' menu on this form all of the Cycle Count reports can be run%

*. +nter Cycle Counts 8orm8orm $ame: I$-ATC+$ Base Tables: TE C>CE+ C(#$T +$T@I+,% path0 C(#$TI$"/C>CE+ C(#$TI$"/C>CE+ C(#$T +$T@I+,

J This form update TE C>CE+ C(#$T +$T@I+, with the count and ad ustment uantities.

J The cycle count is uic&pic&ed and then the '8ind' button is clic&ed to bring up all items that needcounts entered.

J If ad ustments do not need approval then the form will call the following concurrent programs below

J This depends on how you set the 'Approval' options when the cycle count was defined.J The three choises are: AEWA>,! $+-+@ K (#T (8 T(E+@A$C+.J When approval is s&ipped the following programs are called:

I$#T7# / 7erforms material transaction update

I$##( / 7erforms #( conversions



I$#ACT / 7erforms cycle count ad ustment transactions

J This program inserts into TE AT+@IAE T@A$,ACTI($, T+ 7I$CTCW / Transaction wor&er for Inventory

. 'Count Ad ustment Approvals ,ummary' form / Approve the counts made or recount items8orm $ame: I$-A CA7 Base Tables: TE C>CE+ C(#$T +$T@I+,% path0 C(#$TI$"/C>CE+ C(#$TI$"/A77@(-AE C(#$T,J This form shows ',ystem Guantity' and 'Count Guantity' for the cycle count items.

J @ecords can either be 'Approved'! '@e ected'! '@ecounted' or 'Cleared' on this form.

J If '@ecount' is chosen then the record is available on the '+nter Cycle Counts' form to have anotheruantity entered.

J If 'Approved' is chosen and the screen is saved then this form will &ic& off all the same concurrent programs as the '+nter Cycle Counts' form.

FYI 8 SO E CYCLE CO,NT FEAT,RES

I. D+8I$+ C>CE+ C(#$T, 8(@ :

A. Approval (ptions / #ser specifies how to handle ad ustments to inventory uantities whendiscrepancies occur:

). $ot @e uired / Any ad ustments are made automatically

6. @e uired if (utside Tolerance / If count is outside ad ust only approve / inside it is done automatically1. @e uired for All / $o automatic ad ustments

B. Tolerances / #ser specifies what variances of counting they will use:

). Guantity < / Counted uanty percentage6. Ad ust -alue / clunt/onhand% L item cost1. ITH I,, / #ses this to generate it iss Analysis @eport M $o value and any variances is amiss

C. Auto @ecount / Anything outside of tolerances will get resubmitted for counting L number oftimes. The approval ta&es over.

II. D+8I$I$" IT+ ,:

A.Inventory Attributes

). Items must have 'Cycle Count +nabled' 8lag on6. '$egativeH7ositive Ad ustment +rror' / Ad ustment tolerance set in item attributes override anyapproval options you specify in define cycle count eg.! might be an item you do not count butweigh! appro9imation%



B. C>CE+ C(#$T IT+ ,

). Chec& Bo9 for 'Control "roup' items / if this bo9 is chec&ed item will get occurrence everytimefor counting.

6. Items new to the cycle count can be manually added to avoid recompiling ABC and @e/initiali ing C>CE+ C(#$T.

C. $( IT+ , 8(@ C(#$TI$": Things to chec&

). Do on/hand uantities e9istN/ If not! then chec& if 'count ero uantity' is chec&ed on cycle count definition formN

6. ave you initiali ed or re/initiali ed the cycle count yetN

1. ow many items in sub/inventory or organi ation they are tryingto countN

=. What is 'Counts per year' set for the Cycle Count Classes

O)acl# In1#nto)y Cycl# Co*ntingCycle counting is the periodic counting of individual items throughout the course of theyear to ensure the accuracy of inventory uantities and values. Accurate system on/handuantities are essential for managing supply and demand! maintaining high servicelevels! and planning production.



>ou can perform cycle counting instead of ta&ing complete physical inventories! or youcan use both techni ues side/by/side to verify inventory uantities and values.

Inventory supports seriali ed cycle counting! and the following modules discuss the

Tasks In1ol1#0

Define a cycle count for the organi ation or subinventory level.

Automatically schedule item counts using ABC count fre uencies.

anually schedule counts for the following inventory control details:

items! or specific revisions! lots

subinventories or specific locators

"enerate daily! wee&ly! or period count re uests and lists based on your schedule.

Approve! re ect! or re uest recounts for cycle count ad ustments based onapproval

Import cycle count entries from e9ternal systems.

+9port cycle count entries to e9ternal systems.

O1#)1i#/ of ABC Analysis

D#fining an0 aintaining a Cycl# Co*nt

A combination of parameters constitutes a cycle count header! identified by the cyclecount name. >ou use this name to identify any activity pertaining to this cycle count.

>ou can define and maintain an unlimited number of cycle counts in (racle Inventory.8or e9ample! you can define separate cycle counts representing different sets ofsubinventories in your warehouse.

P)#)#9*isit#s

Define ABC Classes.

Define your wor&day calendar.When determining cycle count classed based on ABC analysis! you must compilean ABC analysis and assign you compiled items to ABC classes.

To 0#fin# a n#/ cycl# co*nt:

). $avigate to the Cycle Count ,ummary folder window by selecting Cycle Counts onthe menu and choose $ew to open the Cycle Counts window.

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). +nter a uni ue name for the cycle count.

). +nter the wor&day calendar to use for this cycle count.

6. Inventory uses this calendar to determine the days on which toautomatically schedule cycle counts.

6. +nter the general ledger account to charge for cycle count ad ustments.

To #nt#) cont)ol an0 sco%# info)$ation fo) yo*) cycl# co*nt:

). ,elect the Control! ,cope tabbed region.

). +nter the Count Controls:

(ptionally! enter the date on which the cycle count becomes inactive.As of this date! you cannot generate schedules or perform anycounting activities for this cycle count.

+nter the number of wor&days that can pass after the date the countre uest was generated! before a scheduled count becomes a latecount.

+nter the se uence number to use as the starting number in the ne9tcount re uest generator. The count se uence number uni uelyidentifies a particular count and is used in ordering the cycle countlisting.

Determine whether you can enter counts for items not scheduled to be counted#nscheduled +ntries%.

Determine whether to display system on/hand uantities during count entry.

). Determine whether Inventory automatically assigns a status of Recount toout/of/tolerance counts and includes them in the ne9t cycle count listing.

6. If you turn this option on! navigate to the Maximum field and enter thema9imum number of times Inventory can generate an automatic recountre uest. (nce this number is reached the ad ustment must be approved orre ected.

6. Determine the subinventories to include in the cycle count.

If you choose Specific subinventories! you can navigate to the ,ubinventory region andselect the subinventories to include in the cycle count.

To #nt#) s#)ial n*$5#) cont)ol an0 a*tosc #0*l# info)$ation:

). $avigate to the ,erial Control! ,chedule tabbed region.

6. ,elect the count option to determine whether to e9clude seriali ed items from thecycle count $ot Allowed%! create one count re uest for each serial number (ne



7er @e uest%! or create multiple serial details in a count re uest ultiple 7er@e uest%.

1. ,elect the detail option:

Quantity and Serial Numbers: ,erial number and uantity are re uired and are validatedwhen entering ad ustments.

Quantity Only: ,erial number entry is optional if the count uantity matches the systemuantity! regardless of whether the serial numbers match. If you do not enter serialnumbers! the count is mar&ed as completed! and no ad ustments are performed. If you doenter serial numbers! both uantity and serial numbers are validated when determiningwhether ad ustments are re uired.

=. ,elect the ad ustment option:

Adjust if Possible: If a discrepancy e9ists between the count uantity and systemuantity or if the entered serial numbers do not correspond to the serial numbers already

in the specified location! then the system will attempt to ma&e ad ustments if thead ustment variance and value are within tolerances. These ad ustments consist ofreceipts and issues of the appropriate serial numbers to and from the specified locationand are applicable only to instances in which new serial numbers or shipped serialnumbers are counted.

Review All Adjustments: $o automatic ad ustments are attempted.

). ,elect the discrepancy option to indicate whether an ad ustment is attempted whena count includes a serial number already assigned to the same item elsewhere inthe system.

6. Determine whether to automatically schedule this cycle count.

If you turn automatic scheduling on! enter the following information:

re!uency : Indicate whether to schedule cycle counts "aily ; #ee$ly ; or %y period "Inventory uses this information! along with the count fre uency of each cycle countclass! when performing automatic cycle count scheduling. The value you enter heredictates the window of time within which you can enter counts against a schedule

buc&et.

,chedule Interval +9ample

If you choose wee&s as your schedule interval! Inventory schedules a wee&?s worth ofcounts each time the automatic scheduler e9ecutes. >ou then have that wee& to completeall these counts. (n the other hand! if you choose days! Inventory schedules only thatone day?s counts! and you need to complete those counts on that given day.

&ast "ate : Inventory displays the last date this cycle count was automatically scheduled.

Next "ate : Inventory displays the first wor&day for the ne9t schedule interval when this



cycle count is scheduled. >ou can enter a later date in this field if you want to overridethe automatic schedule and s&ip one or more intervals. If your schedule interval is#ee$ly or %y period ; the date you enter must be the first wor&day of the period forwhich you want to generate schedule re uests.

$e9t ,chedule Date +9ample

Assume your schedule interval is #ee$ly and you last ran your schedule on onday!arch 6;. >our calendar wor&days were specified as onday through 8riday. When youran your schedule on arch 6; the $e9t ,cheduled Date was set to arch 6O. >ou &nowthat during the wee& of arch 6O you are doing a physical inventory so you do not wishto do cycle counting. >ou can set $e9t ,cheduled Date to April 1! the first wee&day ofthe following ne9t wee&. Inventory does not generate any cycle count re uests for thewee& of arch 6O/1)! and when you schedule counts on April 1! Inventory generatesre uests only for the wee& of April 1/O.

O. (ptionally! determine whether to automatically generate re uests to count items withan on/hand uantity of ero.To define ad ustments and ABC information:

). $avigate to the Ad ustments! ABC tabbed region.

6. Determine when approval is re uired for ad ustments:

Never : Inventory automatically posts ad ustment transactions where entered countsdiffer from system balances.

'f out of tolerance : Inventory does not automatically post ad ustment transactions for

counts outside a specified approval tolerance. >ou must approve such ad ustments before posting.

Always : >ou must approve all cycle count ad ustments! regardless of tolerance levels! before Inventory can post any of them.

1. If you choose to re uire approval for ad ustments 'f out of tolerance ; enter positiveand negative tolerances.

Qty (ariance : +nter the percentage variances of count uantity to on/hand uantity beyond which ad ustments are held for approval.

Adjustment (alue : +nter the ad ustment values beyond which ad ustments are held forapproval.

)it*Miss Analysis : +nter the percentage variances of count uantity to on/hand uantity beyond which Inventory considers a count entry a miss for hitHmiss reporting.

=. (ptionally! enter ABC initiali ation or update information:

+roup : +nter the ABC group name on which to base the cycle count iteminitiali ation or update.



Option : Choose one of the following options:

None : Do not change to the list of cycle count items.

,Re-initiali.e : #se the ABC group you specified to load all items andtheir ABC assignments into the list of items to include in your cyclecount. If you already had items defined for your cycle count! thisaction deletes e9isting information and reloads the items from theABC group.

/pdate : #se the ABC group you specified to insert new cycle countitems.

If you chose the update option:

Indicate whether to update classes. If an item?s ABC class assignmentin the ABC group you specified is different from the cycle count classthis item is assigned! Inventory updates the cycle count class for theitem with the ABC assignment in the specified ABC group.Indicate whether to delete unused item assignments that are no longerreferenced in the specified ABC group.

*. ,ave your wor&.

To #nt#) ABC class#s to incl*0# in yo*) cycl# co*nt:

). To define cycle count items:

O1#)1i#/ of at#)ial Pick/a1#s;Customi ing the 7resentation of Data in a 8older!

D#fining Cycl# Co*nt Class#s>ou can enter ABC classes to include in your cycle count. >ou can also enter approvaland hitHmiss tolerances for your cycle count classes.

To 0#fin# cycl# co*nt class#s:

). $avigate to the Cycle Count ,ummary folder window.6. ,elect a cycle count and choose (pen.

1. In the Cycle Counts window choose Classes. The Cycle Count Classes windowappears.

). +nter the name of the ABC class to use to define your cycle count classes.

6. +nter the number of times per year you want to count each item in this class.





1. (ptionally! enter positive and negative tolerances. If you do not enter tolerances!Inventory uses the values you entered in the Cycle Counts window.

Quantity 0 : +nter the percentage variances of count uantity to on/hand uantity

beyond which ad ustments are held for approval.

Adjustment (alue : +nter the ad ustment values beyond which ad ustments are heldfor approval.

)it*Miss 0 : +nter the percentage variances of count uantity to on/hand uantity beyond which Inventory considers a count entry a miss for hitHmiss reporting. $ote thatthe hitHmiss percentage is based on the first count of an item! not recounts.

O. ,ave your wor&.

Cycl# Co*nt It#$s

>ou need to load items into your cycle count before you can schedule or count them.There are two methods you can use to do this. The first is to specify an e9isting ABCgroup from which to load your items. (racle Inventory automatically includes all itemsin the ABC group you choose in your cycle count. Inventory also copies the ABC classesfor that ABC group into the current cycle count classes and maintains the sameclassifications for the included items. >ou can then change the classifications of youritems for your cycle count independent of the ABC classes.

(nce you have generated your list of items to count from an ABC group! you can periodically refresh the item list with new or reclassified items from a regenerated ABC

group. #sing the Cycle Counts window! you can choose whether to automatically updateclass information for e9isting items in the cycle count based on the new ABCassignments. >ou can also choose to have any items that are no longer in the ABC groupautomatically deleted from the cycle count list. Any new items are added.

The second method of maintaining the cycle count item list is to manually enter! delete!or update the items you want includedHe9cluded using the Cycle Count Items window.>ou may want to use this form to load all your items for a cycle count! or to simply additems as they are defined in the system rather than recompiling your ABC group anddoing a complete reinitiali ation of your cycle count items.

D#fining Cont)ol ()o*% It#$s

When you choose the items to include in your cycle count! you can specify which itemsma&e up your control group. When you generate automatic schedules you can indicatewhether to include items in your control group as a control measure.



D#fining Cycl# Co*nt It#$s#se the Cycle Count Items window to add items to your cycle count or to update certainattributes for e9isting cycle count items. >ou can schedule! generate count re uests for!and count only those items that are included in this list.

>ou can also view all items included in a cycle count as a result of initiali ing from anABC analysis.

To #nt#) o) *%0at# cycl# co*nt it#$s:

). $avigate to the Cycle Count ,ummary folder window.

6. ,elect a cycle count and choose (pen.

1. In the Cycle Counts window choose Items. The Cycle Count Items windowappears.

). +nter the ABC class to which this item belongs. >ou can only choose from thoseclasses you assigned to your cycle count in the Cycle Count Classes window.

6. +nter the item to assign to your cycle count.

1. If you are using automatic scheduling! indicate whether this is a control groupitem. When you generate schedules you can indicate whether to include controlgroup items.

). (ptionally! enter positive and negative uantity variances of count uantityto on/hand uantity beyond which ad ustments may be held for approval.

6. If you enter a value in this field! Inventory uses it instead of the tolerancespecified if any% for the class to which the item belongs! or instead of thetolerance specified if any% for the cycle count header.

=. ,ave your wor&.

Cycl# Co*nt It#$s;

Cycl# Co*nt Sc #0*ling

A*to$atic Sc #0*ling(racle Inventory uses the number of items in each cycle count class! the countfre uency of each class! and the wor&day calendar of your organi ation to determinehow many and which items you need to count during the scheduling fre uency.

In order for Inventory to perform automatic scheduling you must:

,et the Cycle Count +nabled item attribute to >es for the items you want to



include in the cycle count.

+nable automatic scheduling when you define your cycle count.

@e uest the schedule using the "enerate Automatic ,chedule @e uests window.

+ach time the auto scheduler runs! it schedules counts only for the schedule interval you

defined for the cycle count header. ,o if your schedule interval is wee&s! Inventoryschedules all items that need to be counted on all of the wor&days in the current wee&. Ifyour schedule interval is days! then Inventory only schedules those items that are due forcounting on the current date.

an*al Sc #0*ling

>ou can manually schedule counts in addition to! or instead of those generated withautomatic scheduling. >ou can re uest counts for specific subinventories! locators! anditems! and set the count for any inventory date. 8or e9ample! you could enter a re uest

to count item A wherever it can be found in subinventory L. (r you could re uest tocount all item uantities in subinventory >! locator B/);;.

,ince manually scheduled counts have no impact on automatically scheduled counts!you can potentially count some items more fre uently than you had initially planned.

P ysical Location Sc #0*ling

>ou can use this feature to e9ecute location/based cycle counting. >ou first need togenerate a schedule for counting each subinventory and locator. >ou then need to enterthe schedule re uests for each locator! specifying the schedule date.

(#n#)ating A*to$atic Sc #0*l#s>ou can submit a program for automatic generation of schedule re uests.

To g#n#)at# a*to$atic sc #0*l#s:

). $avigate to Cycle Counts ,ummary folder window or the Cycle Counts window.

6. ,elect a cycle count and choose Cycle Count ,cheduler from the Tools menu. TheCycle Count ,cheduler 7arameters window appears.

1. Indicate whether to include items belonging to the control group in the list ofitems for which to generate schedule re uests.

=. Choose (P to submit the re uest to the concurrent manager.

>ou can schedule an item or location for cycle counting at any time. >ou may manuallyschedule cycle counts to supplement your automatic schedules. >ou use this feature toachieve item/based or location/based cycle counting.



Ent#)ing an*al Sc #0*l# R#9*#sts

To $an*ally sc #0*l# cycl# co*nt )#9*#sts:

). $avigate to the anual ,chedule @e uests window or choose the ,chedule button onthe Cycle Counts ,ummary folder window.

). +nter the cycle count name you are scheduling.

6. ,elect the item or location subinventory% for counting.

>ou can manually schedule specific items by entering values in different combinationsof the item! revision! lot! serial number! subinventory! and locator fields.

If you do not enter an item! you must enter a subinventory. Inventory schedules a countof all items stoc&ed in this subinventory. If you enter an item and a subinventory!Inventory schedules the item to be counted only in this subinventory.

). +nter the date on which Inventory is to schedule the count you have specified.The date you enter cannot be before today?s date and must be a valid wor&day asdefined by the wor&day calendar for your cycle count.

6. Indicate whether to generate count re uests for this item! revision! lot! serialnumber! subinventory! or locator combination even if the system on/hand uantityis ero. This may be useful in performing e9ception/based counting to verify thatthe actual on/hand uantity is indeed ero.

1. ,ave your wor&.

Co*nt R#9*#stsAfter you have successfully scheduled your counts! you can submit the process togenerate count re uests. This process ta&es the output of the automatic scheduler andyour manual schedule entries! and generates a count re uest for each item number!revision! lot number! subinventory! and locator combination for which on/handuantities e9ist. These count re uests are ordered first by subinventory and locator! then

by item! revision! and lot. (racle Inventory assigns a uni ue se uence number to eachcount re uest that can be used for reporting! uerying! and rapid count entry.

Because the count re uests are derived from the state of on/hand balances at the time the"enerate Cycle Count @e uests process is run! you should wait to run it until you

$ote: When you schedule an item to be counted using manual scheduling! someschedule re uests may have overlapping count re uirements. The count re uestgenerator does not create duplicate count re uests! but instead cross/references onecount re uest bac& to each associated schedule re uest.



Co*nt R#9*#st fo) It#$s /it 4#)o Co*nt

By default Inventory does not automatically generate re uests to count items with an on/hand uantity of ero. To include such items:

Define all sourcing details and inventory controls for the item. 8or e9ample! if anitem is under predefined locator control! be sure it is assigned to a subinventory

,elect the +enerate 1ero 2ounts option when you define your cycle count.

The count re uest generation process then automatically creates a count re uest. If auantity is found and counted! an ad ustment is made.

At count entry! you may receive a warning message stating! 'Fero count! no ad ustment performed.' Inventory generates this warning if it cannot find all levels of inventorycontrol defined for the item. In this situation! enter the count! but no ad ustment is

performed. To ma&e an ad ustment and update the missing information! enter anunscheduled count using either the Cycle Count +ntries or Approve Ad ustments

window.

(#n#)ating Co*nt R#9*#sts

To s*5$it a )#9*#st s#t to %#)fo)$ a f*ll cycl# co*nt:

). $avigate to Cycle Counts ,ummary folder window or the Cycle Counts window.

). Choose 7erform 8ull Cycle Count from the Tools menu. The set includesthe following processes and report:

+enerate automatic sc3edule re!uests : +nter parameters for cyclecount to use and indicate whether to include control items.

+enerate cycle count re!uests : +nter parameters for cycle count touse.

2ycle count listin4 : +nter parameters for cycle count to use! start andend dates! recounts! and subinventory to count.

6. Choose ,ubmit.

To s*5$it t # %)og)a$ to g#n#)at# cycl# co*nt )#9*#sts:). $avigate to Cycle Counts ,ummary window or the Cycle Counts window.

6. Choose "enerate Count @e uests from the Tools menu to submit the process to theconcurrent manager.



R#9*#sting t # Cycl# Co*nt ListAfter you generate count re uests you can submit the re uest for the Cycle CountEisting report. This report lists all counts that you need to perform within a given daterange.

To )#9*#st a cycl# co*nt list:

). $avigate to Cycle Counts ,ummary folder window or the Cycle Countswindow.

6. >ou can also navigate to the ABC and Counting @eports window to submitthe

6. Choose Cycle Count Eisting @eport from the Tools menu.

1. +nter start and end dates for the list. Inventory reports counts falling on the startdate through the end date.

=. +nter the specific subinventory for which to report scheduled counts.

*. Indicate whether the cycle count list includes only recounts or scheduled countsand recounts.

. Choose (P to submit the re uest to the concurrent manager.

Ent#)ing Cycl# Co*nts>ou can use the same window to enter counts of items re uested via automatic ormanual cycle count scheduling. If unscheduled count entries are allowed for your cyclecounts! you can enter those also.

(racle Inventory automatically ueries up all count re uests for which you have not yetentered a count. >ou can use fle9ible search criteria to specify the group of countre uests for which you want counts entered to speed up the count entry process. 8ore9ample! you can specify a range of count re uest se uences assigned to one person sothey can be entered in the same order they were printed on the count sheet.

To s#l#ct t # cycl# co*nt to *s#:

). $avigate to the Cycle Count +ntries window from the menu or choose Countsfrom the Cycle Counts ,ummary folder window.

). +nter the name of the cycle count for which to enter counts.

6. This information is provided if you navigate from the Cycle Counts,ummary folder window! and the 8ind button is not available

6. +nter the date the cycle count was performed. This field automatically defaults tothe current date! you can modify it if necessary.



1. +nter the name of the employee who performed the cycle count. This fieldautomatically defaults to the current user! you can modify it if necessary.

). +nter the general ledger account to which to charge ad ustments from thiscycle count. The default is the ad ustment account you entered whiledefining your cycle count.

6. Inventory performs a cycle count ad ustment by creating a materialtransaction for the uantity and sign plus or minus% of the ad ustment. Thetransaction debits or credits the ad ustment account depending on thedirection of the transaction.

=. Display the count re uests you want to enter.

>ou can choose the 8ind button to uery all open count re uests. If you choose not touery all open re uests! you can either:

+nter counts individually by entering e9isting se uence numbers. When you enter

an e9isting se uence number the details for that re uest display. >ou only need toenter the uantity counted.

#se the find feature on the Guery menu to uery a subset of count re uestsmatching the search criteria you enter. >ou can search by any combination ofcount se uences! item! revision! subinventory! locator! or lot. >ou can also indicatewhether to include recounts.

To #nt#) sc #0*l#0 co*nts:

). ,elect the Count tabbed region.

). +nter the count uantity for the item. Inventory uses this uantity with thespecified unit of measure to determine the value of the cycle countad ustment. If the item is under dual unit of measure control! then thesecondary #( and uantity are supplied automatically when you enterthe primary uantity.

6. $ote: When you perform a recount! the uantity field on the ad ustmentstab is populated with the previously entered count.

6. ,ave your wor&.

To #nt#) *nsc #0*l#0 co*nts:

). $avigate to the Cycle Count +ntries window from the menu.

6. Choose the 8ind button and select No. This enables you to enter items and countsmanually.

1. +nter the item for which you are entering counts.

=. If your item is under revision control! enter the revision for which you are



entering counts.

*. +nter the subinventory for which you are entering counts. >ou can enter onlysubinventories that trac& uantity on hand.

. If this item is under locator control! enter the locator for which you are enteringcounts.

O. If you have (racle Warehouse anagement installed! and you are wor&ing with awarehouse management enabled organi ation.

). If you have (racle Warehouse anagement installed! and you are wor&ing with awarehouse management enabled organi ation. This is not populated automaticallywhen the count is re uested.

6. If the item is under lot control! enter the lot for which you are entering counts.

). 8or serial control items! enter the serial number.

6. If you specified Multiple Per Re!uest as the Count option and Quantity and Serial Numbers as the Detail option in the Cycle Counts window! you mustenter serial number information in the Cycle Count ,erial $umber Detailswindow as described in the ne9t tas& below. If you selected Quantity Onlyas the Detail option! you must use the Cycle Count ,erial $umber Detailswindow only if there is a uantity mismatch.

1. +nter the count #( . Inventory displays the primary unit of measure for the itemas the default. If the item is under dual unit of measure control! then the systemalso displays the secondary #( .

). +nter the uantity in the uantity field. If the item is under dual unit ofmeasure control the uantity in the secondary unit of measure is suppliedautomatically.

6. Important: >ou may receive a warning message stating! 'Fero count! noad ustment performed.' >ou can and should enter the uantity for reporting

purposes! but no ad ustment to on/hand uantity is performed. To ma&e thead ustment enter an unscheduled count using either this window or theCount Ad ustment Approvals ,ummary window.

=. ,ave your wor&.

To #nt#) s#)ial n*$5#) 0#tail info)$ation:

). ,elect the ,erial button to open the Cycle Count ,erial $umber Details window.

If you specified Multiple Per Re!uest as the Count option and Quantity and Serial Numbers as the Detail option in the Cycle Counts window! you must use this window toenter serial detail information. >ou must also use this window if you selected QuantityOnly as the Detail option and there is a uantity mismatch.



This window displays the serial numbers on hand for the current count se uence fromthe Cycle Count +ntries window! with chec& bo9es to indicate whether the serial numberis present in this count and present in the system. >ou can use the All 7resent and Allissing buttons to set the 7resent chec& bo9es globally! or you can chec& or unchec& the7resent chec& bo9es. >ou also can enter additional serial numbers! but the total number

of serial numbers chec&ed present must e ual the count uantity. The system alsodisplays the cost group information for each serial number if you are in a Warehouseanagement organi ation.

The Cancel button clears all your entries in this window and returns you to the CycleCount +ntries window.

6. When you have completed your entries! select the Done button to record your entriesand return to the Cycle Count +ntries window.

To #nt#) o%tional co*nt )#f#)#nc# info)$ation:

). ,elect the Count @eference tabbed region.

6. +nter a transaction reason for the cycle count transaction.

1. +nter any further reference details pertaining to this count record.

=. +nter the name of the employee who performed the cycle count! if it is differentfrom the one entered in the Count Defaults region.

*. +nter the date and time the cycle count was performed! if it is different from theone entered in the Count Defaults region.

To 1i#/ c*))#nt it#$ a0<*st$#nt info)$ation:

). ,elect the Ad ustments tabbed region.

6. -iew information for primary and secondary #( ! primary and secondary countuantity! primary and secondary system uantity! variance uantity! variancevalue! and variance percentage.

This region is available only if you turned the "isplay System Quantity option on whenyou defined your cycle count header. The ,ystem Guantity field displays the uantity onhand! and the -ariance Gty field displays the proposed ad ustment uantity based on theactual count uantity you enter. If you choose not to display system uantities! you enterand save your counts not &nowing whether you are generating any ad ustments! and ifso! whether the counts are out of tolerance.

To #nt#) o%tional contain#) info)$ation:

If you have (racle Warehouse anagement installed! and you are wor&ing with awarehouse management enabled organi ation



). ,elect the Container Details tabbed region.

6. -iew information for item! 7arent E7$! (utermost E7$! Container Item!@evision! Cost "roup! Eot $umber! and ,erial $umber.

1. +nter the (utermost E7$ in which the material counted resides. This is not populated automatically when the count is re uested.

To #nt#) %)#a%%)o1#0 co*nts:

). $avigate to the Cycle Counts ,ummary folder window.

6. Choose +nter 7reapproved Counts from the Tools menu.

,ince this functionality overrides the approval process it is usually available only tomanagers and employees with a certain function security.

1. In the 7reapproved Count +ntries window! uery or enter the count information.

The counts you enter are automatically approved without regard to ad ustmenttolerances or defaults set for the cycle count. Ad ustments are made if applicable.

A%%)o1al O%tions an0 Tol#)anc#s

A%%)o1al Tol#)anc#s

>ou can set cycle counting tolerance values at three different levels:

Item Attributes window

Item Class Definition

Cycle Count eader

When determining if approvals are re uired! the system first chec&s the item attributes.If no tolerances are defined! the system chec&s the item class definition. If there are notolerances defined on the item class definition! the system chec&s the cycle count headerfor tolerance values.

(racle Inventory supports two types of cycle count approval tolerances. 8or each type!you can specify a positive and a negative limit. When a particular cycle count entryresults in an ad ustment that e9ceeds any one of these limits! you have a cycle countad ustment that e9ceeds approval tolerances. Based on the approval option you choosewhen you define your cycle count! this ad ustment is either posted automatically or heldfor approval.

.*antity Va)ianc# Tol#)anc#

The uantity variance tolerances a user/defined limit for the difference between the



actual cycle count uantity and the system trac&ed on/hand uantity. >ou e9press positive and negative uantity variance tolerances as percentages of the system on/handuantity.

>ou enter these percentages when you define your:

cycle count header!

cycle count classes!

cycle count items!

Inventory uses any percentages you define at the cycle count item level first. If you donot have any defined for an item! it uses the tolerances defined for that item?s cyclecount class. If you do not have any defined for the class! it uses the tolerances at thecycle count header level. If you have no tolerances defined for the header! Inventoryassumes that there is no limit to the approval tolerance.

A0<*st$#nt Val*# Tol#)anc#The ad ustment value tolerance is a user/defined limit for the total value of a cycle countad ustment. The ad ustment value is calculated as:

ad value 0 count ty / system on/hand ty% 9 current item cost

The ad ustment value tolerance is e9pressed as positive and negative amounts in yourledger currency. An ad ustment value is out of tolerance if it falls outside of theseamounts.

>ou enter these tolerances when you define your cycle count header and cycle countclasses. Inventory uses the values you define at the cycle count class level first. If you donot have any defined for an item?s class! it uses the values at the cycle count headerlevel. If you have no tolerances defined for the header! Inventory assumes that there isno limit to the approval tolerance.

E=a$%l#s of .*antity Va)ianc# an0 A0<*st$#nt Val*# Tol#)anc#s

The following table shows possible values for uantity variance and ad ustment valuetolerances for an item in a cycle count: The following table shows four different countscenarios for the same item and the tolerances that each different scenario violates:

Item Attributes -alue

Item ,tandard Cost Q);.;;

7ositive Guantity -arianceTolerance *<

$egative Guantity -arianceTolerance );<









7ositive Ad ustment -alue Tolerance Q6;;

$egative Ad ustment -alueTolerance Q6*;Syst#$ on>

an09*antity

Co*nt .*antity .*antityVa)ianc#

A0<*st$#nt.*antity

A0<*st$#ntVal*#

Tol#)anc#E=c##0#0

!?? ); R < R RQ ;Positi1# .*antityVa)ianc#

!?? 44 /)6< /)6 /Q)6;N#gati1# .*antityVa)ianc#

!?? )66 R66< R66 RQ66; Positi1# .*antityVa)ianc# an0Positi1#A0<*st$#nt Val*#

!?? O1 /6O< /6O /Q6O;

N#gati1# .*antityVa)ianc# an0N#gati1#A0<*st$#nt Val*#

@it iss Tol#)anc#s

The hitHmiss tolerance is similar to the uantity variance tolerance in that it is also auser/defined limit for the difference between the system trac&ed on/hand uantity andthe actual cycle count uantity. >ou e9press positive and negative hitHmiss tolerances as

percentages of the system on/hand uantity. A count is considered a 'hit' if it is withinthese tolerances! and a 'miss' if it is outside them. The hitHmiss tolerance is used toevaluate the accuracy of your cycle counting procedures rather that the actually accuracyof inventory.

>ou enter hitHmiss tolerance percentages when you define your cycle count header andwhen you define your cycle count classes. Inventory uses the percentages you define atthe cycle count class level first. If you do not have any defined for an item?s class! it usesthe tolerances at the cycle count header level. If you have no tolerances defined for theheader! Inventory assumes that there is no limit to the hitHmiss tolerance! and allvariances are therefore 'hits' regardless of the si e.

Inventory uses these tolerances to generate the Cycle Count itH iss Analysis report.



#as*)#$#nt E))o)s

$egative and positive measurement errors are also user/defined limits for the difference between the cycle count uantity and the system trac&ed on/hand uantity. Inventorydoes not ma&e any ad ustments to an item whose cycle count uantity differs from thesystem trac&ed on/hand uantity by less than the measurement error. Because of this!

measurement errors implicitly override any approval tolerances you specify.>ou specify measurement errors when you define or update an item. #se measurementerrors with e9treme caution since they actually prevent cycle count ad ustments fromta&ing place. >ou would typically use this feature on an e9ception basis for items youcannot accurately count. 8or e9ample! if you visually chec& the level of bolts in a bin toestimate the uantity! or you use their weight to appro9imate the uantity! you mightwant to allow for measurement errors. Therefore! if your system trac&ed on/handuantity for the bolts in that bin is within an acceptable range! you do not perform a

Co*nt A0<*st$#nts an0 A%%)o1als(nce you enter and save your cycle counts! (racle Inventory determines whether anyad ustments need to be made depending on the approval options and tolerances you set

A*to$atic R#co*nts

If you turned the Automatic @ecount option onwhen you defined your cycle count!Inventory automatically submits recount re uests for items that are outside the limits ofthe approval tolerances you specify. Inventory submits recounts as many times asnecessary! limited by the ma9imum automatic recounts you specify for the cycle count.After you reach the ma9imum number of recounts! Inventory holds the count forapproval. Any count re uest with the Recount status automatically appears on the ne9tcycle count listing.

>ou can also manually re uest recounts when you are approving ad ustments. The countre uest for which you want a recount is also automatically included in the ne9t cyclecount listing.

Important: When generating the cycle count listing! you must include a from date farenough bac& to include the recount?s original count date! or it is not on the report.

A%%)o1ing Cycl# Co*nts @#l0 fo) A%%)o1al

+mployees with access to the Count Ad ustments Approvals ,ummary window canuery! re uest the recount of! or approve cycle counts pending approval. When youselect the 8ind button! you can uery all counts or only those pending approval. >ou canthen approve ad ustments! recount an item in uestion! re ect the count or ta&e no actionuntil further investigation.



Cycl# Co*nt A0<*st$#nts R#s#)1#0 S#)ial It#$s

If you need to perform negative ad ustments for reserved serial uantities during a cyclecount! the system displays a messages that pending reservations e9ist and the ad ustmentre uires approval. If you ma&e final ad ustments then the system removes thecorresponding reservations.

A%%)o1ing Cycl# Co*nt A0<*st$#nts#se the Count Ad ustment Approvals ,ummary window to approve cycle countad ustments held for approval! to recount an item! or to re ect the ad ustment. Inventorydetermines which counts need approval by using the approval tolerances you enter whiledefining your cycle count.

>ou can use fle9ible search criteria to specify the cycle count ad ustments you want toreview or approve.

S#l#cting Info)$ation to R#1i#/ o) A%%)o1#

To s#l#ct t # cycl# co*nt fo) / ic to a%%)o1# a0<*st$#nts:

). $avigate to the Count Ad ustment Approvals ,ummary window by selectingApprove Counts on the menu! or by choosing the Approvals button in the CycleCounts ,ummary folder window.

). +nter the name of the cycle count for which to approve or enter counts.

6. This information is provided if you navigate from the Cycle Counts,ummary folder window.

6. (ptionally change information in the Approval Defaults region. Inventory provides default values for the Date! Approver! and the Ad ustment Account thatwill be used when you later enter approval actions and ad ustments.

1. Guery item information for the selected count:

If you navigated from the menu! select the 8ind button to uery records. >ou are prompted to either uery all records or uery only counts pending approval.

If you have navigated from the Cycle Counts ,ummary folder window! you can use the8ind feature on the Guery menu to open the 8ind Approvals window! where you canuery a subset of counts matching the search criteria you enter. >ou can search by anycombination of count se uences! item! revision! subinventory! locator! or lot. >ou canalso search for counts with a particular status including

uncounted5 pendin4 approval5 recount5 rejected5 or completed6



Vi#/ing Cycl# Co*nt S*$$a)y Info)$ation

>ou can view a variety of current item information to help determine whether to approvean ad ustment. ,elect from the following tabbed regions:

Adjustment : -iew information for the count ad ustment primary and secondaryunits of measure! primary and secondary variance uantity! variance value!variance percentage! and primary and secondary system uantity.

'tem "etails : -iew information for revision! lot! serial number! unit of measure!and primary and secondary ad ustment uantity.

'tem &ocation : -iew information for subinventory! locator! primary and secondaryunits of measure! primary and secondary ad ustment uantity! and if you have(racle Warehouse anagement installed! cost group and parent E7$.

2ontainer "etails6 If you have (racle Warehouse anagement installed! and youare wor&ing with a warehouse management enabled organi ation

Reason5 Reference : -iew or update the transaction reason and referenceinformation. >ou can also view the primary and secondary units of measure and

primary and secondary ad ustment uantity.

2ount : -iew information for primary and secondary units of measure! primaryand secondary count uantity! counter! and count date.

2ount Status5 2lass : -iew information for the se uence number! count status! andcycle count class.

Approval : -iew information for date approved and approver.

A%%)o1al Actions an0 A0<*st$#nts

8or items appearing in the Approval Actions! Ad ustments region! you can approve!re uest a recount! or re ect cycle count entries that are pending approval. >ou can alsoapprove or re ect any count for which a recount has already been re uested. >ou canre ect any cycle count re uest that has not yet been counted. 8inally! you can displaycount history information or open the Count Ad ustment Approvals window.

To a%%)o1# a co*nt c #ck:

). ,elect Approved to approve the selected count entry and post the ad ustment to thetransaction manager for processing.

To )#<#ct a co*nt c #ck:

). ,elect @e ected to re ect the selected count record. An ad ustment is not posted. $ofurther processing of this count entry ta&es place.



To )#9*#st a )#co*nt c #ck:

). ,elect @ecount to process a recount re uest for the selected count re uest. Anad ustment is not posted.

To 0is%lay co*nt isto)y info)$ation:

). ,elect the Count istory button to open the Count istory window for the currentitem. 8or the current item! this window displays count and variance information for thecurrent! prior! and first counts. If the number of recounts is more than three only thesystem displays only the first count! prior count! and the current count in the Countistory window.

To o%#n t # Co*nt A0<*st$#nt A%%)o1als /in0o/:

). ,elect the (pen button to open the Count Ad ustment Approvals window for thecurrent line. This window is a combination bloc& which you can use to view and enterapproval and ad ustment information for the current line instead of using the CountAd ustment Approvals ,ummary window.

S#)iali3#0 Cycl# Co*ntingCycle counting of serial items ta&es place within the standard cycle countingfunctionality in InventoryS however! the following sections discuss additionalconsiderations specific to seriali ed cycle counting.

D#fining Cycl# Co*ntsAll cycle counts are defined in the Cycle Counts window.

8our options set in this window govern the handling of serial controlled items:

Co*nt

$ot Allowed: ,eriali ed items are e9cluded from the cycle count.

(ne 7er @e uest: A separate count re uest is generated for each serial number.

ultiple 7er @e uest: ,erial numbers for the same itemHlocation are grouped inone count re uest.

D#tail

Guantity and ,erial $umbers: ,erial number and uantity are re uired and arevalidated when entering counts.

Guantity (nly: ,erial number entry is re uired if the count uantity does not



match the system uantity. ,erial number entry is optional if the count uantitymatches the system uantity! regardless of whether the serial numbers match. Ifyou do not enter serial numbers! the count is mar&ed as completed! and noad ustments are performed. If you do enter serial numbers! both uantity andserial numbers are validated when determining whether ad ustments are re uired

A0<*st$#nt

@eview All Ad ustments: $o automatic ad ustments are attempted. ,eriali editems that re uire ad ustment must go to an approver for review

Ad ust if 7ossible: If a discrepancy e9ists between the count uantity and systemuantity or if the entered serial numbers do not correspond to the serial numbersalready in the specified location! then the system will attempt to ma&e ad ustmentsif the ad ustment variance and value are within tolerances! as long as serialuni ueness constraints are not violated. These ad ustments consist of receipts andissues of the appropriate serial numbers to and from the specified location and areapplicable only to instances in which new serial numbers or shipped serialnumbers are counted.

If the ad ustment uantity or value for a seriali ed item falls outside the specifiedtolerances! the item is sent for recount or approval! ust li&e a non/seriali ed item.

Disc)#%ancy

Allow Discrepancies: When a count includes a serial number already assigned to

the same item elsewhere in the system! an ad ustment is created if it would bewithin tolerances. $o ad ustment is ever allowed for counts including serialnumbers already assigned to another item.

Do not Allow Discrepancies: Ad ustments are not made for items not found in thespecified location.

Sc #0*ling an0 (#n#)ating Co*nt R#9*#sts

,cheduling now includes serial numbers! as does the cycle count generation. If theCount option in the cycle count definition is set to One per Re!uest ; then one count

re uest is created for each serial number for the item in a specific location. If the Countoption is set to Multiple per Re!uest ; then one count re uest is created for all serialnumbers in the specified item locations.

8or the ero count generation of serial numbers! the only way to get a meaningful erocount entry for a serial number is to specify the serial number in the anual ,cheduleero count re uests are created for serial controlled items! but they will not have a serialnumber tied to them.



6. ,elect a cycle count.

1. Choose 7urge Cycle Count from the Tools menu. The 7urge Cycle Count7arameters window appears.

=. Indicate whether this is a full cycle count purge including the header! cycle countitems! schedule re uests! and count re uests! or this is a historical cycle count

purge of schedule re uests and count re uests on or before the historical purgedate.

*. +nter the date for the purge. (racle Inventory deletes schedule re uests and countre uests on or before this date.

. Choose (P to submit the re uest to the concurrent manager.

Cycl# Co*nt O%#n Int#)fac#>ou can import cycle count entries from e9ternal systems into (racle Inventory usingthe Cycle Count +ntries (pen Interface. >ou can also e9port cycle count re uests withthis interface to e9ternal systems.

To e9port cycle count entries:

). $avigate to the +9port Cycle Count +ntries window.

). ,elect a cycle count header.

). Choose 8ind.

6. The window displays all cycle count entries that belong to the selectedcycle count header.

6. ,elect the records you want to e9port or choose ,elect All from the Tools menu toselect all the records.

1. Choose +9port to e9port cycle count entries to the open interface.

To *n#=%o)t a cycl# co*nt #nt)y:

). ,elect the record you want to une9port.

6. Choose #ne9port.

To in9*i)# a5o*t o) *%0at# cycl# co*nt #nt)i#s:

). $avigate to the In uiryH#pdate Cycle Count +ntries (pen Interface window. The 8indInterface Cycle Count +ntries window appears.

). +nter search criteria to uery cycle count entries for which you want to view orupdate cycle count entry information. Choose 8ind to start the search and display



the information in the In uiryH#pdate Cycle Count +ntries (pen Interfacewindow.

6. In the 7rocessing tabbed region! view or update the following information: 'tem:The item number. Action: Choose one of the following options: (alidate: -alidatecycle count header! se uence! and org ID. Choose this option only

if you use the open interface A7I. 2reate: Create an unscheduled cycle count entry. Simulate: ,imulate the open interface process without committing the entry. This

option displays errors found during processing. Process: 7rocess the entry. Status: Thecycle count status. I ncomplete: The open interface process is incomplete. Processcompleted: The open interface process is complete. Simulated: The entry was processed

but not committed. +roup '": The identification number for entries submitted in batchmode. 'nterface '": The interface table identification number. )eader '": The cyclecount header identification number.

2ycle 2ount )eader: The name of the cycle count header. 7ntry '": The cycle countentry identification number. Process Mode: Choose one of the followingoptions: Online: 7rocess open interface online. %ac$4round: 7rocess open interface inthe bac&ground. Re!uest '": The concurrent re uest identification number generatedduring

bac&ground processing.

Process Status: Ready: The entry is ready for processing. Not Ready: The entry is notready for processing. $ote: This field is not updatable.

(alid Status: 8es: The entry is valid. No: The entry has errors and is not valid. $ote:This field is not updatable.

&oc$ Status: 8es: The entry is loc&ed by another user. No: The entry is not loc&ed byanother user. $ote: This field is not updatable.

). In the Count tabbed region! view or update the following information: Se!uence:The cycle count se uence. This field is not updatable. 2ount Qty: The countuantity in the primary unit of measure. /OM: The primary unit of measure

Secondary 2ount Qty: The count uantity in the secondary unit of measure. Secondary /OM: The secondary unit of measure. 2ount "ate: The cycle countdate. 2ounter: The name of the employee who performed the cycle count.

Reference: @eference information about the cycle count. Reason: The transactionreason. 'nterface '": The interface table ID number. This field is not updatable.

6. In the Item ,toc&ing tabbed region! view the following information: Rev: Therevision number if the item is under revision control%.

Subinventory: The subinventory. &ocator: The locator if the item is under locatorcontrol%. &ot Number: The lot number if the item is under lot control%. Serial Number:The serial number if the item is under serial control%. Adjustment Account: The general



ledger account charged for the cycle count. 'nterface '": The interface tableidentification number. 2ost +roup: The cost group associated with the item. Cost groupinformation is

available only if you are in a Warehouse anagement enabled organi ation.

Parent &PN: The E7$ that contains the items to count. E7$ information is availableonly if you are in a Warehouse anagement enabled organi ation. Outermost &PN: Theoutermost E7$ if the E7$s are nested. E7$ information is

available only if you are in a Warehouse anagement enabled organi ation.

. ,ave your wor&.

To 0#l#t# cycl# co*nt #nt)i#s:

). ,elect the cycle count entries you want to delete.

6. Choose Delete.

To s*5$it cycl# co*nt #nt)i#s to t # o%#n int#)fac#:

). ,elect the cycle count entries you want to submit to the open interface.

6. Choose ,ubmit.

To 1i#/ #))o)s fo) an #nt)y:

). ,elect a cycle count entry.

6. Choose +rrors. The Cycle Count +ntries Interface +rrors window lists the errordate and an e9planation of the error.

To o%#n cycl# co*nt #nt)y #a0#) info)$ation:

). ,elect a cycle count entry.

6. Choose (pen. This window shows information about the individual item.

Cycl# Co*nting R#%o)ts>ou can use a number of reports to help you during the process of cycle counting and toanaly e and report the results of cycle count transactions. >ou can submit a concurrentre uest for these reports from the Tools menu in most of the cycle counting windows aswell as from the ,ubmit @e uests window.



Cycl# Co*nt Sc #0*l# R#9*#sts R#%o)t

This report shows all schedule re uests for a specified time period. It includes bothmanually and automatically scheduled items.

Cycl# Co*nt Listing

This report lists all of the items currently due for cycle counting! including theirrevision! lot number! subinventory and locator information. >ou can use this report asthe document you give to the employees performing the cycle counts. ,ince the reportleaves a blan& line for the counter?s name! the count date! and the actual count uantity!the counter can use this listing to write down and report his cycle count results.

Cycl# Co*nt O%#n R#9*#sts Listing

This report shows count re uests where no counts have been entered! or count entrieswhere you have re uested a recount. >ou can optionally report on late counts! where nocounts have been entered and the due date for the count entry is before the date of the

Cycl# Co*nt ,nsc #0*l#0 It#$s R#%o)t

This report shows those items that are currently not scheduled to be counted and werelast scheduled a period of time in the past that is longer than e9pected! as dictated by thecount fre uency of the class to which the item belongs. 8or e9ample! if item L>F

belongs to class A! and you count class A *6 times a year! you would e9pect item L>Fto be scheduled once a wee&. If item L>F was last scheduled two wee&s before the dateyou run the Cycle Count #nscheduled Items @eport! it appears on the report.

>ou primarily use this report as an auditing tool. If you correctly set up your schedulingand counting! and are always current in your count! (racle Inventory should not find anyunscheduled items to report. owever! if you do not run the auto scheduler as fre uentlyas it needs to run! or if concurrent manager problems prevent its e9ecution! you may fall

behind in your count schedules.

Cycl# Co*nts P#n0ing A%%)o1al R#%o)t

This report shows those counts that were entered and are currently pending approval.

The supervisor with the authority to approve cycle count ad ustments would typicallyrun this report regularly to monitor the approval ueue.

Cycl# Co*nt Ent)i#s an0 A0<*st$#nts R#%o)t

This report shows all cycle count entries for a specified time period. It analy es thenumber of cycle count transactions you ma&e against an item! and the number of unitsyou actually ad ust. The report also calculates the value! in your ledger currency! of the



ad ustments to inventory.

Cycl# Co*nt @it iss Analysis

This report shows! for each cycle count class! the total number of count entries and thenumber of counts outside the limits of the user/specified hitHmiss tolerances. The reportalso calculates the overall accuracy percentages bro&en down by cycle count class andsubinventory. This report is based on the first count only! not recounts.

I$%o)t Cycl# Co*nt Ent)i#s f)o$ O%#n Int#)fac#

This process allows you to import cycle count entries open interface records into thedatabase.

7urge Cycle Count +ntries (pen Interface Data

This process allows you to purge all cycle count entries from the open interface.

7rint Cycle Count +ntries (pen Interface DataThis process allows you to print cycle count entries open interface data.

Cycle Count

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