How to Setup a Cycle Count Process
Solution ID = KB-70
Goal : Count Type
Version = All Version
Module : SLMFG
Fact : Cycle Count
Database : Progress, SQL
Cause
Cycle Counting fields on the
Item/Warehouse Screen:
Zero Qty: Verification when there is zero on hand. The Item is triggered to be
counted when the On hand becomes zero. This method is particularly useful for
items with short leads times and less frequent requirements.
Receipts: Count is triggered when there is a receipt.
Issues: Count is triggered when there is an Issue.
Day Frequency: Counted in a certain frequency (number of days). Day Frequency
does not activate the Triggered Flag on the Item Warehouse screen.
Cycle Frequency: The Frequency in which the item is to be counted (applies to
Day Frequency only)
Last Count Date: The Date when the Item was Last Counted. (If this date + the
cycle frequency is earlier than today, sheets will be printed for this item
when Generate Count Sheets is run.
NOTE: Day Frequency does not use any shop calendar. So if the item has a
frequency of 10 days and is counted on a Wednesday, the next count date will
come on a Saturday. So on the following Monday, if the Generate Count Sheets is
done, sheets will generate for the items that need to be counted on Sunday and
Monday which could lead to increasing number of items to be counted on a
particular day.
Cycle Triggered: This field works for Receipts, Issues and Zero Qty. When a
receipt or an issue has occurred or the Quantity on Hand is set to zero, this
Field gets checked.
Count in Process: When the Count Sheets have been generated for an item, this
field gets set. Inventory transactions can be processed for items that
have Count In Process set. When
the transaction is entered the user receives the warning that Cycle Count is in
process, do they want to continue? If they continue, then the person
doing the cycle count needs to be notified as to what they did so they can make
adjustments if necessary.
PROCEDURE FOR A CYCLE COUNT:
1. The Cycle Count Setup can be run for small ranges of items and with
combination of Count Types so that each day a certain number of items will have
to be counted. Cycle Count Setup need not be run every time a cycle count is
done. It can also be done for each item individually on the Item Warehouse
Screen.
2. Cycle Count Generation: Running the Cycle count generation will generate the
count sheet for the items that have been triggered or that have a last count
date + day frequency, earlier than Today.
3. After the Counting is finished, Use the Cycle Count Update Screen to enter
the Qty that has been Counted in the Locations.
If you want to change how the items
are listed on the form or screen.
(For Progress Versions on the Cycle
Count Update screen go to View and select either Display by Location or Display
by Item).
4. Then the Cycle Count Variance Report can be run to see the differences between the Original Cut Off Quantity and the Qty Counted.
NOTE: You cannot make changes to the Qty Counted after you post the Quantity.
5. Then the Cycle Count Posting should be done to accept the Qty Counted as the Correct Inventory.
6. After the Count has been posted, you would run the Cycle Count Purge Facility to remove the records of all items that were counted, not counted or were an exception. This is used to clear the Count in Process field.
Fix
1. The Cycle Triggered Flag is not set but if you run Generate Count Sheets you still get items printing.
That is usually because the Count Type is D for that item and the last count date + Day Frequency is earlier than today. Run Cycle Setup and reset the Last Count date for those items to prevent them from being printed.
2. The Count in Process flag is set for the items, and it needs to be removed.
Run the Purge Facility for Counted, Non-Counted and Exceptions. (NCE). It should be removed.
If that does not work, use Solution "2003Syteline4100".
3. The Cycle Triggered Flag is Set and it needs to be removed.
Run the following query:
for each symix.itemwhse where itemwhse.whse = "Main":
Update itemwhse.cycle-flag = false.
Replace symix with the database name and
4. What should be done when the Cut off Qty is negative.
The On hand should be entered as Zero since a negative qty cannot be counted. Yes. Variance will occur.
