Cycle Counts

Use the Cycle Counts screen to search for and view cycle counts. The Parts Cycle Count system includes an alternate method of creating count sheets in the Inventory Count system.

To open the Cycle Counts screen, navigate to Product Support > Parts > Inventory Count, then click the Cycle Counts tab.

Topics in this section are:

See also: Expanded Cycle Counts Info.

Performing a Parts Cycle Count

  1. Navigate to Product Support > Parts > Inventory Count, then click the Cycle Counts tab.

  2. Select the Click here to create a new cycle count link.

  3. Enter a Start Date or click the Calendar icon to select a date.

  4. Select a Number of Months/Cycle.

    The system prevents you from creating cycle counts that overlap and only allows one cycle count to be active per location.

  5. Once all the appropriate fields are filled out, click Submit.

  6. Enter a percentage in each of the fields that indicates the percentage of total bins to be counted for that month. All fields must equal 100% and no field can have a value of 0%.

  7. Click Save.

    The system calculates the bin allocation by month. The cycle count is added to the list on the Cycle Counts screen.

  8. On the Cycle Counts tab, click the Cycle Start Date.

  9. Once you have finished Inventory cycle count you can complete your work:

    To: Do This:
    Begin the inventory count and create daily bin counts. The status of the inventory count changes from pending to current. Click Activate.
    Delete the inventory count. Click Delete.
    Close the screen and have the inventory count remain in status pending. Click Close.
  10. If you selected Activate, and the cycle count is set to current status, click the Cycle Start Date in the Month field to start the bin counts.

  11. On the Daily Cycle Count screen, enter the appropriate number of bins to count in the Percent to Count Today field.

  12. Enter the Number of Counters to indicate the number of count sheets to print.

  13. Click Create Count.

    The system displays the Last Bin Counted to indicate where you left off, based on the value entered in the Percent to Count Today field. Count sheets are printed and an entry is created in the PARTCNT file.

Screen Description

Search fields on the Cycle Counts screen are:

Field Description
Select Location Search for a cycle count by entering a location.
Include Historical If selected, includes historical cycle counts in the search results.

Fields on the Cycle Counts screen are:

Field Description
Status The current status of the selected cycle count.
Cycle Start Date The cycle count's start date.
Number of Months/Cycle The number of months needed to complete the cycle count.
Location The location where the cycle count takes place.

Click a Cycle Start Date to open the Cycle Counts screen.

Data Source: CYCCNT

Security: 827 - Product Support - Parts Inventory Count

Revision: 2025.12