Cycle Count Job Creation

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Understanding Cycle Count Job Creation

What is Cycle Count Job Creation?

Cycle Count Job Creation is a feature that allows you to define and design cycle count jobs, specifying the instructions for counting inventory at specific locations. It works similarly to other job creation processes, where you can define the locations, grouping, and sorting rules for efficient cycle counting, ensuring ongoing inventory accuracy.  

Accessing Cycle Count Job Creation

To access Cycle Count Job Creation:

  1. In the Navigation menu, click on the search bar, type "Cycle Count Job Creation", and select the corresponding result.

  2. Alternatively, navigate to Configuration > Functional Area Setup > Job Setup > Cycle Count Job Creation.

Add Cycle Count Job Creation

Click on the Red Action Buttonred action button, this will bring up a drop-down menu, and select "Add"

add uom

Enter mandatory fields in the General Tab

cycle count general tab

Enter and select the following:

  1. Enter mandatory fields in the General Tab:
    • Name: Provide a descriptive name for the job.

    • Job Type: Select the relevant job type for this cycle count job.

    • Job Number Assignment: Choose one of the following options:

      • Job ID: If you select this, the job is identified by a unique Job ID (can be found in Job Enquiry).

      • First Instruction Location Code: The operator scans the location of the first instruction to begin the count. This is a more common method used for cycle counting.

Complete the Where Tab

Where Tabs

This allows you to set rules of where the cycle counts occur, in this example, I have set it to a template field, but you can add more rules with logic to get a more tailored replenishment setup by clicking on the upper submit button submit button(1).

To continue to the other tabs, you need to click on the lower submit buttonsubmit button(1) to get access.

Group by Tab

To access this tab, locate your cycle count job creation, click on the three dotsThree dots and click edit.editing cycle count job creation

Click on the Group by tab

Group By Tabs

Drag the boxes over to the right-hand side of which you want the cycle count to group by, note the order of these does matter.

Order by Tab

Order by tab(1)

Similarly, drag the boxes over to the right-hand side of which the order you want the instructions to follow.

Once you have selected and entered the required fields, click on the submit buttonsubmit button(1) to add.