Difference between revisions of "GX:Cycle Count"

Revision as of 12:24, 14 November 2005

Cycle Count

The second option on the Inventory menu is the “Cycle Count” function. Cycle Count is a means of keeping track of inventory by consistently counting different subsets of the entire inventory. Cycle Counts are performed by Inventory Control Personnel as a way of maintaining an accurate inventory count.

NOTE!! The cycle count screens have their own screen-level user determined settings. Press Ctrl and L to access the settings screen. From the screen, the user can determine whether they would like to do a “blind” cycle count. A “blind” cycle count is one in which the user is not told what quantity of an item is expected to be on a pallet. Check this option if you would like to use blind counts. To perform a cycle count: Select the Cycle Count from the Inventory Menu. Either highlight your desired choice and press <Enter> or simply type in the appropriate menu number.

If a count sheet has not yet been imported, you will see the following screen. Select <OK> to import the count sheet from the ERP. Select <OK> again to join the count you just imported.

If a count sheet has already been imported and started, you will see the following screen upon selecting “Cycle Count”. Select <OK> to join the count in progress.

You have three options at this point. You can...

1. Count all Tracked Items - Select this option to actually do the counting.
2. View what has been already counted - You will be shown a summary of the current count.
3. Complete the Cycle Count - Select this to finish the entire count. Remember, all uncounted bins will be recorded as 0 (zero)!!

To Count Items

Enter the Bin # that you would like to count. A list of uncounted Bins is displayed when the cursor is in the Bin Field.

Enter the Tracking # that you would like to count. A list of uncounted tracking numbers in the current bin will be displayed.

Enter the Quantity of the particular item that is on the container and enter it in the New Qty field. Remember to enter the quantity in terms of the UOMs displayed.

Select <Record> to record the container’s count. Select <Bin Done> to finish counting the Bin. Remember that all uncounted containers will be recorded as 0 (zero). Select <Back> to return to the Cycle Counting main screen. Select <OK> and then Complete Count to finish the count.

To View a Count

Whistle allows you to view what has already been counted.

Select <OK> and then View Count from the main Cycle Count screen. A screen similar to the following should appear:

This screen displays every tracking number that has been counted, along with it’s Bin #, Item #, Pack#, Lot#, and registered Count Quantity.

Press ESC to exit back to the main cycle count screen.

Screen Settings

Blind - checkbox.  

With this option turned on, Whistle will allow the user to run a “blind-count”, which is when the user does not view the on-hand inventory quantity while counting.

GL Account - inputfield.  

This setting is used to advise your ERP which GL Account Whistle should post discrepancies in inventory against.

Suggest Bins - checkbox.  

With this option turned on, Whistle will suggest the bin associated with the active container pallet on the window.

Allow counting of any bin - checkbox.  

With this option turned on, Whistle will allow counting of any bin in the warehouse - not just bins that have been associated previously with a known ERP location.

Read Whistle Count Sheets - checkbox.  

With this option turned on, Whistle will read an internal count-sheet instead of the ERP count-sheet.

Warn if bin not on count - checkbox.  

With this option turned on, Whistle will give a message warning box when not on the count is encountered.

Confirm Variance - checkbox.  

With this option turned on, Whistle will prompt for a confirmation with a pop-up message box about the variance about to be recorded.

Display Variance Qty - checkbox.  

With this optioned turned on, Whistle will display the variance quantity recorded for a container.

Post Lost Containers Immediately - checkbox.  

With this option turned on, Whistle will immediately post containers recorded as lost and not batch them for later.

Show Layers and Parts - checkbox.  

With this option turned on, Whistle will show the layers and parts fields on the count screen.