Difference between revisions of "36:Cycle Count"

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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.   
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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.   
  
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==To perform a cycle count:==
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Select '''Cycle Count''' from the Inventory Menu.  Either highlight your desired choice and press "<Enter>" or simply type in the appropriate menu number.
  
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;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.
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==To Count Items==
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Enter the '''Count Sheet''' that you would like to use.  This field is only available when the Read Whistle Count Sheets window setting is turned on.
  
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To perform a cycle count:
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[[Image:CycleCount1.gif|500px|Image:CycleCount1.gif|500px]]
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Select Cycle Count from the Inventory Menu. Either highlight your desired choice and press <Enter> or simply type in the appropriate menu number.
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Enter the '''Bin #''' that you would like to count.  A list of uncounted bins is displayed when the cursor is in the Bin Field.
  
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===To Count Items===
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[[Image:CycleCount2.gif|500px|Image:CycleCount2.gif|500px]]
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Enter the Count Sheet that you would like to use. This field is only available when the Read Whistle Count Sheets window setting is turned on.
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Enter the Bin # that you would like to count.  A list of uncounted Bins is displayed when the cursor is in the Bin Field.  
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Enter the '''Tracking #''' that you would like to count.  A list of uncounted tracking numbers in the current bin will be displayed.  
  
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[[Image:CycleCount3.gif|500px|Image:CycleCount3.gif|500px]]
  
  
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Enter the quantity of the particular item that is on the container in the '''New Qty''' field.  Remember to enter the quantity in terms of the UOMs displayed.  You can also press Ctrl-S to enter the weight information in the [[36:Scale Window|Scale Window]]. 
  
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[[Image:CycleCount4.gif|500px|Image:CycleCount4.gif|500px]]
  
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Select "<Record>" to record the container’s count.
  
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Enter the Tracking # that you would like to count. A list of uncounted tracking numbers in the current bin will be displayed.  
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[[Image:CycleCount5.gif|500px|Image:CycleCount5.gif|500px]]
  
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Select "<Bin Done>" to finish counting the Bin.  Remember that all uncounted containers will be recorded as 0 (zero). 
  
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Select "<Back>" to return to the Cycle Counting main screen.
  
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==Options menu==
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To see the selections, highlight the "<Options>" button, and press "Enter".
  
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[[Image:CycleCount6.gif|500px|Image:CycleCount6.gif|500px]]
  
  
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===Complete Count===
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Select "<Options>" and then "Complete Count" to finish the count.
  
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[[Image:CycleCount7.gif|500px|Image:CycleCount7.gif|500px]]
  
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If you are ready to complete this count, press "Enter".
  
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===Create Count===
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Select "<Options>" and then "Create Count" to create a new count.
  
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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.
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The next available count number will automatically fill in the '''Count''' field.
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[[Image:CycleCount8.gif|500px|Image:CycleCount8.gif|500px]]
  
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You will see a dropdown list of the count zones.  Select the zone you want to include on this count.
  
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[[Image:CycleCount9.gif|500px|Image:CycleCount9.gif|500px]]
  
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Press "Enter" to continue.
  
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Select <Record> to record the container’s count.
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[[Image:CycleCount10.gif|500px|Image:CycleCount10.gif|500px]]
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Select <Bin Done> to finish counting the Bin.  Remember that all uncounted containers will be recorded as 0 (zero). 
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Select <Back> to return to the Cycle Counting main screen.
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Select <Options> and then Complete Count to finish the count.
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Select <Options> and then Create Count to create a new count.
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Select <Build Inventory> to create new pallets.
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===To View a Count===
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When the Count has been built, a message will display:
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Whistle allows you to view what has already been counted. 
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Select <OK> and then View Count from the main Cycle Count screen. A screen similar to the following should appear:
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[[Image:CycleCount12.gif|500px|Image:CycleCount12.gif|500px]]
  
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Press "Enter"  to continue.
  
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===Build Inventory===
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Select "<Build Inventory>" to create new pallets.
  
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This screen displays every tracking number that has been counted, along with it’s Bin #, Item #, Pack#, Lot#, and registered Count Quantity.
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[[Image:CycleCount12.gif|500px|Image:CycleCount12.gif|500px]]
  
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Press ESC to exit back to the main cycle count screen.
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This is the same screen as used to build pallets from inventory, *[[36:Inventory to Pallet Transfer|Inventory to Pallet Transfer]].  See that section of the user guide for details.
  
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==Screen Settings (Ctrl-L):==
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;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.
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;GL Account - inputfield.  :This setting is used to advise your ERP which GL Account Whistle should post discrepancies in inventory against.
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Select the "<Back>" button or press "ESC" to exit back to the main Cycle Count screen.
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;Suggest Bins - checkbox.  :With this option turned on, Whistle will suggest the bin associated with the active container pallet on the window.
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;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.
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==[[36:Cycle Count Window Settings|Cycle Count Window Settings]]==
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;Read Whistle Count Sheets - checkbox.  :At present this setting must be checked and is the only supported configuration.
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;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.
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;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.
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;Display Variance Qty - checkbox.  :With this optioned turned on, Whistle will display the variance quantity recorded for a container.
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;Post Lost Containers Immediately - checkbox.  :With this option turned on, Whistle will immediately post containers recorded as lost--if this setting is off, all lost inventory must be manually reconcilled and posted to the ERP system.
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;Show Layers and Parts - checkbox.  :With this option turned on, Whistle will show the layers and parts fields on the count screen.
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Latest revision as of 12:05, 18 October 2006

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.

To perform a cycle count:

Select Cycle Count from the Inventory Menu. Either highlight your desired choice and press "<Enter>" or simply type in the appropriate menu number.

To Count Items

Enter the Count Sheet that you would like to use. This field is only available when the Read Whistle Count Sheets window setting is turned on.

Image:CycleCount1.gif


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

Image:CycleCount2.gif

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

Image:CycleCount3.gif


Enter the quantity of the particular item that is on the container in the New Qty field. Remember to enter the quantity in terms of the UOMs displayed. You can also press Ctrl-S to enter the weight information in the Scale Window.

Image:CycleCount4.gif

Select "<Record>" to record the container’s count.

Image:CycleCount5.gif

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.

Options menu

To see the selections, highlight the "<Options>" button, and press "Enter".

Image:CycleCount6.gif


Complete Count

Select "<Options>" and then "Complete Count" to finish the count.

Image:CycleCount7.gif

If you are ready to complete this count, press "Enter".

Create Count

Select "<Options>" and then "Create Count" to create a new count.

The next available count number will automatically fill in the Count field. Image:CycleCount8.gif

You will see a dropdown list of the count zones. Select the zone you want to include on this count.

Image:CycleCount9.gif

Press "Enter" to continue.

Image:CycleCount10.gif

When the Count has been built, a message will display:

Image:CycleCount12.gif

Press "Enter" to continue.

Build Inventory

Select "<Build Inventory>" to create new pallets.

Image:CycleCount12.gif

This is the same screen as used to build pallets from inventory, *Inventory to Pallet Transfer. See that section of the user guide for details.


Select the "<Back>" button or press "ESC" to exit back to the main Cycle Count screen.

Cycle Count Window Settings

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