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Cycle Counting - Setup and Use [ID 48730.1] Modified 12-JUL-2010 Type FAQ Status PUBLISHED

Purpose ------This document is about the basic set-up and use of Cycle Counting in Oracle Inventory. Scope and Application --------------------Useful for new users Apps Version: R10 Char mode only Related Documents ----------------Oracle Reference Manual - Volume 1

Cycle Counting Cycle Counting is the periodic counting of items throughout the year to ensure accuracy of inventory quantities. It can be performed at Organization or at Subinventory level It can also be automatically or manually scheduled. It can also be used in conjunction with a full Physical Inventory Step One - Defining a Cycle Count The first zone of this form is fairly straightforward, here you define your Cycle Count name and description and whether the count is for the entire Organization or for a specific Subinventory, you also define your default GL account and which Workday Calendar the cycle count references within this zone. You only access the Schedule Information zone if you are automatically scheduling your Cycle Count . You will also need to specify the Schedule Interval. This is used along with the Count Frequency field (which is found under the Cycle Count Class Information zone on the same form) to determine how frequently to autoschedule. Hint It this document Rateis also worth remembering that the item attribute Cycle Count Enabled, within the Inventory Attribute Group on the item master, must be set to Yes if you are automatically scheduling your item. If you are using ABC analysis for your cycle count then you add, within the Additional Information zone, the ABC classes associated with this Cycle Count and the Count Frequency as mentioned earlier. You can only access the Cycle Count by Subinventory zone if your Cycle Count scope is by Subinventory. Finally go to the ABC group information zone (this is if you are using ABC analysis with your Cycle Count) and you will need to initialize your Cycle Count. This is an important step as it actually loads your items into your Cycle Count. If you already have items in this Cycle Count this action will delete the old information and reload again Hint Another way of maintaining a Cycle Count item list is to manually enter the items you want to include via the Define Cycle Count Items form. This is ok if you dont have too many items as the items need to be added one by one and cannot be added by Subinventory. You can also use this form to add items rather than recompiling your ABC group and doing a complete re-initialization of your Cycle Count items Step 2 - Scheduling If you are Automatic Scheduling, you request the schedule using the Generate Automatic Schedule Requests form but remember you must enable it when defining your Cycle Count header. When the Auto Scheduler runs it will schedule counts only for the schedule interval you defined in the Cycle Count header. For example if it is weeks, the system schedules all items that need to be counted on all of the workdays in the current week. If you have chosen days then the system will schedule items that are due on the current day. Dont forget that the system also considers the Count Frequency as defined on the Cycle Count header when scheduling. You can also Manually Schedule, this can be in addition to or instead of Automatic Scheduling. You use the Enter Manual Schedule Requests form to do this and it is worth noting that you do not have to enter each item individually, if you enter the Subinventory in the relevant field on the form, then all items in the Subinventory specified will be scheduled. Step 3 - Generating Count Requests Once scheduling is completed you can then submit the program to Generate Count Requests. The system uses the output from the scheduling and generates a count request for each item for which on-hand quantities exist. If you want zero quantities to be included, then this should be done at the Cycle Count header level where you say YES to the Count Zero Quantities field. Step 4 - Print Cycle Count Listing This report lists all of the items due for cycle counting. This can also be used as a document for employees performing the Cycle Count. There is a blank line for the name of the employee who does the counting, the count date and the count quantity Step 5 - Enter Cycle Counts Once the count is complete, the form Enter Cycle Counts is where the you enter counts into the system. You specify the count and if you wish the sequence number that uniquely identifies the count. Enter your counts into the system.

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If you wish system quantities to be displayed here then the Display System Quantity option on the Cycle Count header should be set to yes. When you commit your count quantities this is when the system determines whether or not any adjustments need to be made. This depends on the approval options that you set when defining the Cycle Count header Step 6 - Approving Cycle Counts If you assigned approval tolerances to your Cycle Count Header, this form is where you enter them and the system automatically approves them. You can also recount the items should you wish to, or reject the adjustment. You can also use this form to automatically approve your Cycle Counts regardless of whether there are tolerances set up for your Cycle Count. You can also view the history against your Cycle Count in the history region of the form. Step 7 - Purge Cycle Count Information Run as a report, this step deletes information about a Cycle Count depending on the purge type choosen. Full Cycle Count Purge Deletes all cycle count information , including the header, cycle count items, schedule requests and count requests. Historical Cycle Count Purge Delete scheduled requests and count requests on/or before the historical purge date you enter.

Related Products Oracle E-Business Suite > Logistics > Logistics > Oracle Inventory Management Keywords ENTER CYCLE COUNTS; CYCLE COUNT Back to top Copyright (c) 2007, 2010, Oracle. All rights reserved. Legal Notices and Terms of Use | Privacy Statement

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