Cycle Count Process
Cycle counting is an inventory accuracy analysis technique where inventory is counted on a cyclic
schedule rather than once a year to ensure the accuracy of inventory quantities and values.
You can manage all of your cycle counting tasks from the Inventory Management work area. Select
Counts from the task panel.
ABC Classes
You can group items assigned to specific ABC classes. With ABC classification of your items as the basis
for deciding the count frequency, you’re A class items get counted more frequently compared to B or C
class items. For this method, you specify ABC assignment groups and ABC assignment group
synchronization options.
Setup ABC analysis:
Manage ABC Classification Set:
You can define an ABC classification set for your organization or even for a specific subinventory within
your organization. Additionally, you have control over the classification set criterion, the scope of your
analysis and any additional information that might be conditionally necessary based on those criterion.
Navigation: Setup & maintenance > Manufacturing and Supply Chain Materials Management >
Inventory management > Manage ABC classification set
Click on “+” to Create new classification Set
The below page will open, Enter the Name, Description, Content Scope, Sub Inventory , Validation scope
and Criteria. Click on Submit
Process submitted successfully. Make sure the Process status should be Success. Check the submitted
process status in Schedule jobs , search with process ID. Once process status changed to succeed ABC
Classification Set Date will be visible.
Navigation: System Tools > Scheduled Process
Click on “View ABC Classification Set Items”
Export the Items report.
Classify A,B,C items as per criteria
Define ABC Classes
You can create an ABC class to identify value groups to which your items belong. Define these classes
using your own terminology. For example, you might define classes A, B and C. Then, you might decide
to assign highest-ranking items to the A class, middle-ranking items to the B class and those of the
lowest rank to the C class. You can even add new items to existing lists.
Navigation: Setup & maintenance > Manufacturing and Supply Chain Materials Management > Inventory
management > Manage ABC Classes
Define ABC Assignment groups
Use ABC assignment groups to associate ABC classes with an ABC classification set
Navigation: Setup & maintenance > Manufacturing and Supply Chain Materials Management > Inventory
management > Manage ABC Assignment groups
Create Assignment group and add ABC Classes, click on Save and Close
Perform ABC Assignments
Enter ABC assignment criteria. Enter the Sequence number as per defined ABC classes in Exported
Report (Refer Page number 4) and submit.
Note: To perform CC for any item, the attribute Cycle count should be enable for item then only it will
eligible for Cycle count.
Create Cycle count
Navigation: Inventory management > Count > Create Cycle count
Enter Count Name, select Sub inventory and click on Include in Schedule, select ABC assignment group
and select synchronization mode as “Complete”. Click on Next
Now edit the created Cycle count and go to “Define Classes and Items” , Select the items and click on
“Include in Schedule” , Save and Close.
Generate Count Schedules
Cycle count schedules are generated at the frequency that you define. For example, if the frequency is
weekly, cycle counts are scheduled for all items that need to be counted on all of the workdays in the
current week. If the frequency is daily, cycle counts are scheduled for items that are due for counting on
the current date.
Navigation: Inventory management> Counts> Manage Cycle Count> Actions>Generate Count Schedules
Process Submitted Successfully.
Refresh the Process till status change to Succeeded.
Navigation: System Tools > Scheduled Process> Search with Process ID
Generate Count Sequences
Count sequences are generated for each item number, revision, lot number, subinventory and locator
combination for which on-hand quantities exist. Count sequences are ordered first by subinventory and
locator, then by item, revision, and lot. A unique sequence number is assigned to each count sequence.
You can use this sequence number for reporting, querying and rapid count entry.
Navigation: Inventory management> Counts> Manage Cycle Count> Actions>Generate Count Sequences
Process Submitted.
Refresh the Process till status change to Succeeded.
Navigation: System Tools > Scheduled Process> Search with Process ID
Run Schedule job ”Print Cycle Count Listing Report” and Status should be succeed.
Enter details and click on submit
Process submitted.
Refresh the Process till status change to Succeeded.
Generate the Cycle count listing report on Clicking “Republish” in Output.
Export the report in PDF or Excel format.
Record Count Sequences
Navigation: Inventory management> Counts> Manage Cycle Count> Actions>Record Count Sequences
Enter the Count Quantity and click on Submit
Count sequences submitted for approval.
Approve Count Sequence
Navigation: Inventory management> Counts> Manage Cycle Count> Actions>Approve Count Sequences
Click on Submit. Adjustments are processed.
Check the adjustments transactions from “Review completed Transactions”
Navigation: Inventory management > Inventory > Review Completed Transaction