How To Perform a Cycle Count

1. Go to Warehouse, click Cycle Count, and then click Cycle Count List.
2. To see a list of cycle counts, fill out the relevant parameters and press Submit to filter and display the result of your search.
3. To create a new cycle count, click Create New.
4. Define the cycle count you are creating by filling out certain parameters, such as the selection method, the number of parts, the minimum value per part or of the total, the ABC (usage value) code, or even by specifying which PRC part to count.
5. Click Create to initiate the cycle count procedure.
6. Count the number of parts in the bin, and enter it in the Actual Shelf Quantity field.
7. You must select a reason code for each new quantity entered, even if it does not differ from the value in the Shelf Quantity column.
8. To save your changes, click Set.
9. If you try to click Set without first entering a reason code, Cetec will prevent the changes from being saved.
10. To add a new reason code, click Admin, Maintenance, Data Maintenance.
11. Find the InvShortageReason data maintenance table. Click into it.
12. Click Add Record, give the new reason code a name and a description.
13. Check the No Inv Change box when adding a reason code that will denote in Cetec that there has been no inventory change.
14. Click Submit to save your changes.
15. Go back to the Cycle Count page, click ctrl + r to refresh the page, enter the actual shelf quantity for this part, choose our new reason code "No Inventory Change" from the Reason Code drop-down menu, and click Set.
16. Finish counting all parts for all lines in the cycle count.
17. Finish the cycle count by clicking on Close in the header area.
18. Search the Cycle Count list (search for the correct location and for a status of Closed) and find the cycle count you just closed.