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Oracle Inventory automatically queries up all count requests for which you have not yet entered a count. You can use flexible search criteria to specify the group of count requests for which you want counts entered to speed up the count entry process. For example, you can specify a range of count request sequences assigned to one person so they can be entered in the same order they were printed on the count sheet.

   To select the cycle count to use:

1. Navigate to the Cycle Count Entries window from the menu or choose Counts from the Cycle Counts Summary folder window.

2. Enter the name of the cycle count for which to enter counts.

This information is provided if you navigate from the Cycle Counts Summary folder window, and the Find button is not available

3. Enter the date the cycle count was performed.

4. Enter the name of the employee who performed the cycle count.

5. Enter the general ledger account to which to charge adjustments from this cycle count. The default is the adjustment account you entered while defining your cycle count.

Inventory performs a cycle count adjustment by creating a material transaction for the quantity and sign (plus or minus) of the adjustment. The transaction debits or credits the adjustment account depending on the direction of the transaction.

6. Display the count requests you want to enter.

You can choose the Find button to query all open count requests. If you choose not to query all open requests, you can either:

• Enter counts individually by entering existing sequence numbers. When you enter an existing sequence number the details for that request display. You only need to enter the quantity counted.

• Use the find feature on the Query menu to query a subset of count requests matching the search criteria you enter. You can search by any combination of count sequences, item, revision, subinventory, locator, or lot. You can also indicate whether to include recounts.

   To enter scheduled counts:

1. Select the Count alternative region.

2. Enter the quantity that you counted for your item. Inventory uses this quantity with the specified unit of measure to determine the value of the cycle count adjustment.

3. Save your work.

   To enter unscheduled counts:

1. Navigate to the Cycle Count Entries window from the menu.

2. Choose the Find button and select No. This enables you to enter items and counts manually.

3. Enter the item for which you are entering counts.

4. If your item is under revision control, enter the revision for which you are entering counts.

5. Enter the subinventory for which you are entering counts. You can enter only subinventories that track quantity on hand.

6. If this item is under locator control, enter the locator for which you are entering counts.

7. If the item is under lot control, enter the lot for which you are entering counts.

8. For serial control items, enter the serial number.

If you specified Multiple Per Request as the Count option and Quantity and Serial Numbers as the Detail option in the Cycle Counts window, you must enter serial number information in the Cycle Count Serial Number Details window as described in the next task below. If you selected Quantity Only as the Detail option, you must use the Cycle Count Serial Number Details window only if there is a quantity mismatch.

9. Enter the unit of measure that you used to count your item. Inventory displays the primary unit of measure for the item as the default.

10. Enter the quantity that you counted for your item. Inventory uses this quantity with the specified unit of measure to determine the value of the cycle count adjustment.

Attention: You may receive a warning message stating, "Zero count, no adjustment performed." You can and should enter the quantity for reporting purposes, but no adjustment to on-hand quantity is performed. To make the adjustment enter an unscheduled count using either this window or the Count Adjustment Approvals Summary window. See: Count Requests for Items with Zero Count.

11. Save your work.

   To enter serial number detail information:

1. Select the Serial button to open the Cycle Count Serial Number Details window.

If you specified Multiple Per Request as the Count option and Quantity and Serial Numbers as the Detail option in the Cycle Counts window, you must use this window to enter serial detail information. You must also use this window if you selected Quantity Only as the Detail option and there is a quantity mismatch.

This window displays the serial numbers on hand for the current count sequence from the Cycle Count Entries window, with checkboxes to indicate whether the serial number is present in this count and present in the system. You can use the All Present and All Missing buttons to set the Present checkboxes globally, or you can check or uncheck the Present checkboxes. You also can enter additional serial numbers, but the total number of serial numbers checked present must equal the count quantity.

The Cancel button clears all your entries in this window and returns you to the Cycle Count Entries window.

2. When you have completed your entries, select the Done button to record your entries and return to the Cycle Count Entries window.

   To enter optional count reference information:

1. Select the Count Reference alternative region.

2. Enter a transaction reason for the cycle count transaction. See: Defining Transaction Reasons.

3. Enter any further reference details pertaining to this count record.

4. Enter the name of the employee who performed the cycle count, if it is different from the one entered in the Count Defaults region.

5. Enter the date and time the cycle count was performed, if it is different from the one entered in the Count Defaults region.

   To view current item adjustment information:

1. Select the Adjustments alternative region.

2. View information for UOM, count quantity, system quantity, variance quantity, variance value, and variance percentage.

This region is available only if you turned the Display System Quantity option on when you defined your cycle count header. The System Quantity field displays the quantity on hand, and the Variance Qty field displays the proposed adjustment quantity based on the actual count quantity you enter. If you choose not to display system quantities, you enter and save your counts not knowing whether you are generating any adjustments, and if so, whether the counts are out of tolerance.

Entering Preapproved Counts

   To enter preapproved counts:

1. Navigate to the Cycle Counts Summary folder window.

2. Choose Enter Preapproved Counts from the Special menu.

Since this functionality overrides the approval process it is usually available only to managers and employees with a certain function security. See: Overview of Function Security.

3. In the Preapproved Count Entries window, query or enter the count information.

The counts you enter are automatically approved without regard to adjustment tolerances or defaults set for the cycle count. Adjustments are made if applicable.

See Also

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