Siebel Field Service Guide > Cycle Counting and Replenishment >

Setting Up Cycle Counting

Follow these procedures to set up cycle counting.

For information about synchronous and asynchronous processing, see Siebel Application Services Interface Reference.

CAUTION:  In synchronous processing, the client screen can lock. Consequently, the user sees a blank screen.

To specify asynchronous operation of the Cycle Counting Engine for a specific user

1. From the application-level menu, choose Tools > User Preferences.

   The User Preferences screen appears.

2. On the link bar, click Service.

   The Field Service form appears.

3. Select the Cycle Counts check box.

To set component job parameters for the Cycle Counting Engine

1. Create or edit a component job for the server component Field Service Cycle Counting Engine (alias FSCyccnt).
2. Add or modify the server component parameters as needed.

   For information about server components, component parameters, and setting repeating component jobs, see Siebel System Administration Guide.

To change system preferences for the Cycle Counting Engine

1. Navigate to Administration - Application screen > System Preferences view.
2. In the System Preference Name column, locate the system preference whose value you want to change.

   NOTE:  For cycle counting engine-related system preferences, see Table 107.

3. In the System Preference Value field, enter a new value.
4. To register changes to system preferences, restart the Field Service server.

To set up cycle counts for specific inventory locations

1. Navigate to the Inventory screen.
2. Select an inventory location record.
3. In the My Inventory Locations list, drill down on the Name field hyperlink.
4. Click the More Info view tab.
5. In the More Info form, enter values for the Count Basis, Frequency, and Period fields.

To define the start date and end date for cycle counting

1. Navigate to the Cycle Counts screen.
2. From the visibility filter, select All Cycle Counts.
3. In the All Cycle Counts list, select an inventory location record.
4. Enter values for the Start and End dates.

To define the cycle count basis for inventory locations

1. Navigate to the Inventory screen.
2. Select an inventory location record.
3. In the My Inventory Locations list, drill down on the Name field hyperlink.
4. Click the More Info view tab.
5. In the More Info form, in the Count Basis field, select ABC or XYZ.

To define the cycle count basis for inventory location types

1. Navigate to the Administration - Service screen > Inventory Administration view.
2. In the Inventory Location Types list, select an existing inventory type record or add a new one.
3. In the Count Basis field, select ABC or XYZ.

To define cycle count classes for products at specific inventory locations

1. Navigate to Administration - Product Screen.
2. Select a product record.
3. In the Products list, drill down on the Product field hyperlink.
4. In the More Info link bar, click the Product Service Details link.
5. In the Inventory Options subview tab, select an existing inventory type or add a new type.
6. In the ABC Class and XYZ Class fields, select the relevant cycle counting classes (A, B, or C; X, Y, or Z).

To define the cycle count class for products associated with specific inventory types

1. Navigate to Administration - Product Screen.
2. Select a product record.
3. In the Products list, drill down on the product field hyperlink.
4. In the More Info link bar, click the Product Service Details link.
5. On the Inventory Options subview tab, select an existing inventory type or add a new type.
6. In the Class ABC and Class XYZ fields, select the relevant cycle counting classes (A, B, or C; X, Y, or Z).

To define cycle counting frequency and periods for an inventory location

1. Navigate to the Administration - Service screen > Inventory Administration view.
2. In the Inventory Location Types list, select an existing inventory location type or add a new inventory location type.
3. In the Frequency field, enter the number of days.
4. In the Period A/X, Period B/Y, and Period C/Z fields, enter the relevant numbers of days.

To define cycle counting frequency and periods for an inventory location type

1. Navigate to the Administration - Service screen > Inventory Administration view.
2. In the Inventory Location Types list, select an existing inventory location type or add a new inventory location type.
3. In the Frequency field, enter the number of days.
4. In the Period A/X, Period B/Y, and Period C/Z fields, enter the relevant numbers of days.

To configure tracing for the Cycle Counting Engine

1. Navigate to the Administration - Server Configuration screen > Servers view.
2. Click the Parameters view tab.
3. In the Server Parameters list, locate the Trace Flags parameter.
4. Set the appropriate values for the fields in the Trace Flags parameter record.

To manually specify parts for a cycle count

1. Navigate to Inventory screen.
2. Select an inventory location record.
3. In the My Inventory Locations list, drill down on the Name field hyperlink.
4. On the Cycle Counts subview tab, select a cycle count.
5. Drill down on the Status field hyperlink.
6. In the Part List tab, add a new record.
7. In the Product field, select a product.
8. Complete the other fields as needed.