Siebel Field Service Guide > Cycle Counting and Replenishment >
Running the Cycle Counting Engine
Follow these procedures to carry out cycle counts of inventory. To run the Cycle Counting Engine interactively
- Navigate to the Inventory screen > Cycle Counts view.
- In the Inventory Locations list, select an inventory location record for cycle counting.
- Do one of the following:
To review pending cycle counts and parts lists for cycle counting
- Navigate to the Inventory screen > Cycle Counts view.
- In the Inventory Locations list, select an inventory location record.
The Cycle Counts subview shows records describing each instance of a cycle count. Pending cycle counts have a status of Open or Assigned.
- Select a cycle count record.
- Drill down on the Status field hyperlink.
The Part List tab shows all items included in the selected cycle count.
To record the results of a cycle count
- Navigate to the Cycle Counts screen > Cycle count List view.
- Select a cycle count record.
- In the My Pending Cycle Counts list, drill down on the Status field hyperlink.
- In the Part List list, In the Count field of each product record, enter the quantity counted.
- If a counted item is serialized:
- Select the product record.
- Enter a value in the Count field.
- Click the Counted Serial Numbers subview tab.
- In the Counted Serial Numbers list, create a record for each serialized asset that is an instance of that product.
To complete a cycle count
- Navigate to the Cycle Counts screen > Cycle Count List view.
- Select a cycle count record.
- In the My Pending Cycle Counts list, drill down on the Status field hyperlink.
- In the Part List list, click Count Complete.
This populates the records in the Variance view and the Counted Serial Numbers subview.
To review a cycle count
- Navigate to the Cycle Counts screen > Cycle Count list view
- Select a cycle count record.
- In the My Pending Cycle Counts list, drill down on the Status field hyperlink.
- Click the Variance view tab.
- Review the results (Original, Count, and Variance) of the product count and counted serial numbers, if applicable.
- To adjust the inventory, click Adjust.
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