Siebel Field Service Guide > Cycle Counting and Replenishment > Process of Managing Cycle Counting >
Setting Up Cycle Counts (End User)
Complete the procedures in this topic to set up cycle counts. This task is a step in Process of Managing Cycle Counting. To set up a cycle count
- Navigate to the Cycle Counts screen, then the Cycle Counts List view.
- From the visibility filter, select All Cycle Counts.
- Create a new cycle count record, and complete the fields as appropriate.
Some fields are described in the following table.
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Inventory Location |
Select the inventory location for the cycle count. |
Status |
Select the status of the cycle count. Values include Assigned, Closed, and Open. |
Due |
Select the date and time to schedule the cycle count completion. This field is for information only, and does not affect the Cycle Counting Engine. |
Start |
Select the date and time to start the cycle count. This date and time is used to generate Cycle Count Detail reports. |
End |
Select the actual date and time to complete the cycle count. This date and time is used to generate Cycle Count Detail reports. |
After you set up a cycle count, you set up the cycle count data for the inventory location in the cycle count. To set up the cycle count data for an inventory location
- Navigate to the Inventory screen.
- Drill down on the Name field for a selected inventory location, and click the More Info view tab.
- In the More Info form, complete the fields as appropriate.
Some fields are described in the following table.
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Period B/Y |
Type the time period in days for counting all B or Y class products at the location. |
Count Basis |
Select the method of product classification for cycle counting. Values include:
- ABC. This cycle count basis ranks products according to financial value. You count products with a larger dollar value more often than the products with a smaller dollar value.
- XYZ. This cycle count basis ranks products according to turnover. You count higher-turnover products more often than lower-turnover products.
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Frequency |
Type the time period in days between physical counts of inventory at the location. |
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