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Viewing, Scheduling and Accessing Cycle Counts in Siebel Medical Handheld

Users can review all pending cycle counts assigned to them. For information on how administrators can set assign cycle counts, see Assigning Cycle Counts for Siebel Medical Handheld Applications. Users can determine critical information on these cycle counts to help them prioritize their activities. They can view information on inventory location, due date, and status for each of their cycle counts. Using information on the Siebel Medical Handheld, users can navigate to the Calendar view to schedule their cycle counts.

To view pending cycle count assignments

1. Navigate to Cycle Count.

   The My Pending Cycle Counts list appears, with a form listing pertinent details of the site. The fields in the My Pending Cycle Counts list are described in the following table:

   Field	Comments
   CC#	This field is populated by a hyperlinked number which indicates the cycle count number. Tap this hyperlink to gain access to the individual cycle counts in the queue, which are displayed in the Cycle Count Detail view.
   Inv Location	This field displays the location where the cycle count will take place.
   Due Date	The date and time the cycle count is to be completed.
   Status	This field displays the status of the pending cycle count. You set this field to reflect current status of cycle count. The choices are: Open, Assigned, Scheduled, In Progress, Done, and Closed.
   Start Date	Updated when a user taps the Start button while initiating the cycle count.
   End Date	The date the cycle count ended. The field is updated when a user taps Count Complete at the end of a cycle count.
   Account	The name of the inventory location, where the inventory will be counted, for instance a laboratory, administration office, or warehouse, and so on.
   Owner	The employee to which the cycle count is assigned.

To access cycle count records

1. Navigate to Cycle Count.

   The My Pending Cycle Counts list appears sorted in ascending order by due date.

2. From the My Pending Cycle Counts list, tap the appropriate cycle count hyperlink in the CC# field.

   The Cycle Count Detail view appears, along with a detailed list of products at that site. The fields in the Cycle Count Detail view are described in the following table:

   Field	Comments
   Location	The physical location where the inventory will take place, such a hospital or lab. This field is a read only.
   Account	The name of the account where the inventory is billed. This field is read only.
   Comments	You can enter comments associated with the account in this field.

   The fields in the Product Detail list are blank upon initiating a cycle count. Some of the fields are described in the following table:

   Field	Comments
   Product	A hyperlink, listing the product name, which links to the product detail view.
   Part #	Part number as assigned to the item.
   Description	Description of the item. Tap the ellipsis (...), and then enter a description.

To schedule a cycle count

1. Navigate to Cycle Count.

   The My Pending Cycle Counts list appears sorted in ascending order by due date.

2. Select the desired cycle count record.
3. In the Cycle Count Detail view, tap the Schedule button.

   The Weekly Calendar view appears.

4. Create an appointment in the Calendar view for the cycle count.

   For information on working with Calendar views, see Adding General Activities Using the Calendar in Siebel Medical Handheld.