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Counting Products by Electronically Entering Product and Asset Records

When you are counting products during a cycle count, you are actually counting assets for that product. An asset is an instance of a product. Depending on how a product is defined in the Product Administration views, you may need to create new assets and associate these assets to a product when counting. This process is done automatically as part of the barcode scanning process. However, if barcode scanning is not enabled and you are counting products by electronically adding records, then you need to specify the product and associate assets to the product.

To add products to 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. From the Show drop-down list, select Cycle Count Detail.
4. Tap in the Cycle Count Detail list to make it active, then tap the New Record button.
5. Tap the arrow drop down on the Product field

   The Products picklist will pop-up.

6. Select a product from the Products pick applet and tap OK button.

   Repeat the procedure for as many products as required.

To associate an existing asset to a product

1. Tap in the Cycle Count Detail list to make it active.
2. Select the product with which you would like to associate the asset.
3. Tap the Product hyperlink.

   The Product Detail View appears.

4. Tap in the Product Detail list, then tap the New Record button.
5. Tap the arrow in the Lot # field.

   The Assets picklist appears.

6. Choose the desired asset, the tap OK.
7. Tap the Back button to navigate to the Cycle Count Detail view

To associate a new asset to a product

1. Tap in the Cycle Count Detail list to make it active.
2. Select the product with which you would like to associate the asset.
3. Click the Product hyperlink.

   The Product Detail View appears.

4. Tap in the Product Detail view, then tap the New Record button.
5. Tap the arrow for Lot#, Serial#, or Asset# field.

   The Assets picklist appears.

6. Tap New from the Assets picklist.
7. Enter required information for the asset

   NOTE:  Asset# is auto-generated and Unique ID is read-only. If the product is defined to be serialized in the Product Administration views, Qty will also be read-only.

8. Tap OK

   Repeat the previous steps if you need to create new assets and associate with this product.

9. Tap the Back button to navigate to the Cycle Count Detail view.