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

1. Navigate to the Inventory screen > Cycle Counts view.
2. In the Inventory Locations list, select an inventory location record for cycle counting.
3. Do one of the following:
   • Click Generate Counts to produce cycle count lists for the selected inventory location.
   • Click Menu and select Generate Counts (All Locations) to produce count lists for all inventory locations.

     The cycle counts appear on the Cycle Counts subview tab.

To review pending cycle counts and parts lists for cycle counting

1. Navigate to the Inventory screen > Cycle Counts view.
2. 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.

3. Select a cycle count record.
4. 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

1. Navigate to the Cycle Counts screen > Cycle count List view.
2. Select a cycle count record.
3. In the My Pending Cycle Counts list, drill down on the Status field hyperlink.
4. In the Part List list, In the Count field of each product record, enter the quantity counted.
5. If a counted item is serialized:
   1. Select the product record.
   2. Enter a value in the Count field.
   3. Click the Counted Serial Numbers subview tab.
   4. 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

1. Navigate to the Cycle Counts screen > Cycle Count List view.
2. Select a cycle count record.
3. In the My Pending Cycle Counts list, drill down on the Status field hyperlink.
4. 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

1. Navigate to the Cycle Counts screen > Cycle Count list view
2. Select a cycle count record.
3. In the My Pending Cycle Counts list, drill down on the Status field hyperlink.
4. Click the Variance view tab.
5. Review the results (Original, Count, and Variance) of the product count and counted serial numbers, if applicable.
6. To adjust the inventory, click Adjust.