Siebel Field Service Guide > Cycle Counting and Replenishment >
Setting Up Cycle Counting
Follow these procedures to set up cycle counting. To specify asynchronous operation of the Cycle Counting Engine for a specific user
- Navigate to the User Preferences screen > Service view.
- Select the Cycle Counts check box.
To set component request parameters for the Cycle Counting Engine
- Insert or edit a component request for the Field Service Cycle Counting Engine server component.
- Add or modify the server component parameters as needed.
For information about server components and component parameters, see Siebel System Administration Guide. To set a repeating component request for the Cycle Counting Engine
For information about setting repeating component requests, See the chapter on "Administering Siebel Server Run-Time Operations" in the Siebel System Administration Guide. To change system preferences for the Cycle Counting Engine
- Navigate to Administration - Application screen > System Preferences view.
- In the System Preference Name column, locate the system preference whose value you want to change.
NOTE: For cycle counting engine-related system preferences, see Table 102.
- In the System Preference Value field, enter a new value.
- To register changes to system preferences, restart the Field Service server.
To set up cycle counts for specific inventory locations
- Navigate to the Inventory screen.
- Select an inventory location record.
- In the My Inventory Locations list, drill down on the Name field hyperlink.
- Click the More Info view tab.
- In the More Info form, enter values for the Count Basis, Frequency, and Period fields.
To define the start date and end date for cycle counting
- Navigate to the Cycle Counts screen.
- In the visibility filter, select All Cycle Counts.
- In the All Cycle Counts list, select an inventory location record.
- Enter values for the Start and End dates.
To define the cycle count basis for inventory locations
- Navigate to the Inventory screen.
- Select an inventory location record.
- In the My Inventory Locations list, drill down on the Name field hyperlink.
- Click the More Info view tab.
- In the More Info form, in the Count Basis field, select ABC or XYZ.
To define the cycle count basis for inventory location types
- Navigate to the Administration - Service screen > Inventory Administration view.
- In the Inventory Location Types list, select an existing inventory type record or add a new one.
- In the Count Basis field, select ABC or XYZ.
To define cycle count classes for products at specific inventory locations
- Navigate to Administration - Product Screen.
- Select a product record.
- In the Products list, drill down on the Product field hyperlink.
- In the More Info link bar, click the Product Service Details link.
- In the Inventory Options subview tab, select an existing inventory type or add a new type.
- In the ABC Class and XYZ Class fields, select the relevant cycle counting classes (A, B, or C; X, Y, or Z).
To define the cycle count class for products associated with specific inventory types
- Navigate to Administration - Product Screen.
- Select a product record.
- In the Products list, drill down on the product field hyperlink.
- In the More Info link bar, click the Product Service Details link.
- On the Inventory Options subview tab, select an existing inventory type or add a new type.
- In the Class ABC and Class XYZ fields, select the relevant cycle counting classes (A, B, or C; X, Y, or Z).
To define cycle counting frequency and periods for an inventory location
- Navigate to the Administration - Service screen > Inventory Administration view.
- In the Inventory Location Types list, select an existing inventory location type or add a new inventory location type.
- In the Frequency field, enter the number of days.
- In the Period A/X, Period B/Y, and Period C/Z fields, enter the relevant numbers of days.
To define cycle counting frequency and periods for an inventory location type
- Navigate to the Administration - Service screen > Inventory Administration view.
- In the Inventory Location Types list, select an existing inventory location type or add a new inventory location type.
- In the Frequency field, enter the number of days.
- In the Period A/X, Period B/Y, and Period C/Z fields, enter the relevant numbers of days.
To configure tracing for the Cycle Counting Engine
- Navigate to the Administration - Server Configuration screen > Servers view.
- Click the Parameters view tab.
- In the Server Parameters list, locate the Trace Flags parameter.
- Set the appropriate values for the fields in the Trace Flags parameter record.
To manually specify parts for a cycle count
- Navigate to Inventory screen.
- Select an inventory location record.
- In the My Inventory Locations list, drill down on the Name field hyperlink.
- On the Cycle Counts subview tab, select a cycle count.
- Drill down on the Status field hyperlink.
- In the Part List tab, add a new record.
- In the Product field, select a product.
- Complete the other fields as needed.
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