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Managing and Performing Cycle Counts with Medical Handheld

You can view information on all your cycle counts. Because contact information for the inventory location on which you are doing your cycle count can be found on the same view, you can use this information to schedule the cycle count.

Scenario for Performing a Cycle Count

This scenario is one example of how you can use Siebel Medical Handheld for performing part movements. You might use Siebel Medical Handheld differently, depending on your business model.

A Sales representative for a medical device company synchronizes with a Siebel client at the start of the day to get the latest information downloaded to her handheld device. She navigates to the My Pending Cycle Counts view to see all cycle counts that have been assigned to her. She sees one that is due two weeks from the present, and uses the information on inventory location to call the contact and schedule an appointment. While on the phone, she taps the Schedule button to navigate to the Calendar views to create an appointment for a cycle count. She then updates the status of cycle count status to Scheduled.

On site, she outfits her handheld device with a compatible in hand scan card, navigates to the My Pending Cycle Counts view, selects the cycle count to perform and taps Start which navigates to the Cycle Count Detail View. She taps Scan to enable the barcode scanner and display the Scan Barcodes pop-up window. She then aligns the barcode scanner with the part number barcode on the first package and presses the device button to initiate screening.

For information on supported scanners, see System Requirements and Supported Platforms on Siebel SupportWeb.

The following cycle count tasks are included in this section:

• Viewing, Scheduling and Accessing Cycle Counts in Medical Handheld
• To schedule a cycle count
• Starting a Cycle Count
• Performing a Cycle Count Using Barcode Scanning
• Counting Products by Electronically Entering Product and Asset Records
• Moving Products While Performing a Cycle Count
• Completing Cycle Counts