Cycle Count

Cycle Count Detail

Count Complete

• Updates cycle count record in the Cycle Count > My Pending Cycle Count view.
  • Updates Status to Done.
  • Updates End Date field with current date/time.
• Calculates the variance between the cycle count and inventory.
• Creates inventory transactions to adjust inventory.
• Updates Inventory Location product Bucket fields and calculates usage.
• Makes Cycle Count Detail and Product Detail records read-only.
• Makes Cycle Count record read-only.
• Saves all records.
• Commits all inventory transactions associated with location which do not require approval.
• Navigates to Inventory > Move Approvals view if any transaction requires approval (for example, part moves). Otherwise, navigates to Inventory > Inventory Detail view.

Cycle Count

Cycle Count Detail

Scan

• Enable barcode scanning.
• Navigates to the Scan Barcodes Form view.

Cycle Count

My Pending Cycle Count

Start

• Updates cycle count record in the Cycle Count > My Pending Cycle Count view.
  • Updates Start Date field to the current date/time.
  • Updates Status to In Progress.
• Navigates to Cycle Count Detail View for selected cycle count record.

Cycle Count

My Pending Cycle Count

Usage

• Navigates to Inventory > Inventory Detail View for the inventory location on which the Cycle Count record is associated to.

Cycle Count

My Pending Cycle Count

Schedule

• Navigates to Calendar - Weekly View focused on current day.

Inventory

Inventory Detail

Rollup

• Updates Inventory Location record:
  • Updates Last Roll Up field with current date/time.
  • Aggregates Qty, Current Usage and Average Usage for each level in the hierarchy from the leaf level products up to the leaf level defined by the Rollup Level field for that inventory location*
  • Displays Min and calculates Delta field for items in the hierarchy with Consignment Level = True.

NOTE:  You define Rollup Level field for that Inventory location through the Inventory > Inventory Location > More Info view. For information on setting up inventory locations, see Siebel Order Management Guide.

Inventory

Inventory Location

Move

• Navigates to the Part Move view.
• Pre-populates fields in the Part Move view depending on where the move was initiated.

NOTE:  The Move button is also available in the Cycle Count > Product Detail view (drill-down only view), Cycle Count > Scan Barcodes (drill-down only view), Inventory > Assets view, Move > Transaction view. Depending on where the Move button was clicked, the fields will be pre-populated based on information that is available on these views.

Inventory

Move Approvals

Sign

• Pops up Signature Capture screen.

Opportunities

Quotes

AutoQuote

• Generate Quote and Quote Items records based on the opportunity and products associated to the opportunity.

NOTE:  For more information on AutoQuote functionality, please refer to Using Auto Quote in Medical Handheld.

Quote

Quote Items

Print

• Prints Quote report based on Quote print template.

Quote

Quote Items

Toggle

• Toggles between Quote List Applet and Quote Form Applet to display details on discounts for the quote item record.

NOTE:  For more information on AutoQuote functionality, please refer to Using Auto Quote in Medical Handheld.

Quote

Order

AutoOrder

• Generates Order and order Line Item records based on the quote and quote items for that quote.

NOTE:  For more information on AutoOrder functionality, see Creating Orders in Medical Handheld.

Cycle Count

Scan Barcodes

Stop

• Disables barcode scanning.
• Navigates to Cycle Count > Cycle Count Detail view.

Cycle Count

Scan Barcodes

Clear

• Clears fields.
• Performs an undo operation for cases in which a cycle count record was created as a result of the scan.