Bookshelf Home | Contents | Index | Search | PDF

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

Navigate to Inventory > Cycle Counts.
In the Inventory Locations list, select an inventory location for cycle counting.
Do one of the following:
Click Generate Counts to produce cycle count lists for the selected inventory location.
Click the menu button 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

Navigate to Inventory > Cycle Counts.
In the Inventory Locations list, select an inventory location.

The Cycle Counts subview shows records describing each instance of a cycle count. Pending cycle counts have a status of Open or Assigned.

Select a cycle count record.
Click the hyperlink in the Cycle Counts record's Status field.

The Part List tab shows all items included in the selected cycle count.

To record the results of a cycle count

Navigate to Site Map > Cycle Counts.
In the Cycle Counts list, select a cycle count record.
Click the Part List view tab.
In the Count field of each product record, enter the quantity counted.
If a counted item is serialized:
Select the product record.
Enter a value in the Count field.
Click the Counted Serial Numbers subview tab.
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

Navigate to Site Map > Cycle Counts.
In the Cycle Counts list, select a cycle count record.
Click the Part List view tab.
Click Count Complete.

This populates the records in the Variance view and the Counted Serial Numbers subview.

To review a cycle count

Navigate to Site Map > Cycle Counts.
In the Cycle Counts list, select a cycle count record.
Click the Variance view tab.
Review the results (Original, Count, and Variance) of the product count and counted serial numbers, if applicable.
To adjust the inventory, click Adjust.

Bookshelf Home | Contents | Index | Search | PDF