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Configuration Parameters for the Cycle Counting Engine


The Cycle Counting Engine generates cycle counting headers and cycle counting products by using the configuration information from the Cycle Counts view of the Inventory screen. For more information, see Generating Cycle Counts (End User).

Cycle counting uses the following configuration parameters:

  • ABC or XYZ count basis. The method for cycle counting.
    • A, B, or C classification. The product classification that is based on the financial value of the product. A has a higher value than B, and B has a higher value than C.
    • X, Y, or Z classification. The product classification that is based on the turnover of the product. X has a higher turnover than Y, and Y has a higher turnover than Z.

      A product can have any combination of class A, B, or C and X, Y, or Z (for example, AY). However, cycle counting is based on either ABC or XYZ, not both.

  • Frequency. The interval in days between physical counts of inventory at a location. For example, if the counting frequency is 7 days, then you count inventory every 7 days.
  • Period. The time period in days allotted to counting all A or X, B or Y, or C or Z product classes at a location. For example, if the counting period for class A or X products is 90 days, then the Cycle Counting Engine includes all the products in this class in the part list at least once every 90 days.
  • Start Date and End Date. The time span in calendar days when the Cycle Counting Engine creates cycle count records.

For example, you configure an inventory location for counting on a financial value basis (count bases of ABC). There are 100 class A products in inventory. You count all of the these products in 20 days (period A/X of 20 days). Every 5 days (frequency of 5 days) you spend as much time as needed to count a quarter (5/20) of these products, with the goal of counting all of these products in 20 days. Counting periods do not have to be even multiples of the frequency.

Table 33 lists the applicable data and views for the configuration parameters that the Cycle Counting Engine uses.

Table 33. Configuration Parameters for Cycle Counting
Configuration Parameter
Applies to
View

Cycle count basis: ABC or XYZ

Inventory locations

Inventory Locations view of the Inventory screen

Inventory location types

Inventory Location Types view in the Inventory Administration view of the Administration - Service screen

Cycle count class: A, B, or C and X, Y, or Z

Products associated with a specific inventory type

Inventory Options list in the Fulfillment view in the Service Information view in the Products view of the Administration - Products screen

Products associated with specific inventory location

Product Inventory view of the Inventory screen.

Frequency

Inventory locations

Inventory Locations view of the Inventory screen

Inventory location types

Inventory Location Types view in the Inventory Administration view of the Administration - Service screen

Period for A/X, B/Y, and C/Z

Inventory locations

Inventory Locations view of the Inventory screen

Inventory location types

Inventory Location Types view in the Inventory Administration view of the Administration - Service screen

Start date and end date

Inventory locations

Cycle Count List view of the Cycle Counts screen

NOTE:  If you can set a configuration parameter at different levels of inventory, then the parameter for the more specific level takes precedence over the other levels. For example, the count basis (ABC or XYZ) at an inventory location takes precedence over the count basis for an inventory type. The cycle count class (A, B, or C; X, Y, or Z) for an inventory type takes precedence over cycle count class for a product.

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