Managing Cycle Counting for Siebel Consumer Goods

Before visiting outlets, van sales representatives must verify that the inventory on their mobile device matches the actual inventory in their van. Inventory is verified by performing a cycle count.

The following procedures related to cycle counting are included in this topic:

• "Displaying Cycle Counts"

• "Performing a Cycle Count"

• "Adding Products to the Cycle Count"

  
  

  Note : You must complete the relevant setup tasks detailed in Siebel Consumer Goods Guide and Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Consumer Goods.

  
  

Displaying Cycle Counts

You can display cycle counts by using the Cycle Count view.

To display cycle counts 

• Tap Side Menu and then tap Cycle Counting to display the following:

  • The Cycle Count list and details in the main pane or work area.

  • The calendar in the side pane showing the call scheduling information.

  The following table describes the fields in the Cycle Count list.

  Field Name	Description
  Status	The cycle count status, which can be one of the following: Assigned, Closed, Done, In Progress, Open, or Scheduled. Drill down on the link in the Status field to see the product information for the cycle count and to perform a cycle count. For more information, see "Performing a Cycle Count" and "Adding Products to the Cycle Count".
  Inv Location	The location of the inventory associated with the cycle count. Drill down on the link in the Inv Location field to see the details of the inventory location for the cycle count.
  Due Date	The date that the cycle count is due.
  Start Date #	The cycle count start time.
  End Date	The cycle count end time.
  Comments	The cycle count description.

  
  

Performing a Cycle Count

Van sales representatives verify their inventory by performing a cycle count.

To perform a cycle count 

1. Tap Side Menu and then tap Cycle Counting to display the following:

   • The Cycle Count list and details in the main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Select a cycle count record for the current date and time in the Cycle Count list.

   Alternatively, tap New (the plus (+) icon) in the main pane to create a new cycle count.

3. To perform the cycle count:

   1. Tap the Start button in the main pane.

      Tapping Start records the start time for the cycle count, changes the value in the Status field to In Progress, and displays the Product information for the cycle count.

      For an existing cycle count that has not been started, drill down on the Open link in the Status field.

   2. Tap the List Products button in the main pane.

      This populates the list of products for the cycle count by returning all products in the current van inventory belonging to the sales representative. This includes various product buckets such as Good, Defective, and so on.

   3. Verify the count of stock in your van and then enter the amounts of each item in the Count column.

      
      

      Note : You can also use the Count UOM1 and Count UOM2 fields to capture the count of the physical inventory. These fields represent two units of measure that are related by Case Pack, which is a value that the administrator sets up. Updates to the Count UOM1 and Count UOM2 fields also update the Count when it is committed based on the Case Pack.

      
      

   4. Tap Count Complete when you are finished entering the inventory amounts.

      The records are locked, preventing any further changes.

   5. If there are products with variances greater or less than zero, then select those products and tap the Adjust button to update the inventory with the current count.

      The Adjust button processes the selected records only. Uses CTRL+Tap to select multiple records.

4. Finish the cycle count as follows:

   • Tap Side Menu, and then tap Cycle Counting to return to the Cycle Count list.

   • Tap the End button in the main pane.

   The value in the Status field changes from In Progress to Done.

Adding Products to the Cycle Count

Complete the following procedure to add products to a cycle count.

To add products to a cycle count 

1. Tap Side Menu and then tap Cycle Counting to display the following:

   • The Cycle Count list and details in the main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on the link in the Status field for the cycle count record that you want to modify.

3. Add new products to the cycle count as follows:

   1. Tap the List Products button in the main pane.

      This populates the list of products for the cycle count by returning all products in the current van inventory belonging to the sales representative. This includes various product buckets such as Good, Defective, and so on.

   2. Tap New (the plus (+) icon) in the main pane.

   3. Enter the information for the new product in the fields that appear, and then save the record.

      Only products that are in the current van inventory belonging to the sales representative can be added.