Reviewing and Updating Cycle Count Using Mobile Tablet Application
To review and update cycle count on your tablet:
Open the application by tapping the Cycle Count icon on your device, and then log in.
The Cycle Count Review screen is displayed. By default, the left side of the screen displays a list of recent cycle counts that were entered during the last 14 days. You can set the date range in the filter and search the records. To set the date range, you:
Tap the Filter icon on the top left.
Enter From and To Cycle Count Date information.
Tap the Apply button to apply the filter and search the records.
Each cycle count record displays information such as cycle count number, date, cycle count status, location to count, and items to count.
You can enter any cycle count number in the Cycle Count Number field and tap the Search icon on the top left to search the specific cycle count.
Tap the Filter icon on the top left to filter and search your list of cycle count. Enter the details of Cycle Count Status or Cycle Count Date or both status and date, and tap the Apply button to apply your filter.
Select any record from the cycle count list on the left side to review the items to count. The list of items to count for the selected cycle count is displayed on the right side.
Note: By default, each cycle count can display a list of maximum 100 records. It is recommended to have not more than 100 records in a single cycle count.You can filter the list of items by item number and location. Tap the Filter icon on the top right and enter the following details:
- Item Number
Enter the Item Number using one of these options:
Use the keyboard on your mobile device to manually enter the data.
Use the Search icon to search and select the data.
Use the camera application on your mobile device to scan the data.
To use this option, tap the QR Code button next to the Item Number field. The system launches the device camera and you can scan the barcode of the equipment.
Use a Bluetooth-enabled scanning device to scan the data.
To use this option, tap the Item Number field to activate the scanning device. Then, scan the barcode of the item using the scanning device.
See Setting Up the Bluetooth Option in the Mobile Device to Scan Barcodes
- Location
Enter the Location using one of these options:
Use the keyboard on your mobile device to manually enter the data.
Use the Search icon to search and select the data.
Use the camera application on your mobile device to scan the data.
To use this option, tap the QR Code button next to the To Location field. The system launches the device camera and you can scan the barcode of the location.
Use a Bluetooth-enabled scanning device to scan the data.
To use this option, tap the To Location field to activate the scanning device. Then, scan the barcode of the item using the scanning device.
See Setting Up the Bluetooth Option in the Mobile Device to Scan Barcodes
Tap the Apply button to apply your filter and search the items.
You can view the following information in each record in the item list:
Item number
Lot number
Counted item
Location
On Hand item count
Variance of item
You can approve the list of items for a cycle count. Tap the Approve button on the top right of the screen to approve the items.
Note: The Approve button, On Hand item count, and Variance of item information are displayed if you have set the Display processing option. See Setting Processing Options for the Cycle Count Tablet Application (M41240)..Tap to select any item from the item list to review or update the quantity of the selected item.
The Cycle Count Entry screen is displayed. You can update the Quantity and Unit of Measure of the item. You can add new quantity and can also add new unit of measure for the item.
After you complete entering the Quantity and the Unit of Measure, tap the Save button on the top right of the screen to save the data.
You can tap the Cancel button on the top left of the screen to cancel the data.