Creating Cycle Count Plans

Instead of creating inventory counts directly, you can create cycle count plans that serve as templates for generating inventory counts. Plans provide more bin and item filters than those on manual or calculated inventory counts.

Note the following guidelines for cycle count plans:

You can create multiple cycle count plans. When you generate an inventory count, the dropdown list of plans can display only up to 1000 plans at a time.
Your setting for the following preferences apply to cycle count plans: Make Department Mandatory and Make Classes Mandatory.
You can assign a default employee to a plan, which you can change when you generate an inventory count. On a mobile device, employees can process only the counts assigned to them and unassigned counts.

To create a cycle count plan:

Using the WMS Warehouse Manager role, go to WMS Inventory > Cycle Count > Create Cycle Count Plans > New.

The WMS Cycle Count Plans page appears.
In the Main section, enter values in the following fields:
- Name - Enter a unique name for the cycle count plan.
- Subsidiary - Select the subsidiary of the location you want to assign to the plan.
- Location - Select a location or warehouse.
- Account – Select the account to which you want to post variances, typically, an expense account.
  
  By default, the account you set in the Default Inventory Count Account field on the Accounting Preferences page appears in this field. See Setting Up Inventory Count.
- Optionally, you can set the following fields to provide more details about the cycle count plan: Department, Class, Memo, Assigned To.
Optionally, on the Items section, you can do the following:
- You can define the item filters in the following fields: Item Type, Item Classification, Item Family, or Item Group.
- In the Item field, you can select the items you want to include in the counts generated for this plan.
- To filter items based on the next count date, check the Use Item Frequency box.
  
  When you generate the count, you can specify either or both the count start and count end dates. Items with next count dates that meet your specified criteria appear in your search results. Make sure you set the next count date on their corresponding item records.
  
  If you clear this box and generate the count, items appear in your search results regardless of their next count date.
- To filter items based on a vendor, in the Vendor field, select a vendor’s name.
  
  With this filter, you can count items for a vendor associated with purchase orders and inbound shipments.
For more information about these item fields, see Creating Items for NetSuite WMS.
Optionally, for locations with bins, in the Bins section, you can do the following:
- You can define the bin filters in the following fields: Zones or Aisle.
- In the Bins field, you can select the bins that contain the items you want to count.
- To include items with an on-hand count of zero, check the Count Bin Rows With Zero Quantity box.
- To sort items by bin number, instead of the default sorting by item name or number, check the Sort Rows by Bin box.
  
  You can apply this setting to count all the items in a specific area of your warehouse.
Click Save.

To generate inventory counts from this plan, see Generating and Releasing Inventory Counts.

To create a cycle count plan:

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