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Approve or Reject Cycle Count Adjustment Records at the Detail Level

You can approve or reject cycle count adjustment records directly at the detail level, allowing valid counts to be processed while only inaccurate SKUs are sent for recount. This is available for both active and reserve locations, as well as location-driven and item-driven cycle counts.

Approval Status Tracking

The Detail Approval Status column (on the Cycle Count Adjustment Detail screen) helps supervisors track the approval or rejection status of individual adjustment records.

You can add the column through the UI and save the personalized view. Existing adjustment detail records will display a blank value until actions are taken.

Approve and Reject Actions

In the Cycle Count Adjustment Detail screen, the Approve and Reject action buttons allow supervisors to process selected detail records directly from the UI.

Key capabilities include:

  • Support for multi-select processing
  • Approval and rejection at the SKU level
  • Automatic handling of remaining unselected records
  • Inventory updates applied only to approved SKUs with discrepancies
  • Rejected SKUs are excluded from inventory adjustments
  • When performing approvals, selected records are approved.
  • Remaining records are automatically rejected. When performing rejections, selected records are rejected. Remaining records are automatically approved.
  • During processing, the system displays confirmation dialogs showing how many SKUs will be approved or rejected before changes are applied.
    • Note: Even if one record of a SKU is selected and approved, all the remaining detail records within the adjustment header will be approved.

Automatic Recount Task Creation

If any SKUs are rejected during approval or rejection processing, the system prompts supervisors to select:

  • A task type
  • A task priority

Once confirmed, the system automatically creates item-driven cycle count tasks for only the rejected SKUs.

Additional behavior includes:

  • Even if there are no variances and a detail is not selected for approval, it will get rejected
  • If one detail line for a SKU is rejected, the entire SKU is included in the recount task
  • No new recount tasks are created if an active location-level cycle count task already exists. Even if a recount trigger is enabled, the item driven cycle count task will take precedence, and the location driven recount task will not be created.

Variance Driven Approval

The Variance Driven Approval action allows supervisors to approve or reject records automatically based on configurable variance thresholds rather than manual record selection.

Supervisors can:

  • Define either a variance quantity or variance percentage
  • Automatically approve records within the configured threshold
  • Automatically reject records outside the threshold

This reduces the risk of manually approving incorrect adjustments while accelerating review of large cycle count batches.

Improved Handling for Uncounted Anticipated LPNs

To maintain inventory integrity in reserve locations, Warehouse Management prevents partial approval or rejection of detail records associated with uncounted anticipated LPNs during Detail Count or LPN Scan mode counting.

If users attempt to selectively approve or reject records for an uncounted LPN, the system displays the following error:

“Selective approval is not allowed for LPNs that are deemed to be lost, %LPN”

This ensures all detail records associated with the missing LPN receive a consistent decision. The same validation also applies during variance-driven approval processing.

Cancel Cycle Count Location by Item Tasks via API

Warehouse Management also supports cancellation of CC-LOCN-BY-ITEM tasks through the following APIs:

POST /wms/lgfapi/v10/entity/task/{id}/cancel

POST /wms/lgfapi/v10/entity/task/{task_number}/cancel

POST..../wms/lgfapi/v10/entity/task/bulk_cancel/

The system validates that tasks are in Ready or Held status before allowing cancellation.

Steps to Enable and Configure

To enable the Approval Status Column,

  1. Navigate to the Cycle Count Adjustment Detail screen.
  2. Open the column configuration or personalization settings
  3. Add the Approval Status column
  4. Save the view configuration

The column will then display approval and rejection statuses for processed detail records.

Permissions

To use the new detail-level approval and rejection functionality, administrators must grant the following permissions through the Groups View > Permissions screen:

  • Location/Approve CC Adjustment Details
  • Location/Reject CC Adjustment Details