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Define partial location cycle counting process

When you use cycle count plans to create counting work, you can guide the actual counting operations by requesting that only specific products and product variants be counted instead of all on-hand inventory at the location. By filtering on specific products, the warehouse manager can reduce review overhead, help prevent consolidation mistakes, and save time. Typically, a warehouse manager performs the setup tasks.

Create a cycle counting work template

  1. Go to Warehouse management > Setup > Work > Work templates.
  2. In the Work order type field, select Cycle counting.
  3. Select New.
  4. In the Sequence number field, enter a number. The sort order is from the smallest number to the largest number. The value must be more than 0 (zero).
  5. In the list, mark the selected row.
  6. In the Work template field, type a value.
  7. In the Work template description field, type a value.
  8. In the Work pool ID field, enter or select a value.
  9. In the Work priority field, enter a number.
  10. Select Save.
  11. Select New.
  12. In the list, mark the selected row.
  13. In the Work type field, select Counting.
  14. In the Work class ID field, enter or select a value.
  15. Select Save.
  16. Select Work line breaks.
  17. Select New.
  18. In the Sequence number field, enter a number. The sort order is from the smallest number to the largest number. The value must be more than 0 (zero).
  19. Select Save.
  20. Close the page.
  21. Close the page.

Create a cycle counting plan

  1. Go to Warehouse management > Setup > Cycle counting > Cycle count plans.
  2. Select New.
  3. In the Cycle counting plan ID field, type a value.
  4. In the Description field, type a value.
  5. In the Maximum number of cycle counts field, enter a number.
  6. In the Work template field, enter or select a value.
  7. Select New.
  8. In the Sequence number field, enter a number. The sort order is from the smallest number to the largest number. The value must be more than 0 (zero).
  9. In the Description field, type a value.
  10. Select Save.
  11. Select Define product query.
  12. In the list, mark the selected row.
  13. In the Criteria field, enter or select a value.
  14. Select OK.
  15. Close the page.