Stock Take and Cycle Count / Cycle Count / Cycle Count Scheduler Advanced [STK013]
The Cycle Count Scheduler Advance screen is a more advanced version of the normal Cycle Count Scheduler screen.
The screen allows users to add more granular detail to a scheduled cycle count by setting various filters. Filters can be set for Bins, Stock Codes, and Lots, and the mobile device will direct the cycle count accordingly. Users can also update scheduled cycle counts by selecting the Scheduled Counts tab.
This screen allows users to build up a cycle count schedule of items that need to be counted. The selected bin, stock codes, or lots will be displayed in the data grid, and the user can filter the data further to get the exact information to be added to the cycle count schedule. When the Scheduled Type counts are selected, they appear on the users' scanners in the Schedule tab.
The Cycle Count Scheduler Advance module works completely apart from the current Cycle Count Scheduler and has its own Cycle Count Schedule tables.
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Try it!
From the main menu, browse to Stock Take and Cycle Counting / Cycle Counting / Cycle Count Scheduler Advanced.
This screen is typically used to schedule cycle counts on a bin, stock code, or lot level. By selected various filters, the user are able to filter the data further to get exactly what the user wants to turn into a cycle count schedule.
To create the first Cycle Count schedule, start by setting the required filters by Bin, Stock Code, or Lots. (there are four tabs on the left-hand side of the screen)
Select the required Warehouse from the Warehouse drop-down.
Select the Load to Grid button at the bottom of the Filter options screen in order to view the applicable bins, stock codes, or lots.
The option exist to remove some of the items (bin, stock code, or lots) from the grid, by selecting the Remove link in the Remove column.
Select the Allocate Count Date button to set the cycle count date and frequency.
The Cycle Count Scheduler Allocate screen will open.
Select the Count Start Date
The count can be scheduled Daily or Weekly
The options also exist to set the number of Counts per week day and whether the counts must be scheduled for a Saturday
Select Allocate once completed.
Select the Add to Schedule button in order to add the count to the schedule.
A pop-up will appear, indicate the Cycle Count schedule has been added to the schedule successfully.
View Scheduled Counts
To view all outstanding Scheduled Counts, select the Scheduled Counts tab on the left-hand side of the screen.
Set the required filters to few specific Scheduled Counts
Select the Load to Grid button at the bottom of the screen.
Notice the color indicators in the data grid.
If items are highlighted in red, then the Cycle Count is overdue.
Each Cycle Count also have a status indicator, that can give the user and overview of the current status of the Scheduled Cycle Count is. The statuses are also color-coded depending on the status.
NEW - BLACK Text - Nothing assigned or started yet
INPROGRESS - GREEN Text - All counts have been assigned
INPROGRESS - RED Text - Not all counts have been assigned
COMPLETE - DISABLED - if included with new checkbox filter
Assign Operators to Scheduled Count
To assign Operators you must first view the Scheduled Counts within the Cycle Count Schedule data grid.
Set the required filters to few specific Scheduled Counts
Select the Load to Grid button at the bottom of the screen.
Right-click on each scheduled count and select the Assign Operator option
The option to Unassign an Operator also exist.
Counting Scheduled Counts
The Operator can start counting the scheduled counts by using the scanner-based screen Cycle Count screen, using the Scheduled Tab.