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Count category

Create new count cycle category

  1. In the menu, expand Base Modules > Distribution > Inventory Management > Warehouse Management > RF Cycle Count > RF Cycle Count Process and double-click Work with RF Cycle Count Category. WHW155 Work with Count Category panel appears. 
View available functions on this panel
Function Description 
Reseq  This function is used to re-sequence the categories. This function resorts the categories starting from the lowest existing sequence number.
Add  This function is used to add new count cycle category. 
View available options on this panel
Option Description 
Detail  This option access count category selection in change mode to modify category definition. Category name can not be changed. 
Copy  This allows you to copy existing count category definition as new definition with the similar attributes. 
Header This option access count category selection header in display mode to display the count allocation, last allocated date, last release date.
Alloc This option is used to calculate allocations for the selected items.
Rls This option releases selected category and generates the cycle number. More than one category can be selected for release.
De-alloc This allows you to reverse the allocation calculation.
Location This option is used to display the locations included in the count category and the date each location was last counted.
  1. Click Add to create new count cycle category. .WHW155 Work with Count Category panel appears in add mode.
View the fields on this panel
Field Description
Category Enter a definition code a maximum of 8 characters. 
Category description  This is a description for the Stocktake cycle.
Sequence  In Count Category Selection enter the preferred sequence for the cycle definition. This must be a unique number except 999. The sequence number 999 is used for Ad-Hoc cycle counts. 
Status 

When creating a new cycle category enter A=Active,

C=close when no longer required.

O=Once Only for Ad-Hoc Cycle counts 
Count number and period

If a number and a day or month is entered, the system will calculate back to the last time that the stock was counted and only add those items that fit the criteria.

Blank = means always used for Ad-hoc counts

Day = enter the number of days that the calculation should start from for the next Stocktake cycle.  Enter D in the next field.
Warehouse Select a warehouse or warehouse to be included in the cycle count. This is a mandatory entry.
Warehouse type Select a warehouse type or leave blank.
Warehouse zone Select a warehouse zone or leave blank.
Bay Select a Bay or Bays to be included in the cycle count or leave blank.
Level Select a Level or levels to be included in the cycle count or leave blank.
Location Select a specific location or locations to be included in the cycle count or leave blank or all. 
  1. Enter the above information, as necessary.
  2. Click Page down.
View the fields on this panel
Field Description
ABC class Automatic ABCD classification is available based on a product’s warehouse movement costs over the last 12 months (as a percentage of the total movement costs). ABC Classifications play an important role in RF Cycle Counting.
Level 1-5 Item hierarchical levels 1-5 can be included in the Count category definition.
ISBN These are the ISBNs to be included in the definition.
Classification type A Classification type can be included in this definition. 
Classification code These are the Classification codes that have been defined in the Classification types previously selected for inclusion in this definition.
  1. Enter the above information, as necessary.
  2. Click Page down.
View the fields on this panel
Field Description
Warehouse stock value The cycle selection can be made by a Warehouse stock value. Enter the value that the count should include. 
Unit stock value The cycle selection can be made by Unit stock value.  Enter the Unit stock value that the count should include. 
Not counted Enter the date for items that have not been counted since that date. 
Not counted (A) Enter the date for items belonging to the A Classification. 
Not counted (B) Enter the date for items belonging to the B Classification. 
Not counted (C) Enter the date for items belonging to the C Classification. 
Not counted (D) Enter the date for items belonging to the D Classification. 
Discrepancy

If the Cycle is for discrepancy only select this flag and change to Y=Yes.

Otherwise leave as N=No.
  1. Enter the above information, as necessary.
  2. Click OK to confirm the selection. New count cycle category is added.

Maintain count cycle category

 If you want to… Then…
Delete count cycle category,
  1. In the menu, expand Base Modules > Distribution > Inventory Management > Warehouse Management > RF Cycle Count > RF Cycle Count Process and double click Work with RF Cycle Count Category. WHW155 Work with Count Category panel appears.
  2. Select the relevant count cycle category definition and click option Detail.
  3. Select function Delete to delete selected count cycle category.
  4. Confirm selection. Selected count cycle category is deleted from system.
Allocate Count cycle category,
  1. In the menu, expand Base Modules > Distribution > Inventory Management > Warehouse Management > RF Cycle Count > RF Cycle Count Process and double click Work with RF Cycle Count Category. WHW155 Work with Count Category panel appears.
  2. Select the relevant count cycle category definition and click option Alloc.
  3. Select whether to run in batch or not and click OK to confirm selection. Allocations are generated for selected count cycle category.
Copy count cycle category,
  1. In the menu, expand Base Modules > Distribution > Inventory Management > Warehouse Management > RF Cycle Count > RF Cycle Count Process and double click Work with RF Cycle Count Category. WHW155 Work with Count Category panel appears.
  2. Select the relevant count cycle category definition and click option Copy.
  3. Make necessary changes and click OK to confirm changes. Selected count cycle category definition is copied as new definition with similar attributes.
Display header details of count cycle category,
  1. In the menu, expand Base Modules > Distribution > Inventory Management > Warehouse Management > RF Cycle Count > RF Cycle Count Process and double click Work with RF Cycle Count Category. WHW155 Work with Count Category panel appears.
  2. Select the relevant count cycle category definition and click option Header. Header details including count allocations, last allocated date and last released date are displayed.
Release count cycle category,
  1. In the menu, expand Base Modules > Distribution > Inventory Management > Warehouse Management > RF Cycle Count > RF Cycle Count Process and double click Work with RF Cycle Count Category. WHW155 Work with Count Category panel appears.
  2. Select the relevant count cycle category definition and click option Rls.
  3. Key in all required fields and click OK to confirm selection. Selected category is released for further processing.
De-allocate count cycle category,
  1. In the menu, expand Base Modules > Distribution > Inventory Management > Warehouse Management > RF Cycle Count > RF Cycle Count Process and double click Work with RF Cycle Count Category. WHW155 Work with Count Category panel appears.
  2. Select the relevant count cycle category definition and click option De-alloc.
  3. Select whether to run in batch or not and click OK to confirm selection. Allocation calculations are reversed for selected count cycle category.
Display locations in the count cycle category,
  1. In the menu, expand Base Modules > Distribution > Inventory Management > Warehouse Management > RF Cycle Count > RF Cycle Count Process and double click Work with RF Cycle Count Category. WHW155 Work with Count Category panel appears.
  2. Select existing count cycle category definition and click option Location. 
  3. Select particular warehouse location and click option Loc item. Location details for the selected category are displayed.

 

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