Configuring Cycle Count Transaction Parameters

Use the Transaction Set Maintenance form to configure parameters for the Cycle Count transaction.

  1. Open the Transaction Set Maintenance form. If you are configuring parameters that only apply for a specific warehouse, that warehouse is displayed in theWarehouse field. If you are configuring general parameters, which apply by default throughout the application, the Warehouse field is blank and unavailable.
  2. In the Transaction Name column, select Cycle Count.
  3. Specify this information:
    Fill Warehouse
    Select this check box to pre-fill the warehouse on the transaction with the warehouse assigned to the user. The user can change this warehouse for a specific transaction if needed.
    Successful Message
    Select this check box to show a success message when the transaction is successfully completed.
  4. On the Transaction Parameters tab, in the Parameter and Value columns, configure these parameters:
    Display Item Number
    Select this check box to display the item number being counted.
    Scan Item Number
    Select this check box to require the user to scan the item number. If the scanned item does not match the count item, as message is displayed.
    Display Location
    Select this check box to display the location of the item being counted.
    Scan Location
    Select this check box to require the user to scan the location. If the scanned location does not match the location of the count item, as message is displayed.
    Display Lot Number
    Select this check box to display the lot number of the item being counted.
    Scan Lot Number
    Select this check box to require the user to scan the lot number. If the scanned lot number does not match the lot number of the count item, as message is displayed.
    Display Date
    Select this check box to display the inventory date of the item being counted.
    Scan date
    Select this check box to require the user to scan the inventory date. If the scanned inventory date does not match the inventory date of the count item, as message is displayed.
    Display Handling Unit
    Select this check box to display the handling unit assigned to the item being counted.
    Scan Handling Unit
    Select this check box to require the user to scan the handling unit. If the scanned handling unit does not match the handling unit of the count item, as message is displayed.
    Reset System Count
    Select this check box to reset the recorded inventory quantity at the time that items are being counted.
    Create Serial Numbers
    Select this check box to allow the application to create new serial numbers at the time that items are being counted.
    No of Lines to Display
    Specify the number of uncounted cycle count lines to display simultaneously.
    Default Reason Code
    Specify a default reason code for count quantities that exceed that variance tolerance of an item.
  5. Click Save.
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