Cycle counting serialized inventory

A Cycle count is a count in which locations are spot-checked to ensure that application balances and actual location quantities match. Cycle counts verify quantities in specific locations.

If the inventory being counted is configured for End to End serial capture, specific information for the serial numbers that may be impacted by the count must be maintained to successfully complete. To maintain counts for serialized product on the workstation:

Follow the process steps for performing cycle counts identified in the Infor WMS Inventory Management User Guide. This guide will describe how to configure the system for cycle counting, how to release counts for RF operators, and how to complete the cycle counts on RF. In addition to this, see RF serial number overview.

To cycle count serialized inventory:

Select Execution > Cycle Count > Maintenance.
Input information to filter the cycle count records and press Search. A list of existing counts meeting the criteria will be displayed:
Owner

Owner for the inventory record being moved

Item

Item for the inventory record being moved

Location

Location for the inventory record being moved

Count Date

Date the count was performed.

User

Person who performed the cycle count

Status
Current status of the count. Available status codes used:
- Not Posted – A variance occurred and inventory control has determined an adjustment should not be posted.
- Out of Variance – A variance was recorded on the count that was outside the tolerance limits for the item. The count has not been posted and should still be reviewed by inventory control.
- Posted – One of these conditions occurred; The count performed by the operator matched the system inventory, the count was a variance but it was within the defined tolerance level, or inventory control has chosen to accept the count and post an adjustment.
QC Adjustment Reason

Reason for the cycle count adjustment. A count recorded on RF will default to RF CC Adjustment.

Task Number

The task ID for the task manager task that was being performed when the count was recorded.
Select a record from the list of counts displayed to view additional information for the count. The information shown will include:
- Screen Header
  - Owner – Owner for the inventory record being moved
  - Item – Item for the inventory record being moved
  - Location – Location for the inventory record being moved
  - Status – Current status of the count. Available status codes used.
- Screen Detail
  - Owner – Owner for the inventory record being moved
  - Item – Item for the inventory record being moved
  - Location – Location for the inventory record being moved
  - Lot – The system lot number for the count recorded
  - LPN – License plate counted
  - Status – Current status of the detail count
  - Qty Counted – The quantity recorded on the cycle count.
  - Adjusted Qty – The quantity variance between the system quantity and the quantity counted. If an adjustment is to be applied based on this record, this will be the quantity that is adjusted.
  - Count Date – The date the cycle count was recorded.
  - User – The user who performed the count.
Select a detail record to view additional information on the count.
To view additional count information for items requiring serial number tracking, click the Serial tab. This will display a list of serials that were recorded as part of the cycle count.
If the Status of the record is Out of Variance, an inventory adjustment can be executed by changing the status to Posted.

Note: The inventory adjustment posted from this transaction will include the serial numbers that were not included in the cycle count. The serials that were recorded by the count remain in inventory.
See the Inventory Management User Guide for detailed steps on reviewing and updating count information.