Creating a request to count on a workstation

  1. Select Execution > Cycle Count > Count Request. The Request to Count screen is displayed.
  2. Click New. The Request to Count Detail screen is displayed in Form View.
    Note: Requests to Count are created based on a range of data.
  3. Specify this information:
    Owner
    The Start and End value related to the owner.
    Item
    The Start and End value related to Item.
    Location
    The Start and End value related to location.
    Level
    The Start and End value related to level.
    Zone
    The Start and End value related to zone.
    Area
    The Start and End value related to area.
    Item Characteristic 1
    The Start and End value related to Item Characteristic 1.
    Note: The application considers this field value to filter items if the specified value matches the value specified in the Item Characteristic 1 field for an item. The Item Characteristic 1 field can be accessed from the Lottable/Fashion tab of the Item screen.
    Include Empty Location
    If Include Empty Location flag is checked the system creates CC task details for locations with no inventory associated to them for the Location Range & Level Range.
    Priority
    Indicates the priority of a request to count. Available selections in the range from 1 - Highest Priority to 9 - Lowest Priority with default value 5 - Mid Priority.
    Host Directed Count
    Indicates if the cycle count is created from an external request sent by an ERP system.
    Note: You cannot modify this field and populate only if a host system triggers the count request using a BOD.
    Reference Number
    The PI control or other reference number from a host system used for traceability between a Physical Inventory and a CC Request.
    Note: You cannot modify this field and populate only if a host system triggers the count request using a BOD.
    Initiating Document
    The document reference, or ID passed from a host system, which can be used for troubleshooting a Host Directed Count.
    Note: You cannot modify this field. This is populated only if a host system triggers the count request via a BOD and sends a value for this field (optional).
  4. Click Save.
    Note:  Each Count Request has a process option initially set to Not Processed. When the Count Request status is Released, this option is updated to Processed so that the same Request to Count is not released more than once.