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Procedure documentationCycle Count Determination - Setup Locate this document in the navigation structure

 

Use the following procedure to set up cycle count determination:

Procedure

  1. From the SAP Business One Main Menu, choose   Administration   Setup   Inventory   Cycle Count Determination  . The Cycle Count Determination – Setup window opens with a list of all non drop-ship warehouses.

  2. In the Cycle By column, select whether you want a warehouse to be cycle counted by item group or by a certain warehouse sublevel.

    Note Note

    You can see the warehouse sublevels in the dropdown list only if the warehouse is bin-activated and only active sublevels are available.

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  3. Double-click a row to open the window for setting up cycle count determination for a specific warehouse.

  4. In the Cycle Code column, from the dropdown list, choose a cycle code for each item group or warehouse sublevel code.

  5. In the Alert column, select the checkbox if you want to send an alert notification for conducting inventory counting for the items in a certain item group or warehouse sublevel in the selected warehouse.

    Note Note

    For items in warehouses that are cycle counted by item group, you can change the cycle count information, including cycle code, start count date, time and alert on the Inventory Data tab in the Item Master Data window.

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  6. In the User column, from the choose from list, select the users to whom you want the alerts to be sent.

    Note Note

    By default, the current user is displayed.

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  7. If you choose to cycle count the warehouse by warehouse sublevel, in the Exclude Bins for Items with Zero Qty column, deselect the checkbox if you want to display in inventory counting documents the bin locations that have zero quantity of a selected item. The checkbox is selected by default.

Note Note

The Alert, User, and Exclude Bins for Items with Zero Qty fields are active only when you have selected a cycle code.

You can view the alerts that are sent to you in the Messages/Alerts Overview window, and initiate an inventory counting process by choosing the Inventory Counting button for selected items. SAP Business One removes these items from the cycle count recommendation once you add the inventory counting document.

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