Use the following procedure to set up cycle count determination:
From the SAP Business One Main Menu
, choose .
The Cycle Count Determination – Setup
window opens with a list of all non drop-ship warehouses.
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
You can see the warehouse sublevels in the dropdown list only if the warehouse is bin-activated and only active sublevels are available.
Double-click a row to open the window for setting up cycle count determination for a specific warehouse.
In the Cycle Code
column, from the dropdown list, choose a cycle code for each item group or warehouse sublevel code.
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
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.
In the User
column, from the choose from list, select the users to whom you want the alerts to be sent.
Note
By default, the current user is displayed.
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
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.