<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/wh/onlinemanual/000000000000006" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">To perform cycle counts</Title>
		<Keyword><Level1>To perform cycle counts</Level1>
		</Keyword>
	</Header>
	<ConceptSection><Paragraph>Use cycle counts to check the registered inventory against the actual inventory at a certain moment in time. Use <Link href="/baanerp/wh/glossary/glossary#000036" role="glossary">cycle-count orders</Link> to manually count the inventory by <Link href="/baanerp/wh/glossary/glossary#000382" role="glossary">stockpoint</Link> and subsequently enter the counted quantities into the system.</Paragraph>
	</ConceptSection>
	<GeneralSection><SectionTitle>Cycle count parameters</SectionTitle>
		<List><ListIntro>Before you can carry out cycle counts, you must specify the cycle count parameters in the <GUIRef href="/baanerp/wh/inh/whinh0100m000" role="session">Inventory Handling Parameters (whinh0100m000)</GUIRef> details session. In the <GUIRef href="/baanerp/wh/inh/whinh0100m000" role="session">Inventory Handling Parameters (whinh0100m000)</GUIRef> details session, you can specify:</ListIntro>
			<ListItem>The cycle count order numbering.</ListItem>
			<ListItem>Whether stockpoints must be blocked during cycle counts. Blocking stockpoints during cycle counting prevents for miscounts.</ListItem>
			<ListItem>Whether cycle counts must be performed for consignment inventory.</ListItem>
			<ListItem>The cycle count intervals for the various classes.</ListItem>
			<ListItem>The number of recounts that are allowed.</ListItem>
			<ListItem>The maximum allowed shortage or surplus of the counted inventory, measured against the item's system inventory, and expressed as a percentage of the system inventory.</ListItem>
			<ListItem>The amount indicating how much the total <Link href="/baanerp/ti/glossary/glossary#CostPrice.ti" role="glossary">cost-price</Link> value of the counted inventory can deviate from the cost-price value of the system inventory.</ListItem>
		</List>
		<List><ListIntro>To overrule the cycle count intervals as specified in the <GUIRef href="/baanerp/wh/inh/whinh0100m000" role="session">Inventory Handling Parameters (whinh0100m000)</GUIRef> details session, you can force cycle counts. You can force cycle counts:</ListIntro>
			<ListItem>For a new stockpoint. To do so, you must select the <GUIRef href="/baanerp/wh/inh/whinh0100m000#whinh000.ctns" role="formfield">On New Stock Point</GUIRef> check box in the <GUIRef href="/baanerp/wh/inh/whinh0100m000" role="session">Inventory Handling Parameters (whinh0100m000)</GUIRef> session.</ListItem>
			<ListItem>For a stockpoint if its system inventory becomes zero. To do so, you must select the <GUIRef href="/baanerp/wh/inh/whinh0100m000#whinh000.ctzi" role="formfield">If Inventory Zero</GUIRef> check box in the <GUIRef href="/baanerp/wh/inh/whinh0100m000" role="session">Inventory Handling Parameters (whinh0100m000)</GUIRef> session.</ListItem>
			<ListItem>For a specific stockpoint. To do so, you must create a new record in the <GUIRef href="/baanerp/wh/inh/whinh5140m000" role="session">Cycle Counting Data (whinh5140m000)</GUIRef> details session with the <GUIRef href="/baanerp/wh/inh/whinh5140m000#whinh540.fcnt" role="formfield">Force Cycle Count</GUIRef> check box selected, or change an existing cycle count order in this session.</ListItem>
			<ListItem>For a range of stockpoints that you can specify in the <GUIRef href="/baanerp/wh/inh/whinh5200m000" role="session">Generate Cycle Counting Orders (whinh5200m000)</GUIRef> session. To do so, you must select the <GUIRef href="/baanerp/wh/inh/whinh5200m000#force.count" role="formfield">Force Cycle Count</GUIRef> check box in the <GUIRef href="/baanerp/wh/inh/whinh5200m000" role="session">Generate Cycle Counting Orders (whinh5200m000)</GUIRef> session.</ListItem>
		</List>
	</GeneralSection>
	<GeneralSection><SectionTitle>To generate cycle count orders</SectionTitle>
		<List><ListIntro>Use the <GUIRef href="/baanerp/wh/inh/whinh5200m000" role="session">Generate Cycle Counting Orders (whinh5200m000)</GUIRef> session to generate cycle count orders. SSA ERP generates:</ListIntro>
			<ListItem>Cycle count orders for each warehouse in the selection range.</ListItem>
			<ListItem>Cycle count order lines for each inventory structure level of each stockpoint in the selection range. SSA ERP retrieves the inventory structure levels from the <GUIRef href="/baanerp/wh/inr/whinr1550m000" role="session">Item - Inventory Structure (whinr1550m000)</GUIRef> session.</ListItem>
		</List>
		<Paragraph>If the <GUIRef href="/baanerp/wh/inh/whinh5200m000#max.count.wrho" role="formfield">Maximum Number of Order Lines per Order</GUIRef> as specified in the <GUIRef href="/baanerp/wh/inh/whinh5200m000" role="session">Generate Cycle Counting Orders (whinh5200m000)</GUIRef> session is exceeded, SSA ERP creates a new cycle count order for the warehouse.</Paragraph>
		<List><ListIntro>SSA ERP generates a cycle count order line for a stockpoint:</ListIntro>
			<ListItem>If it is the stockpoint's turn to be counted, based on the item's ABC classification, the stockpoint's last counting date date, and the counting interval that is assigned to the ABC classification.</ListItem>
			<ListItem>If the stockpoint is forced to be counted, regardless of whether it is the stockpoint's turn to be counted or not.</ListItem>
		</List>
		<List><ListIntro>SSA ERP retrieves:</ListIntro>
			<ListItem>The item's <GUIRef href="/baanerp/wh/wmd/whwmd2110s000#whwmd210.abcc" role="formfield">ABC Code</GUIRef> from the <GUIRef href="/baanerp/wh/wmd/whwmd2110s000" role="session">Warehouse - Item (whwmd2110s000)</GUIRef> session. If no ABC code is specified in this session, SSA ERP retrieves the item's <GUIRef href="/baanerp/wh/wmd/whwmd4100s000#whwmd400.abcc" role="formfield">ABC Code</GUIRef> from the <GUIRef href="/baanerp/wh/wmd/whwmd4100s000" role="session">Item - Warehousing (whwmd4100s000)</GUIRef> session.</ListItem>
			<ListItem>The stockpoint's last counting date from the <GUIRef href="/baanerp/wh/inh/whinh5140m000" role="session">Cycle Counting Data (whinh5140m000)</GUIRef> session.</ListItem>
			<ListItem>The ABC code's counting interval from the <GUIRef href="/baanerp/wh/inh/whinh0100m000" role="session">Inventory Handling Parameters (whinh0100m000)</GUIRef> session.</ListItem>
		</List>
	</GeneralSection>
	<GeneralSection><SectionTitle>To print cycle count orders and count inventory</SectionTitle>
		<List><ListIntro>You can print a cycle count list:</ListIntro>
			<ListItem>While cycle count orders are generated in the <GUIRef href="/baanerp/wh/inh/whinh5200m000" role="session">Generate Cycle Counting Orders (whinh5200m000)</GUIRef> session.</ListItem>
			<ListItem>With the <GUIRef href="/baanerp/wh/inh/whinh5400m000" role="session">Print Cycle Counting Orders (whinh5400m000)</GUIRef> session.</ListItem>
		</List>
		<Paragraph>If you print a cycle count list, you can indicate whether the stockpoint's system inventory and serial numbers must be printed on the cycle count list.</Paragraph>
		<Paragraph>Employees can enter for each stockpoint the counted quantity on the printed cycle count list.</Paragraph>
	</GeneralSection>
	<GeneralSection><SectionTitle>To enter the cycle count results in ERP</SectionTitle>
		<List><ListIntro>You can enter the cycle count results in SSA ERP in the following two sessions:</ListIntro>
			<ListItem><GUIRef href="/baanerp/wh/inh/whinh5101m100" role="session">Enter Cycle Counting Results (whinh5101m100)</GUIRef>
			</ListItem>
			<ListItem><GUIRef href="/baanerp/wh/inh/whinh5101m000" role="session">Cycle Counting Order Lines (whinh5101m000)</GUIRef>
			</ListItem>
		</List>
		<List><ListIntro>If you enter the cycle count result:</ListIntro>
			<ListItem>SSA ERP determines the date on which you enter the results as the default <GUIRef href="/baanerp/wh/inh/whinh5101m000#whinh501.cdat" role="formfield">Counting Date</GUIRef> in the <GUIRef href="/baanerp/wh/inh/whinh5101m000" role="session">Cycle Counting Order Lines (whinh5101m000)</GUIRef> details session.</ListItem>
			<ListItem>If a variance occurs that falls outside the margins as specified in the <GUIRef href="/baanerp/wh/inh/whinh0100m000" role="session">Inventory Handling Parameters (whinh0100m000)</GUIRef> details session, SSA ERP sets the value of the <GUIRef href="/baanerp/wh/inh/whinh5101m000#whinh501.appr" role="formfield">Approval</GUIRef> field to <GUIRef href="/baanerp/wh/domains/inh.vara#to.approve" role="enum">To Approve</GUIRef>. If such a variance does not occur, the value of the <GUIRef href="/baanerp/wh/inh/whinh5101m000#whinh501.appr" role="formfield">Approval</GUIRef> field is <GUIRef href="/baanerp/wh/domains/inh.vara#not.required" role="enum">Not Required</GUIRef>.</ListItem>
			<ListItem>You can assign a <GUIRef href="/baanerp/wh/inh/whinh5101m000#whinh501.cadj" role="formfield">Reason for Variance</GUIRef> to the cycle-count order line.</ListItem>
			<ListItem>If the value of the <GUIRef href="/baanerp/wh/inh/whinh5101m000#whinh501.appr" role="formfield">Approval</GUIRef> field is <GUIRef href="/baanerp/wh/domains/inh.vara#not.required" role="enum">Not Required</GUIRef>, you can select the <GUIRef href="/baanerp/wh/inh/whinh5101m000#whinh501.reco" role="formfield">Recount</GUIRef> check box in the <GUIRef href="/baanerp/wh/inh/whinh5101m000" role="session">Cycle Counting Order Lines (whinh5101m000)</GUIRef> details session to force a recount of the cycle count order line.</ListItem>
		</List>
	</GeneralSection>
	<GeneralSection><SectionTitle>To approve cycle count variances</SectionTitle>
		<List><ListIntro>Use the <GUIRef href="/baanerp/wh/inh/whinh5801m000" role="session">Approve Cycle Counting Variances (whinh5801m000)</GUIRef> session to approve cycle-count order-lines. You can approve cycle count order lines for which one of the following applies:</ListIntro>
			<ListItem>The value of the <GUIRef href="/baanerp/wh/inh/whinh5101m000#whinh501.appr" role="formfield">Approval</GUIRef> field is <GUIRef href="/baanerp/wh/domains/inh.vara#to.approve" role="enum">To Approve</GUIRef>.</ListItem>
			<ListItem>The <GUIRef href="/baanerp/wh/inh/whinh5101m100#whinh501.cadj" role="formfield">Reason for Variance</GUIRef> that is assigned to the cycle count order line requires approval. The <GUIRef href="/baanerp/wh/inh/whinh5101m100#whinh501.cadj" role="formfield">Reason for Variance</GUIRef> requires approval if the <GUIRef href="/baanerp/tc/mcs/tcmcs0105m000#tcmcs005.appr" role="formfield">Approval</GUIRef> check box is selected in the <GUIRef href="/baanerp/tc/mcs/tcmcs0105m000" role="session">Reasons (tcmcs0105m000)</GUIRef> session.</ListItem>
		</List>
		<List><ListIntro>In the <GUIRef href="/baanerp/wh/inh/whinh5801m000" role="session">Approve Cycle Counting Variances (whinh5801m000)</GUIRef> session, you can approve the cycle count order line or indicate whether the cycle count order line must be recounted. If you:</ListIntro>
			<ListItem>Approve the cycle count order line, the value of the <GUIRef href="/baanerp/wh/inh/whinh5101m000#whinh501.appr" role="formfield">Approval</GUIRef> field changes to <GUIRef href="/baanerp/wh/domains/inh.vara#approved" role="enum">Approved</GUIRef>.</ListItem>
			<ListItem>Indicate that the cycle count order line must be recounted, the value of the <GUIRef href="/baanerp/wh/inh/whinh5101m000#whinh501.appr" role="formfield">Approval</GUIRef> field changes to <GUIRef href="/baanerp/wh/domains/inh.vara#recount" role="enum">Recount</GUIRef>.</ListItem>
		</List>
		<Note><SectionTitle>Note</SectionTitle>
			<Paragraph>If the <GUIRef href="/baanerp/wh/inh/whinh0100m000#whinh000.cntm" role="formfield">Max. No. of Recounts</GUIRef> as specified in the <GUIRef href="/baanerp/wh/inh/whinh0100m000" role="session">Inventory Handling Parameters (whinh0100m000)</GUIRef> details session is reached, you can only approve the cycle count order line in the <GUIRef href="/baanerp/wh/inh/whinh5801m000" role="session">Approve Cycle Counting Variances (whinh5801m000)</GUIRef> session.</Paragraph>
		</Note>
	</GeneralSection>
	<GeneralSection><SectionTitle>To recount the counted stock point</SectionTitle>
		<List><ListIntro>Use the <GUIRef href="/baanerp/wh/inh/whinh5203m000" role="session">Recount Cycle Counting Orders (whinh5203m000)</GUIRef> session to print a cycle count list for the cycle count order lines for which one of the following applies:</ListIntro>
			<ListItem>The <GUIRef href="/baanerp/wh/inh/whinh5101m000#whinh501.appr" role="formfield">Approval</GUIRef> field has the value <GUIRef href="/baanerp/wh/domains/inh.vara#recount" role="enum">Recount</GUIRef>.</ListItem>
			<ListItem>The <GUIRef href="/baanerp/wh/inh/whinh5101m000#whinh501.reco" role="formfield">Recount</GUIRef> check box in the <GUIRef href="/baanerp/wh/inh/whinh5101m000" role="session">Cycle Counting Order Lines (whinh5101m000)</GUIRef> details session is selected.</ListItem>
		</List>
		<List><ListIntro>If you print a cycle count list for a cycle count order line that must be recounted, SSA ERP creates a new cycle count order line with a <GUIRef href="/baanerp/wh/inh/whinh5101m000#whinh501.cntn" role="formfield">Order</GUIRef> that is one higher then the <GUIRef href="/baanerp/wh/inh/whinh5101m000#whinh501.cntn" role="formfield">Order</GUIRef> of the cycle count order line that must be recounted. You can enter the results of the recount for the newly created cycle count order line in one of the following sessions:</ListIntro>
			<ListItem><GUIRef href="/baanerp/wh/inh/whinh5101m100" role="session">Enter Cycle Counting Results (whinh5101m100)</GUIRef>
			</ListItem>
			<ListItem><GUIRef href="/baanerp/wh/inh/whinh5101m000" role="session">Cycle Counting Order Lines (whinh5101m000)</GUIRef>
			</ListItem>
		</List>
	</GeneralSection>
	<GeneralSection><SectionTitle>To process the cycle count orders</SectionTitle>
		<Paragraph>You can process cycle count order lines for which the <GUIRef href="/baanerp/wh/inh/whinh5101m000#whinh501.appr" role="formfield">Approval</GUIRef> field has the value <GUIRef href="/baanerp/wh/domains/inh.vara#not.required" role="enum">Not Required</GUIRef> or <GUIRef href="/baanerp/wh/domains/inh.vara#approved" role="enum">Approved</GUIRef>.</Paragraph>
		<List><ListIntro>If you process a cycle count order line:</ListIntro>
			<ListItem>SSA ERP adjusts the system quantities of the stock point according to the quantities as specified on the cycle count order line.</ListItem>
			<ListItem>SSA ERP posts the financial transactions if a variance occurs on the cycle count order line. <List><ListIntro>If the variance concerns:</ListIntro>
					<ListItem>A lot, SSA ERP creates a lot transaction for a negative variance in the <GUIRef href="/baanerp/wh/ltc/whltc3500m000" role="session">Item - Lots - Issues (whltc3500m000)</GUIRef> session and for a positive variance in the <GUIRef href="/baanerp/wh/ltc/whltc3501m000" role="session">Item - Lots - Receipts (whltc3501m000)</GUIRef> session.</ListItem>
					<ListItem>A serialized item, SSA ERP creates a serial transaction for a negative variance in the <GUIRef href="/baanerp/wh/ltc/whltc5510m000" role="session">Item - Serials - Issues (whltc5510m000)</GUIRef> session and for a positive variance in the <GUIRef href="/baanerp/wh/ltc/whltc5511m000" role="session">Item - Serials - Receipts (whltc5511m000)</GUIRef> session.</ListItem>
				</List>
			</ListItem>
			<ListItem>SSA ERP lifts the stockpoint's block if the stockpoint is blocked during the cycle count.</ListItem>
			<ListItem>SSA ERP deletes the cycle count order line.</ListItem>
		</List>
		<List><ListIntro>You can use the following sessions to process cycle-count orders:</ListIntro>
			<ListItemHead><GUIRef href="/baanerp/wh/inh/whinh5201m000" role="session">Process Cycle Counting Orders (whinh5201m000)</GUIRef>
			</ListItemHead>
			<ListItem>Use this session to process a range of cycle count orders.</ListItem>
			<ListItemHead><GUIRef href="/baanerp/wh/inh/whinh5100m000" role="session">Cycle Counting Orders (whinh5100m000)</GUIRef>
			</ListItemHead>
			<ListItem>Use this session to process one or more selected cycle count orders.</ListItem>
			<ListItemHead><GUIRef href="/baanerp/wh/inh/whinh5101m000" role="session">Cycle Counting Order Lines (whinh5101m000)</GUIRef>
			</ListItemHead>
			<ListItem>Use this session to process one or more selected cycle count order lines.</ListItem>
		</List>
	</GeneralSection>
	<Note><SectionTitle>Note</SectionTitle>
		<List><ListIntro>If a cycle count order line concerns:</ListIntro>
			<ListItem>A project warehouse, you must specify the project data in the <GUIRef href="/baanerp/wh/inh/whinh5107m000" role="session">Cycle Counting Order Line Project Data (whinh5107m000)</GUIRef> session before you can process the cycle count order. You can start the <GUIRef href="/baanerp/wh/inh/whinh5107m000" role="session">Cycle Counting Order Line Project Data (whinh5107m000)</GUIRef> session from the <GUIRef href="/baanerp/wh/inh/whinh5101m000" role="session">Cycle Counting Order Lines (whinh5101m000)</GUIRef> session or from the <GUIRef href="/baanerp/wh/inh/whinh5101m100" role="session">Enter Cycle Counting Results (whinh5101m100)</GUIRef>.</ListItem>
			<ListItem>A serialized item, you must specify the serialized items that are added or subtracted from inventory in the <GUIRef href="/baanerp/wh/inh/whinh5106m000" role="session">Cycle Counting Order Line Serials (whinh5106m000)</GUIRef> session before you can process the cycle count order. You can start the <GUIRef href="/baanerp/wh/inh/whinh5106m000" role="session">Cycle Counting Order Line Serials (whinh5106m000)</GUIRef> session from the <GUIRef href="/baanerp/wh/inh/whinh5101m000" role="session">Cycle Counting Order Lines (whinh5101m000)</GUIRef> session or from the <GUIRef href="/baanerp/wh/inh/whinh5101m100" role="session">Enter Cycle Counting Results (whinh5101m100)</GUIRef>.</ListItem>
		</List>
	</Note>
</ManualTopic>
