eFactoryPro Wiki

1.4 What mandatory fields should I enter if I am creating a Cycle Count?

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Steps in the screenshots correspond to the numbers in the headings.

In the CLIENT, mandatory fields are noted with a red font and an asterisk after the name.

  • This document does NOT show you how to run a Cycle Count, just describes the mandatory fields.
  • There are very few fields marked with a red asterisk as "required," but listed below are the best practice mandatory fields in order for your cycle count to run smoothly.

1. Choose "Cycle" from the drop-down arrow.

2. Enter your Place ID - this is your ST#.

3. Select the location you are counting.

  • If your site has both ATS and Customer Parts, they should be divided into separate cycle counts.

4. Enter your Count Cutoff Date.

  • If you do your cycle counts on a regular basis (weekly, monthly), this will just be the next interval in that cycle.
  • Assuming you keep to a regular schedule, the system keeps track of where you are, and you should always have roughly the same amount of parts to count each week/month.

5. Choose "Bin" from the Sort Order drop-down arrow.

  • You will be counting parts in a random basis, and choosing the BIN option means you will move in a organized manner from one bin to another.

6. Click Save.

For Instructions on How to run a cycle count, see How to create a Cycle Count?

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Previous Article 1.3 How can I determine which parts are due for a Cycle Count?
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