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Base Settings

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On this tab the following fields can be viewed:

 

hmtoggle_plus0Active Date

This is the Active Date for the Cycle Count Set. All Cycle Count Runs for the Set can occur on or after this Date, but not before.

hmtoggle_plus0Add

The user must have a security profile linked to the function Cycle Count Set with an access allowed of Add.

 

The "Add" button is enabled when a new set code is entered.  When the "Add" button is clicked the record is inserted in the Cycle Count Set table.

 

BUSINESS RULES WHEN INSERTING A NEW SET CODE:

 

1.        The set code may not be spaces.
2.        The set code description must be greater than 3 characters.
3.        "Last counted before" date may not be greater than today's date.
4.        Mandatory fields must be entered - i.e. Coordinator, Approval By person, etc.
hmtoggle_plus0Change

The user must have a security profile linked to the function Cycle Count Set with an access allowed of Change. In additional to this, changes can only be made by the Coordinator, or Approval By person, or anyone acting for either, or anyone with 'Cycle Count Administrator' profile.

 

The "Change" button is enabled when doing an inquiry on an existing  set code.  When the "Change" button is clicked, the record on the Cycle Count Set table is updated with the amended values.

 

BUSINESS RULES WHEN UPDATING AN EXISTING SET CODE:

 

1.        The set code may not be spaces.
2.        The set code description must be greater than 3 characters.
3.        "Last counted before" date may not be greater than today's date.
4.        Mandatory fields must be entered - i.e. Coordinator, Approval By person, etc.

 

hmtoggle_plus0Class Percentages

This indicates what percentages of which class of parts (according to the ABC Analysis Classification) should be counted. The default is 100% for all classes.

 

"All Parts" may have a value between 1 and 100.  If "All Parts" is less than 100, then the ABC classes are set to 100 and disabled. This means that when a Cycle Count Run selects the parts to be counted (in total) then the ABC Classification is ignored and only a certain percent of these parts are selected (based on the Order By option). I.e. If 1000 parts are selected in total - but 'All Parts' is set to 10% - then only 100 parts are selected for each Cycle Count Run. This means that 10 Runs of 100 parts each will eventually be generated to complete the cycle.

hmtoggle_plus0Days to Complete

This is the expected days allowed to complete any Cycle Count Run for the selected the Cycle Count Set.

 

This includes the days taken to do a physical cycle count and report back on the Cycle Count Report function. This is not enforced and serves as an information field only.

 

The days to complete must be between zero and 32768.

hmtoggle_plus0Delete

The user must have a security profile linked to the function Cycle Count Set with an access allowed of Delete.

 

The "Delete" button is enabled when doing an inquiry on an existing set code.  When the "Delete" button is clicked, the selected set record is deleted from the Cycle Count Set table.

 

A Cycle Count Set cannot be deleted if any Cycle Count Runs exist for the Set.

hmtoggle_plus0Ignore Percentage Tolerances If List (Theoretical)

QUANTITY IS LESS THAN

Whenever the quantities become small, the variation percentages tend to increase dramatically and can therefore easily exceed the tolerance percentage limits set in the Tolerance box.

 

To avoid this, the user may specify that, if the Comparative Quantity on Hand is less than a specified quantity, the percentage tolerances must be ignored.  The quantity and value tolerances, however, will still be considered.

 

The default is 100.  The tolerance ignore percentage limit can have a minimum quantity of 1 and a maximum value of 999,999,999.

hmtoggle_plus0Lot Controlled

It displays the lot controlled options (only, none, or not applicable) for the selected set from the Cycle Count Set table.

 

The default is "Not Applicable".

 

When the option "None" is selected, lot controlled stock will not be considered for cycle counting.

 

When "Not Applicable" is selected, the system will consider lot controlled and non lot controlled stock for cycle counting.

 

When "Only" is selected, only lot controlled stock will be considered for cycle counting.

hmtoggle_plus0Minimum part Unit Price

The minimum unit price is displayed in the base currency and must be greater than or equal to zero.

The default is zero.  Only stock, with a standard price equal or greater than the minimum part unit price, will be considered for cycle counting.

hmtoggle_plus0Negative Stock

It displays the negative stock options (only, none, or not applicable) for the selected set from the Cycle Count Set table.

 

The default is "Not Applicable".  When the option "None" is selected, stock with a negative value will not be considered for cycle counting.

 

When "Not Applicable" is selected, the system will consider both negative and positive stock for cycle counting.

 

When "Only" is selected, only negative stock will be considered for cycle counting.

hmtoggle_plus0Only Include Parts with Movements in the Past Days

DAYS

In some cases, the parts on which movements were performed recently are the most prone to errors, and these need to be counted as a priority.  This setting can specify that only these parts, on which any movements were performed in the last 'X' days, must be considered for cycle counting. 'X' refers to work days.

 

If this setting is checked (Yes), then the field for specifying the number of days is enabled.

 

The days specified can have a minimum value of zero and a maximum value of

32767.

hmtoggle_plus0Only Include Parts with Outstanding Requirements

REQUIREMENTS WITHIN 'X' TIMES THE LEAD TIME OF THE PART

If there are outstanding requirements for parts within the part lead time, it may be crucial that the quantity on hand for these parts is correct.  If a deviation is discovered during cycle counting, it may not be possible to increase the stock within the lead time necessary for the part. . This could then cause critical delays in production and delivery.

 

If this setting is checked (Yes "1"), then the field for specifying the lead time factor is enabled. The default is 1. If 1, the part lead time will be the horizon within which requirements are checked. If 2 the part lead time is doubled to determine the horizon.

 

The outstanding requirements lead factor specified can have a minimum value of 0.01 and a maximum value of 99.99.

hmtoggle_plus0Order By

The user must specify the sorting order in which the stock lines for each Cycle Count Run are displayed and selected.

 

For example, if there are 1000 parts in a store in various locations and only 100 are required for the count then these are selected based on this sorting order.  Either by Part Number in ascending order, or Product Code in ascending order, or Random Location, or Location is ascending order.

 

There is one important proviso that users must be aware of - if 'Order By Location' is selected, then all parts in that location are selected for the count, irrespective of the Class Percentages (ABC).  It is senseless to count a single part found at the bottom of a location (with many other parts loaded above it) - as the user must unload all the other parts first to get to the part at the bottom - so why not count them all anyway as part of the same single effort.

hmtoggle_plus0% On Quantity Over

The % Quantity Over Tolerance is used to determine the Count Status of a specific part in a specific Location when feedback is reported with the Cycle Count Report function.

 

The default is 0.  The % on quantity over can have a minimum value greater than or equal to zero and a maximum value less than or equal to 999.99.

 

For example:

 

If the current comparative quantity on hand is equal to 100, and the counted quantity is equal to 108, and the "% Quantity Over" is  equal to 10%, then the Count Status will display 'Deviation Inside Tolerance' - as 10% of 100 is 10 so a deviation up to 110 is allowed.

 

If the counted quantity is 111, then the discrepancy is 1 unit over the tolerance and the Count Status will display 'Deviation Outside Tolerance'.

 

If the counted quantity is 100, then the Count Status will display 'No Deviation'.

 

hmtoggle_plus0% On Quantity Under

The % Quantity Under Tolerance is used to determine the Count Status of a specific part in a specific Location when feedback is reported with the Cycle Count Report function.

 

The default is 0.  The % on quantity under can have a minimum value greater than or equal to zero and a maximum value less than or equal to 999.99.

 

For example:

 

If the current comparative quantity on hand is equal to 100, and the counted quantity is equal to 93, and the "% Quantity Under" is  equal to 10%, then the Count Status will display 'Deviation Inside Tolerance' - as 10% of 100 is 10 so a deviation up to 90 under the comparative quantity on hand is allowed.

 

If the counted quantity is 89, then the discrepancy is 1 unit over the tolerance and the Count Status will display 'Deviation Outside Tolerance'.

 

If the counted quantity is 100, then the Count Status will display 'No Deviation'.

hmtoggle_plus0Quantity Over

The Quantity Over Tolerance is used to determine the Count Status of a specific part in a specific Location when feedback is reported with the Cycle Count Report function.

 

For example:

 

If the current comparative quantity on hand is equal to 100, and the counted quantity is equal to 108, and the "Quantity Over" is  equal to 10, the discrepancy is 2 units within the tolerance and the Count Status will display 'Deviation Inside Tolerance'.

 

If the counted quantity is 111, then the discrepancy is 1 unit over the tolerance and the Count Status will display 'Deviation Outside Tolerance'.

 

If the counted quantity is 100, then the Count Status will display 'No Deviation'.

hmtoggle_plus0Quantity Under

The Quantity Under Tolerance is used to determine the Count Status of a specific part in a specific Location when feedback is reported with the Cycle Count Report function.

 

For example:

 

If the current comparative quantity on hand is equal to 100, and the counted quantity is equal to 93, and the "Quantity Under" is  equal to 10, the discrepancy is 3 units within the tolerance and the Count Status will display 'Deviation Inside Tolerance'.

 

If the counted quantity is 89, then the discrepancy is 1 unit over the tolerance and the Count Status will display 'Deviation Outside Tolerance'.

 

If the counted quantity is 100, then the Count Status will display 'No Deviation'.

hmtoggle_plus0Serialised

It displays the serialised options (only, none, or not applicable) for the selected set from the Cycle Count Set table.

 

The default is "Not Applicable".

 

When the option "None" is selected, serialised stock will not be considered for cycle counting.

 

When "Not Applicable" is selected, the system will consider both serialised and none serialised stock for cycle counting.

 

When "Only" is selected, only serialised stock will be considered for cycle counting.

hmtoggle_plus0Tolerances

Over and Under Tolerances for quantity, percent, and value, can be set up for every Cycle Count Run. When stock lines are counted with the Cycle Count Report function, all of these permissible limits are used to determine if the line counted has 'No Deviation', 'Deviation Inside Tolerance', or 'Deviation Outside Tolerance'. A Cycle Count Run cannot be resolved if there are deviations.

hmtoggle_plus0Value Over

The Value Over Tolerance is used to determine the Count Status of a specific part in a specific Location when feedback is reported with the Cycle Count Report function.

 

The default is zero.  The tolerance value over can have a minimum value of zero and a maximum value of 999,999,999.

 

For example:

 

If the value of the current comparative quantity on hand (value is calculated as the quantity multiplied by the Part Financial Year Data for the current financial year) is equal to $1000, and the counted quantity value is equal to $1070, and the "Value Over" is  equal to $100, then the Count Status will display 'Deviation Inside Tolerance' - as the discrepancy of $70 ($1070 - $1000) is within the tolerance of $100.

 

If the counted quantity value is equal to $1101 then the Count Status will display 'Deviation Outside Tolerance' - as the discrepancy of $101 ($1101 - $1000) is outside the tolerance of $100.

 

If the counted quantity value is equal to $1000 then the Count Status will display 'No Deviation'.

hmtoggle_plus0Value Under

The Value Under Tolerance is used to determine the Count Status of a specific part in a specific Location when feedback is reported with the Cycle Count Report function.

 

The default is zero.  The tolerance value under can have a minimum value of zero and a maximum value of 999,999,999.

 

For example:

 

If the value of the current comparative quantity on hand (value is calculated as the quantity multiplied by the Part Financial Year Data for the current financial year) is equal to $1000, and the counted quantity value is equal to $930, and the "Value Under" is  equal to $100, then the Count Status will display 'Deviation Inside Tolerance' - as the discrepancy of $70 ($1000 - $930) is within the tolerance of $100.

 

If the counted quantity value is equal to $899 then the Count Status will display 'Deviation Outside Tolerance' - as the discrepancy of $101 ($1000 - $899) is outside the tolerance of $100.

 

If the counted quantity value is equal to $1000 then the Count Status will display 'No Deviation'.