The system considers serialized IDs in cycle counting.

When you begin cycle counting, you count all packs at a location at the same time and in the same batch. You can decide when counts are at the master pack level, or when each lower-level pack is also counted. The system assumes that when a lower-level pack is counted, all lower-level packs are also counted for the counted master pack. When you count only some lower-level packs, the system assumes that the non-counted lower-level packs are missing and adjusts those packs in inventory. When you count only the master pack and no lower-level packs, the system assumes that all inventory associated with the master pack is accounted for. When you count only a lower-level pack at a location, but the pack was expected to be on a master pack in a different location, the system removes the pack from the master pack and adds it to the inventory at the counted location.

You can use the following existing programs to perform counts for serialized inventory:

You enter the time for cycle count batch processing in the Cycle Count Batch Active (D H: M) field in Serialization Control. Once you initiate a cycle count for a location, the system initiates a new batch at the same time. The batch expires after this amount of time has elapsed.

Use Cycle Count Entry by Location (3.13.13) to count the number of items by site and location. This program counts inventory by serial ID, but does not count or validate package structures.

You can count:

When you enter a pack serial ID, the system only counts the items matching with the entered item when multiple items are in the pack.

More than one user can count the same item for the site and location. The system creates a batch ID to support multiple users to count different packs for the same item. When different users enter the same site/location/item, they get the same batch ID, and each user can enter a different lot/serial/reference or serial ID. However, only one user can close the batch to indicate that the cycle count for the site/location/item is complete. When the batch ID is expired, the system sets the batch ID to be expired and creates a new one. If the active batch is not expired, the system uses the current batch ID to record cycle count results. You set the batch processing time in Serialization Control.

For initial count, when the cycle count completes, the system accepts the count and changes the inventory balance to the quantity counted when:

You are required to manually correct the following situations by manually entering IDs, as the system does not automatically fix these situations:

To count a closed top-level pack, in the Serial ID field, enter the top-level pack serial ID. The system adds it to the count list, and marks it as closed. The system updates Cum Expected, Cum Counted as following:

When the serial ID is marked as closed, you can enter it again in the serial ID field to remove it from the count list. The system decreases Cum Expected and Cum Counted by Qty in Pack of the entered serial ID.

When a pack meets either of the following conditions, it can only be counted as a closed pack. You cannot open it to count its content. If the pack is not counted, the system marks all its inventory as missing.

To count an open assembly pack, in the Serial ID field, enter the serial ID of the assembly pack.

When the master pack of the entered serial ID is open in the count list, you can enter it again to remove it from the count list. The system decreases Cum Counted by Qty in Pack of the entered serial ID.

To count an open unit pack, in the Serial ID field, enter the serial ID of this unit pack and press Enter. Then enter this serial ID again in the same field and press Enter. The system displays the inventory frame.

To count loose serialized items, in the Serial ID field, enter the item serial ID.

The system updates Cum Expected and Cum Counted as follows:

If the entered item serial ID is active or picked in the current site/location, the system increases Cum Expected and Cum Counted.

If the entered item serial ID is active or picked in another site/location, inventory adjusted, or consumed by a shipper, the system increases Cum Counted.

If the entered item is aggregated, and its master pack is not in the count list and not Picked or Pending, the system prompts you to indicate whether its master pack is open.

If the item is aggregated, and its master pack is already in the count list:

You cannot count the content of a picked or pending pack. So if the item is aggregated on a picked or pending master pack, you are not allowed to enter it in the Serial ID field.

When the item serial ID is already in the count list, you can enter it again to remove it from the count list. The system decreases Cum Counted.

To count loose non-serialized items, leave the Serial ID field blank.

Then in the displayed inventory frame, enter the quantity counted, and lot/serial, reference data1. The system updates Cum Counted based on Quantity Counted.

Use the Cycle Count Results Browse Collection to view cycle count data for serialized items or packs. The top portion of the browse displays the last counted data, including the count date, item, site, descriptions, the ABC class, the item serialization control setting (mandatory, and so on), the location’s beginning balance, quantity counted and changed, QOH variance, usage, and so on.

The supporting browses display the count history and the lot detail. Cycle Count Results by Pack lists summary information for each batch.

The following table presents pertinent serialized data fields in the displays and explains the data.