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Cycle count field descriptions

General Cycle Count information (In the top section of the screen)

Cycle Count #

The ID for the cycle count. This number is automatically generated by SmartTurn.

Warehouse

The warehouse in which the cycle count takes place.

Created date

The date the cycle count record was first created.

Created by

The person who created the cycle count record.

Complete date

The date the cycle count record was closed.

Status

The status of the cycle count. Values include:

  • Saved - This state indicates that the cycle count has been created. From this status you can edit any cycle count information, count items, or cancel the cycle count.
  • In Progress - This state indicates that the cycle count has been partially counted. At least one cycle count item has been counted. From this status you can edit the cycle count items table, but not the header information. You can also count items, cancel, or close the cycle count.
  • Closed - This state indicates that the cycle count items have been closed, and any inventory values adjusted appropriately. No more actions can be taken on the cycle count.
  • Cancelled - This state indicates that the cycle count has been cancelled. No more actions can be taken on the cycle count.

 

Inventory Manager

The inventory manager used to generate the cycle count items.

Owner

Often used for 3PL (3rd Party Logistics) operations to specify the owner of the items on the cycle count. Enter only if applicable. Type in a full or partial name to look up an owner from your company's Business Affiliates. More info...

If you enter an Owner on the cycle count, then all of the cycle count items must have an Owner that is either not set or iset to the Owner on the cycle count.

The Code of the business affiliate is listed when viewing the cycle count.

Transaction Date

The actual date the cycle count took place.

Transacted By

The person who transferred the items.

Comments Tab

Comments

Optional comments regarding the cycle count.

History Tab

Date

Date the cycle count was modified.

User

User who made the change.

Event

The type of activity: Create, Modify, etc.

Billing tab

General Billing Information

The Billing Tab is only present if this document has an Owner specified in the header.

Billing Status

The status of the billing section: Saved, Closed, or Cancelled.

Total Billable Amount

The total amount to bill the Owner. The sum of the Totals of each line in the Billing Lines table.

Billing Lines table

Line #

The system generated line number for the billing line.

Charge Type

The name of the charge type.

General Ledger Code

The general ledger account number associated with the charge type.

Billing Basis

The Billing Basis answers the question: "How should the amount to bill be calculated?" The options for Billing Basis are per Document, per Line, per Unit of Measure, and ad Hoc (only used for manually added billing lines).

Computed Qty

The system's suggestion of the quantity to bill. (The Total for the line is calculated as Qty multiplied by Rate; Computed Qty has no effect on the total for the line.)

Qty

The actual amount to bill, including the unit of measure for billing lines with Billing Basis of per Unit of Measure. (The Total for the line is calculated as Qty multiplied by Rate.)

Description

A description of what is being billed, such as you might place on an invoice. Optional.

Rate

The unit amount to charge.

Total

The total for the line, calculated as Qty multiplied by Rate.

 

 

 

Cycle Count Items table

Line #

The system generated line number for the cycle count item.

Item #

The item master number. An item master is a master record for a type of inventory item. The item master includes the item description, materials and handling specifications, sales and fulfillment specifications, and warehouse-specific information.

Description

The description of the Item # from the item master.

Lic #

The license number assigned to the item.

Serial #

The serial number assigned to the item.

Lot #

The lot number assigned to the item.

Location

The location where the item was cycle counted.

Previous Quantity

The quantity of the item prior to cycle counting.

Counted Quantity

The quantity of the item as counted during the cycle count.

Counted by

The user who counted this line item.

Date Counted

The date and time this line item was counted.

Item Status

  • Saved - Items that have not been counted, but still can be.
  • Closed - Items that have been counted.
  • Cancelled - Items that have not been counted, but cannot be counted or modified.

See Also

Cycle counting inventory items

Viewing cycle counts

Viewing a list of cycle count items across all cycle counts

Creating cycle counts

Editing cycle counts

Counting cycle count items

Closing cycle counts

Exporting cycle counts

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