The Cycle Count Record View allows users to view and adjust multiple lot balances simultaneously from a list view. This feature simplifies the inventory adjustment transaction creation and therefore it is particularly useful when multiple lot balances must be adjusted.
This record view also contains columns for each Attribute that is set up for the 'Items' and 'Production Batches' attribute types. However, because these attributes are user defined, they are not included in the help documentation.
Software Version: 20202021.0805.2821 and newer
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| Search Options | Description |
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| Balances as of | | Insert excerpt |
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| Inq - As Of Date |
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| Inq - As Of Date |
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| nopanel | true |
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This is a date picker that is not required to return results and defaults to blank. If the date is not entered, the returned results use the current date. This date is used as the transaction date when adjustments are created.
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| Default Reason Code | | Insert excerpt |
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| Reason Code |
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| Reason Code |
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| nopanel | true |
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This is a single-select standard lookup that is not required to return results. It defaults as blank. This value will auto populate the Reason Code field in the grid section when actual balances have been entered.The lookup contains the following options: - Cycle Count
- Dump And Destroy
- Variable Item Correction
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| GL Date | Specifies the GL date for adjustments when the Process Adjustment button is clicked. This is a date picker that is required to return results. This field defaults to the current date, but it is editable. The GL Date must reside within an open fiscal period and the date must be greater than or equal to the ‘Balances as of’ date. |
| Include Lots | | Insert excerpt |
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| Inq - Include - Inv |
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| Inq - Include - Inv |
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| nopanel | true |
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This is a multi-select standard lookup that is required to return results. It defaults as blank.
This lookup contains the values in the IMIncludeInCycleCount Enumeration Class. |
| Process Adjustment As | Specifies the status of the adjustment transaction(s) to be created. This is a single-select standard lookup that is required to process adjustments. It defaults as "Posted".
This lookup contains the values of "Open" and "Posted". |
| Site | | Insert excerpt |
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| Inq - Site |
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| Inq - Site |
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| nopanel | true |
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This is a multi-select load on demand lookup that is required to include one or more Sites in the search results. It defaults to all Sites.
| Insert excerpt |
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| Def - Site |
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| Def - Site |
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| nopanel | true |
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The lookup contains a list of all Sites. |
Attributes Tab
| Fields | Description |
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| Attributes | The Attributes displayed are determined by the Attribute Setup and the Assign Attribute Rules. The Attributes can be setup and assigned to the transaction type in the Attributes section of the Company module (Company → Attributes → Inventory). |
| Available | This field displays whether or not the attribute is available and required. Only available attributes will be displayed with a 'Yes' followed by whether or not it is a required attribute. Required attribute values must be entered before saving the transaction as Approved or Ready to Post. |
| Value | The values in each attribute lookup are determined by the values created for the attribute, as set up in the Attributes setup in the Company module. |
Page Detail
| Toolbar Icons | Description |
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| Column Filter Show/Hide | | Insert excerpt |
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| Column Filter Show/Hide - Global |
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| Column Filter Show/Hide - Global |
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| nopanel | true |
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| Excel | | Insert excerpt |
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| Excel - LV |
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| Excel - LV |
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| nopanel | true |
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| Group By Show/Hide | | Insert excerpt |
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| Group By Show/Hide - Global |
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| Group By Show/Hide - Global |
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| nopanel | true |
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| Quick Column Filter | | Insert excerpt |
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| Quick Column Filter |
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| Quick Column Filter |
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| nopanel | true |
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| Saved Column Layouts | | Insert excerpt |
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| Column Layouts for Framework 3.0 - Global |
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| Column Layouts for Framework 3.0 - Global |
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| nopanel | true |
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| Fields | Description |
Actual On Hand Units
| Identifies the actual On Hand units of the item at the corresponding Inventory Lot. This is a text box that is required to process an adjustment. It defaults as blank and is always editable. This field allows users to enter the correct quantity of On Hand Units for the lot. Entering a quantity and processing the adjustment updates the lot balance On Hand Units to the entered quantity. Additionally, an Adjustment transaction is created to update lot balances using a calculation of [Actual On Hand Units] - [On Hand Units]. This value is not stored in the database. This field is disabled if the item is managed by Weight Only.
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Actual On Hand Weight
| Identifies the actual On Hand weight of the item at the corresponding Inventory Lot. This is a text box that is required to process an adjustment. It defaults as blank and is always editable. This field allows users to enter the correct quantity of On Hand Weight for the lot. Entering a quantity and processing the adjustment updates the lot balance On Hand Weight to the entered quantity. Additionally, an Adjustment transaction is created to update lot balances using a calculation of [Actual On Hand Weight] - [On Hand Weight]. This value is not stored in the database. This field is disabled if the item is managed by Units Only. |
| As Of | Identifies the cutoff transaction date to view Inventory balances that occur on and before this date. This is a non-editable textbox that is required. It defaults from the 'Balances as of' field in the 'Home' tab. When an Adjustment is processed, the value in this field will populate the Adjustment transaction's Date. This field can be changed by updating the 'Balances as of' field in the 'Home' tab and clicking the Refresh Data button in the header. Database Fields: ERPx_IMTransactionHeader.TransactionDate, ERPx_SOorderHeader.OrderDate |
| Available Units | | Insert excerpt |
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| Units - Available |
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| Units - Available |
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| nopanel | true |
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All transactions occurring on or before the 'Balances as of' date will be included. This is a non-editable text box that is not required. The Available Units balance is calculated as [On Hand Units] + any balances from open transactions. This can be edited when units for an item on an inventory transaction has been entered or units for an item on a sales order have been committed or allocated. This is a calculated field and not stored in the database.
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| Available Weight | | Insert excerpt |
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| Weight - Available |
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| Weight - Available |
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| nopanel | true |
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All transactions occurring on or before the 'Balances as of' date will be included. This is a non-editable text box that is not required. The Available Weight balance is calculated as [On Hand Weight] + any balances from open transactions. This can be edited when weight for an item on an inventory transaction has been entered or weight for an item on a sales order have been committed or allocated. This is a calculated field and not stored in the database.
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Clean Out
| Identifies whether or not the inventory lot should have zero balances. This is a checkbox that is not required. It defaults to unchecked and is always editable. Checking this checkbox populates "0.00" quantities to the ‘Actual On Hand Units’ and ‘Actual On Hand Weight’ fields and populates the ‘Reason Code’ field with the Default Reason Code selected in the header section. Unchecking the check box removes the quantities and Reason Code. This field is not stored in the database. |
| Is Variable Weight | | Insert excerpt |
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| Variable Weight |
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| Variable Weight |
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| nopanel | true |
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This is a non-editable text box that is required. It defaults from the 'Variable Weight' property on the 'Properties' tab of the Item record view. This field is for informational use only and is never editable from this page.
Database Field: ERPX_IMItem.IsItemVariableWeight |
| Item: Description | | Insert excerpt |
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| Item ID & Item Description |
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| Item ID & Item Description |
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| nopanel | true |
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This is a non-editable text box that is required. This defaults from the 'Item Description' field on the 'Properties' tab of the Item record view. This field is for informational use only and is never editable from this page.
Database Field: ERPX_IMItem.ItemID, ERPX_IMItem.ItemDescription |
| Manage Items By | | Insert excerpt |
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| Manage Items By |
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| Manage Items By |
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| nopanel | true |
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This is a non-editable text box that is required. It defaults from the 'Manage Items By' property on the 'Properties' tab of the Item record view. This field is for informational use only and is never editable from this page.
Database Field: ERPX_IMItem.ManageItemsByEN |
| On Hand Units | | Insert excerpt |
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| Units - On Hand |
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| Units - On Hand |
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| nopanel | true |
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All transactions occurring on or before the 'Balances as of' date will be included. This is a non-editable text box that is required. This can be edited when units for an item on an inventory transaction has been Posted or units for an allocated item on a sales order has been Posted. This is a calculated field and not stored in the database. This field is for informational use only and is never editable from this page.
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| On Hand Weight | | Insert excerpt |
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| Weight - On Hand |
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| Weight - On Hand |
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| nopanel | true |
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All transactions occurring on or before the 'Balances as of' date will be included. This is a non-editable text box that is required. This can be edited when weight for an item on an inventory transaction has been Posted or weight for an allocated item on a sales order has been Posted. This is a calculated field and not stored in the database. This field is for informational use only and is never editable from this page.
The On Hand Units and On Hand Weight are always displayed with 5 decimals, but the Actual On Hand Units and/or Weight are entered with the units/weight decimals configured for the item. Use Adjustment transaction record if the units/weight must be adjusted with greater decimals than what the item properties allow. |
| Production Batch | | Insert excerpt |
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| Production Batch |
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| Production Batch |
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| nopanel | true |
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This is a non-editable text box that is required. This value defaults from the 'Production Batch' value specified on the Inventory transaction that created the Production Batch. This can be edited from the 'Production Batch' field on the Properties tab of the Production Batch record view.
| Insert excerpt |
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| Def - Production Batch |
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| Def - Production Batch |
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| nopanel | true |
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| Insert excerpt |
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| Def - Inventory Lot |
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| Def - Inventory Lot |
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| nopanel | true |
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Database Field: ERPx_IMProductionLot.ProductionLotID |
| Reason | This field displays the reason why the lot is listed in the grid (All Balances are Zero, Mismatch of On-Hand Units & Weight or Negative On Hand Balance). This is a non-editable text box that is not required. The field is blank if the lot’s balance is not zero, mismatched or negative. This field is for informational use only, is not stored in the database and is never editable. |
| Reason Code | | Insert excerpt |
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| Reason Code |
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| Reason Code |
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| nopanel | true |
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This is a single-select standard lookup that is required to process an adjustment only when the Inventory Preference 'Require Reason Codes for all Adjustment lines’ is set to "Yes". It defaults from the 'Default Reason Code' selected on the 'Home' tab. If missing and required, the message "Reason Codes are required for all Adjustment transaction lines" will be displayed when the Process Adjustment button is clicked. This field is always editable and will be saved to the resulting Adjustment transaction.
The lookup contains the following options: - Cycle Count
- Dump And Destroy
- Variable Item Correction
Database Fields: ERPx_MFNoteTypeReasonCode.ReasonCode, ERPx_IMTransactionHeader.ReasonCodeSK |
| Site | | Insert excerpt |
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| Site ID |
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| Site ID |
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| nopanel | true |
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This is a non-editable text box that is required. This defaults from from the 'Site' field on the 'Home' tab of the Inventory transaction or the 'Default Site' field on the 'Home' tab of the sales order transaction. This field is for informational use only and is never editable from this page.
| Insert excerpt |
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| Def - Site |
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| Def - Site |
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| nopanel | true |
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Database Fields: ERPx_MFSite.SiteID, ERPx_IMLotBalance.SiteSK
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| Unit UOM | | Insert excerpt |
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| UOM - Default IM Units |
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| UOM - Default IM Units |
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| nopanel | true |
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This is a non-editable text box that is not required. It defaults from the 'Inventory Unit UOM' property on the 'Properties' tab of the Item record view. This field is for informational use only and is never editable from this page.
| Insert excerpt |
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| Def - UOM |
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| Def - UOM |
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| nopanel | true |
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This field is blank if the item is managed by Weight Only. Database Field: ERPX_IMItem.DefaultIMUnitUOMSK |
| UOM Schedule | | Insert excerpt |
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| UOM - Schedule |
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| UOM - Schedule |
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| nopanel | true |
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This is a non-editable text box that is required. It defaults from the 'UOM Schedule' property on the 'Properties' tab of the Item record view. This field is for informational use only and is never editable from this page.
Database Field: ERPX_IMItem.UOMScheduleSK |
| Warehouse Lot | | Insert excerpt |
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| Warehouse Lot |
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| Warehouse Lot |
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| nopanel | true |
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This is a non-editable text box that is not required. It defaults from the 'Warehouse Lot' field on the Warehouse Lots list view. This field is for informational use only and is never editable from this page.
| Insert excerpt |
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| Def - Warehouse Lot |
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| Def - Warehouse Lot |
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| nopanel | true |
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| Insert excerpt |
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| Def - Inventory Lot |
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| Def - Inventory Lot |
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| nopanel | true |
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Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK |
| Weight UOM | | Insert excerpt |
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| UOM - Default IM Weight |
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| UOM - Default IM Weight |
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| nopanel | true |
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This is a non-editable text box that is not required. It defaults from the 'Inventory Weight UOM' property on the 'Properties' tab of the Item record view. This field is for informational use only and is never editable from this page.
| Insert excerpt |
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| Def - UOM |
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| Def - UOM |
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| nopanel | true |
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This field is blank if the item is managed by Units Only. Database Field: ERPX_IMItem.DefaultIMWeightUOMSK |
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