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Cycle Count Record View

Cycle Count Record View

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.

(lightbulb) This record view also contains columns for each Attribute that is set up for the 'Items', 'Production Batches' and 'Warehouse Lots' attribute types. However, because these attributes are user defined, they are not included in the help documentation.

Software Version: 2024.12.16 and newer

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Process Adjustment

Clicking this toolbar icon updates the lot balances accordingly and creates Adjustment transaction(s) for the lot(s) that were updated. The Adjustment transaction(s) can be viewed from the Inventory Transactions List View or the Transaction History inquiries. Adjustment transactions posted through the Cycle Count record view have a prefix value of "CC_" in the Reference field.

Once adjustments have been successfully processed, the page reloaded with default inquiry parameters.

Refresh DataRe-queries the contents of the grid/page based on the Inquiry Criteria parameters or the default parameters for grids that do not support Inquiry Criteria. 

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