Change a Controlled Cycle

Use the Cycle Count Preparation (HCP) program to select items for a physical inventory count by creating a random cycle, a non-random cycle, a controlled cycle, change a controlled cycle, delete a cycle, and print an inventory book or set of tags. See Background and Road Map for more information.

The program displays existing cycles. See Cycles for a description of the columns.

Choose the cycle number you want to change and click OK.
Enter data in these fields:

Field Name	Type / Max Length	Action / Description
Requested by	Optional 15 alphanumeric	Enter the name of the person or department that requested this cycle.
Cycle date	Required 10 date	Accept the login date, select a different date, or enter a date shortcut.
Book or tag format	Required 1 alphanumeric	Select B to print an inventory book or select T to print inventory tags.
Include floor stock items	Required	Y: Include floor stock (items with a floor stock record or a floor stock field value of 1) N: Do not include floor stock (default) O: Only include floor stock
Create random cycle?	Optional	Leave blank if you want to enter non-random selection criteria or select to create a random cycle. If you select, see Create a Random Cycle.
Annual physical inventory cycle?	Conditional	If you did not select Create random cycle?, select if this is your annual count or leave blank if it is a cycle count. If you select this field, the system does not update the Last count field in the Item History Inquiry (IMHQ) program. The Select items due to be counted? and Select date for items not counted since options in this program use that field to select items for cycle counts.
Upd cycle on hand qty at time of count?	Optional	Select if you want to update the system at the time of the count or leave blank if you want to lock the count at the time of HCP generation.
Use controlled tag assignment?	Optional / Conditional	Select if you want to assign tag numbers to the cycle count batch or leave blank if you do not.
Include tool crib items	Required	Select tool crib selection option: Y: Include tool crib items N: Do not include tool crib items (default) O: Only include tool crib items

Choose the appropriate options:

To	Do This
Accept the data and continue	Click OK.
Exit the record without saving it	Click Cancel.
Update the record	Click Apply.
Delete a saved cycle	Click Delete.

Select the cycle you created and click Book/Tag. The program directly accesses the options for this program, unless you previously cleared the View this screen each time? Runtime option and clicked Save. If you did so, Click Prog opts to review your options.

Review your options:
1. Click the Runtime tab to set runtime options. See Set Options for Reports and Inquiries for more information.
2. Click the Sort tab to set sort order.
3. Click the Selection tab to select specific records.
4. (Conditional) Click the Program tab to set this option if you are printing tags:

Field Name	Type / Max Length	Action / Description
Continuous form?	Optional	Select to print tags on continuous-form paper or leave blank to print them on cut sheet paper. Continuous-form paper feeds continuously through a dot-matrix printer. The paper is perforated to enable you to tear tags apart. Cut-sheet paper feeds into a laser printer one sheet at a time. Three tags print per 8.5 x 11" sheet. Horizontal perforations every 3-2/3" enable you to tear tags apart.

Click Tag assignment. See Change Tag Number Assignment.

Choose the appropriate options when you click Exit:

To	Do This
Add another cycle	Click Add.
Delete the selected cycle	Click Delete. See Delete.
Display the selected cycle	Click OK.
Print the cycle listing	Click Print. See Print.
Print a full inventory book or full set of tags for this cycle	Click Book/Tag. See step 4.
Change tag number assignment and general location for a controlled cycle	Click Tag assignment. See Change Tag Number Assignment.
Exit the program	Click Exit.