Create 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.

Click Add if cycles exist.
Enter data in these fields:

Field Name	Type / Max Length	Action / Description
Branch	Optional 4 alphanumeric	Select the branch for which you want to select items to count. If you leave blank, the program defaults to your login branch.
Cycle number	Required 10 date	Enter NEW or # if you want the program to assign a cycle number. Use the Batch Number Setup (XBC) program to set up a numbering scheme. OR Enter a unique identifier (12 alphanumeric characters maximum) for the cycle number. You can do this only if the Allow manual assignment? option in Batch Number Setup is selected for this program.
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 create a cycle of control-number items and 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. The program displays the message Cycle no [number] has been created for branch [number]. Click OK to acknowledge.
Exit the record without saving it	Click Cancel.
Update the record	Click Apply.
Delete a saved cycle	Click Delete.

Set your options:
1. Click the Runtime tab to set runtime options. See Set Options for Reports and Inquiries for more information.
2. Click the Selection tab to select specific or a range of warehouses, bin locations, items, or planners. For a complete physical inventory, leave all options blank.
  
  OR

Click List and then Item number to enter items or click List and then Planner to enter planner codes. See Create a List of Items or Select Items by Planner Code.

Note
The program ignores any item that is included on another cycle for this branch.

1. Click the Program tab to set these program-specific options:

Field Name	Type / Max Length	Action / Description
Select only negative locations?	Optional	Select if you want to only select locations with negative inventory balances.
Select items due to be counted?	Optional	Select if you want the program to include items that are due to be counted and to skip items that are not or leave blank to use the Select date for items not counted since option. Items are due to be counted when: Cycle date > (Last count date + Count frequency) For example, if the item's last count was June 15 and the count frequency is 30, the item is due to be counted on or after July 15. If the item has never been counted, it will be included in the cycle unless excluded by another option. Check the Last count field in the Item History Inquiry (IMHQ) program and the Count freq field in the Branch Item Inquiry (IMBQ) program. Select if you want the program to include items that are due to be counted and to skip items that are not. Items are due to be counted when: Cycle date > (Last count date + Count frequency) For example, if the last count was June 15 and the count frequency is 30, then the item is due to be counted on or after July 15. Check the Last count field in the Item History Inquiry (IMHQ) and the Count freq field in the Branch Item Inquiry (IMBQ) program.
Select date for items not counted since	Conditional 10 date	If you left Select items due to be counted? blank, select a cutoff date, enter a date shortcut, or leave blank to use your login date. The program includes items that were last counted since the cutoff date: Cutoff date > Last count date For example, if the cutoff date is July 1 and the item's last count was June 15, the item will be included in the cycle. If the item has never been counted, it will be included in the cycle unless excluded by another option. Check the Last count field in the Item History Inquiry (IMHQ) program.
Select month/period of usage history	Optional 3 numeric	Enter the number of months or periods to be used in the calculation of the current usage percent.
Select mfg usage percentage rate	Conditional 6 numeric in the format 999.999	If you entered a number of months/periods, enter a manufacturing usage percent. The program selects items whose current usage is less than this percent. For example, enter 60.00 to select items with a current usage less than 60%. The program calculates current usage percent: (Qty on hand / Total units used) x 100
Include non-controlled items?	Optional	Select to include items that do not have lot or serial numbers.
Include lot-controlled items?	Optional	Select to include items that have lot control numbers.
Include serialized items?	Optional	Select to include items that are controlled by serial number.
Select max no of items to be selected	Optional 11 numeric	Enter the maximum number of different items you want to include in this cycle.
Exclude items with zero qty on hand?	Optional	Select if you do not want to include items with an on hand quantity of zero.

Click the Program2 tab to exclude item statuses:

Field Name	Type / Max Length	Action / Description
Exclude item status	Optional	Select any of ten possible status codes to exclude items with those statuses. Item statuses are defined in the Item Status Codes (TISM) program and assigned to items in Enterprise Item Maintenance (IM) and Branch Item Maintenance (IMB).

Choose the appropriate options:

Do This

Create this cycle

Click Process.

Note
If you receive the message Search is complete. The selection criteria produced no results. the cycle may include an item that is included on another cycle for this branch.

Save these options for future use

Click Save.

Enter a list of items or planner codes

Click List and then:

Click	See
Item number	Create a List of Items
Planner	Select Items by Planner Code
Back	Exit without entering a list

Exit this cycle

Click Exit.

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.

Choose the appropriate options:

To	Do This
Review the inventory book on the screen before printing	Click View. See Background: Book Printing for a list of what displays.
Print an inventory book or set of tags	Click Print. See Background: Book Printing or Background: Tag Printing for a list of what prints. Note The report prints immediately if the option Allow device override? in the Date-Output Device Maintenance (ZE) program is not selected. If this option is selected, the program prompts Output device. Accept the default device that displays, which is specified in the Date-Output Device Maintenance program, or enter the name of a different device.
Save these options for future use	Click Save.
Exit this cycle	Click Exit.

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 Select.
Display cycles from a specific cycle	Click Restart. The program prompts Branch and Cycle number. Enter the first branch and cycle you want to display or leave blank to begin the display with the first cycle in the file.
Print the cycle listing	Click Print. See Print.
Display the previous set of records in the file	Click Page up.
Display the next set of records in the file	Click Page down.
Print a full inventory book or full set of tags for this cycle	Click Book/Tag. See step 7.
Enter beginning and ending tag numbers and general location for a controlled cycle	Click Tag assignment. See Assign Tag Numbers.
Exit the program	Click Exit.