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Set up a Cycle Count Schedule

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Cycle counts audit stocked parts in inventory and can be created manually. With cycle count automation, your cycle counts are auto-generated with a set frequency, such as monthly, weekly, or yearly.

If you want to include critical parts in your Cycle Count, then you will need to make sure these parts have their Part Critically field completed.

Create Schedule

Step 1. Schedule a Cycle Count

  1. Navigate to Inventory > Cycle Counts.
  2. Click the Cycle Count Schedules link.

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The Schedule Cycle Count form displays.

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  1. Click the + Create a schedule button and the Type form displays.

Step 2. Select the Cycle Count Type

You will need to select the type of cycle count that will be created.

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  1. From the form, select a type either:
    • Bin Location Only - Create a Cycle Count using only Bin Locations and no additional filters.
    • High Cost Per Item - Create a count list for high-cost parts by setting a minimum part cost.
    • Inventory Shortages - Count parts with quantities below their minimum stocking level.
    • Not Recently Counted - Count parts that have not been counted since a selected date.
    • Part Type - Count parts based on a specific Part Type.
    • I want to pick specific parts on the cycle count itself
  2. After you make the selection, the Criteria form displays.

Step 3. Criteria

  1. For more information on the Cycle Count Types and how to complete the form, see Create a Cycle Count's Step 2. Criteria.
  2. Click the Next button and the Schedule form displays.

Step 4. Schedule

This is where you set up the schedule for the cycle count.

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  1. In the Count Frequency drop-down, select either: Weekly, Monthly, or Yearly.
  2. From the Start Date calendar picker, select the date.
  3. For the Do you want to specify the number of parts to count for the selected criticalities each Month? toggle, either select: No or Yes.

If you select yes, then the Criticality and Number of Parts displays. This lets you select a sample of the parts to be counted each cycle count; this is useful when you have a large number of parts.

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  1. Click the Next button to display the Create form.

Step 5. Create

  1. This lets you review the schedule and if you want to make any adjustments, click the Previous button to go back.

It is important to remember that when this is created, you will not be able to edit the frequency or the start date.

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  1. When you are ready, click the Create Schedule button.

The schedule cycle count is created and it will run at the set start date and it will continue to generate on the set frequency.

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See Automations

You can click the See automations button to view the Automations dialog. This displays the generated cycle counts from this schedule.

Edit Schedule

You can click the Edit Schedule button and this displays the New cycle count schedule form and this includes the Type, Criteria, Schedule, and Create.

It is important to remember, this only lets you edit the following fields:

  • Purpose
  • Part criticality
  • Bin Location

If you want to change the frequency or start date, then you will need to delete the schedule and then create a new schedule.

Delete Schedule

  1. You can click the Delete Schedule button and the Delete Schedule dialog displays the message "Are you sure you want to delete this schedule?".
  2. Click the Yes button and the schedule is deleted.