A cycle count is performed to verify that the physical count matches the quantity value in MarginPoint 8.
If there are differences between an item’s physical count and count in MarginPoint, a cycle count discrepancy is recorded against the item.
The cycle count is recorded in the inventory transaction history. This transaction is usually performed by a storeroom manager and is available for storeroom type stocking locations only. Cycle count transactions for POU devices are performed via the machine. You can perform counts only on items and locations to which your system administrator has allowed access.
11.7.1 To perform a cycle count
- At the far left of the home screen, click the Company tab to display the company navigation tree.
- In the Company Tree, click the company this item will be associated with. The item will be visible to users of this company and all organizations above this location, but will not be visible to users assigned below this location.
- Click the Material Management drop-down.
- Click the Inventory option in the drop-down. The Material Management > Inventory > View Top Level Inventory window will open and display all items assigned to the selected company.
- In the Transactions box on the ribbon bar, click Cycle Count. The Material Management >
Inventory > Cycle Count window will open.
6. Use the Stocking Location drop-down to select the location on which the cycle count
will be performed.
7. The Note field is a free text field used to enter any relevant information about
the cycle count. For example, an indication of why this count is required might be useful.
8. Click the Search field drop-down to display a list of items and click the item to be counted.
9. Click Add Item to add the selected item to the list below the Search field.
Note: If many items are to be counted, you can click the Display all Items Checkbox to populate the list will all items in the selected location. Only items with a numeric value quantity field will be processed. Any items with no value in the quantity will be ignored and not processed. Also, to print a physical count sheet for the inventory location, click the Print Count Sheet button.
10. The item information is displayed, including the quantity on hand.
11. Type physical count quantity in the Count Quantity field for each item to be adjusted.
Ensure the count was done using the unit of measure displayed in the UOM field.
