Four options set in this window govern the handling of serial controlled items:
Count

• Not Allowed: Serialized items are excluded from the cycle count.
• One Per Request: A separate count request is generated for each serial number.
• Multiple Per Request: Serial numbers for the same item/location are grouped in one count request.

Detail

• Quantity and Serial Numbers: Serial number and quantity are required and are validated when entering counts.
• Quantity Only: Serial number entry is required if the count quantity does not match the system quantity. Serial number entry is optional if the count quantity matches the system quantity, regardless of whether the serial numbers match. If you do not enter serial numbers, the count is marked as completed, and no adjustments are performed. If you do enter serial numbers, both quantity and serial numbers are validated when determining whether adjustments are required.

Adjustment

• Review All Adjustments: No automatic adjustments are attempted. Serialized items that require adjustment must go to an approver for review.
• Adjust if Possible: If a discrepancy exists between the count quantity and system quantity or if the entered serial numbers do not correspond to the serial numbers already in the specified location, then the system will attempt to make adjustments if the adjustment variance and value are within tolerances, as long as serial uniqueness constraints are not violated. These adjustments consist of receipts and issues of the appropriate serial numbers to and from the specified location and are applicable only to instances in which new serial numbers or shipped serial numbers are counted. If the adjustment quantity or value for a serialized item falls outside the specified tolerances, the item is sent for recount or approval, just like a non–serialized item.

Discrepancy

• Allow Discrepancies: When a count includes a serial number already assigned to the same item elsewhere in the system, an adjustment is created if it would be within tolerances. No adjustment is ever allowed for counts including serial numbers already assigned to another item.
• Do Not Allow Discrepancies: Adjustments are not made for items not found in the specified location.

Automatic Scheduling
If you turn automatic scheduling on, enter the following information:
Frequency: Indicate whether to schedule cycle counts Daily, Weekly, or By period. Inventory uses this information, along with the count frequency of each cycle count class, when performing automatic cycle count scheduling. The value you enter here dictates the window of time within which you can enter counts against a schedule bucket.

Schedule Interval Example
If you choose weeks as your schedule interval, Inventory schedules a week’s worth of counts each time the automatic scheduler executes. You then have that week to complete all these counts. On the other hand, if you choose days, Inventory schedules only that one day’s counts, and you need to complete those counts on that given day.

Last Date: Inventory displays the last date this cycle count was automatically scheduled.
Next Date: Inventory displays the first workday for the next schedule interval when this cycle count is scheduled. You can enter a later date in this field if you want to override the automatic schedule and skip one or more intervals. If your schedule interval is Weekly or By period, the date you enter must be the first workday of the period for which you want to generate schedule requests.

Count items with an on–hand quantity of zero: Optionally, determine whether to automatically generate requests to count items with an on–hand quantity of zero.