Cycle Count Setup

Hello All,

After reviewing many forum posts, consultant notes, and documentation we are at a loss.
We are trying to setup cycle counts for our first time. We have run the datafix from support and Initialized LastCCDate.
We are running into an issue with how to set our A/B/C Codes and create our periods/schedules.
We have A parts that we want counted weekly
B parts that we want counted monthly
C parts that we want counted every 60 days.
Our ABC codes were determined outside of the system based on a combination of value/frequency of use. We then DMT’d the codes back in.

We tried creating weekly periods but the cycle count schedule was asking us to count all 800+ B parts within the first period.
The C parts are also appearing frontloaded where we would expect about half of the parts.
We then looked at monthly periods and then, as expected, the A parts were not appearing more than once, despite their count frequency.

At a site level we are currently set to Repetitive count type.

Can anyone point us in the right direction? Does this have to do with overriding at a part level and needing to set the count frequency there as well? Should we truly be at weekly periods and there is an issue with setup causing the front loading?
Thanks for your time.
-Mack

Welcome to the group!

I respect that you want this to work right, but do at least understand that

  1. What you are seeing is very normal
  2. I get the sense that not a lot of people have ever tried to conquer this
  3. Most of us (like my company) just do the part selection manually (ish).

This was a good recent thread:

Post 25 is where I explain what we currently do where I work. We count ALL axles one day and all windows the next day, etc. Nothing in the system can do that for us. But it is a really logical way to get a hold of the inventory.

We still use Cycle Count Maintenance and all of the other stuff. We just pick the parts with our own separate logic (using a dashboard to streamline it).

As for getting it all to work by the rules, you will still probably have to massage the part selection for a while. Yes, fine, let it pick the parts if you want, but then delete or move some/many of them to a different cycle if there are too many at once.

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Thanks Jason, appreciate you taking the time to respond.
Based on your OP’s am I correct in the assumption we need weekly periods and then if we use a dashboard to determine part selection for the B & C parts the BAQ would filter out B codes that had a lastCCdate within 30 days compared to current date?

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That sounds right.