Cycle Counting Current Location - Am I missing something... I count by warehouse, but only see parts who have a primary warehouse set as the warehouse selected and not what is actually on hand in part bin

Epicor ERP 10
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Am I doing something wrong? I only see parts with a primary warehouse set to the warehouse selected on the cycle count. I am expecting that when I create a cycle count schedule for a warehouse and then do the part selection that I would then see all the parts that are on hand in that warehouse…

Instead I am getting all parts who have a primary warehouse the same as the warehouse selected in the cycle count…

When we do a full physical it generates tags for each part on hand in the warehouse- regardless of what their primary warehouse is… Why isn’t it behaving the same when setting up a cycle count for a warehouse (not full physical)?

I wish I knew more about cycle counting :sweat_smile:

-Utah

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I made some detailed instructions for Cycle Counting. It’s confusing but I hope this helps.
Cycle Count Setup Instructions.docx (385.5 KB)
Cycle Counting.docx (326.7 KB)

Also, I made a Favorite group just for CC. They are in the order in which they should be used.

image

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Thanks Randy, I have the process down, it was the part selection that I didn’t understand… But now I see you can add parts to the cycle count manually!

I thought we were forced to use their part selection logic.

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Thanks for taking the time to write this and upload the resources.

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For anyone that needs help with this, Bryan solved my issue in this post:

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You’re welcome.