# Cycle counting "Periods"

Bob,

The whole cycle count process is very confusing. Especially with the  menus labeled 'Count Cycle' and 'Cycle Count'.

My understanding, is that the period is for collecting all the parts that need to be counting in that period.  The old way was that you selected parts to count each day.  With E9, the parts are put into a count period when you through the count schedule maintenance program.

The tolerance comes into effect when the cycle count is off from what inventory says.  If it difference in cost is more that this then a reason code would need to be entered. So 0 you need to put in a reason and 100 you  don't need to have a reason for every discrepancy.

Ours are set up like this.

Code     Frequency Stock Value Percent

A             30           80           5

B             90           95           15

C             180         100         25

We run the Calculate ABC codes before each cycle count schedule is started.  We always do a run with out updating the ABC codes before we let the system update the ABC codes.  Just to make sure it looks OK.   It is working well once the ABC codes are set up.  You can set the ABC codes manually at the part level.  The DMT process can help with this.

And one more thing,  make sure you plant config has the cycle count  selection method defined.  We use the repetitive method.

Skipping over the rationale of a "Cycle Counting Period" what value for a "period" makes sense?

The value is NN so I'm thinking 52.

Any suggestions or opinions?

Thanks

The period default to the next number for the year defined in the Cycle Count Period Definition.  The start and end dates should match how often you want to count your 'A' parts.  I our case each period matches a month because we want to count the 'A' each month.

Then you need to pull the period into the Cycle Count Schedule Maintenance where you can exclude zero qty and such.  After that you need to get the parts to count from the 'Cycle Count Part Selection'. Once all this is done you should be ready to start a count.

If this you your first time for cycle counts you need 'Calculate ABC Codes' and run the 'Initialize Last Cycle Count Date'.

Tom
Hi Tom,

Thanks for the information.  Any idea how/why there is a field called "Frequency" meaning count frequency in days?

It seems that if you define A class parts to have a 30 day frequency the use of a 1 to 12 period numbering is either redundant or conflicting?

We are having severe heartburn trying to understand the setup of the ABC calculator.  The "tolerance is confusing as Epicor can make it.  Any ideas on what the value would be if we wanted all of the A's counted.....seems that the tolerance would be "0" although some think it should be "100".

is there any way to just "plug' the ABC category?  The Epicor calculator seems to be very arbitrary and would probably mis-classify items.

Thanks,

Bob Carlson