Is there a way to lock a bin when the parts within it are in an active Cycle Count? Looking for a way to have a hard stop so that parts cannot be transferred from a bin that is currently on a period with a cycle count, into a new bin.
Hello @JRC,
What problem are you trying to solve here?
During a cycle count of full physical stock take an inventory snapshot is taken. When the post occurs any qty changes outside the count are recorded and combined into the posting to calculate things correctly.
Here is a screenshot of the count entry screen and here I have performed a qty adjustment after I started the count, so you can see the activity that has occurred.
when the posting occurs it takes into account the snapshot qty which in this instance was 100, and the counted qty which is 95, sees that there was an activity of -5 so ignores the count variance of 5, so the posted cycle count variance would be the cost of 0…
Hope that makes sense.
1 Like
The system does not lock or stop transactions just because there is a cycle count or physical inventory. As @Hally said, we do a snapshot, and all adjustments are done against the snapshot.
For example
- start CC, the system “thinks” you have QTY 100 (but in reality, on the shelf you only have 93).
- The system just took a picture of this qty, and stores the 100 for later adj
- you count the parts, and only find 93.
- after you start inventory, you do an issue of 10 pieces… now the system
- Now the system only thinks you have 90… but the snapshot still says 100
- you enter the count of 93… you will also see that there was a transaction of -10, but you determine that the time you counted, the issue had not taken place yet, so the 93 was BEFORE the issue. Therefore you enter the 93
- when you post, the inventory will do the adjustment against thefrozen qty of 100.
- the difference between 100 and 93 is 7, so it will adjust the CURRENT inventory by 7
- 93 - 7 = 86
Note that 86 is now matches what your shelf has on hand.
3 Likes
Much more succinctly put @timshuwy. Thanks for clarifying my clumsy attempt at an explanation 
2 Likes
Not sure that it was any more succinct… but I might have a few more years of experience at physical inventory/cycle counting… I did my first Physical way back in 1988 when the company i worked for purchased another company, and as an IT person, was seen as someone who could count… so they sent our entire department out to the new stockroom to count things…
Funny story… one of the first things I came upon was bags of screws… there were about 10 bags… i celebrated because the bags had a quantity (1500) written on each one… I thought “YES… in only need to multiply 10*1500.”… until i started lifting each bag and quickly realized that each bag had a different weight… so much for the numbers on the outside of the bag.
4 Likes
I am confused…
We thought we had 100 but we actually have 93 and then we issued 10 so don’t we now have 83?
I’d think so.
100 - 10 = 90
90 - 7 = 83
1 Like