Welcome to the Cycle Count Plans (CCP) Quick Guide! This guide will help users learn how to create and configure the Saved Searches used within Cycle Count Plans. It covers two essential search types of Inventory Balance and Item-Based and explains when and how to use each. These instructions are designed to help ensure your inventory data remains clean, accurate, and fully prepared for automation through Cycle Count Assignments or Auto-Schedule Plan Generation.
In Cycle Count Plan (Template), users must configure a saved search to define which items will be included in the Cycle Count Plans. There are two types of supported saved searches:
Each serves a distinct purpose depending on how the inventory is managed and how the cycle counts are intended to be performed.
Choose an Inventory Balance Saved Search when:
Refer to the screenshots below for the recommended Criteria and Results columns configuration. Additional columns can be included as needed.
1. Based on the Location chosen in the Cycle Count Plan Template, refer to the relevant screenshots below for configuring the Results columns if "Use Bins" is enabled.
2. Based on the Location chosen in the Cycle Count Plan Template, refer to the relevant screenshots below for configuring the Results columns if "Use Bins" is disabled.
Choose an Item Saved Search when:
Refer to the screenshots below for the recommended Criteria and Results columns configuration. Additional columns can be included as needed.
1. Based on the Location chosen in the Cycle Count Plan Template, refer to the relevant screenshots below for configuring the Results columns if "Use Bins" is enabled.
2. Based on the Location chosen in the Cycle Count Plan Template, refer to the relevant screenshots below for configuring the Results columns if "Use Bins" is disabled.
If your Cycle Count Plan doesn’t populate as expected, double check the following:
Reach out to us below.
