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CC Setting Up a Cycle Count

CC Setting Up a Cycle Count

THIS SECTION IS MANAGED BY FINANCE 

 

In order for Cycle Counts to take place there is some back-end information that needs to be entered.

 

Follow the path: Xmc>Material Management >Inventory Management >Setup >Cycle Count Period Definition

Image Inventory Management 18

 

You will need to define the periods, they can be any length desired. They do not need to follow your accounting periods.

Click New to create a New Cycle Count

 

Image Inventory Management 19

 

It will automatically assign the period number for you. This is not an option. The year will automatically default to the current year.

  1. Enter Description

  2. Enter Period Start

  3. Enter Period End

  4. Enter Save

 

 

Image Inventory Management 20

 

NOTE: Shorter Cycles tend to be better, since you need to complete a cycle before you can start a new one. If you have a month open, if you need to do any ad-hoc cycle counting in between you could not do this, since that whole month would still be open. You would need to go to quantity adjustment to do any changes. There is an option to assign: specific items, A,B,C, random and repetitive counts. Where does this information reside?

Related content

Information about navigating the Epicor ERP application

*For a basic quote-to-cash scenario that’s only 36 pages, System Flow education doc is here on SharePoint. 
*The rest of the Education documents are good guides to basic Epicor functionality.