Analyzing Cycle Count Progress

After setting up the cycle counts you need to use, you can monitor the progress of the current counts being performed, as needed. The Progress tab in Advanced Cycle Counting provides at-a-glance information about the status of your advanced counts. You can review the overall status of the count or review by rank, how the counts are progressing.

To keep your standard counts and advanced counts consistent and to respect other settings you have in the system, Eclipse includes and excludes products based on your current settings.

Review the following for more information:

ClosedWhat Is Included

When Eclipse analyzes the count parameters defined, products are included if the following are true:

ClosedWhat Is Not Included

The following products are notincluded in the count ID you are creating:

What the Progress Tab Shows

The Progress tab displays the current counts' information with details about the progress of the count.

To review progress on a count:

  1. From the Physical menu, select Advanced Cycle Count.

  2. Click the Progress tab if not already displayed.

  3. In the Branch/Territory field, select which branch or territory for the count you want to review.

The remaining header fields display with the count setup information:

Field

Displays...

Start Count Date

the date range defined in the count setup.

End Count Date

Projected Counts

total number of counts expected in order to complete all counts for the count ID.

Note:This number can change as new products are added to the product file or supplemental counts are added.

Count Adjustments

how many products have been adjusted during the counting process.

Product Count Accuracy

how exact your on-hand counts are for individual products. This number is the counts completed, minus the count adjustments multiplied by 100 and divided by the counts completed.

((Counts Completed - Count Adjustments) X 100) / Counts Completed

Net Adjustment Quantity

the sum of quantity differences between the system's on-hand quantity and the actual count.

Net Adjustment Amount

the sum of dollar differences between the system's on-hand quantity and the actual count.

Gross Adjustment Quantity

total difference between the system's on-hand quantity and the actual count.

Gross Adjustment Amount

the total dollar differences between the system's on-hand count quantity and the actual count.

Average Adjustment Quantity

gross adjustment quantities divided by count adjustments.

On Hand Adjustment Accuracy

total original on hand, multiplied by 100 and divided by net adjustment quantity.

(Total Original On Hand * 100) / Total Net Adjustment Quantity

  1. In the Overall Progress area, review the following:

Field

Displays...

Remaining Days

the number days remaining to complete the count in full. The system uses the following to calculate remaining days:

  • The Remaining Days is the End Count Date minus Today.

  • If Today is greater than the End Count Date, then the Remaining Days is zero (0).

  • This calculation does not include weekends or holidays.

Counts Completed

how many counts that have been performed. This number is based on the last time the phantom has run. Counts made today may be included in this number.

The system loops through all the locations for the selected counts to get the very oldest count date. It compares that count date with the date range on the count selection and if the date is within that range, then the item is considered counted.

Counts Remaining

number of counts to complete the current count cycle, based on the projected counts.

Note:This number may change as the projected counts change.

  1. In the Counts by Rank area, review the following:

Field

Description

Rank A

By rank, indicates the percentage complete for each cycle count period.

Rank B

Rank C

Rank D

Additional Ranks

You can count by as many ranks as needed. All ranks by which you count display in this section.

Note: You may need to adjust the screen size or use scroll bars to have all ranks in the viewable area.

Note: All products without a rank assigned are included in the Other rank.

  1. Exit the window.