Cycle Count Rules Hierarchy FAQ

Question: How do I set up the Wireless Warehouse cycle count rules hierarchy?

Answer: The hierarchy is set up in Wireless Warehouse Control Maintenance, and should be set up to fit the requirements of your warehouse. The following examples illustrate several scenarios for setting up the cycle count rules hierarchy.

Example for the Count Display Rule

When Wireless Warehouse user Tom is counting any product in location NJ, in zone A, you want to allow him to view the system on-hand quantity on his handheld device. Also, you want any Wireless Warehouse user counting product 123 in location NJ to be able to view the system on-hand quantity on their handheld device. Set up the rules, as follows:

Rule Hierarchy	Related Setup
User/Location/Zone	Select Visible in the Count Display field for user ID Tom, location NJ, and zone A.
Product/Location	Select Visible in the Count Display field for product 123 and location NJ.
Product	Select Blank in the Count Display field (the default setting).
Location	Select Blank in the Count Display field (the default setting).
Zone	Select Blank in the Count Display field (the default setting).
Team/Location/Zone	Select Blank in the Count Display field (the default setting).

Example for the Recount Display Rule

When Wireless Warehouse user Bill is recounting any product in any zone in location NJ, you want to allow him to view the system on-hand quantity on his handheld device. Also, you want any Wireless Warehouse user counting any product in location CA to be able to view the system on-hand quantity on their handheld device. Set up the rules, as follows:

Rule Hierarchy	Related Setup
User/Location/Zone	Select Visible in the Recount Display field for user ID Bill, location NJ, and all zones.
Location	Select Visible in the Recount Display field for location CA.
Product/Location	Select Blank in the Recount Display field (the default setting).
Product	Select Blank in the Recount Display field (the default setting).
Zone	Select Blank in the Recount Display field (the default setting).
Team/Location/Zone	Select Blank in the Recount Display field (the default setting).

Example for the Recount Required Rule

Product ABC is very expensive, so any time there is a cycle count discrepancy, you want to recount the product. Also, the X team is not very reliable, so whenever there is a cycle count discrepancy for a count they have done, you want to perform a recount. Set up the rules, as follows:

Rule Hierarchy	Related Setup
Product	Select the Recount Required check box for product ABC.
Team/Location/Zone	Select the Recount Required check box for team X, all locations, and all zones.
User/Location/Zone	Clear the Recount Required check box (the default setting).
Location	Clear the Recount Required check box (the default setting).
Product/Location	Clear the Recount Required check box (the default setting).
Zone	Clear the Recount Required check box (the default setting).

Example for the Recount Variance % Rule

Product ABC is very expensive, so any time there is a cycle count discrepancy, you want to recount it if the variance is at least 1%. Product XYZ is very inexpensive, so any time there is a cycle count discrepancy, you want to only recount it if the variance is at least 20%. For all other products in locations NJ and CA, you want to only recount it if the variance is at least 10%. Set up the rules, as follows:

Rule Hierarchy	Related Setup
Product	Enter 1 in the Recount Variance % field for product ABC. Enter 20 in the Recount Variance % field for product XYZ.
Location	Enter 10 in the Recount Variance % field for locations NJ and CA.
Team/Location/Zone	Enter 0 in the Recount Variance % field (the default setting).
User/Location/Zone	Enter 0 in the Recount Variance % field (the default setting).
Product/Location	Enter 0 in the Recount Variance % field (the default setting).
Zone	Enter 0 in the Recount Variance % field (the default setting).

Example for the Recount Variance Amount Rule

If you only want to recount when the variance amount is greater than $300 for locations NJ and CA, set up the rules, as follows.

Rule Hierarchy	Related Setup
Location	Enter 300 in the Recount Variance Amount field for locations NJ and CA.
Product	Enter 0 in the Recount Variance Amount field (the default setting).
Team/Location/Zone	Enter 0 in the Recount Variance Amount field (the default setting).
User/Location/Zone	Enter 0 in the Recount Variance Amount field (the default setting).
Product/Location	Enter 0 in the Recount Variance Amount field (the default setting).
Zone	Enter 0 in the Recount Variance Amount field (the default setting).

Example for the Recount Variance Amount and Recount Variance % Rules

The Recount Variance Amount and Recount Variance % rules are used in tandem. If you only want to recount when the variance amount is greater than 10% or $300 for locations NJ and CA, set up the rules, as follows:

Rule Hierarchy	Related Setup
Location	Enter 10 in the Recount Variance % field and enter 300 in the Recount Variance Amount field for locations NJ and CA.
Product	Enter 0 in the Recount Variance % and Recount Variance Amount fields (the default settings).
Team/Location/Zone	Enter 0 in the Recount Variance % and Recount Variance Amount fields (the default settings).
User/Location/Zone	Enter 0 in the Recount Variance % and Recount Variance Amount fields (the default settings).
Product/Location	Enter 0 in the Recount Variance % and Recount Variance Amount fields (the default settings).
Zone	Enter 0 in the Recount Variance % and Recount Variance Amount fields (the default settings).