Reclassify Product Cycle Count Classes

Menu Path: Warehouse Management $Images\bluerarw.gif$ Inventory Management $Images\bluerarw.gif$ Physical Inventory $Images\bluerarw.gif$ Reclassify Product Cycle Count Classes

Purpose

Reclassify product/location cycle count classes.

Overview

Use Reclassify Product Cycle Count Classes to view, create, edit, and delete product cycle count reclassification projects, which are used to reclassify product cycle count classes for product/location records. For information on setting up product cycle count classes, see Product Cycle Count Class Maintenance.

Reclassifying Product Cycle Count Classes

To reclassify product cycle count classes:

Click the New button in the ribbon.
Enter a unique code for the reclassification project in the Reclassification Project Code field.
Enter a name for the reclassification project in the Name field to the right of the Reclassification Project Code field.
Enter a shipping location prefix for which to reclassify product cycle count classes in the Location Prefix field.
If you want to only reclassify products in a specific product category or product line, clear the appropriate All check box, and enter the product category or product line.
Select whether to include non-stocked, drop-ship, and/or discontinued products.
Select whether to reclassify product cycle count classes based on unit costs, receipt costs, and/or touches. If you are reclassifying based on receipt costs, enter a date to include receipt costs since the date. If you are reclassifying based on touches, enter a date to include touches since the date, and specify whether pick demands, bin moves, and receipts are included in the touch count.
If you selected multiple criteria in step 7 and you want to set a weight for the criteria (to control which criterion has the most influence on the product ranking), select the Weight Criteria check box, and then enter percentages for the weights in the Weight % fields. The total weight must equal 100%.
Click the Count Class Percentages tab.
Enter the percentage of products to classify in each of the existing product cycle count classes in the Percentage column of the grid. If you want to display the number of products for each cycle count class based on the entered percentages, click the Count Products button in the ribbon. You can then adjust the percentages as necessary.
Click the OK button in the ribbon. The reclassification project is created.
Click the Print Options tab, and select output options for the report that will output when you calculate how products should be reclassified.
Click the Generate button in the ribbon. The Reclassify Product Cycle Count Classes Report is output and indicates the number of product/location records for which the cycle count class will be changed for the reclassification project.
Click the Results tab.
Select whether to display detail or summary information for the calculated reclassification, and then click the Show Data button in the ribbon.
Verify that the cycle count reclassification information is correct. If it is not, click the Update button in the ribbon, and repeat steps 5-16 until you are satisfied with the results.
Click the Apply button in the ribbon to change the product/location records based on the calculated cycle count classes for the reclassification project.

Note You can also set up a reclassification project to run on Scheduling Assistant (using the options on the Print Options tab), and click the Generate and Apply button in the ribbon to regularly calculate and update cycle count classes.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Reclassify Product Cycle Count Classes window.
New	Click this button to create a new reclassification project.
Update	Click this button to update the selected reclassification project.
Delete	Click this button to delete the selected reclassification project.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Show Data	Click this button to display reclassification data on the Results tab after the data was generated for the selected reclassification project.
First	Click this button to display the first reclassification project.
Prev	Click this button to display the previous reclassification project.
Next	Click this button to display the next reclassification project.
Last	Click this button to display the last reclassification project.
Count Products	Click this button to calculate the number of products for each product cycle count class based on entered percentages for each class. This button is only available if the Count Class Percentages tab is displayed.
Generate	Click this button to calculate how products should be reclassified based on criteria for the selected reclassification project. When you click this button, the Reclassify Product Cycle Count Classes Report is output based on criteria selected on the Print Options tab.
Apply	Click this button to change product cycle count classes for product/location records based on the calculated data for the selected reclassification project.
Generate and Apply	Click this button to calculate how products should be reclassified based on criteria for the selected reclassification project, and proceed to change the product cycle count classes for product/location records based on the calculated data.
Select Highlighted Rows	Click this button to select the check box in the Select grid column for all selected rows. You can use the Ctrl and Shift keys to select multiple rows. This button is only available if the Results tab is displayed, you select the Detail radio button, and you are editing a reclassification project.
Deselect All	Click this button to clear the check box in the Select grid column for all products. This button is only available if the Results tab is displayed, you select the Detail radio button, and you are editing a reclassification project.
Reclassify Selected	Click this button to change the product cycle count class in the New Cycle Count Class grid column for products for which the check box is selected in the Select grid column to the cycle count class entered in the Reclassify to Product Cycle Count Class field. This button is only available if the Results tab is displayed, you select the Detail radio button, and you are editing a reclassification project. Note This only changes the cycle count class in the reclassification project for the products. To change the cycle count class for the product/location records, you must click the Apply or Generate and Apply buttons in the ribbon.

Ribbon Inquiries Tab Buttons

Button	Description
Product Cycle Count Class Reclassification History	Click this button to display Product Cycle Count Class Reclassification History, which allows you to view reclassification history for a selected reclassification project.

Fields and Buttons

Field or Button	Description
Reclassification Project Code	Enter a unique code for the reclassification project, or click the Lookup button to select an existing reclassification project code.
Name (Reclassification Project)	Enter a name for the reclassification project, or click the Lookup button to select an existing reclassification project name.
Location Prefix	Enter a shipping location prefix for the reclassification project, or click the Lookup button to select a shipping location prefix.
Name (Location)	Enter a shipping location name for the reclassification project, or click the Lookup button to select a shipping location name.

Criteria Tab Fields and Buttons

Field or Button	Description
Reclassification Project Code	Enter a reclassification project code from which you want to copy criteria, or click the Lookup button to select a reclassification project code.
Name	Enter a reclassification project name from which you want to copy criteria, or click the Lookup button to select a reclassification project name.
Copy	Click this button to copy criteria from a selected reclassification project into the reclassification project you are creating or editing. You can use this feature to copy criteria from a project for one location to a project for another location.
All (Categories)	Select this check box to include product for all product categories in the reclassification project. This check box is selected by default.
Category Code	Enter a product category code for which to include products in the reclassification project, or click the Lookup button to select a product category. This field is only enabled if you clear the All check box to the left of it.
All (Product Lines)	Select this check box to include products for all product lines in the reclassification project. This check box is selected by default.
Product Line	Enter a product line for which to include products in the reclassification project, or click the Lookup button to select a product line. This field is only enabled if you clear the All check box to the left of it.
Include Non Stocked Items	Select this check box to include non-stocked products in the reclassification project. This check box is cleared by default.
Include Drop Ship Only Products	Select this check box to include products that must be drop shipped in the reclassification project. This check box is cleared by default.
Discontinued Products	Select an option to determine whether discontinued products are included in the reclassification project. If you want to include discontinued products, you can select whether to include all discontinued products or only products with on hand inventory.
Unit Cost	Select this check box to rank current unit costs of products/locations to reclassify cycle count classes for the project. The unit costs are based on the cost method for each product/location. This check box is cleared by default.
Weight % (Unit Cost)	Enter the percentage weight for the unit cost criteria. This field is only enabled if you select the Unit Cost and Weight Criteria check boxes.
Receipt Cost	Select this check box to rank total receipt costs since a specific date to reclassify cycle count classes for the project. This check box is cleared by default.
Since (Receipt Cost)	Enter a date to include receipt costs since the date for the receipt cost criteria, or click the drop-down arrow to select a date. This field is only enabled if you select the Receipt Cost check box.
Weight % (Receipt Cost)	Enter the percentage weight for the receipt cost criteria. This field is only enabled if you select the Receipt Cost and Weight Criteria check boxes.
Touches	Select this check box to rank the number of times products were touched (for pick demands, bin moves, and/or receipts) since a specific date to reclassify cycle count classes for the project. This check box is cleared by default.
Since (Touches)	Enter a date to include touches since the date for the touches criteria, or click the drop-down arrow to select a date. This field is only enabled if you select the Touches check box.
Weight % (Touches)	Enter the percentage weight for the touches criteria. This field is only enabled if you select the Touches and Weight Criteria check boxes.
Pick Demands	Select this check box to include pick demand touches for the touches criteria. This check box is only enabled if you select the Touches check box.
Bin Moves	Select this check box to include bin move touches for the touches criteria. This check box is only enabled if you select the Touches check box.
Receipts	Select this check box to include receipt touches for the touches criteria. This check box is only enabled if you select the Touches check box.
Weight Criteria	Select this check box if the project uses multiple criteria and you want to specify a weight for each criterion. If you leave this check box cleared, each criterion has the same weight.
Total Weight %	This field displays the total weight percentage of the criteria if the Weight Criteria check box is selected. After you enter weight percentages in the Weight % fields, this must be 100.

Count Class Percentages Tab Fields and Buttons

Field or Button	Description
Percentage Criteria	This grid displays all product cycle count classes, and enables you to enter a percentage for each class. You can click the Count Products button in the ribbon to update the number of products for each product cycle count class based on the entered percentages.
Total Percent	This field displays the total of percentages entered in the Percentage column.

Results Tab Fields and Buttons

Field or Button	Description
Summary/Detail	Select whether to display summary or detail reclassification data for the project.
Only Show Changed Records in Detail	Select this check box to only display changed records in detail.
Product Cycle Count Classes	This grid displays the number of products in each cycle count class and the number of changed records for a selected reclassification project that was previously generated after you click the Show Data button in the ribbon. This grid is only available if the Summary radio button is selected. Double-click a cycle count class to display the products for the class.
Products	This grid displays reclassification information for each product for a selected reclassification project that was previously generated after you click the Show Data button in the ribbon. You can manually change the cycle count class in the New Cycle Count Class column for products. If you want to manually change the cycle count class for multiple products, select the check box in the Select column for each product, enter the cycle count class in the Reclassify to Product Cycle Count Class field, and click the Reclassify Selected button in the ribbon. You can also use the Shift and Ctrl keys to select multiple rows, and then click the Select Highlighted Rows button in the ribbon to select the check box in the Select column for the rows. This grid is only available if the Detail radio button is selected.
Reclassify to Product Cycle Count Class	Enter a product cycle count class that you want to manually assign to products for which the check box is selected in the Select column of the Products grid, or click the Lookup button to select a product cycle count class. This field is only enabled if you select the Detail radio button, and you are editing a reclassification project.

Print Options Tab Fields and Buttons

Field or Button	Description
Output Option	Select one of the following output options: Screen - Output to a PDF so you can immediately view the report. If you select this option, you cannot output using Scheduling Assistant. File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name. Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field and the number of copies to print in the Number of Copies field. Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the report attached as a PDF file. Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information. If you select this option and select to output to Scheduling Assistant, you are prompted to select recipients for an email, and Scheduling Assistant sends an email with the report attached as an Excel file.
Save Report File	Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Save Access Database File	Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Output File Type	Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.
Specify File Name	Select this check box to specify the file name of the output report. This check box is only available if you select the File radio button.
Output Directory	Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared.
Output File Name	Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. The file extension of the file name should match the selected output file type. This field is only available if you select the Specify File Name check box.
Excel Format Name	Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.
Format Maintenance	Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button.
Save As Type	Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.
Include header	Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.
Delimiter	Enter a comma (,), caret (^), or vertical bar (\|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.
Enclosing Character	If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.
Printer	Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.
Subject	Enter a subject for the report email. This field is only available if you select the Email radio button. If you leave this field blank, the subject is the report title.
Report File Prefix	Enter a prefix for the report file name. This field is only available if you select the Email radio button.
Add Additional Comments	Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button.
Print Full Heading on All Pages	Select this check box to include the entire heading from the first page of the report on all pages of the report. This check box is cleared by default, and only enabled if you select the Screen, File, Printer, or Email radio button.
Print Title Line on All Pages	Select this check box to include the report title, page number, and printed date/time on all pages of the report. This check box is selected by default and only enabled if you select the Screen, File, Printer, or Email radio button, and if the Print Full Heading on All Pages check box is cleared.
Report Language 1	Enter the first language for the report, or click the Lookup button to select a language.
Report Language 2	Enter the second language for the report, or click the Lookup button to select a language. If you enter a language in this field, the report is printed in this language and the language entered in the Report Language 1 field.
Horizontal Shading	Select this check box to include horizontal shading on alternate lines of the report to make it easier to read report data. This check box is cleared by default, and is only enabled if you select the Screen, File, Printer, or Email radio button.
Collate	Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc.
Horizontal Shading Color	Click the Lookup button to select the color of horizontal shading on the report. This Lookup button is only enabled if you select the Horizontal Shading check box.
Number of Copies	Enter the number of copies of the report to print. This field is only enabled if you select the Printer radio button.
Process	Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen.
Time	Enter the time to output or process, and select AM or PM. These fields are only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.
Date	Enter the date (or first date) to output or process. This field is only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.
Task Occurs	Select one of the following options: Once - Output or process at a specified date and time. Every - Output or process on a recurring basis. You can select to output/process at a specific time: every week on specified days after a specified number of days on the first or last day of each month after a specified number of minutes After - Output/process after a specified task is completed. These radio buttons are only enabled if you select the Schedule radio button.
Frequency	Select one of the following: Day of Week - Output or process every week on the selected days. Days - Output or process after a specified number of days, starting on a specified date. Month - Output or process on the first or last day of each month, starting on a specified date. Time - Output or process after a specified number of minutes, starting on a specified date. These radio buttons are only available if you select the Every radio button.
Day of Week	Select the day(s) of the week to output or process. These check boxes are only enabled if you select the Schedule radio button, and select the Every and Day of Week radio buttons.
Repeat Every X Days	Enter a number of days after which to output or process. This field is only available if you select the Days radio button.
Repeat On	Click the Lookup button and select whether to output or process on the first or last day of the month. This field is only available if you select the Month radio button.
Repeat Every X Minutes	Enter a number of minutes after which to output or process. This field is only available if you select the Time radio button.
Triggering Task Id	Click the Lookup button to select a task ID that will trigger the task. This field is only available if the After radio button is selected.
Triggering Task Name	This field displays the name of the triggering task. This field is only available if the After radio button is selected.
Triggering Task Description	This field displays the description of the triggering task. This field is only available if the After radio button is selected.
Task Description	Enter a description of the task. This can help users understand the purpose of a recurring task.
Scheduling Assistant Queue	Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue.
External Email	Select this check box to send an email (outside of Apprise, using SMTP) when the task is completed.
Screen Alert	Select this check box to display an alert when the task is completed.
Internal Email	Select this check box to send an internal Apprise email when the task is completed.
Report Files	This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns: Print - Select the check box in this column to output the report file. Number of Copies - Enter the number of copies of the report file to print. This column is only available if you select the Printer radio button. Report Description - This column displays the description of each report file. Report Filename - This column displays the .rpt file name for each report file. Report Name - This column displays the name of each report file.