To select the cycle count for which to approve adjustments:Use the Count Adjustment Approvals Summary window to approve cycle count adjustments held for approval, to recount an item, or to reject the adjustment. Inventory determines which counts need approval by using the approval tolerances you enter while defining your cycle count.
You can use flexible search criteria to specify the cycle count adjustments you want to review or approve.
To select the cycle count for which to approve adjustments:Navigate to the Count Adjustment Approvals Summary window by selecting Approve Counts on the menu, or by choosing the Approvals button in the Cycle Counts Summary folder window.
Enter the name of the cycle count for which to approve or enter counts.
This information is provided if you navigate from the Cycle Counts Summary folder window.
Optionally change information in the Approval Defaults region. Inventory provides default values for the Date, Approver, and the Adjustment Account that will be used when you later enter approval actions and adjustments.
Query item information for the selected count:
If you navigated from the menu, select the Find button to query records. You are prompted to either query all records or query only counts pending approval.
If you have navigated from the Cycle Counts Summary folder window, you can use the Find feature on the Query menu to open the Find Approvals window, where you can query a subset of counts matching the search criteria you enter. You can search by any combination of count sequences, item, revision, subinventory, locator, or lot. You can also search for counts with a particular status including uncounted, pending approval, recount, rejected, or completed.
You can view a variety of current item information to help determine whether to approve an adjustment. Select from the following tabbed regions:
Adjustment: View information for the count adjustment primary and secondary units of measure, primary and secondary variance quantity, variance value, variance percentage, and primary and secondary system quantity.
Item Details: View information for revision, lot, serial number, unit of measure, and primary and secondary adjustment quantity.
Item Location: View information for subinventory, locator, primary and secondary units of measure, primary and secondary adjustment quantity, and if you have Oracle Warehouse Management installed, cost group and parent LPN. See Explaining License Plate Management.
Container Details. If you have Oracle Warehouse Management installed, and you are working with a warehouse management enabled organization (See Defining Default Inventory Parameters), the Container Details tab appears. View information for parent LPN (LPN in which counted material resides), outermost LPN (outermost LPN in which counted material resides), container item, revision, cost group, lot, and serial number. See: Explaining License Plate Management.
Reason, Reference: View or update the transaction reason and reference information. You can also view the primary and secondary units of measure and primary and secondary adjustment quantity.
Count: View information for primary and secondary units of measure, primary and secondary count quantity, counter, and count date.
Count Status, Class: View information for the sequence number, count status, and cycle count class.
Approval: View information for date approved and approver.
For items appearing in the Approval Actions, Adjustments region, you can approve, request a recount, or reject cycle count entries that are pending approval. You can also approve or reject any count for which a recount has already been requested. You can reject any cycle count request that has not yet been counted. Finally, you can display count history information or open the Count Adjustment Approvals window.
To approve a count check:Select Approved to approve the selected count entry and post the adjustment to the transaction manager for processing.
To reject a count check:Select Rejected to reject the selected count record. An adjustment is not posted. No further processing of this count entry takes place.
To request a recount check:Select Recount to process a recount request for the selected count request. An adjustment is not posted.
To display count history information:Select the Count History button to open the Count History window for the current item. For the current item, this window displays count and variance information for the current, prior, and first counts. If the number of recounts is more than three only the system displays only the first count, prior count, and the current count in the Count History window.
To open the Count Adjustment Approvals window:Select the Open button to open the Count Adjustment Approvals window for the current line. This window is a combination block which you can use to view and enter approval and adjustment information for the current line instead of using the Count Adjustment Approvals Summary window.
