Schedule a Cycle Count

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Platform:	WebMobile
Plan Type:	BasicEssentialPremiumEnterprise
User Type:	RequesterFull UserAdministrator

This article explains how to create and schedule a new cycle count. When you create a new cycle count, MaintainX creates a new recurring work order according to the schedule you set up. The work order for the first count in the series appears in the work order queue on the Start Date you set. If you didn't set a Start Date, the work order appears immediately.

Create a New Cycle Count

1. From the sidebar, select Parts > Cycle Counts.
2. From the Cycle Counts module, select New Cycle Count.
3. The New Cycle Count form opens. Fill out the fields as needed. See Cycle Count Form Fields.
4. Select Create to schedule the cycle count.

MaintainX adds the new cycle count in the Cycle Counts module.

Cycle Count Form Fields

Field	Description
Name (required)	The name of the cycle count. It can be up to 255 characters long.
Recurrence (required)	Choose the frequency (e.g., weekly, monthly, etc.) at which you want the cycle count to recur. Other options appear, depending on the recurrence option you choose. For more information, see Cycle Count Recurrence Options.
Due Date (required)	Set the date the cycle count is due to be completed. After you set a Due Date, you can also set a Due Time. MaintainX automatically adjusts the due date each time the cycle count recurs.
Start Date	Set the date the cycle count is scheduled to start. After you set a Start Date, you can also set a Start Time. MaintainX automatically adjusts the start date each time the cycle count recurs.
Based on	Specifies which parts to include in the cycle count. Part Types: Includes all parts with the selected part types in the cycle count. For example, all Critical parts. Locations: Includes all parts associated with the selected locations in the cycle count. For example, all parts in Warehouse A. You can select multiple part types, locations, or a combination of both. The resulting parts list will include only parts that meet all the criteria. For example if you select Part Types: Critical and Locations: Warehouse A, the list will include only critical parts in Warehouse A. Not all critical parts and all parts in Warehouse A. If you don't select any part types or locations, the cycle count will include all the parts in your organization.
Assign to	The teams or users assigned to the work order for the cycle count. A user doesn't have to be an assignee to participate in the cycle count or to add part counts.
Hide on-hand quantity	When selected, the current quantities of the parts to count don't appear in the cycle count dialog when you conduct the cycle count.

Cycle Count Recurrence Options

The Recurrence options control when and how often the cycle count repeats. Choose a repeat frequency and a repeat interval. The interval is the amount of time between repeats. For example if the frequency is Weekly, the interval is the number of weeks between repeats.

Frequency	Interval Options
Weekly	Number of weeks between repeats. Which days of the week the work order repeats on. E.g., the work order could repeat every 2 weeks on Wednesday.
Monthly by date	Number of months between repeats. Which day of the month the work order repeats on. E.g., the work order could repeat every 2 months on the 5th of the month.
Monthly by weekday	Number of months between repeats. 1st, 2nd, 3rd, 4th, or last weekday in the month the work order repeats on. E.g., the work order could repeat every 2 months on the last Tuesday of the month.
Yearly	Number of years between repeats. E.g., the work order could repeat once every year. Yearly work orders repeat on the due date of the original work order.