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            Schedule Ad Hoc Cycle Counts

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            Schedule Ad Hoc Cycle Counts

            When you have a high value visit coming up, you typically want to verify that inventory’s accurate. But if don't have the time to wait until the next planned cycle count comes around, you can always schedule ad hoc cycle counts from the Cycle Counts page on the mobile app.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited editions with Health Cloud or Life Sciences Cloud
            User Permissions Needed
            To create visits for cycle counts
            • “Create” on Visits
            • “Create” on Visitors
            • “Create” on Action Plans
            • “Read” on Locations
            • “Read” on Products
            • “Read” on Work Types
            • “Read” on Action Plan Templates
            • “Read” and “Create" on Generic Visit Tasks
            • “Read” and “Create" on Generic Visit Task Contexts
            • “Read” and “Create" on Generic Visit Task Context Relations
            • “Read” and “Create" on Generic Visit Key Performance Indicators
            • “Read” on Assessment Indicator Definitions
            • Run Flows
            • Manage Users
            To edit visits for cycle counts
            • “Edit” on Visits
            • “Edit” on Visitors
            • “Edit” on Action Plans
            • “Read” on Locations
            • “Read” on Products
            • “Read” on Work Types
            • “Read” on Action Plan Templates
            • “Read” and “Edit" on Generic Visit Tasks
            • “Read” and “Edit" on Generic Visit Task Contexts
            • “Read” and “Edit" on Generic Visit Task Context Relations
            • “Read” and “Edit" on Generic Visit Key Performance Indicators
            • “Read” on Assessment Indicator Definitions
            • Manage Users
            Note
            Note
            • Before you schedule a cycle count visit, make sure that a matching record exists in the Product Fulfillment Location object. This record must have the same combination of responsible user, product, and inventory location as your count.
            • Make sure that your org has at least one work type configured for cycle counts. Work types are automatically selected when you schedule a cycle count from your mobile device. If your org has multiple work types for cycle counts, then a work type that’s configured for blind cycle counts is selected.
            1. On the mobile app, tap + on the Cycle Counts page.
            2. Select an action plan template for the count and tap Next.
              An action plan template determines what tasks are required for the count.
            3. Select a location and tap Next.
            4. Select the products to count at that location and tap Done.
              A new visit is created for your ad hoc cycle count. The date and time is automatically set to when you created the count from your mobile device.
             
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