Cycle Count#

Cycle counting is the recurring physical count that keeps INVT honest without shutting down for a full annual inventory. ManexCloud drives it primarily via ABC classification — A parts (high value / velocity) counted often, C parts rarely.

Flow#

  1. A count sheet is generated for a set of parts / locations (typically based on InvtAbcHelper classification and last-counted date).
  2. Counters scan or enter physical quantity per line.
  3. CycleCountHelper compares to INVT on-hand and computes variances.
  4. Variances go through a review — approver can accept the physical count (writes an adjustment) or reject (recount).
  5. Accepted variances post an inventory adjustment (InvtTransHelper) and a matching GL entry via Invtgls* helpers.

Business rules#

  • A cycle-count adjustment must post both the inventory move and its GL offset — do not accept a physical count without the GL side.
  • Consigned locations produce a variance report only — no internal adjustment is posted, since the material isn’t ours.
  • Serial-tracked parts are counted by scanning each serial; the system flags “extra” or “missing” serials individually.
  • Lot-tracked parts count by lot; expired lots are flagged for disposition.

Where it lives#

LayerFile
ControllerCycleCountController
HelperMnxEFModel/Helper/CycleCount/CycleCountHelper.cs, InvtAbcHelper.cs, InvtTransHelper.cs, Invt_IsuHelper.cs, InvtglsHelper.cs
RelatedPart Master, Financials → GL