Cycle Count from Saved Draft

If you previously saved an unfinished cycle count as a draft, you can continue that session from the draft that was saved.

To use the Cycle Count module with a saved draft:

1. From the Workbench, select More (...) > Inventory > Cycle Count.

2. In the Search Criteria section, select the Draft Report checkbox.

   

3. Select Search. The Search Criteria will collapse and results that match the search criteria display.

   

   If changes are made to the Actual on Hand, Re-Order Point or Re-Order # Packs of a Drug Folder between saving a draft and re-opening a draft, a prompt displays when Submit is selected. For more information, see Additional Details of the Cycle Count Module.

4. In the Actual on Hand field, enter the physical count of the drug.

   

   • The ReOrder (PT) and ReOrder (PK) fields are enabled and can be edited, if required.

     

5. If the Variance is negative, the following information must be entered:

   • Reason - select the appropriate reason from the dropdown. If the reason is unknown, you may select "Investigated. Cause of Variance Unknown."

   • Comments - add information pertaining to specific reasons (e.g., prescription numbers or return reference numbers).

   You can sort the Variance column by selecting the column header. This allows drugs with the highest variance to be displayed at the top for investigative purposes.

   

6. Select Submit.

   If there are blank Actual on Hand values, when submitted they have a Reason of NOT COUNTED.

   A prompt displays.

7. Select the pharmacist's initials from the dropdown.

   

8. Select OK. A confirmation window displays to show that the cycle count was successful.

9. Select Print to print the Cycle Count Summary report.

   

   Confirm the Cycle Count Summary report successfully printed. If not, select Print again as the report cannot be retrieved once it is closed.

   Cycle Count Summary Report Sample

   

10. Once a cycle count is submitted:

    • The Actual on Hand, Re-Order Point and Re-Order # Packs fields are updated in the Drug Folder.

    • An entry is written to the Shipment Details window and the Drug Folder History tab.