Cycle Count — entity reference

A physical stock-count exercise for one branch and partner account, optionally narrowed by Item, ItemGroup, ABC/FSN class or StorageLocation. Lines are auto-generated on insert and regenerated when the filters change, until counting starts: one CycleCountLine per item lot, else per InventoryStock row, capped by MaximumItems (0 falls back to 2000). The count itself posts nothing - it is a data-entry exercise whose only outputs are recorded variances and, optionally, locked stock; stock and value move only through the separate Adjustment that Release For Adjustment creates and someone then posts.

Fields

Field	Label	Type	Required	What it does
`AdjustmentId`	Adjustment	Lookup → Adjustment		The link between a count and the adjustment it produced is stored the other way round, on Adjustment.CycleCountId, and on the adjustment lines through CycleCountLineId - follow those reverse references instead.
`AssignedToResourceId`	Assigned To	Lookup → Resource
`BranchId`	Branch	Lookup → Branch	Yes
`CountQuantityType`	Count Quantity Type	PickList	Yes	Values: Quantity Available, Quantity In Hand, Actual Quantity.
`CreatedById`	Created By	Lookup → UserAccount	Yes
`CreatedDateTime`	Created Date	DateAndTime	Yes
`DocumentDate`	Document Date	Date
`DocumentNumber`	DocumentNumber	Number	Yes
`DynamicMemberType`	Dynamic Member Type	PickList		Values: Report Data.
`ExternalId`	External	Text
`FilterABC`	Filter ABC	PickList		Restricts generated count lines to items whose ItemInventoryAttribute carries this ABC class; attribute rows scoped to the count's partner/branch or left unscoped both match. Values: A Category, B Category, C Category.
`FilterFSN`	Filter FSN	PickList		Restricts line generation to items with this Fast/Slow/Non-moving class on their ItemInventoryAttribute, with the same null-scope wildcard matching as the ABC filter. Values: F category, S category, N category.
`Id`	Id	Guid	Yes
`IsAdjustmentReleased`	Adjustment Released	Boolean	Yes	Set once PerformReleaseAdjustment has generated the Adjustment from the counted discrepancies; the action refuses to run twice.
`IsCountingFinished`	Counting Finished	Boolean	Yes	Set by PerformFinishCounting, which also approves every count line and releases the inventory transaction lock. Finishing requires counting to have started and blocks a second finish.
`IsCountingStarted`	Counting Started	Boolean	Yes	Set by PerformStartCounting; from then on the item/filter fields are locked and the action refuses to run again. Starting also applies the transaction lock to counted stock and lots when inventory locking is on.
`ItemGroupId`	Item Group	Lookup → ItemGroup
`ItemId`	Item	Lookup → Item
`LockInventory`	Lock Inventory	Boolean
`MaximumItems`	Maximum Items	Number		Caps how many items line generation pulls (2000 when left at zero). Editing it or any filter before counting starts deletes and regenerates the lines; once counting has started these fields are locked.
`ModifiedById`	Modified By	Lookup → UserAccount	Yes
`Name`	Document Number	Text
`OwnerId`	Owner	Lookup → UserAccount	Yes
`PartCostFrom`	Part Cost From (Future Use)	Currency
`PartCostTo`	Part Cost To (Future Use)	Currency
`PartnerAccountId`	Partner Account	Lookup → Account	Yes
`PartStockFrom`	Part Stock From (Future Use)	Number
`PartStockTo`	Part Stock To (Future Use)	Number
`PerformFinishCounting`	Perform Finish Counting	Boolean	Yes	A trigger flag rather than stored state: running the Finish Counting server action clears it back to false as part of executing. Read IsCountingFinished to know whether counting has been completed.
`PerformReleaseAdjustment`	Perform Release Adjustment	Boolean	Yes	A trigger flag naming the release server action, but unlike the start and finish flags it is never cleared by the release path. Whether an adjustment was actually produced is recorded by IsAdjustmentReleased, which is set only when at least one adjustment line was created.
`PerformStartCounting`	Perform Start Counting	Boolean	Yes	A trigger flag rather than stored state: running the Start Counting server action clears it back to false as part of executing, so a saved record always shows false. Read IsCountingStarted to know whether counting has begun.
`RecordTypeId`	Record Type	Guid, hidden
`ReportId`	Report (Future Use)	Text
`ResourceId`	Executive	Lookup → Resource
`RuleSuccessCriteria`	Rule Success Criteria (Future Use)	PickList		Values: All Rules Are Met.
`RuleSuccessCustomLogic`	Rule Success Custom Logic (Future Use)	Text
`Status`	Status	PickList		Values: Draft, Counting in Progress, Finish Counting, Released for Adjustment.
`StorageLocationId`	Storage Location	Lookup → StorageLocation		Scopes line generation to lots and stock buckets sitting in this location, so a count can target one zone or van rather than the whole branch.
`UIProps`	UI Props	Text
`UpdatedDateTime`	Modified Date	DateAndTime	Yes

Actions

Action	Label	Type	What it does
`BulkDelete`	Delete	Delete	Delete
`Clone`	Clone	ServerAction (`Clone`)	Create a copy of this record
`Delete`	Delete	Delete	Delete
`DeleteInList`	Delete	Delete	Delete
`DeleteInLists`	Delete	Delete	Delete
`Edit`	Edit	Edit	Edit
`EditInLine`	Edit	Edit	Edit
`EditInLines`	Edit	EditInline	Edit
`EditListHeader`	Edit	EditInline	EditListHeader
`New`	New	New	New
`PerformFinishCounting`	Finish Counting	ServerAction (`PerformFinishCounting`)	It is used for finish counting for the inventory.
`PerformReleaseAdjustment`	Release For Adjustment	ServerAction (`PerformReleaseAdjustment`)	This is used to release adjustment for the particular cycle count.
`PerformStartCounting`	Start Counting	ServerAction (`PerformStartCounting`)	It is used to start counting of physical inventory.

Lookup filters

Filter	Lookup field	Notes
Only Part Acc	`PartnerAccountId`
Partner acc	`BranchId`	PartnerAccountId = __target.PartnerAccountId

Item — looks up via ItemId
ItemGroup — looks up via ItemGroupId
Branch — looks up via BranchId
Adjustment — looks up via AdjustmentId
Account — looks up via PartnerAccountId
UserAccount — looks up via OwnerId
StorageLocation — looks up via StorageLocationId
Resource — looks up via AssignedToResourceId
UserAccount — looks up via ModifiedById
Resource — looks up via ResourceId
UserAccount — looks up via CreatedById
Adjustment — referenced by via CycleCountId
CycleCountLine — referenced by via CycleCountId
CycleCountRule — referenced by via CycleCountId

Cycle Count — entity reference

Fields

Actions

Lookup filters

Related entities

Related topics