Cycle Count — entity reference

A physical stock count for one partner account and branch, scoped by item, item group, ABC or FSN class, storage location and a maximum number of items. Saving a new count does not generate lines; lines are built (one per item lot, otherwise one per stock position, or a single zero line for a matching item with no stock) whenever a scope field changes while counting has not started, and only when at least one of Item, Item Group, Filter ABC, Filter FSN or Storage Location is set. Start Counting freezes the scope and optionally locks the counted stock, Finish Counting approves the lines and lifts the lock, and Release For Adjustment creates a linked draft Adjustment from the differences. The count itself never moves stock; only the posted adjustment does.

Fields

Field	Label	Type	Required	What it does
`AdjustmentId`	Adjustment	Lookup → Adjustment		Never written. The link between a count and the adjustment it produced is stored on the adjustment (its cycle count) and on its lines (their cycle count line).
`AssignedToResourceId`	Assigned To	Lookup → Resource		Not shown on the seeded forms; when set, it is validated against the resources linked to the count's partner account and branch.
`BranchId`	Branch	Lookup → Branch	Yes	The branch whose stock is counted. Required, filtered to the partner account's branches, and not editable after the first save.
`CountQuantityType`	Count Quantity Type	PickList	Yes	The book figure each generated line takes as its On Hand Quantity: Quantity Available uses the available quantity, Quantity In Hand the in-hand quantity, and Actual Quantity currently also takes the in-hand quantity. Defaults to Quantity Available. Changing it does not rebuild existing lines. 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		Reserved and not stored. Values: Report Data.
`ExternalId`	External	Text
`FilterABC`	Filter ABC	PickList		Restricts line generation to items whose item inventory attribute carries exactly this ABC class; attribute rows with no partner account or branch also match. Values: A Category, B Category, C Category.
`FilterFSN`	Filter FSN	PickList		Restricts line generation to items whose item inventory attribute carries exactly this value (F category, S category or N category); attribute rows holding Fast-Moving, Slow-Moving or Non-Moving never match it. Values: F category, S category, N category.
`Id`	Id	Guid	Yes
`IsAdjustmentReleased`	Adjustment Released	Boolean	Yes	Set by Release For Adjustment when it creates at least one adjustment line; while it is off the action can run again. A count with no differences produces an empty adjustment and leaves this off.
`IsCountingFinished`	Counting Finished	Boolean	Yes	Set by Finish Counting, which also approves every count line and lifts the stock lock. Finishing requires counting to have started and blocks a second finish.
`IsCountingStarted`	Counting Started	Boolean	Yes	Set by Start Counting. From then on the scope fields are locked and the action refuses to run again.
`ItemGroupId`	Item Group	Lookup → ItemGroup		Scope filter: count only items that are members of this item group. A group with no item members does not narrow the count.
`ItemId`	Item	Lookup → Item		Scope filter: count only this item. Changing it before counting starts rebuilds the lines.
`LockInventory`	Lock Inventory	Boolean		When ticked, Start Counting locks the stock positions and lots on the count lines against any transaction until Finish Counting. Finish Counting lifts the lock only if this is still ticked.
`MaximumItems`	Maximum Items	Number		Caps how many items line generation takes in; 0 means the built-in cap of 2000. Changing it, or any scope 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		The count's document number, generated from the Cycle Count Name Setting (default series CYC).
`OwnerId`	Owner	Lookup → UserAccount	Yes
`PartCostFrom`	Part Cost From (Future Use)	Currency		Reserved; not read by line generation.
`PartCostTo`	Part Cost To (Future Use)	Currency		Reserved; not read by line generation.
`PartnerAccountId`	Partner Account	Lookup → Account	Yes	The company whose stock is counted. Required, limited to active partner accounts, and not editable after the first save.
`PartStockFrom`	Part Stock From (Future Use)	Number		Reserved and not stored.
`PartStockTo`	Part Stock To (Future Use)	Number		Reserved and not stored.
`PerformFinishCounting`	Perform Finish Counting	Boolean	Yes	A flag the Finish Counting action resets to false; ticking it does nothing. Read Counting Finished.
`PerformReleaseAdjustment`	Perform Release Adjustment	Boolean	Yes	Not used by the release action and never written by it. Read Adjustment Released.
`PerformStartCounting`	Perform Start Counting	Boolean	Yes	A checkbox on the create form's Actions tab that starts nothing by itself; the Start Counting action resets it to false. Use the Start Counting action and read Counting Started.
`RecordTypeId`	Record Type	Guid, hidden
`ReportId`	Report (Future Use)	Text		Reserved; not read by line generation.
`ResourceId`	Executive	Lookup → Resource		The executive responsible for the count. Shown as Resource in the list views.
`RuleSuccessCriteria`	Rule Success Criteria (Future Use)	PickList		Reserved; not read by line generation. Values: All Rules Are Met.
`RuleSuccessCustomLogic`	Rule Success Custom Logic (Future Use)	Text		Reserved; not read by line generation.
`Status`	Status	PickList		Stage label set by seeded business rules: Draft on create, Counting in Progress once counting has started, Finish Counting when every line is approved, Released for Adjustment once any adjustment is linked to the count. Values: Draft, Counting in Progress, Finish Counting, Released for Adjustment.
`StorageLocationId`	Storage Location	Lookup → StorageLocation		Scopes line generation to lots and stock positions in this location, so a count can target one zone or van rather than the whole branch. Changing it before counting starts rebuilds the lines; it is locked once counting has started.
`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`)	Finish Counting: opens a dialog with an editable grid of the lines; edited (ticked) rows are saved, then every line is approved, Counting Finished is set and the stock lock is lifted. Requires a started, unfinished count with lines, and at least one ticked row in the dialog.
`PerformReleaseAdjustment`	Release For Adjustment	ServerAction (`PerformReleaseAdjustment`)	Release For Adjustment: creates a draft Adjustment for the count's partner account and branch with one untyped line per non-zero discrepancy plus Damaged and Expired lines for recorded damaged and expired quantities. Refused when the count has no lines or was already released; it does not check that counting was finished.
`PerformStartCounting`	Start Counting	ServerAction (`PerformStartCounting`)	Start Counting: requires count lines and runs once. Sets Counting Started, freezes the scope fields and, when Lock Inventory is ticked, locks the counted stock positions and lots.

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