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Setting AX to do simple ABC cycle count

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Hi All,

I am trying to figure out what is the right way to set up simple ABC cycle count in AX 2012 R3 (without using the "advanced warehouse" functionality.

What I expect:
items are assigned to one of 4 groups: A (every 30 days), B (every quarter), C (every year), and X (do not count)
every work day AX can automatically list for me the items that need to be counted on that day, based on their group.

For example: if I have 120 items in group A, the first day AX will suggest me to count the first 4 (let's say items A1, A2, A3, A4).

The second day, AX will recognize I counted the above, do on the second day it will suggest I count A5, A6, A7, A8.

So forth, until over 30 days I would have covered all 120 items in group A (30 x 4).

and the same goes for items in group B and C.

So my expectation is for some automation that would suggest me each day the "next" items to count in each group.


here is what I tried, based on the online manuals:

1. I created 4 count groups (inventory management > Setup > Inventory > Count Groups), A, B, C and X
For group A  "Period" "30"
For group B  "Period" "90"
For C "Period" "365" (count once a year)
For X "Manual" (exclude from cycle count)

2. I assigned each inventory item to one of these groups.

3. I create a "count" journal, and I am trying to automatically populate all the products that need counting today.
Selecting the button Create > Item option: select group "A"

Now, unless I select value in "Max Number of Lines", AX populate ALL the items in group A, not just the ones that need to counted "today"

Ok, I limit the number of lines and get just the first few items in the group - I count them and post the count.

the following day I repeat the same process. I expect AX to no longer suggest the items I counted the previous day, since they were covered by the cycle.

However - AX still suggests the same items I counted the previous day.

What am I doing wrong?

Any good resource to show how it's done and what's the best practice for setting up cycle count?


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