Cycle count to adjustment
Turn a protected physical count into an evidenced, authorized stock correction.
6 stages · 2 approvals
Roles and responsibilities
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Step 1Schedule
Cycle CountLocationItemLot Number
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Step 2Count blind
Cycle CountLocationItemLot Number
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Step 3Recount
Cycle CountLocationItemLot Number
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Step 4Review
Adjustment NumberLocationItemLot Number
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Step 5Approve
Adjustment NumberLocationItemLot Number
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Step 6Post and sync
Adjustment NumberLocationItemLot Number
Process steps
Follow the process from start to finish. Select a step to see who acts and what changes.
Schedule
Inventory Controller coordinates the configured ABC and exception-driven count work; Warehouse Manager can request a one-off count. Each task identifies the location and scope. A location lock must be active before the expected inventory snapshot is captured. Other locations continue operating, while movements touching the counted location are blocked.
Count blind
Inventory Controller scans the bin, license plate and exact item positions, including lot, serial and provenance distinctions. Expected quantity stays hidden until the result is saved. Each result retains the counted base quantity and the snapshot version, including properly identified unexpected stock rather than a net difference across unrelated positions.
Recount
Inventory Controller arranges a different counter when either the absolute-quantity or percentage tolerance fails. Recounts preserve separate sequence evidence. A zero expected balance uses absolute-quantity review rather than an invalid percentage. If the lock expires or the snapshot is invalidated, the protected comparison must be renewed and recounted before correction.
Approval required
Review
Inventory Controller investigates the results and movement history, confirms supported differences and drafts linked adjustments. Stock found in another location can require a controlled move instead of an offsetting write-off. The count remains unresolved while evidence, recounts or approvals are outstanding.
Approval required
Approve
Inventory Controller may confirm their own eligible below-threshold existing-stock correction under the explicit policy exception. Independent Warehouse Manager approval is required for above-threshold, discovered, identity-changing, reserved or order-owned corrections and missing or stale cost. Usable reviewed cost is mandatory before posting. The decision binds quantity, evidence and revision; changes require renewed review.
Post and sync
Inventory Controller completes the authorized correction through a guarded posting. The live lock and complete scoped position/version set are checked again, including missing or newly appearing identities. Unrelated-bin changes do not invalidate the count. A signed stock event applies the adjustment once. Resolved work allows the count to close and its lock to release. WarehouseDeliveries retries the upstream quantity event independently from the local posting.
Approvals and exception handling
2 approvals required in this process
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Review
Inventory Controller signs · approve waits
CountResults, CycleCounts, Adjustments, StockEvents, StockMovements -
Approve
Inventory Controller or Warehouse Manager signs · post and sync waits
Adjustments, WarehousePolicies, CountResults - A count timestampLabor history cannot replace the live location lock and version check. Stock movement during an unprotected count requires a new comparison.
- Blind entry and independent recounts preserve separate evidence; later results do not erase earlier ones.
- Zero expected quantityUnknown cost and tracking-identity differences require explicit handling, rather than an automatic tolerance pass.
- Approval does not permit an edit to the underlying quantity after the decision. Stale or materially changed evidence returns to review.
- The financial system receives a quantity event under the configured integration contract; replaying delivery cannot repeat the warehouse adjustment.
When the process needs attention
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exception
Schedule
Inventory Controller coordinates the configured ABC and exception-driven count work; Warehouse Manager can request a one-off count.
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reject
Recount
Inventory Controller arranges a different counter when either the absolute-quantity or percentage tolerance fails.
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exception
Approve
Inventory Controller may confirm their own eligible below-threshold existing-stock correction under the explicit policy exception.
Records and postings
| Stage | Records | Effect |
|---|---|---|
| 1 Schedule | CycleCountsCycleCountTasksLocationLocksInventoryWarehousePolicies | Count scope locked and snapshot captured |
| 2 Count blind | CountResultsCycleCountTasksInventoryLocationLocks | Exact positions counted against the protected snapshot |
| 3 Recount | CountResultsCycleCountTasksLocationLocks | Independent result or renewed protected comparison recorded |
| 4 Review | CountResultsCycleCountsAdjustmentsStockEventsStockMovements | Supported differences confirmed and corrections proposed |
| 5 Approve | AdjustmentsWarehousePoliciesCountResults | Controller policy exception or independent manager decision recorded |
| 6 Post and sync | AdjustmentsInventoryStockEventsStockMovementsCycleCountsLocationLocksWarehouseDeliveries | Version-checked correction posted once; delivery retried separately |
Process reports
All reportsExpiring Lots
Exact Inventory identities grouped by expiry date and remaining life at planned/actual shipping date, with lot/serial, plate, physical quantity, reservation stage and hold status. Show applicable Items.MinShelfLifeDays and order lot conditions; 30/60/90-day buckets are reporting ranges, not release authority.
Cycle Count Accuracy
First-count results within both effective quantity and percent tolerance divided by eligible first-count positions, with discovered stock, serialized discrepancies, stale snapshots and no-data cases flagged separately. Show recount rate and signed/absolute variance by like item/BaseUOM; do not sum incompatible units as one quantity.
Run by an agent
Agent support
Human decisions remain with the authorized people. An assistant cannot release a wave, close a receipt or manifest, approve a stock correction, invent delegation or turn an uncertain carrier response into a confirmed shipment. It can prepare evidence and proposals. Every permitted write must retain its identity, scope and source context.
# Example after configuration
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
› cycle count to adjustment · schedule on CycleCounts, CycleCountTasks, LocationLocks, Inventory, WarehousePolicies
✓ Inventory Controller coordinates the configured ABC and exception-driven count work; Warehouse Manager can request a one-off count.
› cycle count to adjustment · count blind on CountResults, CycleCountTasks, Inventory, LocationLocks
✓ Inventory Controller scans the bin, license plate and exact item positions, including lot, serial and provenance distinctions.
› cycle count to adjustment · recount on CountResults, CycleCountTasks, LocationLocks
✓ Inventory Controller arranges a different counter when either the absolute-quantity or percentage tolerance fails.
› cycle count to adjustment · review on CountResults, CycleCounts, Adjustments, StockEvents, StockMovements
⏸ approval · waiting for the inventory controller
# 2 more stages after approval: approve, post and sync
Other processes
4 moreDock to stock
Reconcile each delivery and move confirmed stock from the receiving dock into storage.
6 stages · 1 approval
Order to ship
Take an accepted order through reservation, wave release, picking and packing to carrier handover.
6 stages · 2 approvals
End of day manifest close
Match the staged load to carrier documents, close the manifest and confirm handover.
6 stages · 1 approval
Exception to resolution
Assign a floor problem to its owner and follow the corrective work through resolution.
6 stages · 1 approval