How to Edit a Cycle Count

Editing a Cycle Count lets you adjust dates or assignments when the audit plan changes.

info: Location Lock Once a Cycle Count is generated, its Location is permanently locked to protect audit integrity.
If the location is wrong, cancel or delete the record and create a new one.

Step 1 – Access the Cycle Counts List

1. From the main sidebar, expand Parts & Supplies.
2. Click Cycle Counts and stay on the List tab.

Step 2 – Open the Edit Form

1. Find the Cycle Count you need to modify.
2. Click the More (⋯) icon in the far‑right column.
3. Select Edit from the dropdown menu.

Step 3 – Update Audit Parameters

Update the fields that require changes.

Field	Description
Name	Update the title of the audit.
Start Date	Adjust the date when physical counting should begin.
Due Date	Extend or shorten the deadline for completing the count.
Assign to	Reassign the audit to a different technician or team member.
Description	Update context or specific instructions for the assignee.

Step 4 – Save Your Changes

1. Review the updated schedule and assignee.
2. Click Submit.

The new parameters take effect immediately; the assigned technician will see the changes on their dashboard.