How to Change the Status of a Cycle Count

Cycle Counts move through controlled statuses to protect inventory accuracy.

Status Workflow Overview

Current Status	Next Action	System Rule / What Happens
Draft	Move to Processing	Audit is activated and sent to the floor. Inventory Freeze is applied to all items in scope.
Processing	Move to Completed	Only allowed when all items have been counted. Inventory Freeze is lifted.
Processing	Move to Cancelled	Audit is aborted; Inventory Freeze is lifted immediately.

warning: Inventory Freeze While a Cycle Count is in Processing, UniCMMS blocks manual Stock Operations (Stock In / Stock Out / Consume / Receive) for items in the audit.

Step 1 – Access the Cycle Counts List

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

Step 2 – Check the Current Status

1. Locate your audit in the list.
2. Note its current value in the Status column (e.g. Draft or Processing).

Step 3 – Open the Action Menu

1. In the same row, click the More (⋯) icon in the far‑right column.

Step 4 – Advance the Audit

From the dropdown menu, select the next logical step:

• If the status is Draft, choose Processing to activate the count and apply the Inventory Freeze.
• If the status is Processing and all parts have been counted, choose Completed.
• If the status is Processing but the audit must be abandoned, choose Cancelled to lift the freeze without completing the count.