Cycle Count Detail Overview

Last reviewed: June 9, 2026

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Cycle Count Detail is the read-only view of a completed cycle count session.

What this view is for

Use Cycle Count Detail to review who counted a part, when it was counted, the system and physical quantities, the variance, notes, and lot-level count results.

This view is for review only. It does not reopen or edit a submitted count.

Screen path

Dashboard > Inventory > Cycle Counting > select category > completed row > View

Detail fields

The Count Details modal shows:

Field What it shows
Part Number Counted inventory part.
Description Part description.
UOM Stocking unit of measure.
Counted By User who counted the session.
Count Date Date and time of the count session.
System Quantity System quantity captured for the count.
Physical Quantity Submitted physical count.
Variance Difference between physical and system quantity, with percentage.
Notes Notes entered during the count, if any.

Lot-level detail

If lot-level counts were saved for the session, the modal shows:

  • Lot.
  • System quantity.
  • Physical quantity.
  • Expiration, when available.
  • Variance by lot.

Lot variance helps identify which lot created the total variance.

What happens behind the scenes

PAX reads the completed cycle count session and its saved lot-level details.

Viewing count details does not change inventory, lots, costs, GL, or the completed schedule status.

If the submitted count created a variance, the inventory changes were already handled when the count was submitted.

Troubleshooting

No count session found

Likely cause: The completed schedule row does not have a saved session available to display.

Safe fix: Refresh the Cycle Counting screen and open the completed row again.

Contact support if: The completed count still has no session detail.

Lot details are missing

Likely cause: Lot-level details were not saved with the session, or the part did not have valid lots at count time.

Safe fix: Review the part's lot detail and the count notes.

Contact support if: A lot-tracked count should have saved lot details but does not.

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