Buckets:
| title: Inventory Cycle Counts | Sage Intacct Developer | |
| url: https://developer.intacct.com/api/inventory-control/cycle-counts/ | |
| # Inventory Cycle Counts | Sage Intacct Developer | |
| * Inventory Cycle Counts | |
| + Get Cycle Count Object Definition | |
| + Query and List Cycle Counts | |
| + Query and List Cycle Counts (Legacy) | |
| + Get a Cycle Count | |
| + Create a Cycle Count | |
| + Delete a Cycle Count | |
| * Inventory Cycle Count Lines | |
| + Get Inventory Cycle Count Entry Object Definition | |
| + Query and List Cycle Count Lines | |
| + Query and List Inventory Cycle Count Lines (Legacy) | |
| + Get Inventory Cycle Count Lines | |
| + Create a Cycle Count Line | |
| + Update a Cycle Count Line | |
| + Delete a Cycle Count Line | |
| --- | |
| Cycle counting is an inventory auditing procedure in which a small amount of inventory is regularly counted in the warehouse. The general goal is to count the entire inventory over a period of time and update the inventory at the end of each count. | |
| --- | |
| ## Inventory Cycle Counts | |
| An `ICCYCLECOUNT` object contains high-level information about a cycle count, such as the warehouse where it’s being conducted and the employee that will count the inventory. `ICYCLECOUNTENTRY` objects represent items in a count and contain a `CYCLECOUNTKEY` field that links them to specific cycle counts. | |
| The `COUNTSTATE` of an `ICCYCLECOUNT` object shows the state of the inventory count, including `Not Started`, `In Progress`, `Counted`, `Reconciled`, and `Voided`. Once an `ICCYCLECOUNT` object is created (`COUNTSTATE` = `Not Started`), the `COUNTSTATE` is updated by the system as users work with Cycle Counts in the Intacct UI. You cannot update an `ICCYCLECOUNT` object via the API. | |
| ### Get Cycle Count Object Definition | |
| #### `lookup` | |
| > List all the fields and relationships for the inventory control cycle count object: | |
| ```xml | |
| <lookup> | |
| <object>ICCYCLECOUNT</object> | |
| </lookup> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `ICCYCLECOUNT` | | |
| --- | |
| ### Query and List Cycle Counts | |
| #### `query` | |
| > Find all cycle counts that have not started and return the record number, cycle count ID, description, and warehouse ID for each: | |
| ```xml | |
| <query> | |
| <object>ICCYCLECOUNT</object> | |
| <filter> | |
| <equalto> | |
| <field>COUNTSTATE</field> | |
| <value>Not Started</value> | |
| </equalto> | |
| </filter> | |
| <select> | |
| <field>RECORDNO</field> | |
| <field>CYCLECOUNTID</field> | |
| <field>CYCLECOUNTDESC</field> | |
| <field>WAREHOUSEID</field> | |
| </select> | |
| </query> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `ICCYCLECOUNT` | | |
| | filter | Optional | object | Filter expression to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalto/like, or multiple fields using and/or. Query fields on related objects using the dot operator (for example, `VENDOR.CREDITLIMIT` on APBILL). | | |
| | select | Required | sequence | The names of the fields that you want included in the response, and an optional aggregate function such as `count` or `sum`. Returning all fields is not supported. | | |
| | orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending sort order, for example: `<order> <field>RECORDNO</field> <descending/> </order>` | | |
| | options | Optional | object | Query options: * Set the `caseinsensitive` element to `true` for a case-insensitive query `<caseinsensitive>true</caseinsensitive>` * In a multi-entity company, set the `showprivate` element to `true` to query data in private entities: `<showprivate>true</showprivate>` * Specify the `returnformat` for the response: `xml` (default), `json`, or `csv` `<returnformat>json</returnformat>` | | |
| | pagesize | Optional | integer | Maximum number of matching objects to return in the response, between `1` and `2000` items (Default: `100`) | | |
| | offset | Optional | integer | Point at which to start indexing into records (Default: `0`) | | |
| --- | |
| ### Query and List Cycle Counts (Legacy) | |
| #### `readByQuery` | |
| ```xml | |
| <readByQuery> | |
| <object>ICCYCLECOUNT</object> | |
| <fields>*</fields> | |
| <query></query> | |
| <pagesize>100</pagesize> | |
| </readByQuery> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `ICCYCLECOUNT` | | |
| | fields | Optional | string | Comma-separated list of fields on the object to list. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide `*` for the value. | | |
| | query | Required | string | SQL-like query based on fields on the object. The following operators are supported: `<`, `>`, `>=`, `<=`, `=`, `like`, `not like`, `in`, `not in`, `IS NOT NULL`, `IS NULL`, `AND`, `OR`. Illegal XML characters must be properly encoded, and single quotes must be escaped with backslashes (`'Jane\'s Deli'`). Joins are not supported. | | |
| | pagesize | Optional | integer | Custom page size between `1` and `1000` items (Default: `100`) | | |
| --- | |
| ### Get a Cycle Count | |
| #### `read` | |
| ```xml | |
| <read> | |
| <object>ICCYCLECOUNT</object> | |
| <keys>1</keys> | |
| <fields>*</fields> | |
| </read> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `ICCYCLECOUNT`. | | |
| | keys | Required | string | Comma-separated list of cycle count `RECORDNO` to get. | | |
| | fields | Optional | string | Comma-separated list of fields on the object to get. To return all fields, omit the element or provide `*` for the value. For best performance and predictability, limit the number of fields. | | |
| | returnFormat | Optional | string | Data format for the response body: * `xml` (default) * `json` * `csv` | | |
| --- | |
| ### Create a Cycle Count | |
| #### `create` | |
| ```xml | |
| <create> | |
| <ICCYCLECOUNT> | |
| <CYCLECOUNTDESC></CYCLECOUNTDESC> | |
| <WAREHOUSEID>1</WAREHOUSEID> | |
| <EMPUSERID>11</EMPUSERID> | |
| <SHOWQTYONHAND>true</SHOWQTYONHAND> | |
| </ICCYCLECOUNT> | |
| </create> | |
| ``` | |
| #### Parameters | |
| Note that the CYCLECOUNTID is auto-generated; you cannot specify it in a `create` request. | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | CYCLECOUNTDESC | Required | string | Information about the cycle count that can be used for searching and sorting. | | |
| | WAREHOUSEID | Required | string | `WAREHOUSEID` of the warehouse where the inventory cycle count is being done. | | |
| | EMPUSERKEY | Required | integer | The employee who will perform the count. | | |
| | SHOWQTYONHAND | Optional | Boolean | Set to `true` to display the item quantity on hand on any worksheets that are printed for employees who are performing the manual count. * `false` (default) * `true` | | |
| --- | |
| ### Delete a Cycle Count | |
| You can delete any cycle count that is in progress or hasn’t been started. | |
| #### `delete` | |
| ```xml | |
| <delete> | |
| <object>ICCYCLECOUNT</object> | |
| <keys>112</keys> | |
| </delete> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `ICCYCLECOUNT` | | |
| | keys | Required | string | Comma-separated list of `RECORDNO` of the cycle count objects to delete. | | |
| --- | |
| ## Inventory Cycle Count Lines | |
| Every line (item) in a cycle count is represented by an `ICCYCLECOUNTENTRY` object, which is used to record the quantity and location of items counted. | |
| ### Get Inventory Cycle Count Entry Object Definition | |
| #### `lookup` | |
| > List all the fields and relationships for the inventory cycle count entry object: | |
| ```xml | |
| <lookup> | |
| <object>ICCYCLECOUNTENTRY</object> | |
| </lookup> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `ICCYCLECOUNTENTRY` | | |
| --- | |
| ### Query and List Cycle Count Lines | |
| #### `query` | |
| > List item information for each inventory cycle count line in cycle count 130: | |
| ```xml | |
| <query> | |
| <object>ICCYCLECOUNTENTRY</object> | |
| <filter> | |
| <equalto> | |
| <field>CYCLECOUNTID</field> | |
| <value>130</value> | |
| </equalto> | |
| </filter> | |
| <select> | |
| <field>ITEMID</field> | |
| <field>ITEMNAME</field> | |
| <field>QUANTITYONHAND</field> | |
| <field>QUANTITYCOUNTED</field> | |
| </select> | |
| </query> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `ICCYCLECOUNTENTRY` | | |
| | filter | Optional | object | Filter expression to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalto/like, or multiple fields using and/or. Query fields on related objects using the dot operator (for example, `VENDOR.CREDITLIMIT` on APBILL). | | |
| | select | Required | sequence | The names of the fields that you want included in the response, and an optional aggregate function such as `count` or `sum`. Returning all fields is not supported. | | |
| | orderby | Optional | object | Provide an `order` element with a field name and choose an ascending or descending sort order, for example: `<order> <field>RECORDNO</field> <descending/> </order>` | | |
| | options | Optional | object | Query options: * Set the `caseinsensitive` element to `true` for a case-insensitive query `<caseinsensitive>true</caseinsensitive>` * In a multi-entity company, set the `showprivate` element to `true` to query data in private entities: `<showprivate>true</showprivate>` * Specify the `returnformat` for the response: `xml` (default), `json`, or `csv` `<returnformat>json</returnformat>` | | |
| | pagesize | Optional | integer | Maximum number of matching objects to return in the response, between `1` and `2000` items (Default: `100`) | | |
| | offset | Optional | integer | Point at which to start indexing into records (Default: `0`) | | |
| --- | |
| ### Query and List Inventory Cycle Count Lines (Legacy) | |
| #### `readByQuery` | |
| ```xml | |
| <readByQuery> | |
| <object>ICCYCLECOUNTENTRY</object> | |
| <fields>*</fields> | |
| <query></query> | |
| <pagesize>100</pagesize> | |
| </readByQuery> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `ICCYCLECOUNTENTRY` | | |
| | fields | Optional | string | Comma-separated list of fields on the object to list. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide `*` for the value. | | |
| | query | Required | string | SQL-like query based on fields on the object. The following operators are supported: `<`, `>`, `>=`, `<=`, `=`, `like`, `not like`, `in`, `not in`, `IS NOT NULL`, `IS NULL`, `AND`, `OR`. Illegal XML characters must be properly encoded, and single quotes must be escaped with backslashes (`'Jane\'s Deli'`). Joins are not supported. | | |
| | pagesize | Optional | integer | Custom page size between `1` and `1000` items (Default: `100`) | | |
| --- | |
| ### Get Inventory Cycle Count Lines | |
| #### `read` | |
| ```xml | |
| <read> | |
| <object>ICCYCLECOUNTENTRY</object> | |
| <keys>1</keys> | |
| <fields>*</fields> | |
| </read> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `ICCYCLECOUNTENTRY` | | |
| | keys | Required | string | Comma-separated list of `RECORDNO` of the cycle count lines to get. | | |
| | fields | Optional | string | Comma-separated list of fields on the object to get. To return all fields, omit the element or provide `*` for the value. For best performance and predictability, limit the number of fields. | | |
| | returnFormat | Optional | string | Data format for the response body: * `xml` (default) * `json` * `csv` | | |
| --- | |
| ### Create a Cycle Count Line | |
| #### `create` | |
| ```xml | |
| <create> | |
| <ICCYCLECOUNTENTRY> | |
| <CYCLECOUNTKEY>130</CYCLECOUNTKEY> | |
| <ITEMID>Flux capacitor</ITEMID> | |
| </ICCYCLECOUNTENTRY> | |
| </create> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | ICCYCLECOUNTENTRY | Required | object | Object type to create. | | |
| `ICCYCLECOUNTENTRY` | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | CYCLECOUNTKEY | Required | Integer | `RECORDNO` of the cycle count in which this item is being counted. | | |
| | ITEMID | Required | String | `ITEMID` of the item to be included in the cycle count. | | |
| | BINID | Optional | String | `BINID` of a bin where the stock is located. | | |
| | EXPIRATIONDATE | Optional | Date | Expiration Date of items to be counted. | | |
| | LOTNO | Optional | String | Lot no to be counte. | | |
| | SERIALNO | Optional | String | Serial no to be counted. | | |
| --- | |
| ### Update a Cycle Count Line | |
| Update cycle count lines to record actual stock counts. You cannot update cycle count lines if the associated cycle count is in the `Not Started` state. | |
| #### `update` | |
| ```xml | |
| <update> | |
| <ICCYCLECOUNTENTRY> | |
| <RECORDNO>32</RECORDNO> | |
| <QUANTITYCOUNTED>165</QUANTITYCOUNTED> | |
| <QUANTITYDAMAGED>5</QUANTITYDAMAGED> | |
| <ADJUSTMENTREASON>fell off the wall</ADJUSTMENTREASON> | |
| <COUNTEDBYID>7</COUNTEDBYID> | |
| </ICCYCLECOUNTENTRY> | |
| </update> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | RECORDNO | Required | integer | `RECORDNO` of cycle count line to update. | | |
| | ACTUALADJ | Optional | decimal | Change to item quantity. | | |
| | ACTUALDMGADJ | Optional | integer | Change to item quantity due to damage. | | |
| | ADJUSTMENTREASON | Optional | string | Explanation of why the count was adjusted. | | |
| | COUNTEDBYID | Optional | string | ID of the employee who did the count. | | |
| | QUANTITYCOUNTED | Optional | decimal | Total units counted. | | |
| | QUANTITYDAMAGED | Optional | decimal | Total units damaged. | | |
| | REVIEWCOMMENT | Optional | string | Additional comment on the count of this item. | | |
| --- | |
| ### Delete a Cycle Count Line | |
| #### `delete` | |
| ```xml | |
| <delete> | |
| <object>ICCYCLECOUNTENTRY</object> | |
| <keys>112</keys> | |
| </delete> | |
| ``` | |
| ##### Parameters | |
| | Name | Required | Type | Description | | |
| | --- | --- | --- | --- | | |
| | object | Required | string | Use `ICCYCLECOUNT` | | |
| | keys | Required | string | Comma-separated list of `RECORDNO` of cycle count lines to delete | | |
| --- | |
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