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Create Periodic Inventory#

🔒 PeriodicInventory.Create

🔒 PeriodicInventory.CreateTemplate

🔒 PeriodicInventory.CreateFromTemplate

Overview#

This operation is used to create a Periodic Inventory. A template can also be created using a similar procedure and there is also the possibility of using a template to create the new object as well. This selection can be done in the main entity menu.

Setup#

No specific setup is required other than to meet the preconditions of the transaction.

Preconditions#

  • The Periodic Inventory does not currently exist in the system.

Sequence of Steps#

Step 1: General Data#

  1. Provide a name for the Periodic Inventory.
  2. Optionally, provide a description of the Periodic Inventory.
  3. Select the Owner of the Periodic Inventory.
  4. Optionally, select whether the Periodic Inventory should be started.
  5. Select Next to select the Resources associated to the Periodic Inventory.

create_periodic_inventory_step_one

Step 2: Resources#

  1. From the list of Resources that is displayed, select the Resources that will be used for this Periodic Inventory. The list can be filtered by Facility or Area. The system also provides the user with the possibility to search for a particular Resource by using the Search box.
  2. Select Create to complete the operation and the new Periodic Inventory will be created.

create_periodic_inventory_step_two