Set up cycle stocktaking

The configuration of cycle stocktaking includes the following stages:

1. Creating stocktaking cycles.

   You create stocktaking cycles (stocktaking cycles) by using the Stocktaking cycles (IN208700) window. You should decide how often you want to perform full stocktakes and which items you want to stocktaking more frequently (and how often). For the full stocktake and for each cycle, you specify how many times in a year the items should be counted, that is the stocktaking-per-year value. We recommend that you select the stocktaking-per-year values (frequencies) for cycles as factors of the largest stocktaking-per-year value. Thus, items of all cycles will be counted during the full stocktaking, which is performed least frequently, and some of the other stocktakings will include items of more than one cycle.

2. Assigning stock items to appropriate cycles.

   If you configure cycle stocktaking during the implementation stage, you can assign stock items to stocktaking cycles when you import the stock items from your legacy system. Otherwise, you assign each item to an appropriate cycle manually.

3. Creating stocktaking types (stocktaking types). You will need a type for a full stocktaking (see Create a stocktaking type for full count) and one type for stocktaking by frequency. Optionally, you can create a stocktaking type for each cycle. You should plan the convention for the identifiers of stocktaking types and decide how to organise data on stocktaking sheets for each type of stocktaking.
4. Performing the stocktaking in the following order:
   1. Conducting an initial full stocktaking by using the Full stocktaking type.
   2. Conducting other stocktakings with the frequency determined by the largest (among all cycles) number of stocktakings per year and by using the stocktaking type that selects items by their stocktaking frequency. For each stocktaking, only items that are due for stocktaking by their cycle frequency will be included. Some stocktakings will include the only the items with the largest frequency, while other stocktakings will be joint stocktakings for items from two or more cycles.
      
      Note: If some warehouses have items of only specific cycles, you can perform stocktakings by cycles in those warehouses.

For more detailed instructions about the completion of each stage, see the following sections.

For the cycles that you planned, perform the following steps:

1. Go to the Stocktaking cycles (IN208700) window.
2. Click .
3. In the Cycle ID column, type the unique identifier for the new cycle.
4. In the Description column, type a brief description.
5. In the Stocktaking per year column, enter the integer indicating how many times in a year the items of the cycle should be counted.
6. Click .

1. Go to the Stock items (IN202500) window.
2. For each stock item to be assigned to a specific cycle, do the following:
   1. Select the stock item by its item ID.
   2. On the General settings tab, in the Stocktaking cycle field, select the appropriate stocktaking cycle.
3. Click .

For each cycle, create a stocktaking type as follows:

1. Go to the Stocktaking types (IN208900) window.
2. Click .
3. In the Type ID field, type the unique identifier for the new stocktaking type.
4. In the Description field, type a brief description.
5. In the Generation method field, select By cycle. The Stocktaking cycle selection tab is displayed.
6. On the Stocktaking cycle selection tab, select an appropriate stocktaking cycle.
7. On the Assignment order tab, specify the assignment order to be used on the stocktaking sheets by selecting one of the following options in each of the fields: By location, By item ID, By item description, or By lot/serial number. (Some of the options appear only if the appropriate functionalities are enabled in your system.)
8. Optional: Specify how many blank lines to add to the stocktaking sheets.
9. Click .

For stocktaking to be performed for multiple cycles at once, create a stocktaking type as follows:

1. Go to the Stocktaking types (IN208900) window.
2. Click .
3. In the Type ID field, type the unique identifier for the new stocktaking type.
4. In the Description field, type a brief description.
5. In the Generation method field, select By cycle. The Stocktaking cycle selection tab is displayed.
6. On the Stocktaking cycle selection tab, make sure the By frequency check box is selected.
7. On the Assignment order tab, specify the assignment order to be used on the stocktaking sheets by selecting one of the following options in each of the fields: By location, By item ID, By item description, or By lot/serial number. (Some of the options appear only if the appropriate functionalities are enabled in your system.)
8. Optional: Specify how many blank lines to add to the stocktaking sheets.
9. Click .