Set up cycle stocktaking

In this approach, all items are assigned to specific cycles, and separate stocktaking counts are carried out for the items within each cycle at a suitable frequency. Cycle counts offer a quicker alternative that is less disruptive to daily operations. Additionally, they can be customised to suit various business types.

The following sections describe how to set up cycle stocktaking.

Create a stocktaking cycle

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 .

Assign a stock item to a stocktaking cycle

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 information tab, in the Stocktaking cycle field, select the appropriate stocktaking cycle.

3. Click .

Create a stocktaking type for a stocktaking cycle

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 .

Create a stocktaking type for stocktaking by frequency

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 .

Related pages

Concepts

• /visma-net-erp/online-help/shared-files/in/in-manage-stocktaking-counts-overview-con/
• About overview of stocktaking options
• About stocktaking

Tasks

• Create a stocktaking type
• Create a stocktaking type for full count
• Set up stocktaking by ABC codes

Windows

• Stocktaking types (IN208900)
• Prepare stocktaking (IN504000)
• Stock items (IN202500)