Periodic Procedures

You can perform the following procedures either on a periodic basis within a year or in preparing for the start of a new year.

Menu Path:  Warehouse Inventory > Entry & Processing > Periodic Routines > select an option

1. Use the Process General Ledger Charges option to interface departmental charges to Fund Accounting.
   For details, refer to Process General Ledger Charges Page.

2. Use the Batch Inventory Transactions option to enter counts from physical inventories and post them to your Inventory Catalog. Posting the counts updates the available quantities of stock items. For details, refer to Batch Inventory Transactions Pages.

   • Before inventorying your stock, use the Inventory Count Report option to generate worksheets for taking the counts. For details, refer to Inventory Count Report.

   • You can verify the results of a physical inventory by printing reports in Warehouse Inventory's Batch Requests option before and after posting your counts. For details, refer to Batch Requests Page.

3. Use the Purge Requests option to delete unfilled stock item requests that are no longer needed.
   For details, refer to Purge Requests Page.

4. At fiscal year end, use the Year End Procedures option to:

   • Purge all transactions prior to the year being closed. An option is provided for saving the year's transactions if needed.

   • Purge filled requests. This deletes the requests but retains the related transaction records.

   • Reset the Year-to-Date Purchased and Year-to-Date Used fields in your Inventory Catalog to zero.

   • Set the period in the Warehouse Inventory Profile to 1 and update the year to the new fiscal year.
     For details, refer to Year End Procedures Page.