Generate Physical Inventory Snapshot

Use the Generate Physical Inventory Snapshot scheduled process to capture the on-hand quantity in all or specific subinventories based on the physical inventory setup.

When to Use

Use the Generate Physical Inventory Snapshot scheduled process as the first step in initiating a physical inventory. You should run this process only after inventory-related transactions have ended in the organization. This lets the process capture an accurate on-hand quantity for all items in the physical inventory. You can schedule this process or run it manually.

Privileges Required

  • Manage Physical Inventory (INV_MANAGE_PHYSICAL_INVENTORY)

Specifications

Review the following before setting up this scheduled process:
Specification Description
Job Type Ad hoc job

Scheduled

Frequency As required, usually to start the Physical Inventory process.

It’s suggested to schedule the process to run before a physical inventory.

Time of Day Any time.
Duration Runtime of this process varies based on the number of items in the physical inventory. For example, a physical inventory snapshot created for thousands of items can take more processing time compared to a physical inventory snapshot created for hundreds of items.
Compatibility This process must be run first when initiating a physical inventory, with the Generate Physical Inventory Tags scheduled process running immediately after.

Parameters

Parameter Optional or Required Description Parameter Values Special Combinations Required Notes
Organization Required The organization where the physical inventory is defined. Inventory organization None N/A
Physical Inventory Required The name of the physical inventory for which the snapshot is being run. Physical inventory name None N/A

Troubleshooting Information

  • You can view the status of the process in the Scheduled Processes work area.
  • When the process is submitted, you can Resubmit, Put on Hold, Cancel Process, and Release Process as provided by the Scheduled Processes work area.