When using Inventory, users will have the option to create a count that follows a fiscal calendar that has been built for their organization rather than the normal calendar. To learn more general information regarding standard counts, go here.
Building a Fiscal Count
To start building a new frequency, select the Frequency subtab from Setup Count.
A page displaying your current count frequencies will appear. Clicking the name of a count frequency will allow you to edit its details. To build a new count frequency, click Add Count Frequency.
A window will appear where you can choose to build a Fiscal Count or Standard Count.
Choosing to build a fiscal count will take you to a page where you will select the details for your count frequency.
Count Name is where you will provide the name of your count frequency.
Count Interval is where you will choose the period of time being counted for, and how often it should regenerate. Beneath the intervals will be a table displaying the day of the week that the interval starts and the day that it ends. Only one count frequency can be attributed to a Count Interval.
You will also have the option to set how far in advance a fiscal count will generate after its end date.
Add time range is where you can choose the time frame that the count needs to be completed in.
After you have set everything up for the count frequency, click Save.
Only users that have the complete fiscal count permission enabled for their role will have the ability to view and complete a fiscal count. For more steps on how to create a count, go here.