I have been constantly trying to automate various parts of our cycle count process but I am finding the task schedules are restrictive.
We generate our count cycles every quarter but this is not an obvious option in the task agent schedules. I can “kludge” this by using “every 13 weeks” but this will drift over time.
Just wondering if people have found a way to get around this issue?
Thanks for your help.
Can you run the CC tasks from a function? If you can then schedule the function to run daily and check if today is the first day of a quarter then submit the process.
Yes, you can. I had a function that released the counts everyday instead of someone manually having to do it.
Excellent solution.
Just finished writing a function that regenerates the cycles for the new period and does the part selection. The trace log is your friend here. I just had to duplicate the steps that the log did with some error checking up front and voila!
We decided on every quarter to do this because it is a pain to manually regenerate these. With Automation maybe I can switch to monthly?
I next need to create the periods for the next fiscal year. This is another case where there is no obvious schedule that you can use in Epicor. Yes, you can check if it is the right date in a step in the function but seems like a kludge. I will have check Epicor Ideas to see if there is an entry for this.
I am a little nervous to start automating the steps in Cycle Count maintenance because we have enough problems that people ignore this. Removing this absolves someone of responsibility.
I have already had to write a report that runs each week to tell the world that the cycles were not done for a location. (I have specifically not mentioned to our branch managers the video in a past insights of a drone doing the cycle counts. This would make it that "head office didn’t buy us a drone so we can’t do cycle counts!)
I added an idea for fiscal start/end if you want to vote for it.