Set up a Scheduled Task to update the Life Cycle code of Stock Items.
You can set up a Scheduled Task to update the Life cycle code for Stock Items. The Life Cycle Code can then be used to help you identify any Stock Items that you no longer need to retain and can be deleted from your system. We suggest that this task should be run weekly.
Read about the use of Life Cycle codes to help you with Updating your Stock records using Life Cycle Codes and Stock Dates.
End Of Week Update Stock Life Cycle - what does it do?
You can set up a Scheduled Task to update the Life cycle code for your Stock items. We recommend that this task be run as a weekly task. This process will update the Life cycle code for your Stock items as follows:
Stock items with an Initial available date less than 90 days are set to New.
Stock items with an Initial available date more than 90 days are set to Current.
If a Current Stock Item has been manually marked as Replaced, then it is set to Superseded. (UI to come, as per V7.)
Stock items with an Obsolete date in the past and Stock on hand are set to Mature.
Stock items with an Obsolete date in the past and no Stock on hand are set to Obsolete.
Stock Items that have been manually marked as Replaced are set to Superseded.
- Stock Items with no Initial available date, no Obsolete date, or have not been marked as Replaced, will not have their Life Cycle code updated.
Set up the Scheduled Task
For general instructions to set up a new Scheduled Task, click here Setup a Scheduled Task.
- Go to Settings > Task Scheduler.
To set up your End Of Week Update Stock Life Cycle task, select the following fields:
- Task Type: Select End Of Week Update Stock Life Cycle.
- Frequency: Select Weekly.
- Click Confirm.
In the Details section of the next screen:
- Next run time: Enter the next Date and Time you want this task to run.
- Click Save and close.
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Last updated: 19 September 2022