| | How to set up the inventory calendar |
| Description | This process may take several hours depending on the number of years of retained history, the transaction volume and the optimization of the SQL Server. The process may be ran in a test restore to determine an approximation of how long prior to running in production. |
| Cause | | The Inventory Calendar must be set up before posting transactions to the year. Since there is no direct task on the Sage 500 desktop the Inventory Calendar may be hard to find. Also, when saving a new year or editing an existing year in the inventory calendar the system prompts an inventory history recalculation. This is required to put the correct balances in the correct tables. |
| Resolution |
- Open Inventory Management, Maintenance, IM Setup, Set up IM Options.
- Click on the Miscellaneous tab, and then click the button Inventory Calendar...
- To create a new year, click the Cancel icon to clear the grid of the current year, and type the new year in the Year field.
- For a quick setup, you may choose Copy From... button to use the same Start Date and End Date of the previous year, or Monthly option to fill the period start and end dates in the new year.
- You may modify any of the dates in the period but the Inventory Calendar must follow a calendar year where the 1st period start date must be 01/01/YYYY and the end date in the last period must be 12/31/YYYY.
- Click the Save icon.
- Click Yes to the message: "Inventory history will be recalculated. Do you want to proceed?"
- The inventory calendar is now created successfully.
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