Scheduling the Month End Inventory Snapshot

To create a snapshot of the inventory at a specific time such as at the end of the month, you can do so by scheduling the SCMCreateInventorySnapShot Apex class to run at the interval you want. The snapshot is created in the Month End Inventory object. You can use the data in this object to create a report. See Reports and Dashboards.

To schedule the SCMCreateInventorySnapShot Apex class to run:

  1. Click Setup | Develop | Apex Classes.
  2. Click Schedule Apex.
  3. Enter a job name that reflects the data that you are creating.
  4. Enter the Apex Class SCMCreateInventorySnapShot.
  5. Select the frequency that you want.
  6. Click Save.
Note:

To avoid errors, ensure the API name of any locally created custom field in the Month End Inventory object is unique. The process will not work if the API name of a locally created custom field is equal to that of an Order and Inventory Management field.