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Setup for the Upcoming Year

Create Inventory Periods

Once the End of Year process is complete, you will need to set up the inventory periods for the upcoming year. Most Districts set inventory periods based on calendar months. This affects how the cost of food usage report is printed.

1. From the Admin & Maintenance tab, locate and click Miscellaneous Setup. Then, select the Physical Inventory Periods.

2. Establish new inventory periods. Then, click Save Changes.

   1. Click in the Description column and enter a physical inventory description.

   2. Enter Start and End Dates. The Start and End Dates default to today.

      Please be sure to change the Initial Inventory ending date period prior to clicking on the new inventory period. The new inventory period should begin the day after the Initial Inventory end date and should end 30 days later.

   3. You may wish to enable the most recent upcoming physical inventory period.

   4. The Locked checkbox locks the inventory period. Supervisor level permission (default setting) or higher is needed to change data in a locked inventory period. The level of permission can be changed at Admin & Maintenance → Permissions → Database Role Permissions → Inventory period maintenance.

   5. Repeat the process to enter inventory periods for the upcoming school year or as required by your District.

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CNUpdate CNUpdate

Update the CN Database

1. From the Utilities tab, locate and select Advanced. Then, click Update CN Database. 

2. You will be informed which CN database will be updated. Click Ok to continue.

   

3. You will see a series of processes running while the system updates.