All D365 processes should be used throughout the month.
The table below shows when each should be used, according to current policy and best practices.
Frequency | Process |
| Daily | Lawn & Termite Truck Transfer Transfer Products to a Truck iPad Inventory Transfer |
| Weekly | Pest Truck Transfer Transfer Products to a Truck iPad Inventory Transfer |
| By the 10th | Purchase Orders Approving a Purchase Requisition Purchasing Requisition |
| Last Day of the Month | Counting Journal Create a Counting Journal Review a Counting Journal |
| After Inventory is Posted | Review Purchases from Prior Month Inventory Recap Report Irrigation Recap Report |
| As Needed | EPO Approving a Purchase Requisition Purchasing Requisition Receive a Purchase Order Receiving a Purchase Order JVs Receiving JVs Sending JVs |