DavidG at 21:52, 16 May 2017

2017-05-16T21:52:33Z

Moha: Created page with "'''Inventory Reconcilation:''' Go to Utilities> Inventory> Inventory Reconciliation> click Run It… File:2009-10-01_113010(1).png The Inventory Reconciliation utility..."

2011-05-29T09:23:50Z

Created page with "'''Inventory Reconcilation:''' Go to Utilities> Inventory> Inventory Reconciliation> click Run It… File:2009-10-01_113010(1).png The Inventory Reconciliation utility..."

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'''Inventory Reconcilation:'''

Go to Utilities> Inventory> Inventory Reconciliation> click Run It…

[[File:2009-10-01_113010(1).png]]

The Inventory Reconciliation utility will open with a list of your inventory items. As with all grids in SME you can sort by column header or use the drop down to select an individual item.

[[File:2009-10-01_113142(1).png]]

To adjust the physical count:

[[File:2009-10-01_113230.png]]

Clicking the down arrow by above the Physical Count Field will open a calculator if you need to add up several totals.

[[File:2009-10-01_113303(1).png]]

Expand the item details…

[[File:2009-10-01_113335(1).png]]

Click on the asterisk ‘*’ below the location column.

[[File:2009-10-01_113406(1).png]]

Close and expand the new location.

[[File:2009-10-01_113428.png]]

Click the plus next to the warehouse\location.

[[File:2009-10-01_113446(1).png]]

Click on the asterisk ‘*’ below the location column. This creates the entry line for adding a new warehouse.

[[File:2009-10-01_113504(1).png]]

[[File:2009-10-01_113527.png]]

'''Posting the changes:'''

When you have completed your physical count entries you will need to print your reports, Accept, and Post the changes.

'''Reports:'''

Reconciliation Report – lists all items and the changes.
Export to Text – Exports the inventory list to a csv file that can opened in MS Excel for further calculations and tracking of the changes.

1. Click the '''Post Changes''' button.

2. [[File:2009-10-01_113606.png]]

There will be a transaction recorded under the Inventory> Transactions Tab for all items that have had a physical count update.

3. Click '''Yes''' to post your changes.

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	Go to Utilities> Inventory> Inventory Reconciliation> click Run It…		Go to Utilities> Inventory> Inventory Reconciliation> click Run It…

Inventory Reconciliation - Revision history

DavidG at 21:52, 16 May 2017

Moha: Created page with "'''Inventory Reconcilation:''' Go to Utilities> Inventory> Inventory Reconciliation> click Run It… File:2009-10-01_113010(1).png The Inventory Reconciliation utility..."