Create Manual Inventory Transaction

NOTE: When logged into a future accounting period, inventory transaction posting cannot occur. The period must be current.

1.  Access Inventory Transactions

2.  Click New

3.  Enter the Batch/Transaction Description

4.  Select the TX Code

5.  Move to the Item Detail Lines grid

6.  Enter the TX Date

 

7.  Enter or Look Up the Item Code

8.  Select the UOM from the drop-down

9.  Enter the Qty

• When adding to a Supplies Used or Physical Count batch, enter the Qty Num if applicable

10.  If Tx Code 100 - Receiving is selected, enter the UOM Price

11.  Click Save

12.  Click  Post Transaction button when finished.