Inventory Transactions in Batch Page

Use this page to work with a batch file's inventory count records. The page lets you search for and list the records in a batch, while also providing access to the Batch Inventory Transaction Detail page for adding new records to the batch or updating existing ones.

If you no longer need an inventory count record, you can delete it before you post the batch to the live database. This section provides the procedure for doing so, along with steps for adding and updating records.

Menu Path:  Warehouse Inventory > Entry & Processing > Periodic Routines > Batch Inventory Transactions > select a batch, and then click OK

Following are the procedures you can perform within or beginning with the Batch Inventory Transaction Listing page.

Adding inventory count records to existing batch files

1. Select Warehouse Inventory > Entry & Processing > Periodic Routines > Batch Inventory Transactions to display the main Batch Inventory Transactions page.

2. Select a batch, and then click OK to display the Inventory Transaction in Batch page. Note that the batch's Control Number displays in parentheses next to the page's title.

3. Click Add New to display the Batch Inventory Transaction Detail page.

4. In the detail page, use the Warehouse and Stock Number fields to identify a stock item, and then enter the count, and complete the additional fields. Press <Tab> to advance from field to field.

   • If you are adding multiple records, leave the Continuous checkbox selected.

   • If you are only adding one record, clear the Continuous checkbox. In this case, you return to the Inventory Transaction in Batch page after tabbing through the Continuous field.

   For field descriptions, refer to Batch Inventory Transaction Detail Page.

5. Repeat Step 4 to add as many records to the batch as needed.

6. When you finish adding your last record, click Back to return to the Inventory Transaction in Batch page.

Updating inventory count records

1. Select Warehouse Inventory > Entry & Processing > Periodic Routines > Batch Inventory Transactions to display the main Batch Inventory Transactions page.

2. Select the batch file that contains the records to update, and then click OK to display the Inventory Transactions in Batch page.

3. In the Selection Criteria section, enter criteria identifying the records to list, and then click Find.

4. In the List section, select the first inventory count record to update, and then click OK to display the Batch Inventory Transaction Detail page.

5. In the detail page, change the available fields as needed. Press <Tab> to advance from field to field.

   • If you are updating multiple records, leave the Continuous checkbox selected.

   • If you are only updating the selected record, clear the Continuous checkbox.

   For field descriptions, refer to Batch Inventory Transaction Detail Page.

6. Click OK to save your changes.

   • If the Continuous checkbox is selected, the next record from the list displays. You may repeat Steps 5-6, or click Back to end the process and return to the Inventory Transaction in Batch page. You also return to this page after updating and saving the last record in the list.

   • If you cleared the Continuous checkbox, you return to the main Batch Inventory Transactions page immediately.

Deleting inventory count records from batch files

1. Select Warehouse Inventory > Entry & Processing > Periodic Routines > Batch Inventory Transactions to display the Inventory in Batch Transactions page.

2. Select a batch, and then click OK to display the Inventory Transactions in Batch page.

3. In the Selection Criteria section, enter criteria identifying the records to list, and then click Find.

4. In the List section, select the record to delete.

5. Click Delete.

6. In the Confirmation dialog, click Yes.
   This deletes the selected record from the batch. For the procedure for delete, a batch and all the count records it contains, refer to Batch Inventory Transactions Page.