Transfer and post stock-take worksheet

Once the worksheet has been completed and corrected, you need to transfer it to the Item Journal, and post it.

Prerequisites

  1. To initiate this process, set the stock-take worksheet’s status to Ready to Transfer in the relevant Stock-Take Worksheet card.
  2. Mark all lines, and click Line in the ribbon, followed by Set Transfer Option to Ready.
  3. Click Calc. Inventory and Transfer in the Actions dropdown.
    When completed, a confirmation message is displayed.

  1. If the Transfer Action in the relevant Stock-Take Configuration Card is set to Transfer, you also need to manually post the inventory journal.
    In the provided example, certain items weren’t counted, as per the applied configuration.

    stock_take_configuration_card_posting

  2. Accept the current stock level for items that weren’t counted.

  3. Adjust the negative stock values to zero.

  4. Adjust the items that have been counted.

  5. Navigate to the Physical Inventory Journals administrative section, and select the line you wish to post.

  6. Click Actions, followed by Post or Post and Print.
    The standard Test Report should be used to document the deviations and the corresponding values.

    inventory_posting_results

    If you navigate back to the Stock-Take Worksheet, you’ll find that the worksheet status has been updated to Complete, and that all worksheet lines are set to Transferred.

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