Checking inventory excess

Inventory excess can be caused by an incorrect inventory count, issuing documents not being entered or receiving documents being entered twice.

The inventory shortage document is classified as an internal receiving document, which is why the documents of this type cannot be modified once they have been created. At the same time, this document type is not classified as tax records and does not entail any receivables from customers, which is why it is only used to record the consumption of materials.

HINT For more information on inventory excess, see the chapter Inventory excess.

This chapter shows how to determine an inventory excess.

CASE SUMMARY The person responsible wants to know how much excess was recorded during the recent inventory count made at the Warehouse Retail. The inventory shortage document will be created as follows: Opening the window Inventory list Entering the limiting criteria Opening the inventory excess document Printing the inventory excess document

1. Opening the window Inventory list

After an inventory count has been made at the Warehouse Retail, an inventory count document appears in the inventory list.

HINT For instructions on how to create a new inventory count, see the chapter Creating a new inventory count. When an inventory count document is confirmed, an inventory shortage or excess document is automatically created.

From the main menu, the person responsible selects the module Inventory count and the submodule Inventory list.

2. Entering the limiting criteria

The person responsible only wants to display inventory count documents relating to the Warehouse Retail.

In the field Search of the window header, the person responsible enters: "warehouse retail".

Next, the person responsible selects the relevant Document type, in this case 9A00 - Inventory count, and defines the document period.

In the field Date from, the starting date is entered, in this case 01.01.2022, while in the field Date to, the current day is specified.

In the central part of the window, inventory count documents matching the selected criteria are displayed.

The person responsible opens the relevant document.

3. Opening the inventory excess document

From the list of documents, the person responsible selects the inventory excess document that will be checked.

The document is opened by clicking the document number in the column Inv. excess.

HINT The document type for inventory excess must be previously defined in the Document types register.

In this case, the person responsible opens the document: 23-1A00-000001.

The selected document opens automatically.

Next, the person responsible wants to print the document.

4. Printing the inventory excess document

To print the inventory excess document, the person responsible clicks the toolbar button Print.

HINT To preview a document in the Inventory list, click the eye icon  (Preview) in the line of the desired document.

A preview of the document, which is ready for printing, opens in a new window.