Checking inventory shortage

Inventory shortage is a fairly reliable indicator that not all documents have been entered into the system or that some documents have been entered incorrectly.

The inventory shortage document is classified as an internal issuing 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 shortage, see the chapter Inventory shortage.

This chapter shows how to determine an inventory shortage.

CASE SUMMARY The person responsible Tecta's employee Warehouse Inventora wants to know how much shortage 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 shortage document Printing the inventory shortage 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, she selects Inventory list.

2. Entering the limiting criteria

She 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.

She opens the relevant document.

3. Opening the inventory shortage document

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

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

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

In this case, the person responsible opens the document: 22-3A00-000001.

Next, she wants to print the document.

4. Printing the inventory shortage document

To print the inventory shortage 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.