Clear Facts

HELP! - It’s Period End and You Discovered Missing or Wrong Product Issues

If you’ve encountered this situation you might be wondering if this can be corrected. The answer is YES however it is important that you correct this mistake BEFORE you click on the Reconcile button thus posting your Period End inventory counts. Let’s look at missing issues first then we’ll tackle wrong issues.

If you discover missing product issues do this. BEFORE reconciling your inventory counts, enter the missing issues. You can enter issues at your scanner or desktop PC. Then use the Perpetual Info screen to modify the Issue Date to something BEFORE the inventory count date. Don’t forget to click the Save button!

If you discover that a wrong product was issued or the quantity is incorrect do this. Select System Tools then Transaction Edit (you must have access rights to this section of the system). Adjust the From/To dates to match the current period then click the Search button. All transactions that occurred during your From/To dates will appear on your screen. Click on the transaction in question then all of the associated products will appear near the bottom of your screen. Find the Issue with the error(s) and make any required changes to product, quantity, etc. Don’t forget to click the Save button!