IC> Inventory Transactions
Return Items to Stock
Summary
Follow this process to return issued unused inventory items to stock.
Related Links
Click here for information on Entering Inventory Transactions.
Click here for information on processing an Inventory Transaction batch.
Step by Step
1 Create an Inventory Transactions batch.
2 Create the Return to Stock transaction.
- The Enter Transactions (IC> Inventory Transactions> Enter Transactions) window will display all inventory transactions in the batch. If this is a new batch or there are no transactions in the batch the window will be empty.
- Click GENERATE RETURN TO STOCK TRANSACTIONS to open the Return Transaction window.
- Enter an Item Number or click the field search button
to select one from a list.- This will open the Item Selection window. Use the fields on the General, Location, Vendor, and Attributes tabs to filter the inventory items displayed in the data grid below. Select an inventory item and click the Select button
to return to the Return Transaction window. The selected item will populate the Item Number field. - Inventory Items are created and maintained on the Item Maintenance window (IC> Maintenance> Item). Click here for information on Item Maintenance.
- This will open the Item Selection window. Use the fields on the General, Location, Vendor, and Attributes tabs to filter the inventory items displayed in the data grid below. Select an inventory item and click the Select button
- Click the Search button
to populate the data grid with every transaction associated with the selected item that can be included in a return to stock transaction.- You can also use From Location, Transaction Date From, and Transaction Date To fields to filter the displayed item transactions by their location or transaction date range.
- Inventory Locations are created and maintained on the Location Maintenance window (IC> Maintenance> Location). Click here for information on Location Maintenance.
- You can also use From Location, Transaction Date From, and Transaction Date To fields to filter the displayed item transactions by their location or transaction date range.
- Select a transaction and click the Select button to return the selected transaction to stock. This will return you to the Enter Transactions window.
- Enter an Item Number or click the field search button
- Once the return to stock transaction has been added to the Enter Transactions window, you can select the transaction and click EDIT to enter additional transaction details. Click here for more information on the Edit Transactions screen.
3 Calculate the inventory transaction values.
- Open the Calculate Values window (IC> Inventory Transactions> Calculate Values).
- The Calculate Values step will generate the new inventory values that will result from committing the batch.
- Click the Submit button
to calculate the transaction values.- You will be notified of errors resulting from the calculation process and prompted to open detailed error messages in the jobs viewer.
4 Process the inventory transactions.