Inventory

  • Cost Synchronization

    After updating item costs, quickly push the changes to other, dependent areas, including new and existing service orders, using cost synchronizatio...

  • Inventory Items

    The inventory item maintains the available quantities for the equipment or consumable item, not the resource itself. Inventory items and resources ...

  • Inventory Transactions

    Inventory transactions are used to update your item stock quantities or move items between inventory spaces. The inventory transaction process requ...

  • Receive Purchase Order Items

    You can receive purchase order items into inventory from the Purchase Orders screen:  Click the Purchase Orders link from the Main Menu. The Purch...

  • Physical Count Batches

    Physical count batches are used for your inventory counts. To perform inventory counts: Generate the physical count batch with the items you need...

  • Suppliers

    Suppliers are the companies or people who provide your organization with a product or a service. You use suppliers with purchasing, inventory, orde...

  • Average Cost Calculation

    Inventory valuation does not take into consideration adjustments and count adjustments when determining the new average cost. Only receipt transact...

  • Inventory Journal Entry Distribution

    You can choose which inventory transactions generate journal entries in the Inventory Configuration screen on the General tab in the Distribution s...

  • Inventory End of Month and Year Processes

    To close the Inventory period at the end of the month or the end of the year, review the following: Physical Count Batches - Verify there are no p...

  • Inventory Valuation

    Inventory valuation values the on-hand inventory for a specified date. The following valuation methods are supported: FIFO - First in, first out. ...

  • Unposted Inventory Transactions

    Unposted inventory transactions are created during the work order close process. Normally when the date of an automatic Issue transaction based on ...