To Review Unprocessed Inventory Transactions

When you prepare the Inventory module for closing financial periods, you must make sure that all inventory transactions have been processed. In this topic, you will read about how to review the unprocessed transactions in the Inventory module by using the Close Financial Periods (IN509000) form.

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To Review Unprocessed Inventory Transactions

  1. Open the Close Financial Periods (IN509000) form.
  2. In the unlabeled column, select the check boxes in the rows of the financial periods for which you want to review financial transactions.
  3. On the form toolbar, click Unreleased Documents.
  4. In the Unreleased IN Documents (IN656600) report, which opens, check whether there are any documents with the On Hold or Balanced status.
  5. For each unreleased document, do the following:
    1. In the Ref. Nbr. column, click the link to open the document on the Receipts (IN301000) form.
    2. Do one of the following:
      • Release the document if it is ready to be released.
      • Delete the document if it is no longer needed.
      • Change the post period for the document if the document will be processed in a later period.
  6. After you have processed all the transactions, do the following:
    1. In the unlabeled column, select the check boxes in the rows of the same financial periods.
    2. Click Unreleased Documents.
    3. Make sure that the Unreleased IN Documents report is empty.