Closing a Project
Updated
by
Cheryl Wallace
Close Project retires all inventory at a stocking location. This cannot be undone. Individual serialized items can be reinstated via Retired Items.
- Click Locations in the left side menu bar and click Close Project.
- Select the stocking location to in the Location Name.
- Enter specifics for how the inventory will be retired.
- Select the Retired Status to be used for serialized inventory.
- Select the Return Transaction Type and Return Status for any issued inventory.
- Enter the Reason to be used for inventory adjustments.
- If the Transfer Rental module is in use and inventory has been rented to this stocking location, select Charge Replacement Cost? and change the Billing Date if required.
- Optionally select Print after Saving? to report on all inventory adjustments created when the project is closed.
- Click
to get a count of the number of records to process. Click OK to continue processing or Cancel to abort the process.
See also:
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