Closing a Count
Updated
by
Cheryl Wallace
Closing a count updates items with quantities in the count. Once the count is closed, it cannot be edited.
- Click Inventory in the left side menu bar and click Close Count.
- Select the count to close by optionally typing the Count number and clicking
in the edit tool bar.
If a count has previously been closed, the last-used selections for the remaining required fields on the page will be populated.
- Select values for the Reinstate Status, Return Transaction Type, Return Status, Retired Status, and Issue Transaction Type from the drop down lists for each option, if required.
- Check Print Discrepancy Report to automatically generate the report when the count is closed. Reprint this report at any time using the Count Discrepancy report under Inventory group of reports.
- Click
to close the count.
To find all adjustments created as this count was closed, run the Inventory Adjustments report with an Advanced Filter for AdjustInventory Reason CONTAINS [count_number]. Example: Reason CONTAINS 101159
To find all transactions created as this count was closed, run the Transaction Activity report with an Advanced Filter for Transaction Notes CONTAINS [count_number]. Example: Notes CONTAINS 101159
See also:
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