Inventory Summary

Items > Inventory Summary

The Inventory Summary calculates inventory journal entries for buildings. Variance includes changes across Purchases, Transfers In, Transfers Out, Items in Transit, Adjustments, and Production.

Inventory Summary Screen

1. Search - search by month or year

2. Reset - click to reset search parameters

3. Add New Summary - click to add a new inventory summary
   

1. Month - select the month

2. Year - select the year

3. Posting Date - select the posting date (note: this field is not selectable until a month and year have been selected)

4. Cancel - click to return to the previous screen without saving changes

5. Save - click to save changes

4. Month/Year - click to sort by month/year

5. Buildings Remaining - notice the count buildings remaining

6. Buildings Submitted - notice the count of buildings submitted

7. Pencil - click to view Inventory Summary details

8. < > - click to scroll through pages

Individual Inventory Summary Screen

1. Notice the Summary Date and Post Date

2. Notice the Last Refreshed Date and Time

3. Refresh Summary - click to refresh the summary data

   Note: This button becomes unavailable once the batch has been submitted to the ledger.

4. Search - search by building name

5. Reset - click to reset search parameters

6. Select All Buildings - check to select all buildings

7. Building Name - click to sort by building name

8. Building Debit Total - notice the building's debit total

9. Building Credit Total - notice the building's credit total

10. Building Status - click to sort by building status

11. Carat - click to view Account Code, Account Description, Debit Amount, and Credit Amount details for the building

12. Notice the account name or any Account Code Errors

13. < > - click to scroll through pages

14. Close - click to return to the previous screen without submitting

15. Submit to Ledger - click to submit to ledger