Apply Reserved Inventory to Backfill
When inventory is procured for a work order and not consumed by that work order event sequence, the product will remain reserved in inventory. The "reserved" lotted inventory can be adjusted into "general" inventory by an event adjustment. The lotted inventory would be
adjusted out of the event and the back in with a
manual inventory adjustment to general inventory.
A shortcut has been added to apply lotted inventory to backfill situations. This will replace the adjust out and adjust in when a backfill exists.
In the product
Inventory History, click on the backfill icon
. If lots are available, the magic wand
can be clicked to apply to the backfill and automatically adjust the invenotry.
Related Articles
Backfill
A backfill is created when an event, usually a delivery or POS, attempts to fill the product quantity that is not available. The line item will display one of two icons when this occurs; Partially Taken or Back Order . This will create an inventory ...
Apply Interest
To apply interest to overdue accounts, go to Finance > Month End and Apply Interest in the top menu. Select the month that you want to apply interest as of. Interest will be applied for the last day of the month selected. Month End Interest can be ...
Inventory Transfer
If you have multiple storage locations set up in your tenant, inventory can be easily transferred between them. Go to Inventory > Storage Location Select the source location Click the transfer icon for a product (Optional) Edit Transfer Reason Select ...
Apply Adjustment to Customer Account
If you need to apply an adjustment to a customer account to clear or reduce the amount on an invoice to an expense account this can be performed in the customer account. Go to Customer > Account Select Apply Adjustment Drop Down Select Receivable as ...
Inventory Counts
An inventory count is the physical verification of the quantities and their condition in a location. There are four ways to create a count in Sandbox; Manual Count Go to Inventory > Inventory Count Create a count name Select a warehouse location Add ...