Rebuild Beginning Balances

 

Function

Use this task to build beginning balances in the Inventory Transaction History file at the time of installation of your system. You can also use this task in the future if you ever need to rebuild beginning balances.

 

=> To access this task...

Select Rebuild Beginning Balances from the Inventory Control Utilities menu.

 

Rebuild Beginning Balances

 

About the Fields

 

In the Period/Year field...

  • Enter a fiscal period for the rebuild.

In the Beginning/Ending Warehouse field...

  • Enter the number of the first/last warehouse with transactions to rebuild.

  • Press [Tab] to select the first/last warehouse record.

  • Click Click to select from a list of valid warehouse numbers.

In the Beginning/Ending Product field...

  • Enter the type of the first/last product to include in the rebuild.

  • Press [Tab] to select the first/last product type record.

  • Click Click to select from a list of product numbers.

In the Beginning/Ending Item field...

  • Enter the number of the first/last item to include in the rebuild.

  • Press [F1] to select the first/last item number record.

  • Click Click to select from a list of item numbers.

In the Item Type field...

  • Enter the item type to include in the rebuild.

  • Press [Tab] to select all item types.

  • Click Click to select from a list of item types.

Rebuild Lot/Serial  field...

  • Mark the box to include lot/serial items in the rebuild.

  • Unmark the box to ignore lot/serial items.

In the Beginning/Ending Lot/Serial Number field...

This field is only accessible if the Rebuild Lot/Serial Beginning Balances checkbox is marked.

  • Enter the number of the first/last lot/serial number to include in the rebuild.

  • Press [Tab] to select the first/last lot/serial number record.

In the Ending Lot/Serial Number field...

This field is only accessible if the Rebuild Lot/Serial Beginning Balances checkbox is marked.

  • Enter the number of the last lot/serial number to include in the rebuild.

  • Press [Tab] to select the last lot/serial number record.

When done making selections...

  • Click Run Process button to rebuild the beginning balances.

  • Click Save button  to save the settings.

  • Click Clear Form button to clear the form and re-enter options.



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