Opening and finding inventory transactions

Several options are available for opening and finding inventory transactions. If you know either the transaction number or transaction invoice number of the transaction you want to open, you can open the transaction directly on the Enter and edit receipts and adjustments window.

If you do not know the transaction number or transaction invoice number, you will have to search for the transaction.

To open inventory transactions

Follow this procedure if you know either the transaction number or transaction invoice number of the transaction you want to open.

  1. From Enter and edit receipts and adjustments window, click Open or Find.
  2. You have two options when opening inventory transactions:
    • Enter the transaction number in the Transaction field, or
    • Enter the transaction invoice number in the Invoice # field.
  3. Click OK to display the transaction in the Enter and edit receipts and adjustments window.

To find inventory transactions using the Inventory Transaction list

Follow this procedure if you entered the inventory transaction during the current iMIS session, and the transaction still displays in the Inventory Transaction list.

  1. From Enter and edit receipts and adjustments window, select the transaction you want to open from the Inventory Transaction list. The transaction displays on the Enter and edit receipts and adjustments window.

To find inventory transactions by date

Follow this procedure if you know the date the inventory transaction was entered.

  1. From Orders, select Manage inventory > Enter and edit receipts and adjustments to open the Enter and edit receipts and adjustments window.
  2. Click Open or Find.
  3. Enter the transaction date in the Date field.
  4. Click OK to display all inventory transactions entered on that date in the Inventory Transaction list.
  5. Select the inventory transaction from the Inventory Transaction list.

To find product inventory transactions using the Post receipts window

If you do not know the transaction date or number of an inventory transaction, you can open the Post receipts window to display a list of all open, non-posted transactions.

  1. From Orders, select Manage inventory > Post receipts to open the Post receipts window.
  2. Find the inventory transaction number of the transaction you want to open.
  3. From Orders, select Manage inventory > Enter and edit receipts and adjustments to open the Enter and edit receipts and adjustments window.
  4. Enter the transaction number in the Transaction field.
  5. Click OK to display the transaction in the Enter and edit receipts and adjustments window.