Correct inventory tracking information

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This procedure walks you through the process of creating and posting an inventory transfer journal to correct inventory tracking information. In this example, you update the information of a batch-controlled item by changing an incorrectly registered batch to another batch. You can walk through this procedure in demo data company USPI, or use your own data. If you use your own data, you need to have an item that's batch-enabled, and it must not be location-controlled. You also need to have an inventory journal name set up for inventory transfers. These tasks are normally carried out by a warehouse employee.

Create an inventory transfer journal

To create an inventory transfer journal, follow these steps:

1. Go to Transfer.
2. Select New.
3. In the Name field, enter or select a value.
4. Select OK.

Create journal lines

To create journal lines, follow these steps:

1. Select New.
2. In the Item number field, enter or select a value. If you're using USPI demo data, select item M5003.
3. In the Quantity field, enter a number.
4. Select the Inventory dimensions tab.
5. In the Batch number field, enter or select a value.
6. In the Site field, enter or select a value.
7. In the Warehouse field, enter or select a value.
8. In the Batch number field, enter or select a value.

Post the journal

To post the journal, follow these steps:

1. Select Post.
2. Select OK.

Check tracing information

To check tracing information, follow these steps:

1. Select Inventory.
2. Select Trace.
3. Select OK. With this tracing information, you can trace back to the batch you corrected inventory from. You can also use the Item tracing page to see this information.
4. Close the page.

Check inventory transactions

To check inventory transactions, follow these steps:

1. Select Inventory.
2. Select Transactions. Here you can see the transactions that were created when you posted your journal.