Initialize stock levels in the warehouse

Note

Community interest groups have now moved from Yammer to Microsoft Viva Engage. To join a Viva Engage community and take part in the latest discussions, fill out the Request access to Finance and Operations Viva Engage Community form and choose the community you want to join.

This procedure shows you how to manually update the on-hand inventory by using an Inventory movement journal. (You can also update on-hand inventory by importing transactions in data entities.) You can run this guide in demo data company USMF where all the prerequisites like journal name, item setup, posting profiles, and accounts are available. The guide suggests specific values for the item and dimensions that are used. If you choose a different item, you might need to enter values for different dimensions.

1. Go to Inventory management > Journal entries > Items > Movement.
2. Select New.
3. In the Name field, select IMov. Use different journal name templates for different business purposes.
4. In the list, select the link in the selected row.
5. In the Offset account field, enter the value 140200. This offset account is the default account on the journal lines. You can override the default to assign different offset accounts per line.
6. Select OK.
7. Select New.
8. In the Item number field, select A0001.
9. In the list, select the link in the selected row.
10. Select the Inventory dimensions tab.
11. In the Site field, select site 1.
12. In the Warehouse field, select warehouse 13.
13. In the list, select the link in the selected row.
14. In the Location field, select location 13.
15. In the Quantity field, enter a number.
16. Select Save.
17. Select Post.
18. Check or uncheck the Transfer all posting errors to a new journal check box. If you enable this option, any lines that fail to post are copied to a new journal. You can use the information in the log to correct the issues and then re-post the lines.
19. Select OK.
20. Close the page.
21. Close the page.