Open an existing open inventory counting document.

If you have selected to calculate in-warehouse quantities based on the posting dates of inventory transactions, the system may remind you of some newly posted inventory transactions that should be taken into account. You can choose whether or not to update the in-warehouse quantities recorded in this document based on the new transactions. For more information, see Calculation of In-Warehouse Quantities on Count Date.

[Optional] Make any necessary changes.

Choose the Copy to Inventory Posting button and, for multiple counters, select the set of counting results that you want to post (use to adjust the system records accordingly).

The Inventory Posting window opens and the counting results are copied to this window.

In the Inventory Posting window, make any necessary adjustments (for example, prices, the Inventory Offset accounts) and then add the inventory posting document by choosing the Add button.

If an item is managed by serial numbers or batches, and there is a variance between the counted quantity and the in-warehouse quantity, you must either issue some units of the item or create new serial numbers or batch numbers for the item to achieve a balance. For more information, see Fields for Import, Inventory Posting by Serial Number, and Inventory Posting by Batch Number.