Adding Books to an Inventory Period
Use the following procedure to add books to the active inventory period. When you add a book to the active inventory period, you can then modify or remove the book. This procedure assumes that the book is displayed as a related item on the Inventory Period detail page. For more information about displaying related items, see Customizing Related Item Layouts.
To add a book to an inventory period
- On the Inventory Period List page, drill down on the Start Date field to open the inventory period record that you want.
- On the Inventory Period Detail page, click Add in the Books section of the page.
- In the book selector, choose the book that you want to add to the inventory period, and then click OK.
For more information about books, see Book Management.
- When required, close out the inventory period by clicking the Close Out button.
When an inventory period is closed, an inventory audit report is generated, and a new inventory period is created. All sample inventory and book information attached to the closed inventory period is copied to the new inventory period and inventory audit report. For more information, see Closing Out an Inventory Period.