Common Tasks

As you work with Inventory Management, you learn how to complete the following tasks:

Table 1-1 Standard Tasks

Task	Description
Saving	Retains the information until it is used again. If you are creating a record or updating a record, use Save on the toolbar. To save information under a different name, use Save As… on the toolbar at the top of the page. You can save similar information as a list and used again like a template from which to create new Orders/Requests/Transfers, etc. These Lists can be added to or subtracted from. A pre-saved List provides a more convenient starting point by pre-populating new Items with common Items. Once you have created a new document and added the Items you would like to appear in the List, you can save the Items as a List. To save as a List:
Suspending	Suspending assigns an interim status called Suspended. Typically, pages that have suspending capability are those that have something that needs to be booked. In most cases, suspending means you have not finished creating or composing a record, or that you have finished and have elected not to book it yet. You can suspend a document in a few different ways: When you save without booking, the status is automatically set to Suspended and you stay on the Details page. You can also actively set the status to Suspended by clicking Suspend on the top menu bar, which returns you to the Overview page. You can always return to a Suspended record to finish it later, provided that you have saved it first.
Adding Items	You can add items to documents throughout many pages. Although the items vary depending on the document, the concept is the same.
Booking	Submits and finalizes your order, request, transfer, etc.
Printing and previewing	Both functions open a PDF document of the current information in you browser, and then you can use the PDF Print button to print. Not all pages allow printing.
Deleting items and documents	Removes items that you no longer need from a record or documents (for example, purchase orders or receipts). For example, if a vendor was out of an item that was on the purchase order, you would remove it from the receipt so that it does not get received into the inventory.