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Recording Thefts and Losses


End users record sample thefts or losses in the Samples Adjustments view.

To record a sample theft or loss

  1. Navigate to the Samples screen.
  2. On the link bar, click Transactions.
  3. Select Inventory Adjustments/Samples Lost from the View drop-down list and create a new record.
  4. In the Adjustment Reason field, select Lost.
  5. In the Line Items list, create a new record and complete the necessary fields.
  6. Click Submit.

NOTE:  If the approval flag is enabled, the transaction goes through an approval process.

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