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Submitting a Closeout Count

An administrator or a sales representative can periodically submit closeout counts to close the current inventory period, mark the period as inactive, and open a new inventory period.

NOTE:  An interim count does not open a new period.

To submit a closeout count

1. Navigate to the Samples screen, then the Inventory Count view.

   The LS Pharma Inventory Periods List Applet should display only the currently active inventory period.

2. Click Closeout Count.

   The Closeout Count button is enabled if you are a primary auditor and you have selected an active inventory period. If a report is submitted but not yet approved, then you cannot submit a new report.

   If a closeout count is approved but not acknowledged, then the Closeout Count button is disabled. Also, if Owned By and Submit To values are the same, then the Closeout Count option is not available and the button is disabled.

   NOTE:  Products with expired lots and no physical inventory are not copied into the next inventory period when a closeout count is performed.

   If the Report is approved, the Current Physical Count values are copied to the Last Physical Count field. The Last Count Conducted By, and Last Count Date fields are updated by the employee name who submitted the report and the date when the count was conducted. The Current Physical Count field is cleared.

   If the Report is rejected, the Current Physical Count field is cleared. No updates are made to the Last Physical Count, Last Count Conducted By, and Last Count Date fields.