Reconciling the Initial Inventory Period

The following procedure shows you how to reconcile the initial inventory period.

To reconcile the initial inventory period

1. Navigate to the Samples screen, then the Reconciliation view.

   The Reconciliation view contains the following applets.

   Applet	Description
   Inventory Periods (Unreconciled)	Shows all inactive (past, unreconciled) inventory periods. An active period becomes inactive once you submit an inventory count for the period (as described in Submitting an Initial Count).
   Inventory Count (Unreconciled)	Shows the products in your inventory, their physical and electronic counts, and the difference between the two counts (if any). The Difference field must be zero for all products before you can reconcile the period.
   Samples History	Shows samples transactions entered for the currently selected product in the Inventory Count list. If no transactions were entered for the selected product during the inactive inventory period, this list is empty.

2. In the Inventory Count applet, verify that the Difference field shows zero for the products listed.

   If a product shows a value other than zero, you must make an adjustment to correct the difference. For more information, see Adjusting a Past Samples Transaction.

3. In the Inventory Periods applet, click Reconcile.

   The lists in the view are cleared.

4. Click the History tab.

   The Samples History view appears. In the Inventory Periods list, a check mark appears in the Reconciled field of the inactive period that you just reconciled.