Reconciling an Inventory Period

The following procedure shows you how to reconcile an inventory period.

To reconcile an inventory period

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

2. In the Inventory Period list, select the inventory period that you want to reconcile.

3. Review the records in general.

4. In the Inventory Count list, review the records and verify that the value of the Difference field for each record is zero.

5. Click Reconcile.

   If the approval process is enabled in your application, the approver receives an Inbox item in their Inbox. If the approval process is not enabled, then the Samples Reconciliation view is cleared immediately.

You can reconcile a period only if there is no difference between the physical count and the amount displayed by the application, and if there are no pending transactions in the approval period.

Note: End users must create transfer transactions for any samples transferred to another representative or returned to the home office for the period prior to reconciliation. Also, mobile end users must synchronize their local database with the server database before submitting an inventory count. This is especially important if they are recording samples received in a prior period, or if they are recording samples received in a future period.