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Performing Inventory Transactions (Inventory Controller)

This chapter contains instructions related to performing inventory transactions in MYOB Acumatica.

Entering an Inventory Issue of the Issue Type

  1. Open the Issues (IN302000) form.
    To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.
  2. On the form toolbar, click Add New Record.
  3. In the Description box of the Summary area, type the description of the transaction.
  4. On the Details tab, do the following:
    1. On the table toolbar, click Add Items.
    2. In the Inventory Lookup dialog box, which opens, do the following:
      1. Select the unlabelled check box for one stock item or multiple stock items that you want to add to the issue.
      2. In the Qty. Selected column, specify the quantity included in the issue for each of the selected items.
      3. Click Add & Close to add the selected item or items and close the dialog box.
      4. In the Tran. Type column, make sure that the Issue value is selected.
      5. In the UOM column, ensure that the user selects the correct unit of measure.
      6. In the Reason Code column, select the reason code for this transaction.
      7. Press Ctrl+Enter to confirm the line.
  5. On the form toolbar, click Save.
  6. On the form toolbar, click Release to release the issue.

 

Entering an Inventory Issue of the Invoice Type

  1. Open the Issues (IN302000) form.
    To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.
  2. On the form toolbar, click Add New Record.
  3. In the Description box of the Summary area, type the description of the transaction.
  4. On the Details tab, do the following:
    1. On the table toolbar, click Add Items.
    2. In the Inventory Lookup dialog box, which opens, do the following:
      1. Select the unlabeled check box for one stock item or multiple stock items that you want to add to the issue.
      2. In the Qty. Selected column, specify the quantity included in the issue for each of the selected items.
      3. Click Add & Close to add the selected item or items and close the dialog box.
      4. In the Tran. Type column, make sure that the Issue value is selected.
      5. In the UOM column, ensure that the user selects the correct unit of measure.
      6. In the Reason Code column, select the reason code for this transaction.
      7. Press Ctrl+Enter to confirm the line.
  5. On the form toolbar, click Save.
  6. On the form toolbar, click Release to release the issue.

 

Entering an Inventory Adjustment

  1. Open the Adjustments (IN303000) form.
    To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.
  2. On the form toolbar, click Add New Record.
  3. In the Description box in the Summary area, type the description of the transaction.
  4. On the Details tab, do the following for each stock item to be included in the adjustment:
    1. On the table toolbar, click Add Row.
    2. In the Inventory ID column of the added row, select the stock item for which you need to enter corrections.
    3. In the UOM column, ensure that the user selects the correct unit of measure.
    4. If you are adjusting the item quantity, in the Quantity column, type the negative quantity to subtract units from inventory or positive quantity to add units to inventory.
    5. If you are adjusting the item cost, in the Ext. Cost column, type the negative extended cost (cost difference) to reduce the cost of inventory or positive extended cost (cost difference) to increase the cost of inventory.
    6. In the Reason Code column, select the reason code appropriate to this transaction.
    7. Press Ctrl+Enter to confirm the line.
  5. On the form toolbar, click Save.
  6. On the form toolbar, click Release to release the inventory adjustment.

 

Creating a Single-Step Transfer

  1. Open the Transfers (IN304000) form.
    To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.
  2. On the form toolbar, click Add New Record.
  3. In the Transfer Type box of the Summary area, select 1-Step.
  4. In the Warehouse ID box, select the warehouse that will send the items.
  5. In the To Warehouse ID box, select the warehouse that will receive the items. Select the same warehouse as that in the Warehouse ID box if the items must move between locations within the same warehouse.
  6. If needed, in the External Ref. box, type the reference number of the document the transfer is based on.
  7. In the Description box, type a brief description of this transfer.
  8. On the table toolbar of the Details tab, click Add Items, which opens the Inventory Lookup dialog box. Select the Show Available Items Only check box in the Summary area of the dialog box.
  9. In the table of the dialog box, perform the following actions for each item to be included in the transfer:
    1. Select the check box in the unlabelled column for the item that you want to move.
    2. Specify the quantity to be moved (in the base UOM).
  10. Click Add & Close to add the selected items to the transfer and close the dialog box.
  11. On the form toolbar, click Save.
  12. On the form toolbar, click Release to release the transfer.

 

Creating a Two-Step Transfer

  1. Open the Transfers (IN304000) form.
    To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.
  2. On the form toolbar, click Add New Record.
  3. In the Transfer Type box of the Summary area, select 2-Step.
  4. In the Warehouse ID box, select the warehouse that will send the items.
  5. In the To Warehouse ID box, select the warehouse that will receive the items. This must be a warehouse other than the warehouse selected in the Warehouse ID box.
  6. If needed, in the External Ref. box, type the reference number of the document this transfer is based on.
  7. In the Description box, type a brief description of this transfer.
  8. On the table toolbar of the Details tab, click Add Items, which opens the Inventory Lookup dialog box. Ensure that the user selects the Show Available Items Only check box in the summary area of the dialog box.
  9. For each item to be moved, in the table of this dialog box, do the following:
    1. Select the check box in the unlabelled column for the item that you want to move.
    2. In the Qty. Selected column, specify the quantity to be moved.
      The system specifies the quantity in the base UOM. If needed, select another UOM among those that apply to the item and specify the quantity.
  10. Click Add & Close to add the selected items to the transfer and close the dialog box.
  11. On the form toolbar, click Save.
  12. On the form toolbar, click Release to release the transfer.

Entering a Receipt for an Inventory Transfer

  1. Open the Receipts (IN301000) form.
  2. In the Transfer Nbr. box of the Summary area, select the released transfer for which you need to create a receipt.
  3. On the Details tab, review the details of the transfer receipt. If you need to create a partial receipt for a particular item, in the needed row, change the Quantity to the received amount.
  4. On the form toolbar, click Save.
  5. On the form toolbar, click Release to release the receipt.