Warehouse - Create Audit Adjustments and Finalize Overview

Audience:

Labels:

None assigned

Quick Nav: District Home > Inventory > Audits > Create Warehouse Audit Adjustments and Finalize > Create Warehouse Audit Adjustments and Finalize Overview

"Create Audit Adjustments and Finalize" allows a district user to finalize create adjustments from the overages and shortages within a Warehouse Audit, then finalize it. A district-level digital signature is required to “Finalize” any audit, and the digital signature will be displayed on the “Warehouse Audit Report.”

Create Audit Adjustments and Finalize (Optional)

This automatically creates warehouse adjustments relevant to overages and shortages reported on the respective audit having the status of “Verified.”

“Overages” (Found Adjustments) will be created for all with Overages. “Shortages” (Shrinkage Adjustments) will be created for all with Shortages.

Once created, these adjustments will be located in the Adjustment page and their adjustment name will include the name of the audit from which they were derived (i.e., audit name and the word “generated”).

Finalize Only

"Finalizing" an audit is the process by which the district changes the Warehouse Audit status from “Verified” to “Finalized.” By doing so, the district is indicating it has determined the audit to be concluded and all desired audit tasks completed.

Note: This process will not automatically create campus adjustments.

Create Warehouse Audit Adjustments and Finalize Page

Only audits with the status of “Verified” are eligible to be accessed on this page.

Item Description
Create Adjustments and Finalize ALL Audits in Search Results Below inventory2.png (located above the blue header bar) Allows all audits displayed in the grid to automatically create adjustments and gives the audits the status of “Finalized”
Only Finalize ALL Audits in Search Results Below finalize.png (located above the blue header bar) Allows all audits displayed in the grid to be marked with the status of “Finalized” (this process will not automatically create adjustments)
Create Adjustments and Finalize inventory2.png (located in the same row) Allows the respective audit to create automatic adjustments and marks the audit as “Finalized”
Finalize finalize.png (located in same row) Allows the respective audit to be marked as “Finalized” (this process will not automatically create adjustments)
Audit Name Displays the name of the district-created audit
Date Created Displays the date on which the district created the audit
Due Date Displays the date by which the district requests the audit be completed
Status Displays the status of the audit (only “Verified” audits are accessible on this page)