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Select Inventory Management Main menu > Transaction Entry.

This task is available only if you have the appropriate security setup to allow access to at least one transaction type.

Use Transaction Entry to record sales, issues, receipts, transfers (movement of items between warehouse locations), and adjustments of inventory items.

When entering receipts in Transaction Entry, you can add new items to inventory without leaving the window. This ability to add items on the fly allows you to complete the data entry process in an efficient, uninterrupted manner.

If no other modules are integrated with Inventory Management, Transaction Entry is the data entry task used for all inventory transactions. If the Sales Order module is installed, all sales and returns should be entered using that module; if the Purchase Order module is installed, receipts should be entered through that module. Adjustments and transfers are always entered using Transaction Entry.

Note If the Sales Order or Purchase Order module is installed, do not use this task for processing returned goods from a customer or to a vendor.

If the Job Cost module is integrated with Inventory Management, you can enter a job number, cost code, and cost type for every inventory item to post to a job. After sales or issues are entered, print the Inventory Transaction Register and update the entries to the Job Cost and General Ledger files. The Inventory Transaction Register lists the job number, cost code, and cost type for each inventory item issued or sold.

After transactions are entered in Transaction Entry, print the Inventory Transaction Register, and update the entries to the permanent files. A separate register for each transaction type is printed.

Sales, issues, or receipts entered through the Sales Order or Purchase Order module are posted directly to the Inventory files using the update options in these modules.

Note If you are printing Standard receipt labels, the prompt appears after printing or previewing the Inventory Transaction Register. When batching is enabled, only receipt labels for the selected batch or batches are printed.

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