Create Warehouse Audit Adjustments and Finalize

Create Warehouse Audit Adjustments and Finalize allows a district user to finalize a warehouse audit without taking action on the audit, or create adjustments from the overages and shortages within an audit and then finalize it.  For Verified audits, this automatically creates adjustments relevant to overages and shortages reported on the respective warehouse audit.

Overages - Found Adjustments will be created for all ISBNs with Overages (counts greater than recorded in TIPWeb-IM).

Shortages - Shrinkage Adjustments will be created for all ISBNs with Shortages (counts less than recorded in TIPWeb-IM).

Once created, the adjustment(s) will be located in the Adjustment page under the Inventory tab.  The adjustment name will include the name of the audit from which it was derived.  The name will include the type of adjustment followed by ‘District system generated’,

A district level digital signature is required to Finalize an audit. The digital signature is displayed on the Warehouse Audit Report. This process changes the audit’s status to Finalized.  

Create Audit Adjustments and Finalize Verified Audit

1.     Click on  Inventory, located on the Navigation Bar.

2.     Under the Audits subcategory, click on Create Audit Adjustments and Finalize.  This opens the Create Adjustments and Finalize page.

3.     Select the Warehouse Tab.

4.     Search for the desired audit.

5.     Click on  Create Audit Adjustments and Finalize, located on the same row.

6.     The Finalize Audit: Digital Signature window opens. Confirm the finalization of the audit by entering a digital signature.  This includes entering a person's Full Name and Initials.

7.     Click on Sign and Finalize.  A processing window appears while the adjustment(s) are created.

8.     The message "Adjustments created and audit finalized.  The page will now refresh." appears.

9.     Click OK.

10.  Click on  Previous Page to return to the Inventory page.

NOTE:

To process multiple warehouse audits at the same time, use Create Adjustments and Finalize ALL Audits in Search Results Below  (located above the blue header bar).  This feature processes all audits displayed in the grid and automatically creates adjustments and sets the audits to a status of Finalized.  To process a specific group of warehouse audits, the grid can be filtered by Audit name, Date Created, or Due Date.