Create Warehouse Audit Adjustments and Finalize Overview

Create Audit Adjustments and Finalize allows a district user to finalize an audit or create adjustments from the overages and shortages within a Warehouse audit and 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.

Optional - Create Audit Adjustments and Finalize

This automatically creates warehouse adjustments relevant to overages and shortages reported on the respective audit in 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 it was derived, 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 they have determined the audit to be concluded and all desired audit tasks are completed.

This process will not automatically create campus adjustments.

Create  Warehouse Audit Adjustments and Finalize Page

Only audits in the status of Verified are eligible to be accessible on this page.

·        Create Adjustments and Finalize ALL Audits in Search Results Below   (located above the blue header bar) - allows all audits displayed in the grid to automatically create adjustments and marks the audits in the status of Finalized

·        Only Finalize ALL Audits in Search Results Below  (located above the blue header bar) -  allows all audits displayed in the grid to be marked in the status of Finalized (This process will not automatically create adjustments)

·        Audit Grid:

·        Create Adjustments and Finalize  (located on the same row) - allows the respective audit to automatically create adjustments and marks the audit in the status of Finalized

·        Finalize  (located on same row) - allows the respective audit to be marked in the status of Finalized (This process will not automatically create adjustments)

·        Audit Name - displays the name of the district created audit

·        Date Created -  displays the date the district created the audit

·        Due Date - displays the date the district requests you complete and submit the audit by

·        Status - displays the status of the audit (only Verified audits are accessible on this page)