Finalize a Warehouse Audit

Finalizing an audit is the process by which the district changes the audit status from Verified to Finalized. In doing so, the district is indicating they have determined the warehouse audit to be concluded and all desired audit tasks completed.  A district level digital signature is required to Finalize any audit.  The digital signature is displayed on the Warehouse Audit Report.

Audits cannot be deleted. In order to remove an audit, you’d only finalize to close it without making adjustments to inventory counts.

This process will not automatically create adjustments.

Finalize a Verified Warehouse 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  Finalize, located on the same row.

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

7.     Click on Sign and Finalize.  A processing window appears while the audit is finalized.

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