Inventory Control lets you choose:
- When the program costs inventory (either when posting transactions or during day-end processing).
- When it creates subledger and audit information.
- When it creates General Ledger transaction batches, and whether it should also post them automatically.
- Whether to post transactions immediately after entering them or to save them after entry and post them later. (See About Transaction Processing in Inventory Control for the difference between immediate and batch posting.)
- You cannot change settings on the Processing tab of the I/C Options screen if other Inventory Control screens are open, or other users are working with the Inventory Control database.
- After making changes to program options (on Options screens) or optional fields (on Optional Fields screens), you and all other users must sign out and sign in again to apply the changes.
Before you start
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Make sure you understand the consequences of any changes you make.
For more information about the G/L Integration screen and its fields and options, see I/C G/L Integration Screen.
To understand how Day End Processing works, see About Day End Processing.
- Print the G/L Integration report to record the current G/L Integration settings before you start.
- If you are changing from updating costs during day end processing to updating costs during posting, you must first run Day End Processing to cost all outstanding posted transactions.
- If you are changing from using the I/C Create G/L Batch screen to creating general ledger transactions during day-end processing, you must first use the I/C Create G/L Batch screen to process any outstanding transactions, to avoid accidentally omitting transactions from your general ledger batches.
- Make sure that no other Inventory Control screens are open, and that no other users are working with the Inventory Control database.
To change day end processing options:
Important! Make sure that no one else is using the Inventory Control data and that no other Inventory Control screens are open for the company before you change options.
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Inventory Control > I/C Setup > Options.
- Click the Costing tab.
- Change day-end processing options, as required.
- Click Save when you are finished.
To change G/L batch creation and posting options:
Important! Make sure that no one else is using the Inventory Control data and that no other Inventory Control screens are open for the company before you change options.
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Inventory Control > I/C Setup > G/L Integration.
- Change batch creation options, as required.
- Click Save when you are finished.
After changing Day End Procesing and posting options
- After making changes to program options (on Options screens) or optional fields (on Optional Fields screens), you and all other users must sign out and sign in again to apply the changes.