Lab - Use a counting journal

Completed

Read this first - before you start the lab!

Important

For this lab, you CANNOT sign in with your own credentials.

If you are signed in to Finance and Operations in the lab environment, you don’t need to sign in again, and can begin your work on this lab.

If you are not signed in to the lab environment yet, then go to the first lab unit in this module for instructions. Then, after you successfully sign in, use the Next button in the Instructions tab of the lab side bar to return to this lab scenario, and begin your work.

Scenario

As a warehouse worker in the USMF company, you need to perform the process of creating and posting an inventory counting journal to count a specific item at a location in the warehouse.

  1. Go to Inventory management > Journal entries > Item counting > Counting.
  2. Select New.
  3. In the Name field, select the drop-down button to open the lookup.
  4. In the list, select the Inventory counting journal icon. Other fields will be populated based on the setup of the inventory counting journal name that you select.
  5. In the Worker field, select the drop-down button to open the lookup.
  6. In the list, select the worker you want to use.
  7. Select the Select option.
  8. Select OK.
  9. Select New in the Journal lines FastTab.
  10. In the Item number field, select the drop-down button to open the lookup.
  11. In the list, find and select A0001.
  12. In the Site field, select the drop-down button to open the lookup.
  13. In the list, find and select site 2.
  14. In the Warehouse field, select the drop-down button to open the lookup.
  15. In the list, find and select warehouse 24.
  16. In the Location field, select the drop-down button to open the lookup.
  17. In the list, find and select location BULK-001.
  18. In the Counted field, enter a number.
  19. If you enter a counted number that’s different from the number shown in the On-hand field, the Quantity field is updated to show the discrepancy.
  20. Select Save.
  21. Select Post. When you post an inventory counting journal, if the counted amount differs from the amount that’s reported in the On-hand field, an inventory receipt or issue is posted, the inventory level and value are changed, and ledger transactions are generated.
  22. Select OK.
  23. Close all pages.

Close the lab environment

  1. Select Done in the Instructions pane in the lab side bar.
  2. In the Lab is complete window, select Continue, and then select Leave to return to the next unit in the module.