Perform an Audit of Serialized Material

User can audit quantity of serial numbered materials that were lost or damaged.

PREREQUISITES: Employees must have the Can Audit right given under Configure > Groups. See Add or Edit a Group for more information. Storerooms must be added under Configure > Material. See Add or Edit a Storeroom for more information. Material must be added under Configure > Material. See Add a Material for more information.

1. Tap Audit from the menu.

2. On the Material panel, select a Storeroom from the drop-down list. This changes the list of materials. Materials can only be selected from one storeroom at a time.

3. Select one material from the list. See Search Materials for more information on using the search tabs to find materials.

4. Enter the information in the Audit panel to audit the material, including the New Quantity and/or New Unit Cost if the value has changed.

NOTE: The Quantity can not be increased. Serialized material must be received and the serial number added to the material before an audit can be performed.

5. Tap Add to List.

For an explanation of the fields found on the Audit panel, see Audit Transaction Fields.

6. Choose from the following ways to add the serial number.

• Select the serial number from the Available list and tap Add record.
• Enter the number in the Serial Number field and tap the add icon.
• Enter the number in the Serial Number field and the drop-down list filters through matching available numbers. Tap on the number to add it the Assigned section.
• Tap Autofill All to randomly assign the needed serial numbers from the Available list.

7. Tap Done.

For an explanation of the fields found on the Audit panel, see Audit Transaction Fields.