A stock movement that could not post is fixed and posted
Who is involved
| Role | What they do |
|---|---|
| Warehouse user | Moves stock. |
| Accountant | Fixes the cause and posts the waiting entry. |
Step by step
- Warehouse user
Receives goods for a purchase order dated in a locked period.
What they see:The stock movement is recorded in Inventory.
- Accountant
Reads the alert and opens Waiting to post in the Stock journal.
What they see:The parked entry with the reason, such as a locked period or a missing account.
- Accountant
Fixes the cause: moves the lock date, adds the account or corrects the posting rule.
What they see:The reason no longer applies.
- Accountant
Presses Post now.
What they see:One balanced entry posts, and it cannot double-book.
Who is told what
Accountants get an in-app alert when an entry is waiting.
Related
- Accounting & E-Invoicing
- Inventory, Purchasing & Warehousing
- A supplier's e-invoice becomes a bill that is approved
- A vendor bill is approved before it is paid
- An auditor exports e-invoices and an accountant retries a failure
- Assets become fixed assets with book values
- Authors cannot approve their own accounting entries
- Team workflows