A stock entry that could not post is fixed by accounting
Who is involved
| Role | What they do |
|---|---|
| Warehouse user | Posts the movement that triggered the entry. |
| Accountant | Fixes the cause and posts the waiting entry. |
Step by step
- Warehouse user
Posts a receipt, shipment or count while the current accounting period is locked, or while the stock account is missing from the chart.
What they see:The movement posts normally and the stock is on the shelf.
- Accountant
Receives an in-app notice that a stock entry is waiting to post, with the reason.
What they see:A notice such as the period is locked.
- Accountant
Reopens the period or adds the missing account, then opens Waiting to post in the stock journal and presses Post now.
What they see:The entry is booked and leaves the waiting list.
- Accountant
Opens the inventory against ledger card.
What they see:No waiting entries and the difference at zero.
Who is told what
Everyone who holds the permission to post stock entries gets one in-app notice per waiting entry.
Related
- Inventory, Purchasing & Warehousing
- Accounting & E-Invoicing
- Notification Centre
- A storekeeper issues materials and the site manager sees the job's cost
- Freight and duty are added to the cost after the goods arrive
- Goods are received by the warehouse and billed by accounts payable
- Stock follows the order
- Stock movements, purchase orders and bills line up
- Team workflows