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3.12.1.  Unbalanced QOH by Class Code

Unbalanced Quantity on Hand (QOH) can occur in Item Sites that are either Multiple Location Control (MLC) or Lot/Serial Number controlled. If the summarized QOH value does not equal the detailed QOH value, then an Item Site of these types will be considered unbalanced. By design, QOH should not become unbalanced. However, if Inventory is not distributed properly—as in the case, for example, when a computer is turned off before a transaction is completed—then QOH can become unbalanced. This display enables you to view these discrepancies and take corrective action. To correct discrepancies, use the Balance Item Site utility available from the right-click menu. To display unbalanced Quantity on Hand by Class Code, select the "Unbalanced QOH by Class Code" option. The following screen will appear:

Unbalanced QOH by Class Code

Note

Balancing unbalanced Item Sites updates and corrects Inventory records by bringing summarized QOH into alignment with detailed QOH.

When displaying unbalanced Quantity on Hand by Class Code, you are presented with the following options:

All Class Codes

Select to display unbalanced Quantity on Hand for all Class Codes.

Selected

Specify Class Code whose unbalanced Quantity on Hand you want to display.

Pattern

Enter a Class Code pattern to select a range of Class Codes. Refine your search using Regular Expressions.

All Sites

Select to display unbalanced Quantity on Hand in all Sites.

Selected

Specify Site whose unbalanced Quantity on Hand you want to display.

Item Sites

Display lists unbalanced Quantity on Hand the specified Class Code(s).

To the far right of the screen, the following buttons are available:

CLOSE

Closes the screen, returning you to the application desktop.

Right-clicking on an Item in the Item Sites list enables you to select from the following menu options:

Balance Item Site

Select to balance the QOH for the specified Item Site.

View Item Site

Select to view the specified Item Site.

Edit Item Site

Select to edit the specified Item Site.

View Inventory Availability

Select to view Inventory Availability for the specified Item.

Issue Count Tag

Select to create a Count Tag for the specified Item Site.

Export Contents

Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.