How to confirm inventory quantity is in balance for an item in Sage 100

Description 

How to confirm inventory quantity is in balance for an item

Balance inventory

Resolution 

• Compare three inventory reports:
  • Inventory Stock Status Report
  • Inventory Valuation Report
  • Inventory Detail Transaction Report

1. Open InventoryManagement, Reports, Inventory Stock Status Report
   • Uncheck, Print Zero Balances
   • Check, Warehouse Detail
   • Select, Item Code
   • Select, Warehouse
   • Click, Preview
   • Go to Last Pageof report
   • Note the Warehouse Quantity On Hand
2. Open InventoryManagement, Reports, Inventory Valuation Report
   • Uncheck, Print Zero Quantity Cost Tiers
   • Print Zero Balances, No
   • Select, ItemCode
   • Select, Warehouse
   • Click, Preview
   • Go to LastPage of report
   • Note the Item Warehouse Total for Quantity On Hand
3. Open InventoryManagement, Reports, Inventory Detail Transaction Report
   • Selection Criteria, ByDate
   • Starting Date, 01/01/1900
   • Ending Date, 12/31/9999
   • Check, Print Lot/Serial Information
   • Select, Item Code
   • Select, Warehouse
   • Click, Preview
   • Go to LastPage of report
   • Note the Quantity Detail Total
4. Compare the three total quantities
   • If the quantities are out of balance, run the balancing utility
   • In Sage 100 ERP Launcher, click, Fileand select Run
   • Run the IM Clear Utilities (see attached article 20946)
   • Type, *utl
   • Select, BalanceInventory Quantity and Cost
   • Click, OK
   • Answer Yes to ALL update questions
5. Recalculate Item History:
   • Open Inventory Management, Utilities, Recalculate Item History

Support

If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.