How to take goods from inventory for your company's use on Sage 300 Inventory Control


  1. Open Inventory Control > I/C Transactions > Internal Usage.
  2. If *** NEW *** appears in the Internal usage Number field, press the Tab key to start a new transaction.  If ***NEW***is not displayed, click the New button.  The program automatically assigns a document number when you save or post the transaction.
    • Note: You can also enter a new transaction number yourself, and press Tab.
  3. In the top part of the screen, enter header information for the transaction, as follows:
    1. Specify the date, fiscal year, and fiscal period to which to post the transaction in the
      general ledger.
    2. Enter an optional description and reference for the internal use transaction.
    3. Enter or select the person in your company who ordered the goods. If you use the US or
      Canadian Payroll module, you can choose employees from the Finder.
    4. Click the Zoom button to add optional fields for this transaction (appears only if you use optional fields).
  4. In the table, using a separate line for each detail of the transaction:
    1. Specify the item number, category, location, quantity, and unit of measure.  If you are working with serialized and/or lotted items, you are prompted to assign serial
      and/or lot numbers after specifying a quantity. (For more information, see “Assigning
      Serial/Lot Numbers for Internal Usage Transactions” (page 221).)
    2. Enter an optional comment.
    3. Enter optional fields, if you use them.
      • Note: If you are entering an asset and use Sage Fixed Assets, see “Identifying an Inventory Item as a Fixed Asset for Sage Fixed Assets” (page 194) for instructions on entering fixed asset information.
  5. When you are ready, click Save or Post.
    • If you choose Save, Inventory Control saves the transaction so you can edit and post it
    • If you choose Post, Inventory Control posts the transaction immediately.
      • Important! If you use the option to allow you to delete transactions after posting,
        Inventory Control asks if you want to delete the transaction. Click No, unless your company always deletes posted transactions. If you delete the posted transaction, you will not be able to drill down to the transaction details from General Ledger.
  6. Make a note of the transaction number, and then click OK at the confirmation message.


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