Viewing and Processing Inventory Snapshots

Closing Out Parts

The part closeout process moves part transaction data from active tables to history tables. This process increases efficiency and speed of the parts module.

Steps to Close Out Parts

  1. Click on the Manage Closeout Processes link in the Actions menu of the Accounting tab.

  2. Click on the Parts Closeout tab at the top of the screen.

  3. Enter the relevant information in the Parts Closeout panel at the top of the screen.

  4. Click the Process button.

  5. Confirm that you want to process a Snapshot in the Parts Closeout Message dialog box.

  6. Your new entry will appear in the Parts Closeout History list.

View Inventory Snapshot History

Inventory snapshots give you a current “snapshot” of your inventory at any given moment.

Steps to view the Inventory Snapshot History
  1. Click on the Manage Closeout Processes link in the Actions menu of the Accounting tab.
  2. Click the Inventory Snapshots link at the top of the screen.

Process Inventory Snapshots

Tip

To view the Process Inventory Snapshots screen, click the Process Inventory Snapshots link.

Steps to process inventory snapshots
  1. Click on the Manage Closeout Processes link in the Actions menu of the Accounting tab.
  2. Click the Inventory Snapshots tab at the top of the screen.
  3. Select the appropriate Snapshot Type in the panel at the top of the screen.
  4. Click the Process button.
  5. Confirm that you want to process a Snapshot in the Inventory Snapshot Process Message dialog box.

The processed snapshot will appear in the Snapshot History.

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