Finalize your records

Finalizing Inventory records cannot be undone. Check that you want to proceed with finalization before you submit the new finalization date to all unfinalized Inventory records.

To set a new finalization point in time for records

1. Navigate to the Event Editor panel.

   

2. Click Finalize.

3. Under Enter Finalization Details, specify the date and time to set as the finalization point. This means all unfinalized Inventory records in the database with timestamps up until this finalization point are locked in. You cannot set the finalization point in the future.

   

4. (Optional) Select the Finalize with negative and debt lots check box to include negative lots in the finalization. If the checkbox is selected finalization of the data can occur even if the data to be finalized contains debt or negative lots.

   

   Note: When you finalize debt and negative lots, they will remain in the finalized data set and cannot be removed.

5. Add a comment about the new finalization set point.

6. Click Submit. You are prompted with a confirmation message.

7. Click Yes.

Any processing messages that occur during the finalization process appear in the information panel at the top of the Finalization panel.

Related topics

• About Inventory

• Understand Inventory data reprocessing

• Overview of Inventory