Finalizing Data

Important: All finalization operations now apply to both Inventory events and Inventory Quality events.

After you make changes to your Inventory movement events, you can finalize the data in a period of time to lock it in. You can specify a finalization point, which means that up to this point in time, all Inventory movement records in the database are 'finalized' or locked-in. After finalization, the records up to this point cannot be updated or changed again by reprocessing.

Guidelines about finalization

• The finalization point in time can only move forwards; it cannot move backwards in time.

• You cannot select a date that is prior to the last finalization.

• The default finalization date is the time of the last movement event.

• If there are no unfinalized movement events, the default finalization point is the current date and time.

• The finalization action applies only to unfinalized records in the database and not to records that are finalized with a different finalization timestamp in the past.

  Note: 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.

Before finalizing

Ensure the following before performing the finalization operation:

• There should not be any events with errors.

• No debt or negative lots. However, when finalizing, debt lots can be ignored by setting the FinalizewithNegativeAndDebtLots parameter to True via the webservice or selecting the Finalize with negative and debt lots checkbox in Production Analyst

• For projects configured with Matching Movement to Plan (MM2P) a full reprocess is recommended. However, finalization with a partial reprocess can be performed by setting the FinalizeWithMovementMatchingCriteriaIgnored parameter to True in the webservice or accepting the warning message in Production Analyst.

• For all other data, a partial reprocess of Pending Changes is sufficient. The earliest change must occur after the last finalization point.

Related topics

• About Inventory

• Understand Inventory data reprocessing

• Overview of Inventory