Zero Inventory in Formulator

Warning: This procedure will zero the quantity on hand for all inventory items.  Do not proceed if this is not your intention

1. Backup the Formulator Database (standard precaution)

    

2. Make sure all batches and fill tickets are posted if they have been completed.

    

3. Use menu option (260) Bulk Physical Inventory Manager for raw materials and bulk formulas:

   1. Click on the <New> button to create a new inventory.  Note:  if you have never created an inventory with this menu option, the <New> window below will automatically load.

   2. Enter the code and description for the count. 

   3. Be sure to check off “Include oversold lots” and “Enter all counts”

   4.  Click on  <Create New Inventory>

   5. 

    

4. The inventory will be displayed on screen.  Click both <Zero Uncounted> and <Zero Oversold> buttons. Confirm each with a <Yes> when prompted

   

    

5. Save

    

6. Click on <Post>.  A confirmation window will appear.  Click <Begin Posting>

    

   

    

7. When Posting is complete a report will display on screen.  Print or Export the report if desired.

    

8. Optional:  Run (270) Bulk Stock Level report to confirm all items are now zero.

    

9. Select menu option (261) Packaged Physical Inventory Manager

   1. Click on the <New> button to create a new inventory.  Note:  if you have never created an inventory with this menu option, the <New> window below will automatically load.

   2. Enter the code and description for the count. 

   3. Be sure to check off “Include Bills of Materials” and “Include Packaging Components”

   4.  Click on  <Create New Inventory>

   

    

10. Users will need to go line by line.  For each line enter 0 for the quantity.  You do this by typing in 0 on the right side of the window for each line.  Click on each line as you move along.

    

11. Save

     

12. Click on <Post>.  A confirmation window will appear.  Click <Begin Posting>

     

13. When Posting is complete a report will display on screen.  Print or Export the report if desired.

     

14. Optional:  Run (271) Packaged Stock Levels report to confirm all items are now zero.