Running Inventory Month End Processes

Use the Inventory Month End Process form to run the inventory month end process after the financial closing period at the end of each month. This process populates all ending balance records for that period for all balance levels.

  1. Open the Inventory Month End Process form.
  2. Specify this information:
    Date
    Specify the starting and ending dates to use for the process.
    Item
    Specify the starting and ending items to use for the process.
    Warehouse
    Select the starting and ending warehouses to use for the process.
    Location
    Select the starting and ending locations to use for the process.
  3. To run the inventory month end process, click Process.