This section provides overviews of the inventory business process components, lists the forms associated with each business process component, and discusses the tasks associated with each business process component.

Inventory management setup and maintenance forms

The following table lists the forms that support the shipping business process component. The table entries are organized by business process component task and then alphabetically by form name.

Note Note

Some forms in the following table require information or parameter settings to navigate to them.

Business process component task

Form name


Inventory close

Close inventory

Run inventory close and optionally run inventory recalculation during the close process.

Closing and adjustment

Make inventory on-hand adjustments and inventory transaction adjustments; reverse a completed inventory close; and run, pause, and resume inventory close.

Cost explorer

Trace the origin of cost prices through a tree structure view of issues and receipts.

Inventory model groups

Select or review the assigned inventory model before running inventory close.

Settlements for voucher

View inventory close settlements.

Settlements in the transaction

View the settled transaction and identify which issue was settled to which receipt.

Voucher transactions

View ledger vouchers created by inventory close.

Inventory adjustments

Adjust transactions

Adjust financially updated receipt transactions.

Adjustment of on-hand inventory

Adjust the cost value of the on-hand inventory quantities after an inventory close was performed.

Inventory recalculation

Closing and adjustment

Pause and resume inventory recalculation, and reverse a completed inventory recalculation.


Recalculate the inventory and match item issues with receipts to determine their cost price without closing the inventory.

Voucher transactions

Review the resulting ledger voucher that was posted because of inventory recalculation.

Inventory batch processing

Inventory parameters

Specify how many helpers exist to increase performance when running inventory close or inventory recalculation.