1. Click Inventory management> Items.

2. Select the item for which the inventory dimension is to be changed.

3. Click Functionsand select Edit dimensions.

4. Click Dimensions displayto select the inventory dimensions to display on the Overviewtab.

5. On the Setuptab, select the criteria for the receipts and issues to show on the Overviewtab. If blank, all receipts and issues for the item are shown.

6. Select Open on-handto show only receipts and/or issues that are not cost-settled and linked to issues and/or receipts, respectively.

7. Select the relevant fields to show on the Overviewtab under the group Show.

8. On the Overviewtab select the receipt or issue in question.

   All issues and receipts for the item, with the same inventory dimensions, are summarized in the On-handsection of the Edit dimensionsform.

Copy the correct inventory dimensions from one transaction to the other

1. On the Overviewtab of the Edit dimensionsform, select the receipt transaction whose inventory dimensions are being copied. The receipt transaction is unavailable when you move to the issue transaction.

2. Select the issue transaction to which the inventory dimensions are being copied.

3. Click Copyfor the issues section to copy from the receipt transaction to the issue transaction. The marking is complete.

Caution
There are two Copybuttons. Always click Copyfor the section where inventory dimensions are being copied to. Clicking the wrong Copybutton changes inventory dimensions and cannot be undone.

Manually inserting batch or serial numbers

1. On the Overviewtab of the Edit dimensionsform, select the receipt transaction for the inventory dimensions that are being copied. The receipt transaction becomes unavailable when you move to the issue transaction.

2. Fill out appropriate fields for batch/serial number creation, making sure to select Manualunder Allocationon the Generaltab.

   Now, when items are received or issued, batch/serial numbers do not have to be filled out, and they are not automatically assigned. They can be filled out in the Edit dimensionsform using the Batch number, or Serial numberbutton on a received transaction.

Note
At this point, transactions can be recalculated. Click Recalculationto adjust and update cost values on the issue immediately. All open transactions for the item are recalculated. We recommend that you use the Recalculationfunction only periodically, as transaction volume requires.

Transactions with settled quantities are locked, and thus cannot be edited or marked. Split settled transactions into one transaction for the settled quantity, and another for the unsettled quantity. Now inventory dimensions can be edited for the unsettled quantity transaction.

Note

There are no checks on items entered on the Edit dimensionsform. Consequently, there is potential for problems to arise if they are not handled properly. For example, multiple items with the same serial number can be sold. As a result, we recommend that access to this feature be limited to inventory managers and the like. - When running the recalculation directly from the Edit dimensionsform, all open transactions on the item are recalculated. Performance decreases when there are large numbers of open transactions. As a result, we recommend that you periodically close the inventory.- On-hand inventory is not checked in this form. This means that items can be moved causing negative inventory situations.