Inventory by Account Entry

1. Go to Expenses > Inventory > Inventory-By Account.

The Inventory-By Account browse screen appears.

2. Click Add.

The Inventory-By Account data entry screen appears.

3. Enter the following, as applicable: School No., Unit Number, Subsection No., and Route No.

 

1. Click Insert Before.

2. Enter the account number in the Account No. column.  

Note: If you do not remember the number, click Accounts, click the appropriate account number, and click OK.

4. If needed, enter the beginning inventory amount in the Beg. Inv. Amt. column.  

5. Enter the ending inventory amount in the End Inv. Amt. column.  

6. Enter the account number in the Account No. column on the next line.  

Note: If you do not remember the number, click , select the appropriate account number, and click OK.

4. To insert a line between two other lines, click once on the line above or below where you want to insert the line.

5. Click Insert Before or Insert After.

6. If you create a line in error, select the line and click Delete.

7. On an inventory by account entry with lines entered, UFS calculates a total amount for all inventory by account detail.

8. Repeat to add additional lines.

9. Click Save.

10. Add any additional inventory by account entries.

11. Maintain inventory by account entries.

 

1. Go to Expenses > Inventory > Inventory-By Account.

The Inventory-By Account browse screen appears.

2. Select the inventory by account entry and click Edit.

The Inventory-By Account edit screen appears.

3. Enter the required information.

4. Click Save.

 

1. Go to Expenses > Inventory > Inventory-By Account.

The Inventory-By Account browse screen appears.

2. Select an inventory by account entry and click Copy.

The Inventory-By Account copy/edit screen appears.

3. Modify the appropriate fields to create a new inventory by account entry.

4. Click Save.

5. If you require another inventory by account entry, click Copy, and add the next entry.

 

1. Go to Expenses > Inventory > Inventory-By Account.

The Inventory-By Account browse screen appears.

2. Select the inventory by account entry and click Remove.

A Remove Confirmation message appears.

3. Click the appropriate response.

 

1. Go to Expenses > Inventory > Reports-By Account.

The Reports-By Account browse screen appears.

2. Select a report from the Select a Report drop-down list and click Next>>>.

3. Select your Selection Criteria and Sort By method (where available), and click OK.

4. Wait for the print preview to display.

5. Click the Adobe Acrobat Reader navigation icons to display and/or print the selected information.