Toolkit

After data has been added to the Review and Post module, you'll need to run the following three toolkit functions:

1. Click the Toolkit icon at the top of the module toolbar. The following window will appear:

   

2. First, you'll need to execute the "Validate Imported Data" function. This checks the records in the Review and Post module against the following:
   • It checks the Parts Barcode against the Barcode field on the Parts Inventory record, Order Info tab. A matching barcode must be found in Parts Inventory in order for this record to be validated.
   • It checks the Location Barcode against the Warehouse Location Barcode. A matching barcode must be found in the Warehouses module in order for this record to be validated.
   • For details on the specific fields validated in this process, consult the Validating Imported Records topic.

     If the Validate Imported Data function is successful it will allow the records to be posted to Parts Inventory in the next step. If these validation checks are unsuccessful, the Validation Failed checkbox will be marked instead. For records that have failed, go back and check the details. Make sure that matching barcodes are found in the Parts Inventory and Warehouse Location records and then run the Validation again.

3. Next, execute the "Post Adjustments from Filtered Set" function. All records where the validation check was successful will be added to the Parts Inventory. After records have been added to Parts Inventory, the Processed checkbox will be marked.
4. Finally, execute the "Delete Processed Records" function. All records that have been posted to Parts Inventory and marked as Processed will be removed from the Review and Post dataset. You'll want to run this function in order to clear your dataset. This prevents records from being posted to Parts Inventory multiple times.