Deletes all records in the Transaction Staging module that have been posted to Parts Inventory and marked as Processed. Clearing out old processed records prevents them from being posted to Parts Inventory multiple times.
Open the Warehouse Inventory > Transaction Staging module.
Select the Toolkit and select Delete Processed Records. The system produces a prompt asking you to confirm running the tool.
Select OK. The system deletes all records in the Transaction Staging grid that are marked as "Processed".
Post Adjustments | Current Filter
Runs the validation process on the filterset of records and commits valid Transactions to Parts Inventory. Only records that have not already been processed and are valid will be committed.
The following Entered Transaction types are supported. Not other types of transactions will work:
Add
Transaction Staging > Transaction Quantity must be greater than 0.
Transaction Staging > Part Barcode must equal a Parts > Barcode
Transaction Staging > Location Barcode must equal a Warehouses > Locations > Loc Barcode
If the related Part > Cost Type is Average, the cost will come from Parts > Average Cost. Otherwise, the cost will come from Transaction Staging > Unit Cost which must be greater than 0.
Remove
Transaction Staging > Transaction Quantity must be greater than 0.
Transaction Staging > Part Barcode must equal a Parts > Barcode
Transaction Staging > Location Barcode must be populated and equal a Warehouses > Locations > Loc Barcode
Transaction Staging > Quantity Entered must be less than the Part > On Hand Quantity.
Count
Transaction Staging > Transaction Quantity must be populated.
Transaction Staging > Part Barcode must equal a Parts > Barcode
Transaction Staging > Location Barcode must equal a Warehouses > Locations > Loc Barcode
If the related Part >Cost Type is Average, the cost will come from Parts > Average Cost. Otherwise, the cost will come from Transaction Staging > Unit Cost which must be greater than 0.
Transfer
Transaction Staging > Transaction Quantity must be greater than 0.
Transaction Staging > Part Barcode must equal a Parts > Barcode
Transaction Staging > Location Barcode and Location 2 Barcode must be populated and must equal two different Warehouses > Locations > Loc Barcodes
Receive PO
Transaction Staging > PO Number must be defined and match a Purchase Order record.
The Purchase Order must have a PO Detail record for the indicated Part record
Transaction Staging > Transaction Quantity cannot be greater than the PO Detail > Quantity Remaining.
Transaction Staging > Part Barcode must equal a Parts > Barcode.
Transaction Staging > Location Barcode must equal a Warehouses > Locations > Loc Barcode
Open the Warehouse Inventory > Transaction Staging module.
Use the Filtertool to create a filter to identify the records you want to validate and commit to Parts Inventory.
Click the Toolkit and select Post Adjustments | Current Filter. A message will appear asking you to confirm running the tool against records in the filterset.
Click OK. The system will run the Post Adjustments process:
Runs the Validation tools against the current records.
If all required information passes validation the Transaction is commited to the Parts Inventory and the Processed box is checked.
If the record fails validation Validation Failed box is checked and the reason will be displayed in the Process Error field.
Post Adjustments | Selected Record(s)
Runs the validation process for selected record(s) and commits valid Transactions to Parts Inventory. Only records that have not already been processed and are valid will be committed.
The following Entered Transaction types are supported. Not other types of transactions will work:
Add
Transaction Staging > Transaction Quantity must be greater than 0.
Transaction Staging > Part Barcode must equal a Parts > Barcode
Transaction Staging > Location Barcode must equal a Warehouses > Locations > Loc Barcode
If the related Part > Cost Type is Average, the cost will come from Parts > Average Cost. Otherwise, the cost will come from Transaction Staging > Unit Cost which must be greater than 0.
Remove
Transaction Staging > Transaction Quantity must be greater than 0.
Transaction Staging > Part Barcode must equal a Parts > Barcode
Transaction Staging > Location Barcode must be populated and equal a Warehouses > Locations > Loc Barcode
Transaction Staging > Quantity Entered must be less than the Part > On Hand Quantity.
Count
Transaction Staging > Transaction Quantity must be populated.
Transaction Staging > Part Barcode must equal a Parts > Barcode
Transaction Staging > Location Barcode must equal a Warehouses > Locations > Loc Barcode
If the related Part >Cost Type is Average, the cost will come from Parts > Average Cost. Otherwise, the cost will come from Transaction Staging > Unit Cost which must be greater than 0.
Transfer
Transaction Staging > Transaction Quantity must be greater than 0.
Transaction Staging > Part Barcode must equal a Parts > Barcode
Transaction Staging > Location Barcode and Location 2 Barcode must be populated and must equal two different Warehouses > Locations > Loc Barcodes
Receive PO
Transaction Staging > PO Number must be defined and match a Purchase Order record.
The Purchase Order must have a PO Detail record for the indicated Part record
Transaction Staging > Transaction Quantity cannot be greater than the PO Detail > Quantity Remaining.
Transaction Staging > Part Barcode must equal a Parts > Barcode.
Transaction Staging > Location Barcode must equal a Warehouses > Locations > Loc Barcode
Open the Warehouse Inventory > Transaction Staging module.
Select one or more Transaction records you want to validate and commit to Parts Inventory.
Click the Toolkit and select Post Adjustments | Selected Record(s). A message will appear asking you to confirm running the tool against selected record(s).
Click OK. The system will run the Post Adjustments process:
Runs the Validation tools against the current records.
If all required information passes validation the Transaction is commited to the Parts Inventory and the Processed box is checked.
If the record fails validation Validation Failed box is checked and the reason will be displayed in the Process Error field.
Validate Imported Data | Current Filter
Determines if each record in the filterset is configured properly to post to the Parts Inventory.
Note: Running the Validation Toolkit is not required. However, it provides an extra layer of validation for the user before committing the Transactions to Parts Inventory using a Post Adjustments toolkit. More information about importing Parts
The following Entered Transaction types are supported. Not other types of transactions will work:
Add
Transaction Staging > Transaction Quantity must be greater than 0.
Transaction Staging > Part Barcode must equal a Parts > Barcode
Transaction Staging > Location Barcode must equal a Warehouses > Locations > Loc Barcode
If the related Part > Cost Type is Average, the cost will come from Parts > Average Cost. Otherwise, the cost will come from Transaction Staging > Unit Cost which must be greater than 0.
Remove
Transaction Staging > Transaction Quantity must be greater than 0.
Transaction Staging > Part Barcode must equal a Parts > Barcode
Transaction Staging > Location Barcode must be populated and equal a Warehouses > Locations > Loc Barcode
Transaction Staging > Quantity Entered must be less than the Part > On Hand Quantity.
Count
Transaction Staging > Transaction Quantity must be populated.
Transaction Staging > Part Barcode must equal a Parts > Barcode
Transaction Staging > Location Barcode must equal a Warehouses > Locations > Loc Barcode
If the related Part >Cost Type is Average, the cost will come from Parts > Average Cost. Otherwise, the cost will come from Transaction Staging > Unit Cost which must be greater than 0.
Transfer
Transaction Staging > Transaction Quantity must be greater than 0.
Transaction Staging > Part Barcode must equal a Parts > Barcode
Transaction Staging > Location Barcode and Location 2 Barcode must be populated and must equal two different Warehouses > Locations > Loc Barcodes
Receive PO
Transaction Staging > PO Number must be defined and match a Purchase Order record.
The Purchase Order must have a PO Detail record for the indicated Part record
Transaction Staging > Transaction Quantity cannot be greater than the PO Detail > Quantity Remaining.
Transaction Staging > Part Barcode must equal a Parts > Barcode.
Transaction Staging > Location Barcode must equal a Warehouses > Locations > Loc Barcode
Open the Warehouse Inventory > Transaction Staging module.
Use the Filter tool to create a filter of records that need to be validated.
Click the Toolkit and select Validate Imported Data | Current Filter. A pop-up will appear asking you to confirm the action against the number of records you selected.
Click OK. The validation process performs the following actions on the records in the filterset:
Checks the Transaction data to make sure it is correctly formatted and will not cause problems when added to the existing Parts data.
If the record fails validation the Validation Failed box is checked and the reason will be displayed in the Process Error field.
If all required information passes validation the Processed box is checked but the data is not yet committed to Parts Inventory. You must next run the Post Adjustments tool.
Note: Running the Validation Toolkit is not required. However, it provides an extra layer of validation for the user before committing the Transactions to Parts Inventory.
Validate Imported Data | Selected Record(s)
Determines if the selected record(s) are configured properly to post to the Parts Inventory.
Note: Running the Validation Toolkit is not required. However, it provides an extra layer of validation for the user before committing the Transactions to Parts Inventory.using a Post Adjustments toolkit. More information about importing Parts
The following Entered Transaction types are supported. Not other types of transactions will work:
Add
Transaction Staging > Transaction Quantity must be greater than 0.
Transaction Staging > Part Barcode must equal a Parts > Barcode
Transaction Staging > Location Barcode must equal a Warehouses > Locations > Loc Barcode
If the related Part > Cost Type is Average, the cost will come from Parts > Average Cost. Otherwise, the cost will come from Transaction Staging > Unit Cost which must be greater than 0.
Remove
Transaction Staging > Transaction Quantity must be greater than 0.
Transaction Staging > Part Barcode must equal a Parts > Barcode
Transaction Staging > Location Barcode must be populated and equal a Warehouses > Locations > Loc Barcode
Transaction Staging > Quantity Entered must be less than the Part > On Hand Quantity.
Count
Transaction Staging > Transaction Quantity must be populated.
Transaction Staging > Part Barcode must equal a Parts > Barcode
Transaction Staging > Location Barcode must equal a Warehouses > Locations > Loc Barcode
If the related Part >Cost Type is Average, the cost will come from Parts > Average Cost. Otherwise, the cost will come from Transaction Staging > Unit Cost which must be greater than 0.
Transfer
Transaction Staging > Transaction Quantity must be greater than 0.
Transaction Staging > Part Barcode must equal a Parts > Barcode
Transaction Staging > Location Barcode and Location 2 Barcode must be populated and must equal two different Warehouses > Locations > Loc Barcodes
Receive PO
Transaction Staging > PO Number must be defined and match a Purchase Order record.
The Purchase Order must have a PO Detail record for the indicated Part record
Transaction Staging > Transaction Quantity cannot be greater than the PO Detail > Quantity Remaining.
Transaction Staging > Part Barcode must equal a Parts > Barcode.
Transaction Staging > Location Barcode must equal a Warehouses > Locations > Loc Barcode
Open the Warehouse Inventory > Transaction Staging module.
Select the Staged Transactions that you want to validate.
Click the Toolkit and select Validate Imported Data | Selected Record(s). A pop-up will appear asking if you to confirm the action against the number of records you selected.
Click OK. The validation process performs the following actions on the selected records:
Checks the Transaction data to make sure it is correctly formatted and will not cause problems when added to the existing Parts data.
If the record fails validation the Validation Failed box is checked and the reason will be displayed in the Process Error field.
If all required information passes validation the Processed box is checked but the data is not yet committed to Parts Inventory. You must next run the Post Adjustments tool.
Note: Running the Validation Toolkit is not required. However, it provides an extra layer of validation for the user before committing the Transactions to Parts Inventory.
How to delete processed records
and select Delete Processed Records. The system produces a prompt asking you to confirm running the tool. 
tool to