Difference between revisions of "Reconcile as New"

Revision as of 18:41, 8 May 2013

To create a new item record:

1. From the Reconciliation tab of the Field Report Editor window, select the row associated with the item record you would like to reconcile.
2. Click the .
3. When the Field Report Reconciliation window displays, select the Reconcile as New option. Click the OK button.
4. From the Assign <Item> to Location window, select one of the following options.
• Reported Location – allows you to assign the selected item record to any location that you created for this field report. This includes locations on the field report form and locations created via the New Locations Manager window.
• Other Location – allows you to assign the selected item record to an existing location.
5. Do one of the following.
• If you selected the Reported Location option, select the location from the Reported Location list.
• If you selected the Other Location option:
6. Click the button.

The Pick Location window displays.

7. Filter the item list to display the desired location. Click the row for the location that you would like to assign to the item record.
8. Click the Assign button.

The location name displays in the Assign <Item> to Location window.

9. From the Assign <Item> to Location window, click the OK button.
10. Click the Save button on the Field Report Editor window.

The Information window displays confirming the field report was saved.

11. Click the Close button.