Difference between revisions of "Reconcile started from Data Entry Menu"

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(Created page with "500px|center <div align="center"> '' Reconciliation Tab'' </div> When you click the Image:ReconItemRecIcon.png button, you will be given three dif...")
 
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'' Reconciliation Options''
 
'' Reconciliation Options''
 
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*''Reconcile as New'' – allows you to assign the selected item record to any location that you created for this Data Entry Form.   
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*''Reconcile as New'' – allows you to assign the item record to a Location.   
*''Reconcile as Existing Item'' – allows you to assign the selected item record to an existing item.  
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*''Reconcile as Existing Item'' – allows you to update an existing item with the information in this Data Entry Form.
*''Link to Existing Item'' - allows you to link the selected item record to an existing object of any type.  
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** There are two different methods, Replace and Combine.  
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*''Link to Existing Item'' - allows you to link the item to an existing object of any type.  
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{{Note | Item are '''not''' normally ''Linked'' to Locations. Items are assigned to Locations.}}
 
{{NavBox HowTo Reconcile and Approve}}
 
{{NavBox HowTo Reconcile and Approve}}
  
 
[[Category:COO]]
 
[[Category:COO]]

Revision as of 22:58, 1 March 2015

Recon tab.png

Reconciliation Tab

When you click the ReconItemRecIcon.png button, you will be given three different options.

Recon options.png

Reconciliation Options

  • Reconcile as New – allows you to assign the item record to a Location.
  • Reconcile as Existing Item – allows you to update an existing item with the information in this Data Entry Form.
    • There are two different methods, Replace and Combine.
  • Link to Existing Item - allows you to link the item to an existing object of any type.
Note.jpg Item are not normally Linked to Locations. Items are assigned to Locations.