Creating Product Inventory Ledgers
Product Inventory Ledgers (PIL) are records that track inventory activity for a particular product at a particular Inventory Location.
Follow these steps to create a Product Inventory Ledger record for a particular product at a particular inventory location:
- Open a new record from the Product Inventory Ledger service.
- The Inventory Locations service is located in the Product Setup and Maintenance and Inventory Management applications by default.
- The Inventory Locations service is located in the Product Setup and Maintenance and Inventory Management applications by default.
- Enter the product in the Products field.
- This field links to the Products service.
- If you opened the Product Inventory Ledgers form from the Products record's Inventory > Inventory Ledger tab, the system fills in the Product field automatically.
- Enter the inventory location in the Inventory Location field.
- If you opened the Product Inventory Ledgers form from the Inventory Locations record's Product Inventory Ledger tab, the system fills in the Inventory Location field automatically.
- If you opened the Product Inventory Ledgers form from the Inventory Locations record's Product Inventory Ledger tab, the system fills in the Inventory Location field automatically.
- Enter any additional information concerning this record in the Comments field.
- Save the record.
- The Product Inventory Ledger Entries tab is enabled.
- The Product Inventory Ledger Entries tab is enabled.
- Add Product Inventory Ledger Entries for this product as units are received into inventory. See Adding Product Inventory.
As you add, move, and ship inventory for this product, the fields on the Product Inventory Ledger Details tab update automatically. See About the Product Inventory Ledger Form for more information on the fields on this tab.
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