How to: Remove and Reapply Item Entries

You can view and manually change certain item application entries that are created automatically during inventory transactions.

Note

Certain limitations and consequences apply to this kind of work. For more information, see Application Worksheet.

To remove an item application by using the Application Worksheet

1. In the Search box, enter Application Worksheet, and then choose the related link.

2. The Application Worksheet window opens displaying existing item ledger entries for all items.

3. Enter filters on the General FastTab to make it easier to find the item ledger entry for which you want to change the application.

4. Select the item ledger entry. On the Navigate tab, in the View group, choose Applied Entries. The View Applied Entries – Applied Entries window opens to show the item ledger entry or entries that are currently applied to the selected entry.

5. Select the item ledger entry for which you want to remove the application.

6. On the Actions tab, in the General group, choose Remove Application. This removes the item application entry that links the two item ledger entries and moves it to the View Applied Entries – Unapplied Entries window.

7. Close the View Applied Entries – Applied Entries window.

The Remaining Quantity field of the two item ledger entries are increased by the quantity that has been unapplied. The removed item ledger entry is now available for reapplication in the View Applied Entries – Unapplied Entries window.

Important

You should not leave application entries unapplied for longer periods of time because other users cannot process the affected items until you reapply the application entries or close the Application Worksheet window. The following error message is displayed if you try to perform actions that involve a manually unapplied application entry: You cannot perform this action because entries for item <item> are unapplied in the Application Worksheet by user <user>.

To reapply an item application by using the Application Worksheet

1. In the Search box, enter Application Worksheet, and then choose the related link.

2. The Application Worksheet window opens displaying existing item ledger entries for all items.

3. To reapply entries that were removed since the worksheet was opened, select the item ledger entry that you want to reapply. On the Actions tab, in the Functions group, choose Reapply.

   Note

   This reapplication to the original balance also occurs automatically when you close the Application Worksheet window.

4. To apply an available open item ledger entry to another entry, select the item ledger entry that you want to apply. On the Navigate tab, in the View group, choose Unapplied Entries. The View Applied Entries – Unapplied Entries window opens.

5. Select one or more item ledger entries that you want to apply to the entry selected in the Application Worksheet window, and then choose the OK button.

   An item application entry is created between the two item ledger entries. The Remaining Quantity fields of the two entries are reduced by the applied quantity.

   Note

   If you have chosen to make an application that would create an infinite loop in the cost adjustment process, then the application that you proposed is not made. This can occur when the original entries created negative stock. The application is not made. Therefore, you must select a different entry for the application.

6. If the Automatic Cost Adjustment field in the Inventory Setup is set to Always, then the cost adjustment batch job is automatically run after you make a reapplication. Otherwise, run the Adjust Cost - Item Entries batch job to make sure that all costs are up to date.

See Also

Other Resources

Application Worksheet
Item Application
Automatic Cost Adjustment
Item Application Entry
Item Application Entry History
Automatic Cost Adjustment
Adjust Cost - Item Entries