Topic overview
All processes in the ERP system that lead to changes in the quantity and/or value of inventory-managed items are documented in the form of inventory postings. In some situations, incorrect inventory postings may be generated. You can use the Cockpit: Inventory posting errors application to query these incorrect inventory postings using various criteria. You can also switch to the corresponding application for processing the incorrect inventory postings
Instructions for using the Cockpit: Inventory posting errors application, e.g. how to carry out a query, can be found in the Procedures: Cockpit: Inventory posting errors article.
Definitions of terms
Posting key
The posting key describes the posting process. Among other things, the posting key contains information about the type of action to be carried out, such as receipt, transfer, issue, revaluation, or correction. The posting key also shows whether the posting is a primary or secondary operation.
Warehouses
A warehouse is a logically or physically defined area in which items are stored. If the warehouse control is activated in the Customizing application, the warehouse can be further subdivided into warehouse zones and warehouses. The exact structure of the warehouse is defined by the warehouse organization.
Inventory postings
Inventory posting is carried out in order to document all quantity and value transactions within inventory management. In the process of inventory posting, inventory is updated and evaluated depending on the posting key used.
Posting key
The posting key describes the posting process. Among other things, the posting key contains information about the type of action to be carried out, such as receipt, transfer, issue, revaluation, or correction. The posting key also shows whether the posting is a primary or secondary operation.
Posting error log
The posting error log records incorrect inventory postings. Incorrect inventory postings can occur during automatic posting generation. An incorrect posting remains in the posting error log until it has been corrected and manually posted. Before period-end closing, the posting error log must be empty.
Application description
The Cockpit: Inventory posting errors application consists of a query pane and a work pane. The query pane contains search fields that you can use to narrow down the incorrect inventory postings that are displayed in the work pane using selected criteria.
Actions are available for processing an incorrect inventory posting.
Query pane
In the query pane of the application, you will find fields that you can use as search criteria. Comarch ERP Enterprise uses the search characteristics to determine the corresponding incorrect inventory postings and displays them in the table in the work pane.
The query pane is the same for all views. You can customize which query fields are available and how they are arranged. You can define yourself which query fields are displayed. If additional fields are added, you will find their description in the direct help.
Item – if required, enter the inventory-managed item whose incorrect inventory postings you want to query as a search criterion. Incorrect inventory postings that have been entered or created for the specified item are displayed in the work pane. If you do not enter an item, the search will not be restricted to items.
Warehouse – if required, enter the warehouse for which you want to query the incorrect inventory postings as a search criterion. Inventory postings that were entered or created for the specified warehouse are displayed in the work pane. If you do not enter a warehouse, the search is not restricted to the warehouses.
Origin – if required, enter an origin (e.g., import) in this field as a search criterion for the incorrect inventory postings that you want to view in the work pane. You can select one, several, or all entries.
Posting key – if required, enter the posting key for which you want to query the incorrect inventory postings as a search criterion. Inventory postings that were entered or created with the specified posting key are displayed in the work pane. If you do not enter a posting key, the search is not restricted to the posting keys.
Inventory owner – if required, enter a partner as a search criterion for which you want to query the incorrect inventory postings for which the specified partner is used as the inventory owner. The incorrect inventory postings that were entered or created for the specified selection are displayed in the work pane. If you do not specify an inventory owner, the search is not restricted to the inventory owner.
The inventory owner is determined on the basis of the destination or source inventory owner and set during the inventory posting. The determination itself depends on the posting process and is carried out according to the following pattern:
- Receipt posting: the inventory owner corresponds to the destination inventory owner.
- Issues posting: the inventory owner corresponds to the source inventory owner.
- Correction posting: the inventory owner corresponds to both the destination and the source inventory owner.
- Receipt posting from a transfer or revaluation: the inventory owner corresponds to the destination inventory owner.
- Issue posting from a transfer or revaluation: the inventory owner corresponds to both the destination and the source inventory owner.
Work pane
A table is available in the work pane in which the queried incorrect inventory postings are displayed according to the defined search characteristics. You can define yourself which information is to be displayed here.
To display incorrect inventory postings in different ways, you can create your own views. If additional columns are added, you will find their description in the direct help for the respective field. The Standard view is described below.
Standard view
The preset table columns of this view are described below.
The following columns are displayed in the first line:
Origin – this field shows the origin of the incorrect inventory posting (e.g., import).
Warehouse – this field shows the warehouse. If a warehouse zone or storage location was also used for the inventory posting, these are also displayed. In the High rack storage area warehouse organization, the warehouse can also be displayed. In the course of a transfer posting, the warehouse (if applicable also warehouse zone/storage location/slot) is always the destination warehouse of the incorrect inventory posting. When using quantities with a negative sign, only the meaning of the warehouse changes from destination to source warehouse.
Item – this field shows the posted inventory item. In the course of a revaluation, the item is always the target item of the inventory posting. When using quantities with a negative sign, only the meaning of the item changes from target item to source item.
Order line item – if the incorrect inventory posting is related to an order (such as an inventory order), the item number is displayed in this field. The order line item is clearly identified via the display. The query is made via the formattedPostingOrderNumber attribute. This attribute contains a formatted representation of the order line item that generated the inventory posting. For a receipt of goods from purchasing at a warehouse divided into storage locations, the voucher is typically a line item of the receipt of goods and the order is a line item of the inventory order generated during posting. If the order has been deleted from the database, the incorrect inventory postings are still displayed as the formatted attribute is retained.
Posting key – this field shows the posting key used in the incorrect inventory posting. In the case of incorrect inventory postings from the posting process Transfer posting or Revaluation, where only the offsetting posting is still available due to a reorganization, the posting key is not displayed, as this can no longer be clearly determined using the offsetting posting.
Creation time point – this field shows the entry time of the incorrect inventory posting.
Quantity – this field shows the posted quantity. If the quantity is negative, it is displayed in red.
The following columns are displayed in the second line:
Inventory owner – this field shows the partner for whom the inventory posting was entered or created.
Identifier – this field shows the identifier of the inventory item to be posted. If the item to be posted is not managed in identifiers, the field remains empty.
In the course of a revaluation, the identifier is always the target identifier of the inventory posting. When using quantities with a negative sign, only the meaning of the identifier changes from target to source specification.
Voucher line item – if the inventory posting has a reference to a voucher (such as a picking order), the line item number is displayed in this field. The voucher line item is clearly identified via the display.
The query is made via the formattedPostingOrderNumber attribute. This attribute contains a formatted representation of the voucher line item that led to the creation of the inventory posting. For a picking at a warehouse divided into storage locations, the voucher is typically a line item of the picking order and the order is a line item of the inventory order.
If the voucher is deleted from the database (e.g. when canceling a picking order), the incorrect inventory postings are still displayed, as the formatted attribute is retained.
Demand number – this field shows any voucherless demand specified during import.
Posting text – this field shows any reference of the inventory posting to another business object or business event. The posting text depends on the posting context. If, for example, the inventory posting has arisen from the reporting of a physical inventory, the posting text shows the identification of the physical inventory. If the posting texts on the posting and offsetting posting are different, the longer text is displayed. However, the posting text can also be empty or filled in during the import itself.
Valuation price – this field shows the valuation price of the incorrect inventory posting.
Price dimension – this field shows the price dimension of the valuation price of the incorrect inventory posting.
Application-related actions
The following application-related actions are available in the Cockpit: Inventory posting errors application:
[Edit inventory posting errors automatically] action
You can use this action to automatically regenerate the selected inventory posting errors from the posting error log whose data is now correct. The system automatically generates new inventory postings for those entries in the posting error log that are no longer incorrect, e.g. due to changes to master data or inventory. These entries are deleted from the posting error log, but the data is not corrected. If the system cannot process an inventory posting because the data is still incorrect, the entry remains in the posting error log.
[Open posting error log] action
Use this action to open the Inventory postings application, Posting error log view, for the selected inventory posting. You will find the button in the title line of the table ( ).
Customizing
No settings need to be defined for the Cockpit: Inventory posting errors application in the Customizing application.
Business entities
The following business entities are relevant for the Cockpit: Inventory posting errors application, which you use, for example, to:
- assign authorizations or
- set up activity definitions
Inventory posting error: com.cisag.app.inventory.obj.InventoryTransactionError
Storage locations: com.cisag.app.inventory.obj.StorageArea
Both business entities belong to the following business entity group: com.cisag.app.inventory.OrderData
Authorizations
Authorizations can be assigned both with the help of authorization roles and by assigning an organization. The authorization concept can be found in the technical article Authorizations.
Special capabilities
There are no special capabilities for the Cockpit: Inventory posting errors application.
Organization assignments
Organizational structures are used to control which data is visible, usable or editable. To do this, the Content-related authorizations function must be activated in the Customizing application.
For the Cockpit: Inventory posting error application to be displayed to a person, they must be assigned to an organization that is integrated into the following organizational structure:
- Inventory management
You can find a comprehensive overview of content-related authorizations in the Content-related authorizations article.
Special features
There are no special features for the Cockpit: Inventory posting errors application.
Authorizations for business partners
The Cockpit: Inventory posting errors application is not released for business partners.