Inventory count tolerances

You establish plus and minus count tolerances, expressed as percentages, for each item in a storeroom. The tolerances are used to determine the accuracy of the physical count compared to the system-calculated current balance.

For example, a plus tolerance of five percent means that a physical count of 105 is considered a match with a system-calculated current balance of 100. The difference of the physical count from the system-calculated current balance is five percent or less. A physical count of 106 is not a match. You can reconcile physical counts from the Count Books application for counts that are a match, within tolerances, of the current balance values. Physical counts that are not a match must be manually reconciled in the Inventory application.

You set default tolerances on the Count Books Options window in the Organizations application. The tolerance values that are established in the Organizations application are used as the default tolerance values for all items. However, you can change the default tolerance values for individual items in the Inventory application.

To set default tolerances, complete the following steps. The tolerance values that are established in the Organizations application are used as the default tolerance values for all items. However, you can change the default tolerance values for individual items in the Inventory application.
  1. Open the Organizations application.
  2. Open an existing organization or create a new organization.
  3. In an organization record, go to the More Actions menu.
  4. Click Inventory Options and Count Books Options.
  5. In the Count Books Options dialog, enter the values that you want.
  6. Click OK.