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Create Partner Unsold Inventory Ledger Records

Create channel inventory ledger records from point of sales documents. Use these records to track the remaining quantity of unsold inventory available with the partner and also to calculate onhold quantities. In case of inaccuracies in the inventory tracking, create ledger records manually.

Required Editions

Available in: Enterprise, Professional, and Unlimited Editions with the Channel Revenue Management add on
User Permissions Needed
To create partner unsold inventory ledger records Channel Partner Inventory Admin User

To create these records, use the Upsert Partner Unsold Inventory Ledgers using Transaction Journals Data Processing Engine (DPE) definition. Filter records based on matching criteria such as product, account, or unit price.

To manually create a partner unsold inventory ledger record:

  1. On a partner unsold inventory record, navigate to the Related tab.
  2. From the Partner Unsold Inventory Ledgers section, select New.
  3. Select the Source Type as Sale Document.
  4. Select the Transaction Type as Credit. Choices are:
    Credit Based on the source type, select the transaction type. For example, if the source type is Sale Document, the transaction type is of type Credit.
    Debit Based on the source type, select the transaction type. For example, if the source type is Point of Sale Document, the transaction type is of type Debit.
  5. Select the parent record.
  6. Select the corresponding Partner Unsold Inventory record.
  7. Select the Status as Approved. The options are:
    On Hold Temporary status till the transaction is approved or rejected.
    Approved If the transaction is approved.
    Rejected If the transaction is rejected.
    Moved In case of a change in the unit price, a new partner unsold inventory record is created and the existing units are moved to the new one.
  8. For the Transaction Reference, select the corresponding Transaction Journal. Choices are:
    Transaction Journal Select the corresponding transaction journal for this record.
    Partner Unsold Inventory When the unit price changes, a price bucket is created. In that scenario, select this option.
  9. Select the Transaction Date.
  10. Click Save.
  • Create Adjustments Manually
    Manually adjust inventory levels to ensure accuracy and currency of information and calculate the remaining quantity of unsold inventory.