---
schema_version: "1"
id: 89d288492f2e866e03e7465b318d93129a236b6f9ad19ed4f9c267d767e04a53
title: Create Partner Unsold Inventory Ledger Records
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/chrm_cpit_puil.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.chrm_cpit_puil.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 79a6eb8aff656d39108290bf25b086ea8db436eeba3cadaa013710bfbac5a1eb
description: 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.
products:
  - Partner Cloud
  - Cross Cloud
  - Manufacturing
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Professional</strong>, and <strong>Unlimited</strong> Editions with the Channel Revenue Management add on</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col>
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d16724e61">User Permissions
              Needed</th>
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        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d16724e61 ">To create partner unsold inventory ledger records</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d16724e61 ">Channel Partner Inventory Admin User</td>

          </tr>
        </tbody>
      </table>

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](https://help.salesforce.com/s/articleView?id=xcloud.chrm_cpit_create_adjustments_manually.htm&release=264.0.0&type=5)**  
    Manually adjust inventory levels to ensure accuracy and currency of information and calculate the remaining quantity of unsold inventory.