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Set Up and Maintain Retail Execution
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            Inventory Reconciliation Batch

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            Inventory Reconciliation Batch

            For each product-anchor (tour, vehicle, or user) combination, reconcile the inventory transactions and know the current product quantity available in the truck. Also, define the frequency of reconciliation by scheduling the Inventory Reconciliation Batch process (InventoryTxBalanceCalculationBatch).

            Required Editions

            Available in: Lightning Experience
            Avalailable in: Enterprise and Unlimited Editions with the Consumer Goods Cloud enabled

            The InventoryTxBalanceCalculationBatch batch process reconciles changes in inventory transactions and writes them to a new transaction of the type Balanced (or uses an existing balanced transaction for the inventory). The amount in a balanced transaction is the sum of all addition and withdrawal transactions.

            Initially, all the addition and withdrawal transactions are non-accounted, and after reconciliation and a balanced transaction creation, the addition and withdrawal transactions are marked as accounted. The batch process considers only the unbalanced transactions and transactions that are nonaccounted.

            Considerations

            Here are a few points to keep in mind:

            • Balanced transactions are always nonaccounted and have the Accountable field in Inventory Transaction set as false.
            • Transactions whose templates have Transaction Control as Neutral aren’t considered for reconciliation.

            To schedule and configure the InventoryTxBalanceCalculationBatch batch process, see Batch Processing.

             
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