Use Goods Internally

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Have all transaction information, such as the name of the person or department ordering the goods.
Determine the internal usage numbers to use for new transactions or have the program allocate numbers for you automatically.
Decide whether to post each new transaction as you enter it, or save the transactions to post them later in a batch using the Post Transactions form.

Press the Tab key — with *** NEW *** displayed — to start a new transaction. The program will automatically assign a document number when you click the Save or Post button.

Specify the date, fiscal year, and fiscal period to which you will post the transaction in the general ledger.
Enter an optional description and reference for the internal use transaction.
Enter or select the person in your company who ordered the goods. If you use the US or Canadian Payroll module, you can choose employees from the Finder.
Click the Zoom button () to add optional fields for this transactions (appears only if you use optional fields).
Add the detail lines, specifying the item number, category, location, quantity, and unit of measure. If working with serialized and/or lotted items, you will be prompted to assign serial/lot numbers to items after specifying a quantity.
If you are entering an asset and use Sage FAS, see Record Internal Usage as a Fixed Asset for Sage FAS for instructions on entering fixed asset information.
Enter an optional comment.
Enter optional fields, if you use them.
When you are ready, click the Save or Post button.

If you choose Save, Inventory Control saves the transaction so you can edit and post it later.
If you choose Post, Inventory Control posts the transaction immediately.

If you use the option to allow you to delete transactions after posting, Inventory Control asks if you want to delete the transaction.

If you delete the posted transaction, you will not be able to drill down to the transaction details from General Ledger.

If the program prompts you to delete the transaction, choose No unless your company always deletes posted transactions. (You cannot view or drill down to transactions if you delete them.)
Note the transaction number, and click OK at the confirmation message.

If you used the Save button to save transactions (instead of immediately Posting transactions):
Print the Transaction Listing report to list all transactions that you entered.
Compare listings to original documents and edit transactions if necessary.
Use the Post Transactions form to post transactions and update inventory quantities and costs (depending on the Setup Options that you choose).
Run Day End Processing to update Inventory Control's audit data, costing data (if you cost during Day End Processing), and item statistics after posting internal usage transactions.
Print the Transaction Listing Report or Posting Journal for internal transactions to check the transactions that you saved and posted.