Inventory Management
Stock Counts: Roll Back
Reopen an approved stock count sheet so you can make corrections.
Rolling Back Stock Count Sheets
If you need to make changes to an Approved stock count sheet, you can roll it back to Pending.
Approved
Pending
Before you start
You can only roll back a stock count sheet if both of these apply:
You have roll back rights
If you don't but think you should, find out how to get access.
The period is still open
The period containing the count sheet must be in Current or Pending state.
Roll back a count sheet
1
Open the stock period
Go to Period Management > Periods, find the period and select Stock Period.
2
Open the count sheet
In the Count Sheets section, select Edit against the count sheet.
3
Unapprove and confirm
Select Unapprove, then confirm the roll back.
The stock count sheet is now back in Pending state and ready to edit.