Documentation

Inventory Ledger

Requires.

  • Enhanced Inventory enabled, and
  • Inventory Management / Assignments permission anywhere.

The Inventory Ledger is the full transaction history behind every on-hand number in your company. Every shipment received, transfer accepted, spillage logged, RMA closed, and physical-inventory adjustment writes a row here. Most entries are historical records you filter and review; pending transfer entries can also be force-approved or rejected when needed.

When to use it

  • Reconciliation. When On Hand says one thing and a recipient says another, the ledger has the complete chain of evidence between them.
  • Audit. Any external or internal audit that asks "how did this equipment get from A to B?" — the answer is in the ledger.
  • Investigations. Suspicious shrinkage, missing items, or odd recipient patterns can be traced by filtering the ledger to the affected equipment or recipient.

The data

Each row records a single inventory event with at least:

  • When — a timestamp.
  • Who — the user who triggered the event.
  • What — the equipment type and quantity.
  • Where from / where to — the source and target recipients (one or both may be empty for certain transaction types).
  • Why — the underlying document (PO, transfer, spillage report, RMA, physical inventory session, etc.).

Filtering

The ledger inherits the existing equipment-ledger admin interface, so the filtering experience matches what you'd see at the admin-side ledger page. See Equipment Ledger (Admin) for the full filter reference.

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