This transaction completes an audit of items by Area or by Custodian. When either option is selected, the Unit Validation grid is populated with expected items. All expected records start with a validation status of "Not Set."

Expected units are logged after the first user enters the criteria. The create date and the area or custodian identify each validation log entry. If the same area or custodian is selected on a different date, a new expected-units log is created for that day.

Area Validation

For serial-tracked items, units with a status of Available, Received, Deployed, Out of Service, or On Hold are returned. For quantity-tracked items, only units with Available status are returned.

Custodian Validation

Units with a status of Checked Out assigned to the selected custodian are returned.

Completing the Validation

Once the area is selected, focus moves to the Handle field. The handle is the unique ID of a serial-tracked item or the item master for quantity-tracked items. The lookup list shows only remaining (unvalidated) items — validated items are removed from the list.

• Serial-tracked items — When a handle is selected, the unit is immediately validated if it matches an expected item.
• Quantity-tracked items — A quantity field is displayed to enter a count for the area. The variance to the expected quantity is shown. Once the count is confirmed, any variance is processed: a decrease creates an adjustment transaction, and an increase creates an add transaction.

Tabs

• Items tab — Displays all expected items at the Item Master level. Completed validations are marked with a green checkmark. Quantity-tracked items with a variance show the variance amount.
• Units tab — Displays serialized items by unique ID. A warning icon indicates the unit has not been validated. A checkbox indicates the unit has been found.

Unit Validation Log

The log is updated with each validation:

• Serial-tracked — Scanned units are set to a status of Validated with a Validated Qty of 1.
• Quantity-tracked — The count quantity is set as the Validated Qty. The Validation Status is set based on the variance:
  • Validated — Variance equals zero.
  • Adjustment — Decrease (negative) variance.
  • Create — Increase (positive) variance.

The Unit Validation Log can be used to review validation status. Filter by area, custodian, or date to investigate variances. If a variance is discovered, filtering by date range and item can help determine whether a serial-tracked item should be marked as missing or to evaluate total variance (loss) for quantity-tracked items.