Outcomes - Inventory
Checklist to validate Inventory skills in Bevica Select. Create items, run adjustments, check availability, and verify item and value entries.
Use this checklist after the Inventory training.
It helps you prove your item setup and inventory adjustments post correctly.
Before you start
You need:
Access to Bevica Select (ideally a test company)
Recommended:
Work through this with a finance user.
Capture evidence (item ledger entry numbers, value entry numbers, and the G/L accounts hit).
Completion criteria (what “done” looks like)
You’re done when:
You can create items that behave correctly on purchase and sales.
You can explain the posting flow at a high level:
Item Ledger Entries (quantity)
Value Entries (cost)
G/L Entries (financial impact)
You can correct stock and cost without breaking audit trail.
Items
Create and maintain items
Do
Create an item manually.
Populate key fields, including units of measure.
Add item additional details.
Set an Item Category.
Create a new item using Copy Item.
Check
Posting groups are correct (no posting errors later).
Units of measure convert correctly (bottles vs cases).
Useful references:
User-defined item fields
Do
Create user-defined item fields in Bevica Setup.
Populate them on items.
Check
Users can see and filter on the fields where intended.
Useful reference: User defined item fields.
Duty management
Validate duty-controlled item behaviour
Do
Create a duty-controlled item.
Review the duty rate table.
Post a transaction that triggers duty.
Review the resulting Duty Ledger Entries.
Check
You can explain when duty is calculated vs when it is posted.
Useful reference: Processing duty transactions.
Bevica Reservations (stock allocation)
Prove you can reserve and review demand/supply
Do
Explain how “available inventory” is calculated.
Automatically reserve against a sales order.
Manually reserve against a sales order.
Cancel a reservation.
View reservation entries.
View reserved quantities from Sales, Purchase, and Inventory perspectives.
Check
You can explain the difference between:
reserving against stock on hand
reserving against incoming supply
Useful reference: Bevica Reservations.
Locations
Create a location and transact
Do
Create a new location.
Process a purchase and a sale using the location.
Check
The correct posting behaviour is triggered for that location setup.
Useful reference: Location Setup.
Rotation numbers (if used)
Do
Record rotation numbers on inbound movements.
Capture Rotation Ref. and/or best before dates.
Correct rotation numbers on receipted items.
Assign rotation numbers on outbound movements.
Check
Rotation info is visible on the resulting item ledger entries.
Adjusting inventory
Correct quantity and cost safely
Do
Post an Item Journal stock write-off (negative adjustment).
Post a duty status reclassification (reclassification journal).
Revalue stock (revaluation journal).
Run a stock take process (physical inventory journal).
Check
You can trace posting impact across item, value, and G/L entries.
Useful reference: Adjusting Inventory.
Reporting
Prove you can find the answers users need
Do
Review Item Availability Overview.
Review Customer/Item Sales Analysis.
Review the MAT report.
Check inventory margins.
Check
You can explain what each report is useful for.
Useful references:
Distribution Cost Management (if installed)
Validate additional charges posting and reconciliation
Do
Explain which documents can hold additional charges.
Explain where default additional charges can be set up and how they flow.
Post:
a purchase order with additional charges
a sales order with additional charges
a transfer order with additional charges
Use Posted Additional Charges to reconcile charges.
Post a PO with a vendor-linked additional charge.
Create the vendor invoice and run Get Posted Add. Charge Lines to Reconcile.
Check
You can explain the difference between:
charge lines on documents
the posted value entries and G/L impact
Useful references:
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