**Maintenance**
===============
===============

**To Create Adjustments**
-------------------------

1.	Click **Maintenance** on the navigation bar
2.	From the drop-down menu select **Adjustments** |Adjustments.png| button and the Adjustments main page is displayed.
3.	Select **Add Adjustment** |Add_Adjustment.png| button and the Create Adjustment Page is displayed:

	- Search for items by SKU, by Description or Barcode
	- Select item
	- Select Adjustment Reason
	- Select Location of the item quantity being adjusted
	- Enter Batch Number (if required)
	- Enter Date Expired (if required)
	- Enter New Quantity
	- **Adjust** button to process the Adjustment 
	- **Adjustment List** button to return to Adjustments Main Page

	
*Note: The new quantity box does not calculate i.e. if the quantity of an item is 10, then input 10 into the new quantity box.*

																			|Create_Adjustment.png|
																	
.. |Adjustments.png| image:: ./qehdocsimages/Adjustments.png
				 :scale: 45%	
				 
.. |Add_Adjustment.png| image:: ./qehdocsimages/Add_Adjustment.png
				 :scale: 45%	
				 
.. |Create_Adjustment.png| image:: ./qehdocsimages/Create_Adjustment.png
				 :scale: 75%			
				 
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**To Search Adjustments**
-------------------------

1.	Click **Maintenance** on the navigation bar
2.	From the drop-down menu select **Adjustments** |Adjustments.png| button and the Adjustments main page is displayed:

	- Search for items by SKU, by Description or Barcode
	- Select Date Range
	- **Apply Filters** button to search for items 
	- **Reset Filters** button to remove all filters

																				|Adjustment_Filters.png|

.. |Adjustment_Filters.png| image:: ./qehdocsimages/Adjustment_Filters.png
				 :scale: 75%

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**To Create, Edit and View Stock Counts**
-----------------------------------------

1.	Click **Maintenance** on the navigation bar 
2.	From the drop-down menu select **Stock Count** |Stock_Count.png| button and the Stock Count Main Page is displayed:
	
	- Select Month
	- Select Location/Cost Centre
	- **Create Stock Sheet** button to create selected locations/cost centers stock counts
	- **Actions** button to Select All Stock
	- **Actions** button to Invert Selection
	- **Actions** button to Select None
	- **Actions** button to Export Blank Sheets
	- **Actions** button to Export Barcodes Sheets
	- Select Treat as Month End (if it is the month end stock month)
	- Click on Stock Count folder created
	- Apply Shelves
	- Enter Counts	
	- View Cost Report
	- Add Missing Items
	- Apply System Quantity 
	- Update Stock Reports
	- **Settings** button to Apply System Quantity 
	- **Settings** button to Remove Item 
	- **Actions** button to Import From Spreadsheet 
	- **Actions** button to Export To Spreadsheet 
	- **Save Counts** button to update quantities entered 
	- **Delete Stock Count** button 
	- **Stock Count List** button to return to the Stock Count Main Page

.. |Stock_Count.png| image:: ./qehdocsimages/Stock_Count.png
				 :scale: 45%	

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**To View Monthly Revenue**
------------------------------

1. Click Maintenance on the navigation bar
2. Select **Monthly Revenue** |Monthly_Revenue.png|

	- Change Year/Month
	- Enter Allowances
	- Enter Sales for Types by Location
	- **Update Revenue** to Save

			|Edit_Revenue.png|

.. |Monthly_Revenue.png| image:: ./qehdocsimages/Monthly_Revenue.png
				:scale: 75%

.. |Edit_Revenue.png| image:: ./qehdocsimages/Edit_Revenue.png
				:scale: 75%


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**To View Funds Management**
------------------------------

1. Click **Maintenance** on the navigation bar
2. Select Funds Management |Funds_Management.png|
3. A list of Current GL Accounts should be visible with headings showing:

	- Forecast Budget
	- Rollover Purchases
	- Funds Used
	- Funds Held
	- Ending Balance
	- Other Balance
	- **Month/Year** drop-down
	- **Actions** button to Add Missing Accounts
	- **Actions** button to Remove Accounts
	- **Actions** button to Refresh page
	- **Actions** button to Export Summary
	- **Actions** button to Export Details
	- **Actions** button to Import
	- **Actions** button to Clean
	- **Actions** button to Close Month
	- **Update** button

				|Funds_Management_Page.png|

.. |Funds_Management.png| image:: ./qehdocsimages/Funds_Management.png
				:scale: 75%

.. |Funds_Management_Page.png| image:: ./qehdocsimages/Funds_Management_Page.png
				:scale: 75%


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**To View and Close Month End**
-------------------------------

1.	Click **Maintenance** on the navigation bar 
2.	From the drop-down menu select **Month End** |Month_End.png| button and the Month End Main Page is displayed:
	
	- Select Month
	- Update Reports
	- Close Month
	
*Note: The Close Month button would only be displayed once all Credit Notes, Requisitions, Transfers Out, Transfers In and Stock Count Transactions are closed.*

					|Month_End_Page.png|

.. |Month_End.png| image:: ./qehdocsimages/Month_End.png
				 :scale: 45%	

.. |Month_End_Page.png| image:: ./qehdocsimages/Month_End_Page.png
				:scale: 75%	

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**To Search and View Uploaded Documents via Document Library**
----------------------------------------

1. Click **Maintenance** on the navigation bar
2. Select Document Library |Document_Library.png|
3. The Document Library page shows:

	- Filter by Document Code 
	- Filter by Document Name
	- Filter by Document Type
	- Filter by Uploader
	- **Apply Filters** button to search for items
	- **Reset Filters** button to remove all filters
	- **Actions** button to Export Selected as an Archive
	- **Actions** button to Clear Selection
	- **View** Document Storage Used

					|Document_Library_List.png|

.. |Document_Library.png| image:: ./qehdocsimages/Document_Library.png
				:scale: 65%

.. |Document_Library_List.png| image:: ./qehdocsimages/Document_Library_List.png
				:scale: 75%