Periodic Inventory

Periodic Inventory

The system automatically posts General Ledger (GL) entries for all stock transactions (such as purchase receipts, delivery notes, stock entries, etc.) if you enable Perpetual Inventory in the Company master.

However, ERPNext does not post automatic accounting entries for stock if Perpetual Inventory is disabled. To update the stock value in your books of accounts, you would have to manually post periodic accounting entries.

Manual Method (Prior to v16)

In order to make a Periodic Accounting Entry, you had to:

  1. Check the stock value on a specific date (such as the end of the month) by opening the Stock Balance Report.

  2. Check this against your Stock Asset account's Trial Balance.

  3. Find the difference between the stock reported in the GL and the stock that was recorded.

  4. Create a journal entry by hand to change the balance of the stock asset account.

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