Download a reconciliation snapshot

When to use it

Use this guide when you need to download a reconciliation snapshot.

Open RTI Reconciliations from the module menu. Your account must have access to this screen and permission for the action you want to complete.

Viewing or downloading this information does not itself change the source records.

The recorded reconciliation snapshot is downloaded.

A cycle count records a physical count. Applying a stock reconciliation is the separate action that changes stock and can change later stock values.

Find the required reconciliation by date, source, reference, or status.
Use its Download control.
Check the downloaded snapshot’s reference and date before using it for another review.

Screenshot to add: RTI Reconciliations: download a reconciliation snapshot. Capture filename: images/download-a-reconciliation-snapshot.png.

A snapshot is a copy of recorded information. Downloading it does not apply or reverse stock adjustments.

What you see	What to do
The wrong snapshot downloaded or the file will not open	Check reconciliation date, source, reference and status, then use Download on the intended record again. Keep the reference and displayed error if the file still cannot be opened.
Snapshot quantities differ from current stock	A snapshot records a particular reconciliation and time; compare its date and rows with that source before using it as a current count. Have Inventory investigate source errors through Reconciliation help. Downloading a file does not apply or reverse stock.
An obsolete snapshot was shared	Share the checked file for the intended reconciliation reference/date and tell recipients which earlier copy to stop using. If they need current stock instead, use the current stock view; an old snapshot does not refresh automatically.