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Download a reconciliation snapshot ​

When to use it ​

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

Before you start ​

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

What this changes ​

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.

Steps ​

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

Screenshot placeholder: RTI Reconciliations: download a reconciliation snapshot.

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

Restrictions ​

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