Entering Transactions

Note: This feature requires at least one of the following modules licensed at your site:

● Chemical Inventory

● Form R Regulatory Reporting

● Tier II Regulatory Reporting

Comply Plus offers a number of ways to enter new transactions in your system. See the following details for details on each:

● To enter individual transactions, see:

● Entering Non-Transfer Detail Transactions for SDSs: Enter a non-Transfer detail transaction for a specific SDS. (Requires the Chemical Inventory module.)

● Entering Transfer Detail Transactions for SDSs: Enter a Transfer Out / Transfer In transaction pair for a specific SDS. (Requires the Chemical Inventory module.)

● Entering Summary Transactions for SDSs: Enter a summary transaction for a specific SDS.

● Entering Non-Transfer Detail Transactions for Parts: Enter a non-Transfer detail transaction for a specific part. (Requires the Chemical Inventory module.)

● Entering Transfer Detail Transactions for Parts: Enter a Transfer Out / Transfer In transaction pair for a specific part. (Requires the Chemical Inventory module.)

● Entering Summary Transactions for Parts: Enter a summary transaction for a specific part.

● Entering Lot Transactions: Enter one of several transaction types for a specific lot. (Requires the Chemical Inventory module.)

● Adding Waste Information to a Usage Transaction: Enter a new Waste transaction related to an existing Usage transaction (either detail or summary) to record the product quantity wasted during the usage.

● Entering Form R Usage Transactions: Enter a new "Form R Use" Usage summary transaction to record reportable usages in support of the annual US EPA Form R reporting process. (Requires the Form R Regulatory Reporting module.)

● Entering Tier II Maximum and Average Transactions: Enter a new "Tier II Ave" Average summary transaction and/or a "Tier II Max" Maximum summary transaction to record on-site product quantities in support of the annual US EPA Form R reporting process. (Requires the Tier II Regulatory Reporting module.)

● To enter transactions in bulk, see:

● Inventory Integration: Enter a list of new transactions by uploading a document containing their details.

● Transferring Lots in a Collection to a Location: In a single operation, enter Transfer Out / Transfer In transactions to transfer all lots in a collection to a specific location.

● Consuming Lots in a Collection: In a single operation, enter Usage transactions to use up the remaining balances of—and deactivate—all lots in a collection.

● Disposing of Lots in a Collection: In a single operation, enter Disposal transactions to dispose of—and deactivate—all lots in a collection.

● Adjusting Out Lots in a Collection: In a single operation, enter Adjustment transactions to adjust the balances of all lots in a collection to zero (which also deactivates the lots).

● Taking Physical Inventory: Select a "cut-off" date and automatically consume—that is, enter Usage transactions to deplete and deactivate—all lots that have undergone no transaction activity since that date. (Requires the Chemical Inventory module.)

● Administration: HandHeld Inventory: Use a handheld barcode scanner to scan lots, upload the results to Comply Plus, and automatically update each lot's recorded location according to your findings. (Requires the HandHeld Inventory module.)