Troubleshooting: How do I resolve the issue of an item being locked by a purchasing document?

Troubleshooting: How do I resolve the issue of an item being locked by a purchasing document?

Issue: Item cannot be updated because the item is “locked by a purchasing document”. 


Resolution: Use the Items Locked report to determine which purchasing document(s) the item is on, and zero out the quantity to resolve the on-order quantity that is locking the item and allow it to be updated.  Note: This task will require edit after commit permissions. If you do not have edit after commit permissions, you will need to see your onsite admin. 


  1. Navigate to Standard reports>Troubleshooting>Items Locked



  1. Select Generate. Note: This report does not have filters and will return every item locked. 


  1. Right Click in the column header SKU or Item Description and select Apply Column Filter


  1. Enter the SKU or description for the item in question into the pop up and select OK

 

  1. The item entered will return an entry for every purchasing document the item is on. Right Click column header Locked By and select Copy Selected Cell to copy the purchasing document number. 


  1. Navigate to Purchase Orders in the Purchasing area of Yellow Dog and right click to Paste, or Control-V to paste the Purchasing document number copied from the items locked report into the search bar 




  1. Double Click to open the Purchase Order, navigate to the item in question and update the qty to 0. Select Save & Close in the bottom right. 


  1. If you are unable to update your item immediately, hit refresh data at the top of Yellow Dog and try updating again. 




    • Related Articles

    • Reporting Explained: Troubleshooting- Items Locked

      Business Need: This report is helpful for customers who need to manage items that are locked due to being on a purchasing document. It also helps in locating the purchase order number for any item with an on-order quantity. How it works: When an item ...
    • Troubleshooting: How to I resolve the issue of not being able to add an item to a purchasing document?

      Issue: The item is active, but I am unable to add it to a purchasing document  Resolution: Confirm that the item is configured to be added to purchasing documents. Note: Other Details tab in the item editor is required to perform this task. If you ...
    • COGS Troubleshooting

      This document was designed to help users pinpoint where and why there are discrepancies in their COGS reporting.  Why COGS are inaccurate: If COGS numbers are appearing incorrectly in Yellow Dog one of the following will be the cause: Invoices were ...
    • What are Yellow Dogs best practices for catching up on purchasing?

      Yellow Dog understands that every team is busy, and sometimes things fall through the cracks. Below are Yellow Dogs best practices for when you need to catch up on purchasing.  Purchase Orders:  Review the items locked report. This can be located ...
    • How do I navigate the Purchasing Module?

      Purchasing The Purchasing section of Yellow Dog Inventory enables users to handle every aspect of the “Purchasing Flow.” Each purchasing screen has filters at the top. The main filters are for Store, Vendor, Status, Committed Date Ranges and the ...
    • Recent Articles

    • Send Saved Report Emailing

      You can configure saved reports to be automatically emailed to you and/or team members on a set schedule. How do I schedule daily email reporting? You can configure saved reports to be automatically emailed to you and/or team members on a set ...
    • Purchasing Flow for Food and Beverage

      The Yellow Dog Inventory purchasing flow ensures that all aspects of inventory management, from restocking to adjusting errors in transfers, are covered systematically. Each document type in the flow serves specific functions that collectively ...
    • Updating Count XL Application

      You may need to update your Count XL application on your handheld device to ensure it runs properly and smoothly. If you have received the following errors, your Count XL application may need to be updated: • “Invalid network error” • “API error” • ...
    • Removing Items with On-Hand Quantity (Decimal)

      You might encounter difficulty removing specific inventory items due to an error indicating that the item cannot be removed since its on-hand quantity is not zero, possibly because the decimal point is not properly adjusted. Changing the Decimal ...
    • ZD411 Printer Troubleshooting

      Labels Skipping When Printing When you are not able to print labels or labels are skipped when printing you will need to adjust the sensor inside the printer. If your labels are skipping when printing, make sure you have adjusted your sensor. To do ...