How to restart an incorrect postage inventory balance
Every time you add postage to an order, you are updating the postage inventory, even if you managing the data. As a result, negative postage inventory balances build over time.
Whether you are just starting to use postage inventory or now want to manage a postage device that you previously had not, you can reset the balance so that you may start fresh.
Run the Postage Inventory Balance Summary report to verify the current balance of the device you wish to start managing in Midnight. To locate the report, click on the Reports module while within Midnight. On the screen that opens, navigate down to Postage. Click the icon to expand the list. Select the Postage Inventory Balance Summary report and then click Submit to run it. Make note of any incorrect balances so you may determine which devices to update. You may close the report when you are done.
While in Midnight, click on the Accounting Tab and then select Postage. Click on Postage Inventory. On the top-right hand side of the search screen, click the QuickLinks drop-down. Select Add Adjustment.
On the Adjustments screen, select the device you wish to update. The system will show the current negative balance for the device. Enter in the positive opposite values for the quantity and the amount in the respective fields. (This is to bring your balance to zero to make it easier to review for historical purposes.) After you fill out the screen, click Save & Close.
Once you've reset the balance to zero, you may now update the system with your current balance by using the Add Disbursement option to record the new starting balance. In the QuickLinks drop-down located on the postage inventory search screen, select Add Disbursement.
Fill out the screen to record your correct current balance. You may want to add any relevant notes to the Comment field for historical reference. Click Save & Close when you have finished filling out the screen.
This process will update the balance for the selected postage inventory device. Moving forward, make sure the team always adds a date when adding postage usage to an order. Likewise, record all postage disbursements and adjustments in the Postage Inventory tab so that Midnight can properly calculate your postage inventory balances.
Review the Postage Inventory reports to verify balances or review transactions. These reports are available under the Postage section within the main Reports module.
