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Verify Automated Temporary-Sale Conversion

How to Verify Automated Temporary-Sale Conversion in Muhasib ERP

Overview

This guide will help you compare and confirm an automated conversion run and prove every allowed temporary sale was converted exactly once.

The automated run has a reconciled control result and exception list.

Who can do this

You need access to Temporary Sale and Sale Inquiry/report access, plus stock/payment/tax/ledger visibility.

Before you start

Capture the pre-run eligible/excluded population, settings, cutoff, source references, and expected totals.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Temporary Sales Inquiry, Sale Inquiry, background notifications/logs, and relevant stock/financial reports.

Verify Automated Temporary-Sale Conversion

Step 1: Record eligible and excluded source IDs before the run

Record allowed and excluded source IDs before the run.

Step 2: Observe one scheduled execution without parallel manual conversion

Step 3: Match each eligible source to a final invoice

Match each allowed source to a final invoice.

Step 4: Confirm source status and absence of duplicates

Step 5: Reconcile customer, items, stock, prices, tax, payments, and ledgers

Step 6: Classify failures and retry only confirmed failed records

Check your work

Eligible count/value equals successful conversions plus documented failures, with one final invoice per successful source.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

  • Stop automation on duplicate or unexplained conversion behavior.
  • Preserve source and final records; do not delete either to force checking.

What to do next

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