Learn about New York's OCM Report in Dutchie POS.
OCM requires CAURD licensees to submit a Weekly Inventory Template weekly. In lieu of a state traceability system, these reports are intended to allow OCM to track and reconcile inventory so they can ensure all licensees remain in compliance.
- Adjustment Reasons - The adjustment reasons recognized and approved by OCM are:
- Awaiting Disposal
- Damaged
- Defective
- Display/Sample
- Other Adjustment Reason - OCM previously agreed to add this adjustment reason but have not yet added this reason to their template so it should not be used.
- All adjustment reasons used must map to the OCM-approved reasons in bold. Do not use any custom reasons or else they will not map to the report and you will have to manually select one of these approved reasons.
- Adjustment Reasons only need to be populated if there were adjustments made to a package. If no adjustments were made to a package, you could leave it blank on the report.
Note: You can add and remove adjustment reasons by going to Products > Configure > Inventory adjustments. Under Adjustment reasons click +Add reason (or delete existing ones).
- If you make a manual inventory adjustment in DPOS, the selected adjustment reason will be pulled over to the OCM report.
- If you make inventory adjustments via an audit, you must adjust and close the audit in order for the adjustment reasons to pull over to the report.
- After clicking Adjust and Close, you will see a pop-up “Audit Closed Successfully” and a date will appear of the date/time the audit was closed.
- The report should only include cannabis/THC products. Hemp/Non-THC CBD products and accessories should not be included.
- When entering supplier numbers, please ensure you are correctly noting AUCC or AUCP. Additionally, please ensure that the supplier license numbers are 100% accurate. OCM has indicated that the most correct source for supplier license numbers are on product COAs. Manifests and other documents sometimes contain incorrect or incomplete license numbers.
- The OCM report template cuts off after 1000 inventory lines. If you have additional inventory to report, you must create additional reports with the other line items. Unfortunately, the OCM template is built this way and Dutchie cannot change this.
- On the report, “Batch and/or Lot Unique Identifier” maps to “Batch Name” in DPOS. Product Type/Form corresponds with Regulatory Category in your DPOS catalog.
- Each week, you can export the report by going to DPOS backend and to Reports and type NY OCM Package Reports into the search select the correct dates Actions Export.
- The reports must be submitted by 11:59 pm every Monday and must cover Sunday through Saturday of the previous week. The reports should be sent to Compliance@ocm.ny.gov. You can also direct questions to that email.