Adjusting Inventory at a Stock Point

Use the Inventory Adjustment transaction to adjust inventory quantities at a stock point.

The warehouse mobility icon based menu and list based menu comprises of the Inventory Transactions. Inventory Adjustment is listed as a transaction under the Inventory Transactions.

On the Inventory Transactions:

  1. Select Inventory Adjustment.
  2. Specify this information:
    Employee
    Specify your employee badge number.
    Warehouse
    Specify the warehouse location of the item.
    Reason Code
    Specify the reason code for the write off.
    Item
    Scan the item number.
    Serial
    If you are performing this transaction using a single serial-in-inventory item, scan the serial number. Otherwise, leave this field blank.
    Location
    Scan the location for which to decrease the item quantity.
    Lot
    Scan the lot number, if applicable.
    Inventory Date
    Scan the item inventory date, if applicable.
    On Hand
    The recorded on-hand quantity is displayed.
    Quantity
    Specify a new quantity for the item at this stock point.
    Note: An additional inventory adjustment form is displayed, to display the inventory with the pegged items for the projects. The user can select the appropriate pegged item for transferring.
  3. Select Process. If the item is not serial-controlled and does not need to be assigned a lot number, the item quantity is adjusted in Infor LN. If the item is serial-controlled or needs to be assigned a lot number, the Serial/Lot Entry screen is displayed.
  4. On the Serial/Lot Entry screen, specify or review this information:
    Item number
    The item number and description are displayed.
    Quantity remaining
    The quantity that needs to be assigned serial or lot numbers is displayed.
    Generate Serials?
    To generate new serial numbers for the items, select Yes. To scan existing serial numbers, select No. This field is only displayed if the item is serial-controlled, it is possible to generate serial numbers for this transaction, and you have not scanned any serial numbers.
    All Serials?
    Select Yes to indicate that all serial numbers for this item at the current stock point are being used in the transaction. Selecting Yes in this field removes the need to individually scan each serial number. This field is only displayed if the item is serial-controlled and you are performing a transaction using all the items in a stock point.
    Lot Number
    If applicable, scan a lot number to assign to the item. This field is only available if the item is not serial-controlled and needs to be assigned a lot number. If the item is serial-controlled, the item lot number displays in this field after you scan the first serial number.
    Serial Number
    Scan a serial number. This field is only displayed if the item is serial-controlled, you are not generating new serial numbers, and you did not select Yes in the All Serials? field.
    Quantity
    Specify a quantity to assign to the specified lot number. This field is only available if the item is not serial-controlled and needs to be assigned a lot number.
  5. Select Process. The scanned serial number or lot number is processed. If there are additional serial numbers or lot numbers to scan, scan them. If all needed serial and lot numbers have been scanned, the item quantity is adjusted in Infor LN. Optionally, press X to view serial or lot numbers that you have scanned. Optionally, press Y to reset all scanned serial or lot numbers, so you can re-scan them.