Adjusting Item Quantities

  1. Open the Quantity Adjustment form.
  2. Specify this information:
    Item
    Select the item for which you want to adjust the quantity.
    (Item Description)
    A description of the item is displayed.
    Quantity On Hand
    The on-hand amount for the item for all the locations is displayed.
    (U/M)
    The unit of measure for the item is displayed.
    Warehouse
    The warehouse code for the warehouse where the item is located is displayed.
    Quantity
    Specify the total quantity adjusted, shipped, or lost or accept the default of the amount of the unreceived balance.
    Note: The quantity entered may at no time cause the total quantity shipped to go below the total of the quantity received and the quantity lost.
    (Quantity U/M)
    Select the unit of measure for the new quantity.
    Reason
    Select the reason code that applies to the transaction.
    (Reason Code Description)
    A description of the reason code is displayed.
    Account
    The Inventory Adjustment account number is displayed.
    (Unit Code 1-4)
    The unit code associated with the account is displayed.
    (Account Description)
    A description of the account is displayed.
    Location
    Select the stockroom location for which the adjustment is to be made. The list contains the name of the stock location, the description, and the quantity on hand. The stockroom location selected must be a valid location for this item.
    Transaction Date
    The current date is displayed by default. Optionally, select a different date to use for the transaction.
  3. Click Process.