Adding an adjustment

To perform an adjustment:

  1. Select Execution > Inventory > Adjustments. The Adjustment screen is displayed in List view.
  2. Click New. The Adjustment screen and Adjustment Detail screen open in Form view.
  3. Specify information into these required fields:
    Adjustment Number
    System assigned number for the adjustment.
    Note:  The application creates an adjustment number, which displays in the Adjustment Number field. You can change this number to a non-sequential value, for example, by adding a letter or name. If the number is changed to a sequential number that has not yet been used by the application, it could later cause duplication errors, resulting in application termination.
    Owner
    Owner of the item to be adjusted.
    Note:  The most efficient way to create adjustment records with all the required data is to input either the Item or the Location you want to adjust. Then, perform a search for the correct inventory record. This lookup provides the Lot, License Plate, Pack, and current inventory for the record.
    Item
    Item being adjusted.
    Location
    Physical location of the item in the warehouse.
    Lot
    The lot number of the inventory.
    Pack
    The pack code that specifies the method of packing for this inventory.
    UOM
    The unit of measure of the adjusted inventory.
    LPN
    The License Plate Number of the inventory
    Reason
    The reason for the adjustment.
    Adjustment Quantity
    Quantity of item to be adjusted. This is a positive or negative number to reflect the amount of change.

    The following fields are optional.

    Target Quantity
    Inventory quantity after the adjustment has been made.
    Note:  You can input either the Adjustment Quantity or the Target Quantity. Since one of these quantities is considered input, the system calculates the other value.
    Current Quantity
    Quantity before you make an adjustment. This field is populated after you select the record using the lookup function.
  4. Click Save. The record is no longer active, indicating that the adjustment has been processed and cannot be changed.
    Note: 
    • Allocated inventory cannot be negatively adjusted.
    • Every adjustment requires a reason.
    • It is recommended that you limit user access to this feature.
  5. Note that adjustments can also be performed using the Visual Inventory screen.
    • Execution > Inventory > Visual Inventory
    • See the Visual Inventory chapter in this guide for addition information.