Dual-Sided Inventory Adjustments
Dual-Sided Adjustments
Table of Contents
Dual-Sided Adjustments
Processing Summary
- Work With Items
- Work With Item Locations
- Two-Sided Inventory Adjustment
Processing Dialog
From the "Inventory Management" menu take the "Work With Items" and select the option = Item Locations next to the item to be adjusted. Once on that panel, place the option ="2s Adj New Itm" next to the location you wish to adjust and press the <Enter> key. The following panel will then be displayed.
At the top of the panel is information about the account, item, lot codes , and location where you will be reducing the inventory. This is the locater record that you placed the option next to to make an adjustment which is referred to as the from location.
Key in the quantity that you wish to reduce in this location and the bucket to reduce. The WR/BoL entry can be used to associate this adjustment with a tally number or bill of lading number when the adjustment is being made to correct an incorrect receipt or shipment.
A reason code must be specified. To obtain a list of the valid reason codes you can press the<F4> key with the cursor in the reason code field. This will provide a selection panel for the available codes. Reason codes are used for reporting and are typically communicated to your client in any electronic documents relating to the adjustment. You should ensure that your selection of code matches the list of values that your client accepts.
Below these entry fields, in the middle portion of the panel, is a list of the inventory buckets and quantities . When the panel is first displayed, these are the current quantities in the location. After you complete the screen entries, the buckets will refresh with the quantities as they will appear upon the completion of the transaction.
At the bottom of the panel is where you key the information for the resulting location. This is referred to as the "To" location. Initially these entries are defaulted to the original item information. This is done to simplify entry. Typically, only one of the fields requires a change, i.e. the item was miss-keyed or the lot was incorrectly identified. Change only those entries that are necessary.
The sort sequence is used to create new locations. Normally the sort sequence is determined from the lot code or from the original date of entry to the warehouse of the product being adjusted. Keying a sort sequence will override this sequence. A low number will ensure this stock is shipped first. A high number will ensure that the stock will be shipped last.
Change the information as necessary and press the <Enter> key. When you do a confirmation message will appear on the screen and the quantities associated with the original location will appear updated with the amount of the adjustment. Press <Enter> to confirm the adjustment. Next the "Inventory Adjustment Comments" panel appears. The following depicts the comment entry panel.
Type in the appropriate explanation and press <Enter>. The screen will continue to re-display until you press <Enter> without changing any of the text. Once the <Enter> key is pressed with no changes, you will be returned to the "Work With Item Locations" panel.