One-Sided Inventory Adjustments
One-Sided Adjustments
Table of Contents
One-Sided Adjustments
Processing Summary
- Work With Items
- Work With Item Locations
- One-Sided Inventory Adjustment
Processing Dialog
From the "Inventory Management" menu take the "Work With Items" and place the option for "Item Locations" next to the item to be adjusted. Once on that panel, place the option"1s Adjust" 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 place the option next to make an adjustment which is referred to as the from location.
Key in the bucket to adjust and the quantity that you wish to adjust in this location. If the quantity is negative, use the <field minus> key after typing the quantity. (This is typically the "-" key on the numeric keypad on a PC.)
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.
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. Key "I" for inbound or "O" for outbound followed by the tally or bill number respectively. The line number is optional and can be used to indicate the line on the tally or bill that was in error.
Below these entry fields 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.
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.