The Inventory Adjustment module is a general transactional module used to create adjustments to stock quantities. Unlike the more structured Stocktake module for physical counts, this module is often used for ad-hoc adjustments or quick corrections, both for increasing and decreasing stock, for various reasons (e.g., correcting input errors, found items, etc.).
1. Main View (Adjustment List)
The main page of this module displays a list of all Inventory Adjustment documents that have been created.
View Explanation
View: This page is a history of adjustment documents. You can see the Doc. Number, Adjustment Date, and Document Status.
Filters: You can search for a document by Doc. Number or a Date range.
Button Functions
[New]: The primary button to create a new inventory adjustment document.
2. Steps to Create an Inventory Adjustment
Step 1: Create a New Document
From the Main View, click the [New] button to open the Create Adjustment form.
Step 2: Fill in General Information
On the form that appears, fill in the basic information:
Warehouse: Select the warehouse location where the adjustment is being made.
Date: Enter the effective date of the adjustment.
Memo: Important! Provide a clear explanation for the reason for the adjustment.
Method: Choose the input method, whether Manual or using a Barcode.
Step 3: Detail the Adjustment Items
In the table below, click the [+] icon to add a row.
Select the Item/Service Code whose stock will be adjusted.
In the Quantity column, enter the adjustment quantity.
Use a positive number (+) to increase stock.
Use a negative number (-) to decrease stock.
Step 4: Confirm the Adjustment
After all items and adjustment quantities have been entered correctly, click the [Confirm] button to process the transaction.
Workflow & Integrated Business Process
Impact: Confirming this adjustment will directly change the Quantity on Hand in the system and create the corresponding journal entry.
Approval: A document that has been confirmed will most likely go to an Inbox to be validated by a manager before the stock and journal changes are final.
Tips & Important Notes
This module is very useful for quick corrections or adjustments that do not originate from a formal stocktake process.
Always fill in the Memo with a detailed reason to maintain a good audit trail.
Because it has a direct impact on stock and inventory value, the use of this module usually requires authorization.
No comments to display
No comments to display