The Inventory Adjustment Report module is used to generate a detailed report of all inventory adjustment documents that have been created. This report summarizes all stock correction activities, whether they originate from the Stocktake process or from the ad-hoc Inventory Adjustment module.
1. Report Parameters (Filter)
The main page of this module is a form containing various parameters to customize the report that will be generated.
Here is an explanation for each parameter:
Type:
Select the main category type you wish to display, for example, FINISHED GOODS.
Date:
Specify the date range of the adjustment transactions in the From and To fields.
Sort by:
Choose the sorting basis for the data in the report, whether by Date or Inventory Adjustment Number.
2. Steps to Generate the Report
Step 1: Set Report Parameters
Define the item Type and the Period you wish to review.
Step 2: Generate the Report
After all parameters are set, click one of the two buttons at the bottom:
[Display Report]: To preview the report directly on your screen.
[Export to MS Excel]: To download the report data in an Excel file format.
3. Reading the Report (Report Content)
The generated report is a chronological list of all stock adjustment transactions that match your filters.
This report displays important details such as:
Date and Inventory Adjustment Number.
Memo: The reason for the adjustment.
Item/Service Code and Item/Service Name that was adjusted.
Qty: The adjustment quantity (can be positive for an increase or negative for a decrease).
Tips & Important Notes
This report is a recapitulation of all documents created in the Stocktake and Inventory Adjustment modules.
Use this report for audit purposes to review all stock adjustments that occurred in a period and to ensure that each adjustment has a valid reason.
This is a crucial control report for Inventory Accountants and Internal Audit.
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