How To: Adding a Line to an Inventory Adjustment (03-10-01)

Overview

This tutorial describes how to add a line to an existing inventory adjustment (that has not been updated through Receipts & Adjustments Audit/Update (03-10-02)).

Step-by-Step

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  1. Enter your Employee ID in the ‘Employee Number’ field.

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  1. In the ‘Document #’ field, enter the document number of an open adjustment or select one from the drop-down list.
    • Only adjustments that have not been updated through Receipts & Adjustments Audit/Update (03-10-020) appear in the list.

Click image to enlarge.

  1. In the ‘Qty’ field, enter the quantity being adjusted.

  1. In the ‘Item Number’ field, enter the item number being adjusted.
    • To search for an item, click the ‘Search’ button to the right of the field.
    • You can enter the item number of a PKG, PKS, or XX+ package in this field (for Non-Locator branches only). A new window opens, displaying all items in the package. The quantity being adjusted for each item is the same, based on the entry in the ‘Qty’ field. Select whether the items are ‘Boxed’ or ‘Floor’ and click the ‘Add’ button. The package is added to the document as a single line.

  1. From the ‘Status’ drop-down list, specify whether the item(s) being adjusted are boxed, floor, or damaged.
    NOTE: You will need to enter separate lines for boxed, floored, and damaged items. Example: You are making a Miscellaneous Outgoing Adjustment (OMOS) for Item 0100. The total quantity for the adjustment is 3; two of the items are boxed, and one is damaged. When entering the adjustment, you will enter a line with a quantity of “2” and select ‘Boxed’ from this field. Then you will enter an additional line for the item with a quantity of “1” and select ‘Damaged’ from this field.
    NOTE: For locator items, the status selected here will prompt on the ‘Locator Add’ window (see Step 6) and cannot be changed. Make sure that you select the correct status in this field before continuing.

  1. Check the ‘Accept’ box to add the item adjustment to the document.
    NOTE: If the item is a B-Flag Serial Number item, a new window opens for entry of the serial number information. Please see the ‘Entering B-Flag Serial Number Information’ tutorial for more information.
    NOTE: If the branch is a locator branch and the item is not Locator Exempt, a new window opens for entry of the locator information. Please see the ‘Entering Locator Information’ tutorial for more information.

  1. Repeat Steps 3-6 until all adjustments are added to the document.
    • The total quantity being adjusted on the document appears in the ‘Total’ field at the top of the screen.

  1. Click ‘Print’ to print a paper or digital copy of the document (optional). At the prompt, enter the ID of a physical printer, or enter “PDF” to save the report to a PDF file.
    IMPORTANT: When printing to PDF, you must have an ‘Inventory Transfers’ folder specified in Company PDF/Export Directory (30-04) or By Term PDF/Export Directory (30-05) in order for the PDF to save successfully to your computer.

  1. Click ‘Done’ to add adjustments to another document. Or click ‘Exit’ to leave the selection.
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