TABLE OF CONTENTS

• Material Adjustments
• Access Rules
• Create a New Adjustment Transaction
• Add Materials to Adjust
  • Attach Document
• Choose Quantities — Input Values as Adjustment
• Choose Quantities — Input Values as Result
• Complete Adjustment Transaction

Material Adjustments

Material Adjustment Transactions are similar to Material Transfer Transactions. Material Adjustment Transactions are used to correct inventory quantities when the original calculation was inaccurate for any reason.

These adjustments follow a transaction process similar to that of a transfer. All steps of a Material Adjustment Request described below are performed by the Material Adjustment Requestor.

Access Rules

All actions in the Inventory Adjustment dashboard are restricted to users with the Warehouse Manager role. Employees assigned to this role can:

• Create new adjustments
• Edit existing adjustments 
• Complete adjustments
• Delete adjustments that are in the pending stage

Create a New Adjustment Transaction

1. From the Inventory group of dashboard, open Adjustments dashboard.
2. Click New Adjustment.
3. Click Warehouse to select the warehouse where you want to adjust the inventory balance.
4. Click Input Values As to select the type of adjustment:
   1. Adjustment — Specify how much to change the balance of materials in stock, for example, when materials are received from a purchase.
   2. Result — Specify the actual quantity of material currently in stock, for example, after conducting a physical inventory count.
      
5. Click Create.
6. The Adjustment opens in a new window.

Add Materials to Adjust

To adjust the material balances in the warehouse, follow these steps:

1. Go to the Materials tab.
2. Add Materials to the Adjustment:
   • Click the Add Materials button.
   • In the Select Materials window, you will see all materials listed in the Materials reference. Choose the materials you want to adjust.
   • Use the Available in WH QTY filter to view the current inventory balance in the warehouse.
   • Select the checkboxes next to the required materials and click OK to complete the selection.

Attach Document

On the Documents tab, click New Document if you want to attach any documents in reference to your adjustment.

Choose Quantities — Input Values as Adjustment

1. On the new adjustment card, enter the required quantity for each selected material in the Adjustment column.
   • For an increase in inventory (Adjust [+]), enter a positive value.
   • For a decrease in inventory (Adjust [–]), enter a negative value.
     • Note: For negative adjustments, the quantity entered cannot exceed the current available quantity in the warehouse. If it does, the row will be highlighted in red and the adjustment cannot be completed.
2. The Result column is locked and displays the final stock level after the adjustment.
3. If needed, you can:
   • Modify the list of materials.
   • Add new materials to the list.
   • Delete materials by clicking the bucket icon next to the item.
4. (Optional) On the General tab, enter any comments relevant to the adjustment transaction.

Choose Quantities — Input Values as Result

1. On the new adjustment card, enter the required quantity for each material in the Result column. This value represents the current material balance in stock.
   • The Result QTY must be a positive number. If a negative value is entered, the row will be highlighted in red and the adjustment cannot be completed.
2. The Adjustment column is locked and automatically shows the difference (delta) between the previous quantity and the new result.
3. If needed, you can:
   • Modify the list of materials.
   • Add new materials to the list.
   • Delete materials by clicking the bucket icon next to the item.
4. (Optional) On the General tab, enter any comments relevant to the adjustment transaction.

Complete Adjustment Transaction

When you have finalized the list of materials and verified all quantities, click the Complete button to finalize the adjustment transaction. This action will update the inventory records accordingly and complete the adjustment process.