Inventory Management Software

Adjustment Table

The Adjustment Table provides the ability to change the quantity of a part on hand or change the price of the part.  Adjustments are used to create a record of changes to the inventory master table.  The adjustment process consists of three processes.  First you select the location for which you want to adjust inventory.  Then you select the parts you wish to adjust.   Finally, you post the adjustment to update the inventory.

The Adjustment Table is displayed below.  The cursor is in the Criteria Box at the top of the left toolbar. You can type in the transaction number you are looking for in the CRITERIA box and press ENTER to display a list of adjustments.  Or you can just press ENTER in the criteria box to display the first adjustment.  Also, you can change the filter to OPEN to display only open adjustments or you can set the filter to CLOSED to display only closed adjustments.

The existing adjustments are displayed below.  Click on the New Button  to create a new adjustment or click on an existing adjustment and then click on the Edit Button  to change it.  You can also double click on an adjustment to edit it.

The Location Information is displayed in Edit Mode below.   

This window allows you to select the location for which you are entering adjustments.  Once you have saved the location, you cannot change it.  You can also enter the date and time of the adjustment.  The user name is automatically added by the system if security has been enabled.

You can then click on the F8 key or the Part Info. – F8 button to display the parts.  The window below shows two parts that have been added to the adjustment.

Click on the New Button  to create a new part to the adjustment or click on an existing part and then click on the Edit Button  to change it.  You can also double click on a part to edit it.  The part information is displayed below in edit mode.  You select the part to adjust.  Then you can change the quantity.  In the adjustment below the Quantity is being changed from 10 to 12.  You could remove the check mark from the Qty. Adjustment box to change the price of the part.

Once the changes are complete click on the Save & New Button  to save the changes and add a new record, or click on the Save Button  to save your changes and return to the browse window, or click on the Undo Button  to lose the changes.

Once all of the parts have been added to the adjustment you can post the adjustment.  Click on the F7 key or the Location Info – F7 button to return to the location window.  Then click on the F5 key or the Post Adjustment  button to post the adjustment.  The window below will be displayed.  Click on the Yes button to post the adjustment.

Once an adjustment is posted it cannot be changed.  Its status will be changed to close.  Posting the adjustment updates the inventory.

Click on the links below for more information about the Inventory Wise Inventory Management Software.

Introduction
Inventory Master Table

Adjustment Table
Customer Transactions
Job Transactions
Quick Receive Inventory

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