Adjustments

You can adjust the on-hand quantities for stocked parts and track the adjustments.

A record of he part number, the quantity adjusted, and the cost and value of the adjustment are stored in the system. You can check adjustment information on the Lost Stock Report and the Part Audit Trail Report in Inventory Reports.

NOTE: Inventory levels may be adjusted in Browse by editing the part; however, this method does not create a tracking record of the adjustment transaction.

To Adjust Stock Parts

Complete these steps:

1. Click the Adjustments button from the Inventory toolbar .

2. Enter a portion of the part number, and click Search Inv, and the system searches your inventory for the part. (Alternate number may also be used to search by checking the Alternate Number box.)
3. Double click on the desired part in the list of search results to see the current quantity.
4. Enter the new on-hand quantity.
5. From the dropdown list select the reason for the adjustment.
6. Click OK.