The Mobile Inventory Adjustment frame allows you to perform adjustments to previously recorded inventory.
Adjustments may be needed if:
- The actual amount moved doesn't match what was recorded.
- Materials were transferred to the wrong location.
- Stock is damaged or lost.
Available settings
Add the following settings to the Checkpoints > Tabs tab > Settings frame.
| Settings | Description |
| UnitOfMeasure | Sets the default Unit of Measure (UOM) type that automatically loads when the Inventory Adjustments frame is opened. [0] = Primary UOM, [1] = Stocking UOM, [2] = Purchasing UOM. Note: If UnitOfMeasure = [2] but no vendor is defined, the system displays the Primary UOM. |
| IsLocQty | Changes the inventory adjustment mode. [0] = Adjustment Mode, shows the original quantity in one color and the added quantity in a different color. [1] = Location Count Mode, shows only the new quantity in a new color to represent the final quantity in the location. Note: On the Web client, this option is available as a toolbar switch so users can toggle between the modes. The off position is the original Adjustment Mode (default); the on position is the new Location Count Mode. |
| Code Sample |
<TAB UnitOfMeasure="1" /> <TAB IsLocQty="1" /> |
Fields:
| Field | Description |
| Item/Lot | Scanned barcode or manually entered name of a valid item or lot. Note: Use the lot number if the item is lot controlled. |
| Location | Destination of the adjustment. |
| Quantity | Adjustment quantity. To increase the on-hand quantity, enter a positive number. To decrease the on-hand quantity, enter a negative number. |
| UOM | Unit of measure. Note: The default UOM type can be defined in the UnitOfMeasure Setting. |
| GL Class | By default, the general ledger class associated with adjustment transactions that involve the item. |
| Comment | User-defined information about the adjustment. |
| Location Count Mode | Toggle button that changes the visual display of the Location Quantity. |
How to create an inventory adjustment
- Scan or manually enter the item or lot number associated with the adjustment.
- Select a location.
- Choose the quantity.
- Select the UOM.
- Select the GL Class.
- Include a comment (optional).
When finished, tab off the form. If successful, the green indicator will be displayed at the bottom of the form.