To process an Inventory Adjustment in the SphereWMS system, a control document must first be created.
To enter a new Inventory Adjustment,
1. Navigate to Operations > Inventory Management > Inventory Adjustments > Adjustment Processing > Adjustment Entry.
The header screen of the Inventory Adjustment displays. This is where the Inventory Account of the adjusted material is defined.
2. Select a valid "Inv Acct#" by typing in the Inventory Account Number and press Enter.
The valid Inventory Accounts defined in the Inventory Account Master will display for selection. Double-click, or select the appropriate Inventory Account and press OK.
Pressing ESC at the "Inv Acct#" prompt will exit the form.
3. Next, enter or accept the system (today's) date as the "Adjustment Date".
After entering the Adjustment Date, the system prompts for the entry of an optional Reason Code for the adjustment.
To add new Inventory Adjustment Reason Codes, access the "Table Maintenance Menu" Validation Tables for more information).
4. The system prompts the user to enter two optional custom fields. These field titles and usage will vary among the different SphereWMS system installations.
5. At the "Data OK?" prompt, type "Y" Enter to access the Inventory Adjustment line entry screen.
6. At the "Product Code" prompt, type a valid Product Code and press Enter. Or, to select from a list click the button.
The active Products defined in the Product Master will display for selection.
Pressing ESC at the "Product Code" prompt will NOT exit the line entry. To exit without saving, click the "Done" button and select "Void".
7. After selecting a valid Product Code, the "Adjustment Qty" is requested. Type the total quantity to adjust and press Enter. Adjustment Quantities may be entered as positive or negative values.
If new inventory needs to be added to the system, a receiving process must be done instead. Stock cannot be generated "from scratch" through an Inventory Adjustment. Only pre-existing inventory items may be adjusted up or down in quantity.
The Adjustment Qty can be the grand total of adjustments across multiple Bin locations provided the adjustments all pertain to the same "Inventory Account" established in the first header entry screen.
8. Unit Cost may be entered or accepted. Unit Cost defaults from the Product Master's "Base Cost" field.
At the "OK (Y/N/T/nn)" prompt, the following options are available:
Enter the number of a Line Entry Question and press Enter to access the field again to edit its data (if permitted); to change a Product Code, you must delete the line and re-enter.
Click on a Line Entry Question to access a field again to edit its data.
Type "T" Enter to access "Notes"; see ARN Entry.
Type "N" Enter to not save the entries and return to the topmost question.
Type "Y" Enter to save the entries and be prompted for the next Product Code.
9. Repeat entering Adjustment Line Items as needed.
Modifying Line Items
To modify a Line Item,
9. Select a valid "Inv Acct#" by typing in the Inventory Account Number and press Enter.
The valid Inventory Accounts defined in the Inventory Account Master will display for selection. Double-click, or select the appropriate Inventory Account and press OK.
10. To Save & Exit an Inventory Adjustment, click the "Done" button.
11. After clicking the "Done" button, the following options display:
Click "Yes" to save the new Inventory Adjustment control document and exit.
Click "No" to return to Line Item Entry.
Click "Void" to NOT save the new Inventory Adjustment and exit.
Attachments:
inventory adjustment.png (image/png)
100 adjustment.png (image/png)
100 adjustment 2.png (image/png)
100 adjustment edit.png (image/png)
100 adjustment done.png (image/png)
100 adjustment dialog.png (image/png)
inventory adj entry.png (image/png)
inventory adj entry2.png (image/png)
100 adjustment.png (image/png)
100 adjustment product.png (image/png)
done.png (image/png)
view-hist-inq-1.png (image/png)
image-20220210-110916.png (image/png)
image-20220210-111011.png (image/png)
image-20220210-111143.png (image/png)
image-20220210-111310.png (image/png)
image-20220210-111510.png (image/png)
image-20220210-111546.png (image/png)