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Create an Inventory Adjustment

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This page describes procedures for environments using Inventory Management (New Method).

If your screen layout differs from the one shown on this page, refer to the Inventory Management (Conventional Method) manuals.

Overview​

This section explains how to create a draft of an inventory adjustment to increase or decrease inventory quantities in Inventory Management (New Method).

Purpose​

The feature to create an inventory adjustment is used to centrally manage the increase or decrease of inventory quantities according to reasons such as count difference, damage, expiry, and operational correction.

Since adjustments to increase or decrease the quantity of SKUs with current stock and adjustments to increase the quantity of SKUs without current stock can be created as the same inventory adjustment, you can proceed to review confirmation with the adjustment reason, occurred at, and adjustment target aligned. By organizing the adjustment details as a draft before checking, it becomes easier to prevent target mismatches and missing entries, and you can standardize the procedures of inventory adjustment operations.

Feature Description​

Creating a Draft of an Inventory Adjustment​

In an inventory adjustment, you create an adjustment draft to increase or decrease inventory quantities.

Adjustments can target both SKUs with current stock and SKUs without current stock.

The final posting procedure for an inventory adjustment is handled in another manual.

Composition of an Inventory Adjustment​

An adjustment draft consists of overall adjustment information and adjustment lines.

The overall adjustment information is used to organize the purpose and occurrence timing of the adjustment to be created.

The adjustment lines include the adjustment details for each target SKU to increase or decrease the inventory quantity.

Targets That Can Be Added to Adjustment Lines​

To adjustment lines, you can add stock selected from the search results of current stock, or add SKUs without current stock.

When adjusting from current stock, you can only search for SKUs with current stock. In the search results of current stock, you can check the SKU, facility, location, inventory disposition, segment, owners, lot and expiry, on hand, and allocatable quantity.

Lines where a SKU without current stock is added will be set to Increase, quantity 1, and the reason selected in the header as the default state.

Handling of Adjustment Lines​

In adjustment lines, adjustments to increase or decrease the inventory quantity are handled for each target SKU.

For lines added from current stock, the selections for line destination, inventory segment, and lot fields maintain the details of the selected current stock.

For lines of SKUs without current stock, you can specify the destination, inventory segment, and lot fields on each line.

Instructions​

Navigating to the New Adjustment Screen​

  1. Click the Inventory menu.
  2. Click the Inventory operations tab.
  3. Click Adjustments.
  4. Click the New adjustment button.
    The "New adjustment" page opens.

Entering the Adjustment Purpose​

  1. Select the Adjustment kind from the following:
    • Manual adjustment
    • Count correction
    • Loss or damage
    • Operational correction
  2. Select the Reason from the following:
    • Count difference
    • Damage
    • Expiry
    • Quality hold
    • Wrong receipt correction
    • Scrap
    • Operational correction
  3. Enter the Occurred at.
  4. Enter the Adjustment number as necessary.
    If the Adjustment number is left blank, the adjustment number will be automatically generated.

Selecting SKUs and Adding Adjustment Lines​

Add adjustment lines using either the method for adjusting SKUs with current stock or the method for adding SKUs without current stock.

Adding Adjustment Lines from Current Stock​

  1. Search for the stock to be adjusted in Select current stock.
    You can narrow down the targets by product, SKU, and inventory conditions.
  2. Select the target stock by checking the checkboxes.
    The selected stock is added to the adjustment lines.

Adding SKUs Without Current Stock to Adjustment Lines​

Steps to add to adjustment lines:

Operate in the Add SKU without current stock section.

  1. Click the Select products button.
    The "Select products" modal opens.

  2. Search for products in Product search.

  3. Select the target products by checking the checkboxes.

  4. Click the Select button.

    The SKUs linked to the selected products are added to Selected Products / Selected SKUs.
    The "Select products" modal closes automatically.

  5. In Selected Products / Selected SKUs, select the target SKUs for adjustment by checking the checkboxes.
    The selected SKUs are added to the adjustment lines.

Destination settings for SKUs without current stock:

Operate in the Fallback SKU destination section.

  1. Search for facilities from Search facilities.
  2. Select the target facility.
  3. Search for locations from Search locations.
  4. Select the target location.
  5. Select the Disposition from the following:
    • sellable
    • hold
    • inspection_hold
    • quarantine
    • damaged
    • expired
    • scrap_pending
  6. Select the Owner. Currently, only Merchant owned can be selected.
  7. Select the Inventory segment. You can select from No segment or segments created in advance.
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Using Apply destination to fallback SKU lines, you can apply the specified destination in bulk to adjustment lines for SKUs without current stock.

Entering Adjustment Lines​

Operate in the Adjustment lines section.

  1. Check the SKU.

  2. Select the Direction as either Increase or Decrease.

  3. Enter the Quantity.

  4. Base unit cost

    In the case of SKUs without current stock, directly enter the Base unit cost.

    For lines added from current stock, the base unit cost of the selected current stock is used.

  5. Set the following fields individually as necessary:

    • Line destination
    • Inventory segment
    • Reason
    • Lot and expiry
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You can split or delete each line using the operation buttons within the Action column.

  • Clicking Add another adjustment line splits the line and adds an input row.
  • Clicking Delete removes the target line.

Creating a Draft​

  1. After reviewing your entries, click Create draft and review confirmation.

    If creation succeeds, a draft of the inventory adjustment is created, and the review confirmation screen for the created inventory adjustment opens.

For details on posting an inventory adjustment, see the Post an Inventory Adjustment manual.

Important Notes​

SKUs Without Current Stock Are Created as Increase Adjustments​

Adjustment lines for SKUs without current stock are created as adjustments to increase inventory. In adjustment lines for SKUs without current stock, Decrease cannot be selected.

Enter the Base Unit Cost in Lines Where the Input Field for Base Unit Cost Is Displayed​

For lines where the input field for Base unit cost is displayed on the screen, enter the Base unit cost before creating the draft.
For lines where the input field for Base unit cost is not displayed, check the impact on cost in the confirmation before posting.

Check the Conditions Under Which Adjustment Lines Can Be Split​

Add another adjustment line can be executed when the positive integer quantity is 2 or more. When split, it is divided into the original line with the quantity reduced by 1 and a duplicated line with a quantity of 1.