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Post 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 post a saved inventory adjustment draft after reviewing its impact on current stock and costs.

Purpose​

By posting an inventory adjustment, you can manage the adjustment details and their impact on current stock and costs as posted information.
Reviewing inventory quantities and valuation impact before posting helps centralize information about inventory quantities and valuation impact on DEXTRE, preventing accidental operations and missed checks.

Because posted inventory adjustments and drafts before posting are distinguished by status, this also supports control of inventory adjustment operations.

Feature Description​

Conditions for Posting an Inventory Adjustment​

An inventory adjustment can be posted when the target inventory adjustment is a draft and the pre-posting check has no items that need attention.

Inventory adjustments with the PRE-CONFIRM status are subject to review before posting.

There are three inventory adjustment statuses:

  • PRE-CONFIRM
  • CONFIRMED
  • CANCELLED

Content That Can Be Reviewed Before Posting​

In the Inventory adjustment pre-posting check, you can review the saved draft and its impact on current stock and costs.

Server check is the step where DEXTRE checks the saved draft and its impact on current stock and costs before the inventory adjustment is posted.

In the pre-posting check, you can review the following fields:

  • Status
  • Line count
  • Version
  • Business date
  • Cost impact
  • Check status

Inventory Adjustment Lines​

In the inventory adjustment lines, you review which stock is adjusted, for which reason, and by how much, line by line.

Check the adjustment target by SKU, Facility, Location, Segment, and Lot. Use Direction, Quantity, and Signed delta to check whether the inventory quantity changes as an Increase or Decrease, and by how much. Use Reason to check whether the adjustment reason matches the intended reason.

Valuation Impact​

In the valuation impact, you review the monetary impact that the inventory adjustment has on costs and inventory assets.

Check the valuation basis in Valuation method and Currency, and check the asset increase or decrease for the entire adjustment in Total asset delta.

In the valuation impact details, review Direction, Base unit cost, Recognized unit cost, Recognized amount, and Asset delta for each SKU. Review Consumed cost layers as needed.

Stock Quantity Impact​

In the stock quantity impact, you review how the inventory quantity changes before and after the inventory adjustment is posted.

Identify the stock affected by the quantity impact by SKU, Facility, Location, Disposition, Segment, Lot and expiry, and Owner. Use Before, Signed delta, and After to review the quantity before posting, the adjustment increase or decrease, and the quantity after posting.

New stock is displayed on rows that create new stock.

Instructions​

Opening the Adjustment Confirm Page​

  1. Click the Inventory menu.
  2. Click the Inventory operations tab.
  3. Click Adjustments.
  4. Click the adjustment number for the target inventory adjustment.
    The "Adjustment detail" page opens.
  5. Check that the inventory adjustment status is PRE-CONFIRM.
  6. Click Review and confirm.
    The "Adjustment confirm" page opens.

Posting an Inventory Adjustment​

  1. Check that Server check is completed and Check status shows Ready.

  2. In the Inventory adjustment pre-posting check, review the saved draft and its impact on current stock and costs.

  3. Click Post Inventory Adjustment.

    If the process is successful, the inventory adjustment is posted.

Important Notes​

Post After the Server Check Is Complete​

Post the inventory adjustment after the Check status becomes Ready.

If the draft changes during the server check, final posting stops. Review the adjustment details and their impact on current stock and costs again.

About Corrections After Posting​

If you need to correct an inventory adjustment after it is posted, make a separate correction. Before posting, review the inventory adjustment details and their impact on current stock and costs.