Adjustment Types

Full Inventory User Guide

Inventory>File>Adjustment Type

The Adjustment Type Browse List screen is where user-defined adjustments are added and edited. Click the Insert button to add a user-defined adjustment. Click the edit button to change the description of the adjustment or to make it inactive. Only adjustments that have not been used can be deleted.

Description

The name of the adjustment type record.

Adjustment Type

How the inventory record will be adjusted. Only quantity adjustment types can be user added.

Reserved

The system added adjustments records are reserved and cannot be edited, deleted, or made inactive.

Inactive

Only user-defined adjustment records can be made inactive.

Adjustment types and what they are used for:

Type	Function	Adjustments Posted?	New Record Created?
Scrap	Removes the entered amount of a roll or item from inventory	Yes	No
Shortage	Reduces the amount available. Used after physical measurement has been taken.	Yes	No
Sample	If a piece of carpet/vinyl has been cut from a roll to use as a sample.	Yes	No
Transfer	Transfers a given length of material to another record, either roll or item, or to remove it completely from inventory.	Yes	No
Transfer	To Another Roll: Moves a designated amount to a new roll or combine with an existing record. Record must be costed first.	No	Yes
Transfer	Item Inventory: Allows an amount to be moved to item inventory.  Record must be costed first.  As of version 12.1, cost adjustments are not allowed to be made at the same time as a transfer adjustment.	No	Yes
Transfer	Remove from Inventory: Reduces the amount available.	Yes	No
Transfer	Another Store: Moves inventory from one store code to another. This is the only adjustment allowed for not costed inventory.	Yes	Yes
Replacement	If a roll of goods is damaged, requiring the mill or supplier to replace it, remove the old roll and enter the new.	Yes	No