Inventory setup: Adjustment reasons

Estimated reading: 2 minutes

Add and manage reasons for adjusting inventory. Adjustment reasons are required when adjusting a quantity on hand amount or editing a lot number or expiration date.

Before you start

  • Security access to Inventory Adjustment Reason List, Adjustment Reason Maintenance dialogs

Important!

  • Once used, reasons cannot be deleted, but can be inactivated if no longer needed.

Setup adjustment reasons

  1. Inventory > Adjustment Reasons
  2. Click New or select existing reason and click Update.
  3. Enter/modify reason description, up to 20 characters/spaces.
  4. Select Inactive, if needed.
  5. Click Save.

Delete adjustment reasons

Adjustment reasons can be deleted they have not used.

  1. Inventory > Adjustment Reasons
  2. Select the reason from the list.
  3. Click Delete and click Yes to confirm.

Additional information

Adjustments

Related reports

  • Adjustment Report
  • Audit Report
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