Inventory Adjustments
Overview
Inventory Adjustment entries allow you to increase or decrease the quantities of inventory items.
Steps to Create a New Item Journal
Open the App Launcher and search for Item Journals.
Click New to create a new entry.
Select Inventory Adjustment for the Record Type and click Next.
Complete the following fields:
To Warehouse: Specify the warehouse for the adjustment.
To Bin: Enter the bin location for the adjustment.
Posting Date: Select the date of the adjustment.
Select Add Adjustment Lines to enter item line information:
Item: Enter the item you want to adjust.
Unit of Measure: Specify the unit of measure for the adjustment.
Quantity: Enter a positive number to increase inventory or a negative number to decrease it.
Reason: Provide a reason for the adjustment (Reason values can be customized).
Once completed, click Save.
Enter Lot Numbers for Lot-Tracked Items
If the item is Lot Tracked, click the Enter Lots button (in red) to input lot numbers individually, or click the Enter Lots button in the header for batch entry.
Select Add Tracking Lines to input lot numbers and quantities. The sign of the Quantity on the Tracking Lines must match the quantity on the Item Journal Line.
Alternatively, use the Enter Lots button at the top to simultaneously assign lot numbers for multiple lot-tracked items.
Save when finished.
Posting the Item Journal
After completing the adjustments, click Post to finalize the entry.
By default, all item adjustments will be posted to the Account Inventory Adjustment defined in the Company Setup.
