Adjustment reasons

Every adjustment has a reason, and every line may have its own. A reason says what the adjustment may do: add stock, remove stock, whether it needs a comment, whether it needs approval, and whether the locations it changed are counted after posting. The Adjustment Reasons screen shows the list of reasons and lets you change one of these settings: counting after posting.

The form is inventory_adjust_reason_list_form. The data object is inventory_adjust_reason, over the code list inv_adjust_reason (code list id 1031). The list is read by inventory_adjust_reason_list.

How to open it

1. Sign in and select a warehouse.
2. In the left sidebar open Inventory Balances.
3. Click Adjustment Reasons.

The sidebar item is inventory_adjust_reason_list_menu (tab tab_inventory_adjust_reason_list).

Columns

Every column is read only. Retired reasons are listed too.

Label	Column	Type	What it shows
ID	id	Whole number	Hidden. The id of the value in the code list.
Code	code	Text	The code, for example LOST.
Reason	description	Text	The name, translated through the code list.
Active	active	Yes or no	Whether the reason can be chosen now. A retired reason is refused when it is chosen, validated or posted.
Adds Stock	allow_positive	Yes or no	The reason may raise a quantity.
Removes Stock	allow_negative	Yes or no	The reason may lower a quantity.
Comment Required	requires_comment	Yes or no	The line or the document must carry a comment.
Approval Required	requires_approval	Yes or no	The document must be approved before it can be posted.
Count After Posting	count_after_post	Yes or no	After the post, each location whose stock this reason changed is counted.

The values come from the metadata of each value of the code list: allow_positive, allow_negative, requires_comment, requires_approval, count_after_post. A key that is missing reads as the strictest answer: no direction allowed, comment required, approval required, no count (crates/libs/wms-inventory/src/domain/inventory_adjustment/aggregate.rs:108-140).

The reasons a new database has

Source: crates/libs/wms-lib-sql/sql/wms-app/migrations/053_the_inventory_adjustment_document.sql:96-120 and 054_an_adjustment_is_reversed_by_another.sql:21-27. Count After Posting is off for all of them.

Code	Name	Adds stock	Removes stock	Comment required	Approval required
DAMAGE	Damage	No	Yes	No	No
FOUND	Found stock	Yes	No	No	No
LOST	Lost stock	No	Yes	No	No
COUNT_VARIANCE	Count variance	Yes	Yes	No	No
ERP_RECONCILIATION	ERP reconciliation	Yes	Yes	No	Yes
DATA_FIX	Data fix	Yes	Yes	Yes	Yes
QUALITY	Quality	No	Yes	No	No
EXPIRY	Expiry	No	Yes	No	No
CUSTOMER_REQUEST	Customer request	Yes	Yes	Yes	No
OTHER	Other	Yes	Yes	Yes	Yes
REVERSAL	Reversal of a posted adjustment	Yes	Yes	Yes	No

COUNT_VARIANCE is the reason of the adjustment that a count makes when a supervisor accepts a variance. REVERSAL is used only by Reverse; it cannot be chosen by hand. The settings other than Count After Posting have no screen of their own. The code list and its values are marked as not editable (editable is false in 053_the_inventory_adjustment_document.sql).

Not confirmed by code: whether the Code Lists screen lets an administrator change the policy keys of a reason, or switch a reason off. To verify: open Code Lists, find the list inv_adjust_reason and try to change a value.

What each setting does

• Adds / Removes: checked at Validate and again at Post, on the real change of the line. A line whose change is 0 passes any reason. Messages: reason {code} does not allow adding stock (+{n}), reason {code} does not allow removing stock ({n}).
• Comment required: Save of the header, and Validate, need a comment on the header or on the line. Message: reason {code} requires a comment.
• Approval required: if any reason used by the document (the header's or a line's) asks for it, the document is Needs Approval and Post is refused until Approve. Message: the adjustment's reason requires approval before posting.
• Count after posting: when the post changes a line, the location of that line is counted (event process.inventory.count_requested, source Adjustment). The location is named once, in code order. An adjustment that a count made asks for nothing.

Toolbar buttons

Button	Needs	What it does
Count After Posting	One ticked reason	Turns Count After Posting on for that reason.
Do Not Count	One ticked reason	Turns it off.
Refresh	Nothing	Reads the list again.

The grey text of the first two is Tick a reason. The value is set, not toggled: pressing Count After Posting twice leaves it on.

Result	Message
Turned on	Reason {code}: a posted adjustment counts the locations it changed
Turned off	Reason {code}: a posted adjustment counts nothing
No row	Tick one reason
The list changed	The list has moved on — tick the reason again and retry
Refused	Reason {code} was not changed: {error}

The server refuses a code that is not on the list: reason {code} is not on the adjustment reason list.

See Setting count after posting.

Who can use it

Reading: ADMIN, MANAGER, SUPERVISOR, VIEWER. The two buttons: ADMIN, MANAGER. See Who can do what.

Related pages

• Adjustment header
• Posting an adjustment
• Setting count after posting
• API: inventory_adjust_reason_list, inventory_adjust_reason_set_count (stateless command)
• RF terminal: none.