Adjustments list

An inventory adjustment is a document that sets the stock of chosen places to a target quantity. The Inventory Adjustments screen lists the documents of the active warehouse. The form is inventory_adjustment_list_form. The data object is inventory_adjustment_doc, over the table inventory_adjustment. The list is read by inventory_adjustment_list.

How to open it

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

The sidebar item is inventory_adjustment_list_menu (tab tab_inventory_adjustment_list).

What the screen has

Part	What it is
Toolbar	Three buttons: New, Delete, Refresh.
Grid	One row for each document. A check box at the start of each row selects it.
Row click	Opens the document: the header on top and the lines below (SelfSwap to inventory_adjustment_shell_form).

Columns

All columns are read only. This list has no filters and no sort set in the metadata.

Label	Column	Type	Shown at first	What it shows
ID	id	Whole number	No	The id of the document.
Number	adjustment_number	Text, up to 20 characters	Yes	The number of the document, for example ADJ0000001. Unique.
Reason	reason_code	Text, up to 40 characters	Yes	The reason of the document. See Adjustment reasons.
Status	status	Text	Yes	Draft, Validated, Approved or Posted. See Statuses.
Source	source_type	Text, up to 40 characters	Yes	Where the document came from: Manual (made on this screen), InventoryCount (made by accepting a count variance), Reversal (made by Reverse). The column also allows Import and Generated; no screen makes them.
Comment	comment	Text, up to 500 characters	Yes	The comment of the header.
Created At	add_when	Date and time	Yes	When the document was made.
Validated At	validated_at	Date and time	Yes	When it was last validated. Empty when not validated.
Approved At	approved_at	Date and time	Yes	When it was approved.
Posted At	posted_at	Date and time	Yes	When it was posted.
Version	version	Whole number	Yes	The version counter of the document. See below.

Sources: the table in crates/libs/wms-lib-sql/sql/wms-app/migrations/053_the_inventory_adjustment_document.sql:16-47; the list in crates/libs/wms-lib-sql/sql/wms-meta-ui/migrations/088_inventory_adjustment_screens.sql and 089_inventory_adjustment_ordinary_forms.sql.

Version

Every change of the document or of any of its lines raises the version by 1. Approve, Post and Delete send the version they saw. If the document changed in the meantime the server refuses with return code 40 and the screen shows the error. This is how the system stops you posting something you did not see.

Toolbar buttons

Button	Needs	What it does	Task page
New	Nothing	Opens an empty document in the screen. The number is drawn at once from the counter inventory_adjustment: ADJ and 7 digits. The defaults are status Draft and source Manual.	Creating an adjustment
Delete	One row, status Draft, Validated or Approved	Deletes the document and its lines. It sends the version of the row.	Deleting an adjustment
Refresh	Nothing	Reads the list again.

The grey text of Delete is Tick an adjustment to delete when no row is ticked, and A posted adjustment is not deleted: reverse it when the ticked row is posted.

Messages (from the command bindings in 088_inventory_adjustment_screens.sql and 103_inventory_adjustment_list_delete.sql):

Result	Message
Deleted	Adjustment {number} deleted
No row	Tick one adjustment to delete
The list changed	The list has moved on — tick the adjustment again and retry
Version unknown	Tick the adjustment again: its version is unknown
Refused	Adjustment {number} was not deleted: {error}

Not confirmed by code: that a number drawn by New and never saved is lost. The counter strategy is rpc_key; the document is created with the number the form showed. To verify: press New, leave without saving, press New again and compare the numbers.

Who can use it

Reading: ADMIN, MANAGER, SUPERVISOR, VIEWER. OPERATOR has no right to read adjustments. New and Delete: ADMIN, MANAGER, SUPERVISOR. See Who can do what.

Related pages

• Adjustment header
• Adjustment lines
• Creating an adjustment
• Adjustment statuses
• API: inventory_adjustment_list, inventory_adjustment_delete (stateful command, version of inventory_adjustment), inventory_adjustment_get
• RF terminal: none.