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Approving an adjustment

Use this page when a validated adjustment must be approved before it can be posted.

When approval is needed​

The document is Needs Approval when any reason that it uses asks for approval: the header's reason, or the reason of any line. The default reasons that ask for it are ERP_RECONCILIATION, DATA_FIX and OTHER. See Adjustment reasons. Post is refused for such a document until it is Approved: the adjustment's reason requires approval before posting.

Before you start​

  • You are ADMIN or MANAGER. inventory_adjustment_approve is open only to them. SUPERVISOR can draft, validate and post, but cannot approve.
  • The status is Validated.
  • Read the lines first. The version you approve is the version you see: if anyone changed the document after you opened it, the approval is refused.

Steps​

  1. Open the adjustment.
  2. Check the lines: Current, Target, Effect.
  3. Click Approve.

What the screen says​

ResultMessage
ApprovedAdjustment {number} approved
Not validatedThe adjustment was not approved: the adjustment is not validated
Already approvedThe adjustment was not approved: the adjustment is not validated
PostedThe adjustment was not approved: a posted adjustment cannot be changed
Document changed meanwhileThe adjustment was not approved: version conflict on inventory_adjustment {id} (return code 40)

What changes​

WhatChange
DocumentStatus Approved. approved_by and approved_at are set. The version goes up.
StockNothing.

Any later change of the document (a line, the reason, the comment) or a new Validate clears the approval and puts the document back to Draft or Validated.

The code does not compare the approver with the person who made the document. The button is enabled for every Validated document, also when no reason asks for approval.