Creating an adjustment

Use this page to start a document that will correct stock. You make the header first, then you add lines.

Before you start

• You are ADMIN, MANAGER or SUPERVISOR.
• You know the reason. Look at Adjustment reasons: the reason decides if you may add or remove stock, if a comment is needed and if someone must approve.

Steps

1. Open Inventory Balances > Inventory Adjustments.
2. Click New. The document opens. The Number is already filled (ADJ and 7 digits). The status is Draft.
3. Choose the Reason.
4. If the reason asks for a comment, type it in Comment. Type a comment in any case if you want one.
5. Click Save.
6. Add the lines. See Adding lines to an adjustment.

What the screen says

Result	Message
Reason empty	The form does not save. The field Reason is required.
Reason not usable	reason {reason} is not on the adjustment reason list or reason {reason} is retired
Comment missing	reason {reason} requires a comment
Number too long	an adjustment number is at most 20 characters
REVERSAL chosen	a reversal is made from the posted adjustment it reverses, not by hand

Not confirmed by code: how the window words the check on an empty Reason. To verify: press Save with an empty Reason.

What changes

What	Change
inventory_adjustment	A new row: status Draft, source Manual, version 1, the number shown.
Stock	Nothing.
Counter	The number comes from the counter inventory_adjustment when you press New.

The save is the API method create_inventory_adjustment. It makes its own idempotency key, because a form save carries none.

Related pages

• Adjustment header
• Adding lines to an adjustment
• Adjustments list
• API: create_inventory_adjustment (stateless). The same work is inventory_adjustment_create, which can also take lines in the same call.
• RF terminal: none.