The Inventory Adjustment Transaction Record View allows users to adjust inventory quantities. This transaction allows multiple items from a single site to be adjusted on a single transaction and each item's inventory balance can either be increased or decreased. Because Adjustments are used to correct balances, some business rules that exist for other transactions are not enforced. These include fixed/variable weight ratios and requiring whole units. The 'Include open Adjustment transactions in Available balances' preference will determine whether Available balances are updated before the transaction is posted. Once the transaction is posted, it will update the On Hand lot balance of the item(s).
Software Version: 2020.12.04 and newer
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Displays the Transaction ID of the source transaction the correction is being made from. This is a text box that defaults to the source transaction. This field is not visible unless the transaction is the result of a correction. It is only required on transactions that are being corrected. This field is auto populated by the system and is not editable.
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Database Fields: ERPx_IMTransactionHeader.TransactionID, ERPx_IMTransactionHeader.CorrectedFromTransactionHeaderSK
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Database Field: ERPx_IMTransactionHeader.TransactionDate
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The lookup contains the values configured for Adjustment reason codes in the Reason Codes Master File (Company > Setup > Reason Codes).
Database Field: ERPx_MFNoteTypeReasonCode.ReasonCode, ERPx_IMTransactionHeader.ReasonCodeSK
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Database Field: ERPx_IMTransactionHeader.Reference
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The lookup contains a list of all the 'Active' Inventory Sites.
Database Fields: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.SiteSK
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Database Fields: ERPx_IMTransactionStatus.TransactionStatusName, ERPx_IMTransactionHeader.TransactionStatusSK
Properties Tab
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This lookup contains the values in the IMAutoCreateNewLots Enumeration Class.
Database Field: ERPx_IMTransactionHeader.AutoCreateLotsEN
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Displays the Transaction ID of the source transaction that was corrected. This is a non-editable text box that is not required. It is only displayed on the corrected transaction and is never editable.
Database Fields: ERPx_IMTransactionHeader.TransactionID, ERPx_IMTransactionHeader.CorrectedFromTransactionHeaderSK
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Database Field: ERPx_IMTransactionHeader.CreatedBy
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Database Field: ERPx_IMTransactionHeader.CreatedDate
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Database Field: ERPx_IMTransactionHeader.GLDate
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Database Field: ERPx_IMTransactionHeader.LastUser
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Database Field: ERPx_IMTransactionHeader.LastUpdated
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This lookup contains the values in the IMAllowNegativeAvailableBalances Enumeration Class.
If Sales Order allocation preferences are set to either “Available Only” or “Available and On Hand” and a Sales order has been allocated prior to a user updating the Inventory “Negative Available Balances” property, it is possible to draw the lots negative.
A message will be displayed to the user if lot balances are negative and a new transaction is created which would impact those balances positively, however the overall balances would still be negative. For example, if the lot balance is -10 Cases and an Adjustment transaction adds 5 Cases, the overall lot balance would still be negative. The following options are possible workarounds:
- Change the Adjustment transaction's "Negative Available Balances" property to "Allowed"
- Change the Adjustment transaction to result in a zero or greater inventory balance.
- Use Cycle Count feature to change inventory balance to zero or greater.
Database Field: ERPx_IMTransactionHeader.NegativeBalancesEN
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Database Field: ERPx_IMTransactionHeader.VoidDate
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Database Field: ERPx_IMTransactionHeader.VoidedBy
Attributes Tab
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Page Detail
Items Grid
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- Production Batch Certifications
- Production Batch Attributes
- Production Batch Properties (Batch Class, Batch Date, Country of Origin, Expiration Date, Outside Purchase, Batch Date, Production Batch Site, Project, Quality Test Class, Status, and Traded)
- Transaction (Warehouse Lot)
This toolbar icon is always enabled.
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- Item - Opens the Item Master File Record View, in a new tab, for a selected record.
- Production Batch - Opens the Production Batch Record View, in a new tab, filtered for the selected record's Production Batch.
- Warehouse Lot - Opens the Warehouse Lot List View, in a new tab, filtered for the selected record's Warehouse Lot.
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The lookup contains a list of all active Items in the Items Master File.
Selecting an Item will default the 'Inventory Unit UOM' and 'Inventory Weight UOM' properties specified on the Item Record View.
Database Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription, ERPx_IMTransactionDetail.ItemSK
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Database Fields: ERPx_IMItem.TrackMethodEN, ERPx_IMTransactionDetail.ItemSK
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Database Fields: ERPx_IMProductionLot.ProductionLotID, ERPx_IMTransactionDetail.ItemSK
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The lookup contains a list of all Lot Owners.
Database Field: ERPx_IMLotOwner.OwnerName
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The lookup contains all the Adjustment Reason Codes setup in the Company→ Reason Codes Master File
Database Fields: ERPx_MFNoteTypeReasonCode.ReasonCode, ERPx_IMTransactionDetail.ReasonCodeSK
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'Units' and 'Unit UOM' fields will always display as the values entered by the user. However for consistency, Units that are saved using a UOM that is different than the 'Inventory Unit UOM' will be converted and subsequently stored in the default Inventory Unit UOM.
Database Field: ERPx_IMTransactionDetail.TransactionUnits
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This lookup contains all 'Active' Unit UOMs on the selected Item's UOM Schedule.
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Database Fields: ERPx_IMUOM.UOMName, ERPX_IMItem.UOMScheduleSK, ERPx_IMTransactionDetail.TransactionUnitsUOMSK
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Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK
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'Weight' and 'Weight UOM' fields will always display as the values entered by the user. However for consistency, Weight that is saved using a UOM different than the 'Inventory Weight UOM' will be converted and subsequently stored in the default Inventory Weight UOM.
Database Field: ERPx_IMTransactionDetail.TransactionWeight
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This lookup contains all 'Active' Weight UOMs on the selected Item's UOM Schedule.
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Database Fields: ERPx_IMUOM.UOMName, ERPX_IMItem.UOMScheduleSK, ERPx_IMTransactionDetail.TransactionWeightUOMSK
Related Topics
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Software Version: 2021.xx.xx and newer
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Home Tab
| Fields | Description |
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| Addtl. Gross Wt. | |
| Currency | |
| Freight Terms | |
| Order Weight UOM | |
| Product Wt. | |
| Shipment | |
| Shipping Wt. | |
| Show Weight for | |
| Tare Wt. | |
| Total Wt. | |
| Transaction |
Properties Tab
| Fields | Description |
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| Carrier arrived at our facility | |
| Carrier arrived time at our facility | |
| Carrier scheduled time to arrive at our facility | |
| Carrier scheduled time to depart our facility | |
| Carrier scheduled to arrive at our facility | |
| Carrier scheduled to depart our facility | |
| Driver | |
| Scheduled By | |
| Site | |
| Trailer | |
| Truck |
Attributes Tab
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| Available |
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| Value |
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Related Topics
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