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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: 20222024.01.31 and newer

Table of Contents

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Toolbar Icons

Description

Delete

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	Delete - RV Header 3.0
	Delete - RV Header 3.0
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This toolbar icon is enabled when the transaction status is 'New'.

Help

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	Help - Global 3.0
	Help - Global 3.0
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New

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	New - Multi-Select Trans Type - Global 3.0
	New - Multi-Select Trans Type - Global 3.0
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The drop-down displays all active Adjustment type transaction classes configured in the system.

Notes

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	Notes - Global 3.0
	Notes - Global 3.0
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	Def - Notes
	Def - Notes
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Print

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	Print - LV 3.0
	Print - LV 3.0
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Process Correction

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	Process Correction - RV Header
	Process Correction - RV Header
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Save

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	Save - RV Header 3.0
	Save - RV Header 3.0
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Save & Close

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	Save & Close - RV Header 3.0
	Save & Close - RV Header 3.0
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Adjustment #: [Transaction ID]

Fields

Description

Corrected From

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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	Def - Transaction ID
	Def - Transaction ID
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Database Fields: ERPx_IMTransactionHeader.TransactionID, ERPx_IMTransactionHeader.CorrectedFromTransactionHeaderSK

Date

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	Doc Date
	Doc Date
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This is a date picker that is required. If missing, the message "Transaction Date is required" will be displayed on Save. It defaults to the current date, formatted from the users 'Date Format' preference. This field is always editable while the transaction is in a Status of 'New'.

Database Field: ERPx_IMTransactionHeader.TransactionDate

Reason Code

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	Reason Code
	Reason Code
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This is a single-select standard lookup that is not required. It defaults as blank. This field is always editable while the transaction is in a Status of 'New'. This value will auto populate the 'Reason Code' field in the grid section when actual balances have been entered.

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

Reference

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	Reference
	Reference
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This is a text box that is not required. It defaults as blank. If entered, this field must be <= 100 characters. This field is always editable while the transaction is in a Status of 'New'.

Database Field: ERPx_IMTransactionHeader.Reference

Site

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	Site Name
	Site Name
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This is a single-select standard lookup that is required. If missing, the message "Site is required." will be displayed on Save. This defaults as blank and is not editable after initial Save.

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	Def - Site
	Def - Site
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The lookup contains a list of all the 'Active' Inventory Sites.

Database Fields: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.SiteSK

Status

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	Status
	Status
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This is a single-select standard lookup that defaults as 'New' and is required. This is always editable while the transaction is in a Status of 'New' or 'Approved'.

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	Def - Status
	Def - Status
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The Statuses that apply to transactions in this List View include:

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	Def - Status - New
	Def - Status - New
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	Def - Status - Approved
	Def - Status - Approved
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	Def - Status - Ready to Post
	Def - Status - Ready to Post
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Database Fields: ERPx_IMTransactionStatus.TransactionStatusName, ERPx_IMTransactionHeader.TransactionStatusSK

Properties Tab

Fields

Description

Auto-Create New Lots

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	Auto Create New Lots
	Auto Create New Lots
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This is a single-select load on demand lookup that is required. It defaults from the 'Auto-Create New Lots' property in the 'Properties' tab of the associated Transaction Class Record View. This field is always editable while the transaction is in a Status of 'New'. If set to "Not Allowed" and the transaction would result in the creation of a new inventory lot, the message "Lots would be created when Auto-Create Lots is Not Allowed" will be displayed on Save.

This lookup contains the values in the IMAutoCreateNewLots Enumeration Class.

Database Field: ERPx_IMTransactionHeader.AutoCreateLotsEN

Corrected From

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

Created By

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	Created By
	Created By
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This is a non-editable text box that is required.

Database Field: ERPx_IMTransactionHeader.CreatedBy

Created Date

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	Created By
	Created By
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This is a system assigned value and is never editable by a user. This is a non-editable text box that is required.

Database Field: ERPx_IMTransactionHeader.CreatedDate

GL Date

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	GL Date
	GL Date
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This is a date picker that is required. It defaults to blank on New and from the 'Date' field on the 'Home' tab and when the record is saved as Approved or greater if no value exists. It is always editable while the transaction is in a Status of 'New'. This field must be on or after the 'Date' field on the 'Home' tab of the Adjustment Record View. Else, the message "The GL date must occur on or after the Transaction Date" will be displayed on Save. Additionally, if the GL Date is not within an open Fiscal Period for Inventory, the message "The Fiscal Period is not open. The GL Date must be in a Fiscal Period that is open for Inventory." will be displayed on Save for statuses of 'Approved' or greater.

Database Field: ERPx_IMTransactionHeader.GLDate

Last Updated

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	Last Updated By
	Last Updated By
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This is a system assigned value and is never editable by a user. This is a non-editable text box that is required.

Database Field: ERPx_IMTransactionHeader.LastUpdated

Last Updated By

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	Last Updated By
	Last Updated By
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This is a non-editable text box that is required.

Database Field: ERPx_IMTransactionHeader.LastUser

Negative Available Balances

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	Negative Available Balances
	Negative Available Balances
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This is a single-select load on demand lookup that is required. It defaults from the 'Negative Available Balances' property in the 'Properties' tab of the associated Transaction Class Record View. This field is always editable while the transaction is in a Status of 'New'. If set to "Not Allowed" and the transaction would result in an inventory lot with a negative available balance, the message "Lot balances would be negative when set to Not Allowed" will be displayed on Save.

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

Void Date

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	Void Date
	Void Date
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This is a non-editable text box that is not required.

Database Field: ERPx_IMTransactionHeader.VoidDate

Voided By

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	Voided By
	Voided By
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This is a non-editable text box that is not required.

Database Field: ERPx_IMTransactionHeader.VoidedBy

Attributes Tab

Fields

Description

Attributes

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	Attribute - Attribute
	Attribute - Attribute
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The Attributes displayed here are setup and assigned in the Attributes section of the Company module (Company → Setup → Attributes → Inventory).

Required

A non-editable text box that shows whether the Attribute Value is required or not. If the Attribute Value is required, it will display "Yes". If it is optional, it will display as blank. This value is only editable from the 'Assign Attribute Rules' page (Company → Setup → Attributes → Inventory → Transactions hyperlink → Inventory - Adjustment).

Value

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	Attribute - Value
	Attribute - Value
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Toolbar Icons

Description

Add Item

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	Add Item - RV Grid 3.0
	Add Item - RV Grid 3.0
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This toolbar icon is only enabled when the transaction status is New.

Column Filter Show/Hide

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	Column Filter Show/Hide - Global
	Column Filter Show/Hide - Global
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Excel

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	Excel - RV Header 3.0
	Excel - RV Header 3.0
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Find Lots

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	Find Lots - RV Grid 3.0
	Find Lots - RV Grid 3.0
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Group By Show/Hide

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	Group By Show/Hide - Global
	Group By Show/Hide - Global
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Mass Update

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	Mass Update - Global 3.0
	Mass Update - Global 3.0
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Transaction
- Warehouse Lot - This may only be updated if the Site is warehouse lot tracked and if the Status of the transaction is 'New'. Else the message "Warehouse Lot may only be updated for transactions in the status of New." will be displayed on Save.
Production Batch Properties
- Batch Class, Batch Date, Expiration Date, Production Batch Site and Status
Production Batch Attributes
- Each Batch Attribute will be available
Production Batch Certifications
- Each applicable certification will be available

This toolbar icon is always enabled.

More Actions

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	More Actions - Global 3.0
	More Actions - Global 3.0
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LV: Warehouse Lot - Opens the Warehouse Lot List View, in a new tab, filtered for the selected record's Warehouse Lot.
RV: Item - Open the item Record View for the selected item
RV: Production Batch - Open the Production Batch Record View for the selected line item

Quick Column Filter

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	Quick Column Filter
	Quick Column Filter
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Remove Items

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	Remove Items - RV Grid 3.0
	Remove Items - RV Grid 3.0
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Saved Layouts

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	Column Layouts for Framework 3.0 - Global
	Column Layouts for Framework 3.0 - Global
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Fields

Description

Checkbox

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	Checkbox
	Checkbox
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Item: Description

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	Item ID & Item Description
	Item ID & Item Description
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This is a text box that is required. It defaults as blank and is not editable once the line item has been saved to the transaction.

When the 'Add Item' icon is clicked, users may enter all or part of an Item ID or Description and hit the Enter key on the keyboard. If a complete Item ID was entered, the line item will be saved, if not, the Item Lookup dialog box will open with a list of items containing the data entered. From the 'Item Lookup' dialog box, users may check the checkbox next to one or multiple item(s) to add to the transaction using the Save & Close button.

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	Def - Item ID
	Def - Item ID
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The lookup contains a list of all active Inventory type 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

Lot Tracked

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	Lot Tracked
	Lot Tracked
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This is a non-editable text box that is not required. This value defaults from the 'Lot Tracked' field in the 'Properties' tab of the Item Record View. It displays as "Yes" if the line item is a lot tracked item. It displays as blank if the item is not a lot tracked item. This field is for informational use only and cannot be edited.

Database Fields: ERPx_IMItem.TrackMethodEN, ERPx_IMTransactionDetail.ItemSK

Production Batch

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	Production Batch
	Production Batch
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This is a text box that is only required to save a line item on a transaction in 'Approved' or greater status if the item selected is Lot Tracked. It defaults as blank and is only editable if the selected item is Lot Tracked and the transaction is in a Status of 'New'. This field must be <= 50 characters.

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	Def - Production Batch
	Def - Production Batch
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Database Fields: ERPx_IMProductionLot.ProductionLotID, ERPx_IMTransactionDetail.ItemSK

Owner

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	Owner - Item
	Owner - Item
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This is a single-select standard lookup that is required. It defaults from the 'Default Owner' preference on the Inventory Preferences page. This field is editable until a line item has been saved.

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	Def - Owner
	Def - Owner
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The lookup contains a list of all Lot Owners.

Database Field: ERPx_IMLotOwner.OwnerName

Reason Code

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	Reason Code
	Reason Code
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This is a single-select standard lookup that is required to save the transaction in a Status of 'Approved' or greater if the "Require Reason Codes for all Adjustment lines" property is set to "Yes" on the Inventory Preferences page. If missing and required, the message "Reason Codes are required for all Adjustment transaction lines" will be displayed on Save. This field defaults from the 'Reason Code' field in the 'Home' tab of this Record View. This field is always editable while the transaction is in a Status of 'New'.

The lookup contains all the Adjustment Reason Codes setup in the Company→ Reason Codes Master File

Database Fields: ERPx_MFNoteTypeReasonCode.ReasonCode, ERPx_IMTransactionDetail.ReasonCodeSK

Units

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	Units - Inventory
	Units - Inventory
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This is a numeric text box that is sometimes required. This field is required and editable only if the item is managed by Units Only or Units or Weight. This field defaults to 0 and is always editable while the transaction is in a Status of 'New'. Unlike other inventory transactions, Adjustment transactions treat all items as variable weight and the require whole units property is not enforced. Adjustment transactions also allow users to set units as positive and weight as negative and vice versa. Units can be entered with 5 decimals regardless of the 'Unit Decimals' property configured in the 'Properties' tab for the selected Item on the Item Record View.

'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

Unit UOM

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	UOM - Units
	UOM - Units
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This is a single-select standard lookup that is required to save a line item on transactions with a Status of 'Approved' or greater. This field will be disabled if the item is managed by Weight Only. If enabled, it will default from the 'Inventory Unit UOM' property on the 'Properties' tab of the Item Record View for the selected Item. If enabled, this field will be editable while the transaction is in a Status of 'New'.

This lookup contains all 'Active' Unit UOMs on the selected Item's UOM Schedule.

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	Def - UOM
	Def - UOM
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Database Fields: ERPx_IMUOM.UOMName, ERPX_IMItem.UOMScheduleSK, ERPx_IMTransactionDetail.TransactionUnitsUOMSK

Warehouse Lot

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	Warehouse Lot
	Warehouse Lot
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This is a single-select standard lookup that is sometimes required to save a line item on transactions with a Status of 'Approved' or greater. It is required when the 'Site', identified on the transaction header, is a warehouse lot tracked Site and is disabled when it is not. If required and blank, the message "Warehouse Lot is required for Warehouse Lot Tracked sites when Approving or Posting." will be displayed on Save of Statuses of 'Approved' or greater. This field defaults as blank and will be disabled if the 'Site' field on the transaction is not warehouse lot tracked. If enabled, this field is editable via the Mass Update Dialog while the transaction is in a Status of 'New'. This field must be <= 50 characters.

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	Def - Warehouse Lot - Inventory Site Validations
	Def - Warehouse Lot - Inventory Site Validations
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	Def - Warehouse Lot
	Def - Warehouse Lot
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Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK

Weight

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	Weight - Inventory
	Weight - Inventory
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This is a numeric text box that is sometimes required. This field is required and editable only if the item is managed by Weight Only or Units or Weight Only. This field defaults to "0.00" and is always editable while the transaction is in a Status of 'New'. Unlike other inventory transactions, adjustment transactions treat all items as variable weight and require whole units property is not enforced. Adjustment transaction also allow users to set units as positive and weight as negative and vice versa. Weight can be entered with 5 decimals regardless of the 'Weight Decimals' property configured on the 'Properties' tab for the selected Item on the Item Record View.

'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

Weight UOM

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	UOM - Weight
	UOM - Weight
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This is a single-select standard lookup that is required to save a line item on transactions with a Status of 'Approved' or greater. This field will be disabled if the item is managed by Units Only. If enabled, it will default from the 'Inventory Weight UOM' property on the 'Properties' tab of the Item Record View for the selected Item. If enabled, this field will be editable while the transaction is in a Status of 'New'.

This lookup contains all 'Active' Weight UOMs on the selected Item's UOM Schedule.

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	Def - UOM
	Def - UOM
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Database Fields: ERPx_IMUOM.UOMName, ERPX_IMItem.UOMScheduleSK, ERPx_IMTransactionDetail.TransactionWeightUOMSK

Versions Compared

Old Version 38

New Version Current

Key

Properties Tab

Attributes Tab

Related Topics