Inventory Adjustment Reason Settings

Adjustment reasons are used to identify all the possible causes for which your teams may need to increase or decrease the inventory they are tracking or that they detect in the daily tasks of inventory management, for example, adjusting inventory that was found damaged.

This article covers the following topics:

• Create an adjustment reason.
• Edit an adjustment reason.
• Delete an adjustment reason.

Create an adjustment reason

Criteria for creating a new adjustment reason:

• The user must have the permission to create adjustment reasons enabled.
• The name of the adjustment reason must be unique in the catalog.

Steps to create an adjustment reason:

1. From the Setup menu, go to the Adjustment Reasons.
2. Click the Create button.
3. Enter the name for the adjustment reason.
4. Press Create.

          

Edit an adjustment reason

Criteria for editing an adjustment reason:

• The user must have the permission to edit adjustment reasons enabled.

Steps to edit an adjustment reason:

1. From the Setup menu, go to the Adjustment Reasons.
2. Find the adjustment reason you want to modify.
3. In the Edit column, click the button.
4. Modify the adjustment information as needed.
5. Press Edit to save the changes.

Delete an adjustment reason

Criteria for deleting an adjustment reason:

• The user must have the permission to delete adjustment reasons enabled.
• The adjustment reason has not been used in any negative or positive inventory adjustment order.

Steps to delete an adjustment reason:

1. From the Setup menu, go to the Adjustment Reasons.
2. Find the adjustment reason you want to delete.
3. In the Delete column, click the button.
4. In the dialog that opens, click the Delete button.