The following describes how you manually increase or decrease normal stock.
- Select the Work with inventory menu item.
- You access Work with inventory, Locations, All records if the Warehouse defaulted for your user profile is an IBS Warehouse Management controlled warehouse; else Work with inventory, Items, All records. To switch to another warehouse, click the Select warehouse function key and select the applicable warehouse. Highlight the applicable inventory transaction and click the Inventory adjustment option.
- You access Work with inventory, Inventory adjustment. Complete the following fields:
- Transaction type
- Enter the user defined transaction type from the Transaction type table. This code must be in the range of 1000 – 99999. Transaction types less than 1000 are system defined and cannot be used for manual transactions.
- Reception date
- This reception date is used as informational purposes on the FIFO transaction the system creates, if you add goods to stock.
- Quantity
- Enter the quantity. Enter a negative quantity if the transaction is a stock withdrawal.
- Pallet
- This field is only displayed if the item is an IBS Warehouse Management controlled item and the location has a pallet for the item. This is an optional entry. When you are doing a stock adjustment, adding to or withdrawing from stock, you can refer to a pallet to which the stock should be added or from which the stock should be removed. If you are removing stock, the system will validate that there is enough quantity on that pallet.
Complete any other mandatory fields you are flagged to complete and click OK.
Created transactions
The system creates transactions in the Bookkeeping transaction file of type 901 (Stock value) and updates the transaction type entered in Transaction type field. The Inventory transaction file is also updated with the entered transaction type.
Note: It is not possible to change a transaction. Enter a new transaction to correct any errors.