Overview
This process allows the company to record the fact that the stock of goods or raw materials in the customer's warehouse is corrected.
It happens when the company initiates the customer stock recount or the contract is terminated.
The customer recounts stock and notifies the company about the stock adjustments. The reasons for these stock adjustments must be clearly specified.
If the company agrees with these adjustments, it records the data in the system to maintain available stock held by the customer.
As a result of the process, customer stock is adjusted.
Adjust customer stock flowchart
How to assess stock adjustment notifications
1. Receive a customer stock adjustment notification document.
2. Review the items and quantity for adjustments.
3. Assess the reasons for adjustments.
4. Initiate a dispute with the customer if data needs to be clarified.
Paths
| Path | Sales → Sales management → Sales documents (all) |
|---|---|
| In-app link EN code |
e1cib/app/DataProcessor.LogOfSalesDocuments
|
| In-app link RU code |
e1cib/app/Обработка.ЖурналДокументовПродажи
|
How to create customer stock adjustments
1. Go to Sales and click Sales documents (all) under Sales management.
2. Click Create.
3. Select the VMI adjustment without compensation / Consignment stock adjustment document and click Create.
How to fill header data in customer stock adjustments
1. In the Customer stock adjustment / Report on stock adjustment at consignee document, click the Main tab.
2. Select VMI adjustment without compensation / Consignment stock adjustment in the Business transaction field.
3. Select a Customer / Consignee / Subcontractor, Company, Counterparty, Terms of sale, and Contract.
4. Select an Expense item and Expense dimension relevant to the case.
5. Click the More tab.
6. Select a Price type, a Business unit, a Currency.
7. Fill other required header fields.
How to fill line item data in customer stock adjustments
1. In the Customer stock adjustment / Report on stock adjustment at consignee document, click the Goods tab.
2. Click Fill → Pick customer stock.
3. Select one or several lines, enter the adjustment quantity in the Selected quantity field, and Add to document.
How to post customer stock adjustments
Post the document.