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Once you create inventory adjustment documents, available inventory data are updated. These data show the physical available inventory.
Adjust stock flowchart
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How to review stock discrepancies
1. Go to Warehouse and delivery and then click Inventory count sheets under Surplus, shortage, stock quality change.
2. Click the Reports → Stock discrepancies report.
3. In the Unregistered surpluses and shortages of goodsreport, review the list of stock differences to consider and process.
How to adjust stock using a wizard
1. Go to Warehouse and delivery and then click Inventory adjustments under Surplus, shortage, stock quality change.
2. Click Create → By using wizard.
3. In the Inventory adjustment wizard workplace, on the Setuppage, select the Warehouse.
4. Specify the Physical inventory register period and the Inventory adjustment date.
5. Click Set filter to customize the selection.
6. Click Next.
7. On the Reclass stock or change quality page, select a line in the Stock shortage table and a relevant line in the Stock surplus table.
8. Click Process selected itemsand specify the quantity to reclass.
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Click Reclass all stock and Process stock quality... to automatically reclass all matched lines. |
The system will automatically fill the Stock reclasses and quality changes table with inventory to offset.
9. Review the filled information.
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You can reclass stock only for goods with a common unit of measure as during the offset the quantity of outbound and inbound goods is the same. You cannot make a stock reclass transaction for items that have different VAT rates. The stock quality change transaction is made only for the goods that have different quality attributes. |
10. Click Next.
11. On the Assign company stock for adjustment page, do one of the following:
- Select the Stock quality change in the Operation type to process the data related to changes in quality and generate the Stock quality change (by custom price) and Stock quality change (by cost) documents.
- Select the the Stock reclass in the Operation type to process the data related to item reclassification and generate the Stock reclass documents.
- Select the Stock shortage in the Operation type to process the data related to inventory shortages and generate the Stock shortage recognition documents.
- Select the Stock surplus in the Operation type to process process the data related to inventory surplus and generate the Stock surplus recognition documents.
12. Review the information in the Stock discrepancies pending company stock assignment table.
13. Select the line and click Company remaining goods report.
14. In the Company stock balancereport, review review the list of companies in columns that have the selected item in available stock.
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19. On the Review generated inventory adjustment documents page, review review the list of created and posted inventory adjustment documents if there are no errors.
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