Adjust On-Hand Quantities

When you select the ADJ issue/adjustment type in the Material Issues and Adjustments (IMI) program, you can add to or remove from inventory.

Add a Controlled Item

Enter data in these fields (only some of which display depending on the type of control for the item) to add to inventory:

Field Name	Type / Max Length	Action / Description
Starting serial number	Required 16 alphanumeric	Enter the first serial number or leave blank to have the system assign the number.
Ending serial number	Conditional 16 alphanumeric	If entering a range of serial numbers, enter the ending number.
Increment by	Optional 3 numeric	Accept the displayed increment or enter a different increment.
Stocking lot number	Conditional 16 alphanumeric	Enter the lot number for this item or leave blank to have the system assign a lot number.
Qty in this group	Required 11 numeric	Accept the displayed quantity or enter a different quantity in the stocking unit of measure.
Enter warehouse	Conditional 2 alphanumeric	Accept the displayed warehouse or enter a different warehouse where this item is to be stored. The displayed default is from the Primary whse field in the item's record in the Branch Item Maintenance (IMB) program.
Enter bin location	Conditional 8 alphanumeric	Accept the displayed bin location or enter a different bin where this item is to be stored. The displayed default is from the Primary bin loc field in the item's record in the Branch Item Maintenance (IMB) program.

Click OK. Go to step 3.

Remove a Controlled Item

If the item is controlled, the program displays these fields:

Field Name	Displays
Requested	The quantity to be removed
Selected	The quantity you have selected to remove
Remainder	The remaining quantity to be selected; if 0, you have selected the quantity requested
Sel	Selected: This serial number, lot, or warehouse/bin location is selected Blank: It is not selected
Brch	The code of a branch for this item
Control number	For a controlled item, the lot or serial numbers
Wh	The warehouse location
Loc	The bin location
Available	The quantity in inventory in this lot or warehouse/bin location; 1 for serial number
Selected	The quantity selected to be removed
Prev	The quantity previously selected

Click Sel to the left of the serial number, lot, or warehouse/bin location that you want to remove. Click Exit.

Click Sel to the left of a lot or location, click Modify, and enter a quantity that is less than the quantity requested. Click Exit.

OR

Choose the appropriate options:

Do This

Display all records or only selected records

Click Selected/All.

Select less than the requested quantity from a lot or location

Click Modify.

Enter a range of serial numbers to remove

Click Range.

Field	Action / Description
Beginning serial no	Enter the beginning serial number in the range.
Ending serial no	Enter the last serial number in the range.
Qty to process	Enter the quantity to remove.

Click Remove ser to remove the entered range or click Cancel to abandon the adjustment.

Accept the selection and exit

Click Exit.

If you click Exit and the selection quantity is not equal to the request quantity, the program prompts You have over/under selected. Exit and change the line quantity? Click Yes to exit and modify the Qty issued/adj quantity or click No to change serial number selection.

The program displays issues and adjustments at the bottom of the screen. The display includes the line number, branch, item number and description, quantity issued/adjusted, and the new on-hand quantity after the adjustment.

The program prompts Line number.

Enter another adjustment or clear the Line number field to exit.
Choose the appropriate options when you leave the field blank:

To	Do This
Enter another adjustment or issue	Click Add.
Print the adjustment listing	Click Print. See Print.
Display adjustment line details and control information	Highlight the line and click Select or double click the line. If the item is controlled, click Detail to see control numbers issued/adjusted. See Display Control Information for an Issue or Adjustment.
Exit add mode	Click Exit.

Click Register to print the Inventory Adjustment Register for this batch or choose the appropriate options when you click Exit:

To	Do This
Delete this adjustment record	Click Delete. See Delete.
Exit without updating this record	Click Cancel.
Enter notes	Click Notes. See Enter Notes.
Display lines	Click Lines. Note You cannot delete or change adjustment lines.
Print the Inventory Adjustment Register	Click Register. See Print the Inventory Adjustment Register.
Exit this adjustment batch	Click OK.
Exit the program	Click Exit.