Adjust or Issue Inventory

When you create a new issue/adjustment (or click Lines if the selected issue/adjustment has no lines) or select a line to change in Material Issues and Adjustments (IMI), the program displays the adjustment line screen.

Enter data in these fields:

Field Name	Type / Max Length	Action / Description
Line number	Required 3 numeric	Accept the displayed line number.
Item number	Required 24 alphanumeric	Enter the number of the item whose inventory you want to adjust or click the Lookup icon and use the standard lookup options to select the item from a list.
Branch	Required 4 alphanumeric	Select the branch whose inventory you want to adjust. The branch must be in your inventory group.

The item description and current inventory quantities (described below) are displayed.

Note
If the inventory branch record has a floor stock code of 1, the words Floor stock item appear below the description to assist the operator in selecting the appropriate issue/adjustment type. The ADJ adjustment is typically not used for floor stock items.

Field Name	Displays
On hand	The quantity of the item in on-hand inventory
Flr stk	The quantity in floor stock
On order	The quantity that has been ordered on requisitions, purchase orders, manufacturing orders, and transfers but has not been received into inventory This field does not include requisitions and purchase orders for purchased services.
Intransit	The quantity that is in the process of being transferred from one branch to another, which includes confirmed shipments that have not been received at the requesting branch Note The On order quantity for the requesting branch includes transfer requests.
Committed	The quantity needed for sales orders, manufacturing orders, and outgoing branch transfers
Obligated	The quantity assigned to sales orders, manufacturing orders, and outgoing branch transfers
Available	The quantity that is in inventory and not obligated: On hand + Floor stock - Obligated OR The quantity that is in inventory and not needed for other orders: On hand + Floor stock - Committed Your setting for the Calc available using obligated/committed option in the System Options Maintenance (XM) program (Inventory Options) determines which calculation the program uses.
Consignment	The quantity that is in consignment inventory
Qty in insp	The quantity that is awaiting inspection

Enter data in these fields:

Field Name

Type / Max Length

Action / Description

Issue/Adj type

Required
3 alphanumeric

Select the issue or adjustment type:

Select	To
ACI	Adjust consignment inventory on a consignment item
ADJ	Adjust on-hand quantity Note This is the only selection allowed for an order code 4 tool crib item.
CON	Reduce inventory of an item you consume but do not track
FAD	Adjust floor stock quantity even if it is warehouse/bin controlled
FST	Issue on-hand inventory to floor stock for an uncontrolled item that is not floor stock.
LWM	Move a warehouse/bin controlled item to another location.
SCR	Scrap inventory that is not usable.
WRK	Adjust the quantity picked for a manufacturing order. Note Not meant to be used as the primary picking method. If the component is not on the order, the program displays You cannot process a WRK transaction because this component is not on the bill of material. Consider using the Material Usage Maintenance (MUA) program.

Issue/Adjust cd

Required
10 alphanumeric

Select the code for the type of adjustment you are making. The code you select can be used to determine the general ledger posting account for this adjustment.

Qty issued/adj

Required
10 numeric in the format 9999999999

Enter the quantity:

If type	Enter a
ACI	Positive number to increase consignment inventory or negative number to decrease consignment inventory.
ADJ	Positive number to increase inventory or negative number to decrease inventory
CON	Positive number, which decreases on-hand inventory
FAD	Positive number to increase or negative number to decrease floor stock
FST	Positive number to increase floor stock and decrease on-hand inventory or a negative number to decrease floor stock and increase on-hand inventory
LWM	Positive quantity to move
SCR	Positive number to decrease or negative number to increase on-hand
WRK	Positive number to pick more or negative number to return a previously picked component to inventory

Enter a positive or negative number to correct a previous entry error. For a controlled item, there must be sufficient inventory to satisfy a negative entry.

Reference

Conditional
30 alphanumeric

Enter a reference for this adjustment. A program option controls whether an entry in this field is required or optional.

Mfg order no

Conditional
12 alphanumeric

If you selected WRK for the Issue/Adj type field, enter the manufacturing order number or click the Lookup icon and use the standard lookup options to select the number from a list.

Part designator

Conditional/Optional
8 alphanumeric

If you selected WRK for the Issue/Adj type field, enter the identifier your company uses if this component is listed on this bill of material more than once. You may call this designator a balloon number, bubble number, file number, material tag, or reference number.

Dept number

Optional
5 alphanumeric

Select the department for this adjustment.

(Conditional) If you selected one of these issue/adjustments types, see:

Type	See
ACI	Adjust Consignment Inventory Quantities
ADJ	Adjust On-Hand Quantities
CON	Remove Consumables
FST	Issue On-Hand to Floor Stock or Floor Stock to On-Hand
LWM	Move a Warehouse/Bin Controlled Item to Another Location
SCR	Scrap Inventory
WRK	Adjust Picking for a Manufacturing Order

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 line or click Cancel. See Add or Change a Material Issue/Adjustment.