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 a DC1 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.
To adjust inventory you can choose from the following three alternatives:
- Highlight the applicable inventory transaction and click the Inventory adjustment option to adjust inventory for the item in the warehouse.
- Click the Entry function key. When you access the Inventory adjustment panel the Item and Warehouse fields will be open for input allowing you to enter/select the item and warehouse for the inventory adjustment. All other fields will be initiated with blanks except for the Accounting period, Reception date, Stock on hand and Transit.
- Click the Fast adjustment function key. You will access the Fast adjustment panel where multiple inventory adjustments can be handled at the same time for normal stock adjustments. Note: No transit stock adjustments can be handled from this panel, nor can serial number controlled items and CMI related transactions be handled. In addition, transactions requiring a cost price must be entered using the single entry panel or the inventory adjustment panel. Batch controlled items can be handled from the DC1 UI Client only. The Updated field will automatically be set to YES when the inventory adjustment has been updated (i.e. you clicked OK to confirm the adjustment). See the panel help for the field descriptions.
- On the Work with inventory, Inventory adjustment, the fields to to be completed will depend on how you accessed this panel.
- Warehouse
- Displays the warehouse in which the item is stored. If this panel was accessed in Entry mode (i.e. you clicked the Entry function key on the initial panel), this field is open for input.
- Item
- Displays the item code. If this panel was accessed in Entry mode (i.e. you clicked the Entry function key on the initial panel), this field is open for input.
- 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 a DC1 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.