Transaction ID (Inventory Adjustment ID)

• This is a unique identifier that represents a transaction.
• This is a system generated field when a transaction is initially recorded.

Workflow Type

• DEFAULT is the default value on add mode.
• This is a required field and used to determine the business process of the transaction, whether it requires approval or not.

GL Account

• This is a required field. User can use the magnifying glass to search for existing GL account number.

• GL Account Number record must exist in Admin Chart of Accounts page.
• The blue hyperlink next to the magnifying glass is the GL account number description which allows users to easily navigate to the Chart of Accounts page if he has access to view chart of accounts information.

Adjustment Reason

• This is a required field which allows user to select a valid reason for this adjustment. This is predefined in the system and is displayed via dropdown/select field.
• User should only select from the provided list.

Remarks

• This is an optional field with a maximum length of 1000 characters and is used externally to convey vital information.
• This field is visible in the printed document.

Notes

• This is an optional field with a maximum length of 1000 characters and is used internally to convey vital information.
• This field is not visible in the printed document.

Posting Date

• This is a system generated field which contains the date when the user posts the transaction.

Status

• This is a system generated field based on the selected workflow which indicates the specific phase / process of the transaction.

Sequence Number

• This is a primary key used to sort the products in ascending order.
• In add mode, this is editable. This cannot be edited after it has been saved.

Product

• This is a required field. User can use magnifying glass to search for existing product.

• Product record must exist in Product Page prior creating inventory adjustment.
• This field is used to identify what specific items / services that the inventory must be adjusted.
• If the user knows already the product code, he can input it on the field and press the “Enter” key. If a blue hyperlink appears next to the magnifying glass icon, it indicates that the product code entered is valid.

• The blue hyperlink next to the magnifying glass is the concatenated brand name, catalog number, product description and product code which allows users to easily navigate to the Product Page if he has access to view product Information.

Total Quantity

• This is a required field that allows number with two decimal places. It is used to indicate the number of products that the inventory must be adjusted.

Base UOM (Unit of Measurement)

• This is a read-only field and is auto-populated based on the selected Product value.

Remarks

• This is an optional field with a maximum length of 1000 characters and is used externally to convey vital information.
• This field is visible in the printed document.

Bin/Warehouse

• This icon will display the Stock Location table grid and must be populated for each of the product/item added in the product table grid. On second click the Stock Location table grid will be hidden again.

Batch/Serial No.

• This is a required field which defines the number indicating place in a series and used as a means of identification.
• This field is visible in the printed document.

Warehouse

• This is a required field. The user can use magnifying glass to search for a warehouse record.

• Warehouse record must exist in Warehouse Page prior creating inventory adjustment.
• This field is used to specify the location from where the products will be obtained.
• If the user knows already the warehouse code, he can input it on the field and press the “Enter” key. If a blue hyperlink appears next to the magnifying glass icon, it indicates that the warehouse code entered is valid.

• The blue hyperlink next to the magnifying glass is the warehouse name which allows users to easily navigate to the Warehouse Page if he has access to view warehouse Information.

Bin Location

• This is a required field which defines the smallest addressable unit of space in a warehouse where your goods are stored. The user can use magnifying glass to search for a bin location record.

• Bin Location record must exist in Warehouse page prior creating sales return.
• If the user knows already the bin location code, he can input it on the field and press the “Enter” key. If a blue hyperlink appears next to the magnifying glass icon, it indicates that the bin location code entered is valid.

• The blue hyperlink next to the magnifying glass is the bin location description which allows users to easily navigate to the Warehouse page if he has access to view warehouse Information.

Quantity

• This is a required field that allows number values. It is used to indicate the number of products that a customer has purchased that has to be fulfilled.

Unit Cost

• This field is grayed and non-editable. It is used to identify the price / cost per unit of a product / service.

Production Date

• This is an optional field. A production date is the date when an item was first created or manufactured. It can be useful for determining the age of a product.

Expiration Date

• This is an optional field. An expiration date is the last day a product is safe to use or consume. Expiration dates are important for food, medicine, and other products to ensure their quality and safety

Remarks

• This is an optional field with a maximum length of 1000 characters and is used externally to convey vital information about the specific item.
• This field is visible in the printed document.