Inventory adjustments
Adjustment document fields and available line types.
An Inventory Adjustment corrects or initializes inventory quantities against a physical count, outside of normal picking and restocking flows. It covers two situations through the same document: loading opening stock for a newly set-up Storage Device or Warehouse Access Point, and reconciling an already-stocked location against a physical count.
Document fields
Section titled “Document fields”| Field | Description |
|---|---|
| Number | Auto-generated from the Adjustments sequence. |
| Storage Type | Storage Device or Warehouse Access Point — what kind of source is being counted. Cannot be changed after creation. |
| Storage Name | The specific device or access point being counted. Cannot be changed after creation. Locked sources are not offered: an adjustment cannot move to Waiting/Ready while another adjustment for the same source, for its Warehouse Access Point, or for one of its Storage Devices is already Waiting or Ready. |
| Status | See Status flow below. |
Line fields
Section titled “Line fields”For a location with no existing recorded stock, lines are added manually. For a location with existing stock, one line per item-and-storage-location combination is generated automatically when the adjustment is opened.
| Field | Description |
|---|---|
| Item | The item being counted. |
| Storage Location | The specific location within the source. |
| Expected Quantity | Read-only. The system’s recorded quantity at that location when the form loaded — a snapshot, not re-checked live until Mark as Todo. |
| Counted Quantity | The physically counted quantity. Pre-filled to match Expected Quantity (no change) on auto-populated lines. |
| Quantity to Adjust | Computed: Counted − Expected. |
| Unit Cost | Editable only when Quantity to Adjust is positive (defaults to the item’s current cost); disabled when zero or negative, in which case the item’s existing cost is used. |
Status flow
Section titled “Status flow”| Status | Description |
|---|---|
| Draft | Lines are being entered. No inventory impact yet. |
| Waiting | Requested via Mark as Todo, but at least one decrease line exceeds what the system currently thinks is at that location. |
| Ready | Requested via Mark as Todo, and every line resolved against current availability. |
| Done | Validated. On-hand quantities and cost updated permanently; the adjustment can no longer be edited or deleted. |
| Cancelled | Adjustment was discarded. No inventory impact. |
Effects of validation
Section titled “Effects of validation”Validating a Ready adjustment updates each affected item’s on-hand quantity by the signed Quantity to Adjust and recalculates its weighted-average cost. A line that reduces on-hand to exactly zero resets that item’s cost to zero. An increase can silently move a Draft/Released item to Active; a decrease to zero can silently move a Will obsolete item to Obsolete.
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