Adjustment Transaction

Adjustment Transaction

Adjustments create an Inventory Transaction Entry transaction in Dynamics GP. There are three adjustment transaction types:

  • Add Inventory: Creates a positive adjustment to add items into inventory.
  • Remove Inventory: Creates a negative adjustment to remove items from inventory.
  • Convert Item: Removes one inventory item and adds another. Designed for changing an item in inventory to a different item.

Settings

Setting Description
Enable Add Inventory Enables the Add Inventory transaction.
Enable Remove Inventory Enables the Remove Inventory transaction.
Enable Convert Item Enables the Convert Item transaction.
Enable Reason Code Assignment on Convert Item Enables the ability to assign a reason code for Convert Item transactions. Reason codes must be set up in GP for adjustment increase and decrease.
Reasons for Adjustments Enables reason code assignment on adjustment transactions. Reason codes must be set up in GP. For Add Inventory, reason codes associated with adjustment increase are available. For Remove Inventory, reason codes associated with adjustment decrease are available.
Allow Creating a New Bin at Add Inventory When enabled, a new bin (a bin location within a site) can be created on the fly during an Add Inventory transaction.
Batch Code for Adjustments Defines the batch code assignment for transactions created in GP. The default is PTGP_ADJUST. If no batch code is defined, the batch code will be the current date. See also: other batch code assignment options.
Use UOM for Adjustments When enabled, the base unit of measure (UoM) for the item defaults, but the user may select an alternate unit of measure. Alternate UoM must be set up in GP. Posting in GP handles the conversion to the base UoM.
Bulk Item Auto Save at Adjustment When enabled, for items tracked by quantity (no lot or serial), the number of times the item is scanned is counted as the quantity, instead of presenting a quantity field to the user.

Serial Quantity Capture Behavior

The serial quantity capture behavior can be configured separately for Add Adjustment and Remove Adjustment transactions. Two options are available:

Option Description
Count Scans Counts the serial numbers as they are scanned for the transaction.
Enter Quantity Presents a quantity field for the user to specify how many serials are being added or removed. The serial field then requires scanning that exact number of serial numbers.

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