Remove Inventory (Adjustment)

Remove Inventory (Adjustment)

This transaction creates a Dynamics GP Transaction Entry for negative adjustments. Use this transaction for multiple purposes:

  • General adjustment of inventory for damaged or expired items
  • Issuing inventory to departments (typically set up with Reason Code assignments as adjustment reason codes support assignment of an offset account)
  • Issuing inventory to Key2Act jobs and services

Standard Process

Site — Can be set as a default based on a profile setting. This is the site the inventory is removed from.

Item — Scan or select the item to adjust out of inventory. Items with a quantity in the site are available to select from.

Bin — When multi-bins is enabled, select the bin to remove the inventory from. The bin lookup includes the quantity on hand and available for the selected item.

UOM — The item base unit of measure is defaulted. The option to select a different unit of measure is available based on a profile setting. The transaction is created in GP with the selected UOM. Posting the transaction in GP calculates the quantity removed to the base unit of measure.

Quantity — Enter the quantity to adjust for quantity-tracked inventory.

If the item is tracked by LOT, select the lot and the lot quantity to adjust out.

If the item is tracked by SERIAL, scan the serials to remove.

Other Setting Options

Reason Code — Can be enabled and set to optional or required for the adjustment. If using this feature, ensure at least one reason code is set up in GP for adjustments that decrease quantity.

Item Class Codes — Can be enabled to support filtering items based on the class code. Originally designed for managing customer-owned inventory where barcode (manufacturer's) item numbers being scanned matched multiple GP item codes. Applying the filter limits the list to customer-specific items.

Job Tracking Add In — Under the Job and Project settings, enables Key2Act Job and Service fields for issue functionality.

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