Adjusting Items

You will use the Adjust Item Wizard to adjust the quantity of an item you have on hand.

Note: A positive adjustment of an item increases your inventory, so it debits the inventory account and credits the adjustment account. A negative adjustment of an item decreases your inventory, so it credits the inventory account and debits the adjustment account.

From the Main Menu screen, click ITEMS. The Browse Consumable Inventory Items screen appears with all active items displayed in a table.

Select how you want to order the item table from the ordered by drop-down list, enter the search criteria in the search for field and click GO. The first item to match the criteria is highlighted in the table.

Highlight the item record you want to work with and click

on the toolbar.

Select “Adjust Item” from the menu that appears. The Adjust Item Wizard is initiated.

Hint: You can also access the Adjust Item Wizard from the Location tab of the Maintain Consumable Inventory screen, and from the Consumable Inventory Process Menu (Main Menu screen > Transaction button > Consumable Inventory Process Menu > Adjust button). If you access the wizard from the Process Menu location, you search for the item on the first step of the wizard.

If necessary, change the adjust date and adjust time. These fields default to today's date and the present time.

Note: You can search for a different item by clicking next to the Stock Number field. The Select Active Item screen then appears where you can search for and select the item you want to work with.

Verify or select the warehouse for which you are adjusting the item’s quantity.

This field offers your agency-defined list of warehouses, which you maintain in the Setup area of the program. See "Setting Up Warehouses"

In the quantity adjusted field, enter the number by which you are increasing or decreasing the item’s quantity on hand at this warehouse. If you are decreasing the quantity, type a minus sign (a hyphen) before the number.

Type a reason for the adjustment and click START to continue.

Hint: If you have multiple items to adjust, check the Repeat Wizard checkbox at the bottom left-hand side of screen. This will start the Adjust Item Wizard again immediately after finishing the wizard.

Review and confirm the information you have set up and then click FINISH to adjust the item.