How to do batch and adjustments to the inventory?
To access purchase invoice home, use the following methods:
  • Click Inventory Task Panel. Click Batch and Adjustment in Task Pane Command
  • Click Inventory Menu, select Batch and Adjustment and click Batch and Adjustment Home
  • To select the item to be adjusted. Do one of the following:
    • Click Task Button, Select Select Item
    • Right-click, Select Select Item
    • or Select Inventory Menu, Select Purchase Invoice, click New Purchase Invoice
  • Select Item ID to adjust and click on OK
  • or search using Search criteria (All Batch Record, Batch Number, Purchase Invoice Number, and Record Date/Created Date).  Selection of Batch Number or Purchase Invoice no. requires a value. Selecting Record Date/Create Date criteria requires users to input the From and To Date. 
Click Search Button
  • To change the expiry Date. Do the following:
    • Click Task  and click Change Expiry Date
    • Right-Click mouse, click Change Expiry Date
    • or Select Inventory menu, select Batch and Adjustment, Click Change Expiry Date
    • Select the new Expiry Date. Or check Blank to set new Expiry Date to blank or remove current Expiry Date
Click OK button to update and save changes
  • To do Adjustment. Do the following:
    • Click Task and click Do Adjustment
    • Right Click mouse, click Do Adjustment
    • Select Inventory Menu, select Batch and Adjustment, Click Do Adjustment
  • Input quantity to adjust or also adjust the unit cost with the reasons for adjustments
  • Click OK to save adjustment
  • To access Adjustment List, do the following:
    • Click Task button, select Adjustment List
    • Right-click mouse, select Adjustment List
    •  or Select Inventory Menu, Select Batch and Adjustment and Click Adjustment List
  • To edit, select the adjustment list then click Edit button and the do the readjustment
To delete, select the adjustment list then click Delete button. Click Yes upon confirmation to delete

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