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Version: 7.0

Adjustment

Adjustment (inventory counting) is used to compare the system stock with the actual quantity in a location.

The adjustment moves through the following statuses: Draft → In progress → Done, with Canceled as an alternative terminal state. The variance per line is recalculated automatically while the document is in In progress (as counted quantity minus theoretical quantity), and the corresponding inventory ledger postings are written when the document is moved to Done.

Typical flow​

Below is the recommended sequence of steps. It works both for a full location adjustment (counting) and for counting a zone/bin.

  1. Preparation
    • Define the scope: location/zone/bin, item groups, whether you need lot/package accounting.
    • Fix the “snapshot” moment:
      • if possible, complete any open receipts/shipments/transfers for the selected location;
      • agree on operational rules for the counting period (e.g., do not post documents for that location, or record operations separately).
  2. Create the document
    • Create an adjustment and specify the location.
    • If needed, set additional parameters (for example, enable lots).
  3. Move to status In progress
    • Move the adjustment to In progress.
    • After that, use the selected counting method: via lists (see below) or manual entry.
  4. Enter actual quantities
    • Fill in counted quantities for items.
    • If lot/serial accounting is enabled, enter quantities by lot.
    • If bin-level storage is used, make sure you enter quantities for the required zone/bin.
  5. Review and reconcile
    • The system continuously shows the variance for each line — counted quantity minus theoretical quantity — and provides quick filters for Surplus and Missing lines.
    • Check lines with zero/unexpected values.
    • If variances are large:
      • re-check units of measure;
      • verify that the selected location matches the physical one.
    • If required, coordinate variances with the responsible person.
  6. Complete (move to Done)
    • Move the adjustment to Done.
    • At that moment the system posts the variances to the inventory ledger so that stock balances match the counted quantities (within the accounting rules of your configuration).

Adjustment lists​

The system may use a separate “adjustment lists” mechanism:

  • prepare the list of items to be counted;
  • record counting results;
  • transfer the results to the adjustment document.

Recommended approach:

  1. Generate a list (by location/zone/bin, optionally with an item group filter).
  2. Print/share the list with performers and capture counted quantities.
  3. Upload/enter results into the list.
  4. Transfer results to the adjustment document and follow "Review and reconcile" → "Complete (move to Done)".

Typical problems​

  • Cannot complete — counted quantities are not filled in or variances are not calculated.
  • Variances are too large — check units of measure and the selected location.