Stock Adjustments

Stock Movements – Stock Adjustments

This is the configurable stock adjustments screen.

You can use the Stock Adjustments screen to increase or decrease levels of stock within the warehouse.

The Stock Adjustments screen is located in the Stock Movements folder.

The following document covers how to increase stock on an existing pallet, reduce stock on an existing pallet and creating a new pallet.

Adjusting Existing Stock Up and Down

Upon entering the screen the cursor will be in the Owner field. The Owner will be defaulted from your user settings. The owner can be changed if you require.

Once the correct owner has been entered, click in the Stock Code field.

Enter the stock code that you wish to stock adjust. Note: You can use the list of values icon and select the required code.

Enter the Employee Code doing the adjustments.

You may also select by additional criteria here:

• Customer Pallet ID (range).
• Pallet ID (range).
• Location.
• System Rotation.
• Customer Rotation (Batch).
• Reason Code.

Once you have entered the parameters, click Find Pallets - the list of pallets will be displayed in the Adjustments tab.

You can scroll this results table horizontally to see more details. You can also configure the layout of the table through the Configure button - this will display the program layout configuration screen WHS0909.

You can adjust the free and held quantities/cases/units and weight using the supplied fields. You are entering the adjustment quantity, so to adjust up from e.g. 50 to 51, set the adjustment quantity to 1. To adjust down from e.g. 50 to 48, set the adjustment quantity to -2.

If you adjust a quantity, you must enter a reason code - a lookup is provided.

For Serial Numbered products, the medical number screen will be called, select the serials to be adjusted and then delete them. By pressing the Confirm button you will then return to the standard Adjustment screen.

Note: Extra checks are included for negative adjustments; if the serial number is assigned to a sales order then it cannot be adjusted off the system. It will be possible to adjust off serial numbers that are held. Press the Save button to confirm the adjustment. A pop up box (WHS0629) will appear that allows the user to enter a text comment regarding the adjustment.

Press the Save button to record the text audit. Press the Exit button to return to the previous screen.

The screen will now display the adjusted quantity of the pallet.

Creating New Pallet and Stock

Press the Add New Pallets button - you will be taken to the Stock Adjust Add Facility screen WHS0631.

Enter the following data, based on what is required for the owner:

• Pallet ID - Press the Tab button and the system will assign a new pallet id.
• Pall(et) Type - Press the tab button for the system to use the default pallet type that has been assigned to the stock code in the stock maintenance screen. Or you can use the list of values and select the pallet type that is required.
• Rotation No - Enter the rotation number of the pallet. This can be switched off if it not required.
• Sell By Date - Enter the sale by date of the product. This will only be required if the stock requires a sell by date (this is set up within Stock Maintenance).
• Reason - Enter the relevant reason code for the adjustment. The list of values will display all reason codes.
• Cases/Units - Enter the number of cases/units that are to be stored on the pallet.
• Location Code - Enter the location where the pallet is stored. The list of values can be used to select the location from.
• Manu Date - Enter the manufacturing date (if you tab over the field the system will use today’s date).
• Cust Pallet ID

Once all the above data has been entered a pop up box will be displayed. This gives you the option to enter details regarding a GRA (goods received advice), if you are aware of how it was received. If you don't know the details then you can leave them blank.

You can also enter the following information:

• Country of Origin
• Supp Code
• Catch Weight
• Temperature
• Cust Rotation No

For Serial Numbered products, once the line is completed then enter the Serial No button to call the Medical Number Entry screen.

Enter the Medical Numbers as required using either the Create Range option or by manually entering each line separately. Confirming the entry will then return the user to the Add Pallet screen.

Once all the relevant data has been entered, press the Save button. A pop up box will appear that allows the user to enter a text comment regarding the adjustment, just like when adjusting quantities above.

Press Exit to return to the main screen - the new pallet will be displayed.

Generating Labels and SSCC IDs

After you have completed your adjustments, you can print labels or generate SSCC ids using the following buttons, which will be available only if required and configured to do so.

• Pallet Labels

• SSCC Label

• Generate SSCC