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Creating a New Inventory Adjustment Record

To resolve discrepancies between physical counts of the inventory and electronic counts of the inventory, end users and samples administrators must create and submit adjustment transactions. Sales representatives and samples administrators record changes to their sample transactions by creating new sample transaction records of the type, Inventory Adjustment.

Before you begin. To create inventory adjustment records, your user role must include the Enable Basic Samples Operations privilege and the Enable Samples Adjustment privilege.

To create a new inventory adjustment record

  1. On the Sample Transaction List page, click New.
  2. On the Sample Transaction Edit page, set Transaction Type to Inventory Adjustment.
  3. Enter a reason in the Reason field, for example, Lost samples, Found samples, or Initial Count.
  4. Complete the remaining fields on the Sample Transaction Edit page as required, and then click Save.

    For more information about the fields on this page, see Sample Transaction Fields.

  5. Add at least one transaction item line item, as described in Adding Transaction Items to a Sample Transaction.
  6. Click Submit.

Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.