Adjusting Multiple Quantities with a New Adjustment Transaction

The following procedure shows you how to adjust multiple quantities with a new adjustment transaction.

To adjust multiple quantities with a new adjustment transaction

1. Navigate to the Samples screen, then the Transaction view.

2. From the view drop-down list, select Inventory Adjustments.

3. In the Transaction # view, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Adjustment Reason	Follow your company’s guidelines for what to select for this field.
   Transaction #	The application automatically generates an unique identifier. You can change this value.
   Transaction Date	The application automatically generates an unique identifier for this field.
   Transaction Status	The value will be changed to Submitted when you submit the transaction.

4. In the Line Items list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Expiration Date	This field is automatically filled when you complete the Lot # field.
   Item Status	The application changes value in this field changes to Submitted when you submit the transaction.
   Item #	The number of this item in the transaction. Line numbers are automatically generated but can be edited. You might want to edit this value to have the items appear in a particular order (other than the order in which you entered them).
   Lot Name	The lot number for this sample.
   Quantity	The amount of the sample adjustment. The quantity you enter can be positive or negative, depending on the value you recorded in Step 4 in the topic Identifying Discrepancies in Inventory Counts: If the value that you recorded was positive, enter a negative quantity. If the value that you recorded was negative, enter a positive quantity.
   Sample	The product for which you want to enter a quantity adjustment.

   Repeat Step 4 until you have entered a line item for each needed adjustment.

5. In the Transaction # view, click Submit.

   The values of the Transaction Status field (in the Inventory Adjustments list) and the Item Status field (in the Line Items list) change to Submitted.

6. Reconcile the inventory period, as described in Reconciling an Inventory Period.