Creating and Submitting an Initial Count Adjustment

The following procedure shows you how to create and submit an initial count adjustment.

To create and submit initial count adjustments

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

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

3. In the Inventory Adjustments list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Adjustment Reason	Select Initial Count from the drop-down list.
   Inventory Period	Selecting an Inventory Period automatically enters a validated date in the Transaction Date (Txn Date) field, making sure that the adjustment is entered into the appropriate inventory period.
   Transaction #	The application automatically generates an unique identifier. You cannot change this value.
   Transaction Date	It is recommended that you complete the Inventory Period field to auto-fill this field so that the adjustment is entered into the correct period.
   Transaction Status	The application automatically changes this field value to Submitted when you submit the adjustment.

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
   Item #	The application automatically generates this value. If you want to have the items appear in a particular order, edit this value in the Administration - Product screen.
   Item Status	The application automatically changes this field value to Submitted when you submit the transaction.
   Lot Name	The lot number for this sample.
   Quantity	The amount of your initial inventory. This quantity should be the same as the value you entered in the Count field in the Inventory Count view. For more information, see Submitting an Initial Count).
   Sample	The sample to be adjusted.

   Repeat Step 3 and Step 4 to enter a line item for each sample needing adjustment.

5. Click Submit.

   The values in the Transaction Status field (in the Samples Adjustment form) and the Item Status fields (in the Line Items list) are changed to Submitted.