Store-use items are taken out of stock for internal use, customer samples, or charitable donations. Adjust your inventory to reflect any items taken out for these purposes.
To adjust inventory for a store-use item:
From the Warehouse Management menu, select Inventory Adjustment Entry to display the Inventory Adjustment Entry dialog box.
In the AdjustmentDate field, enter the date of the adjustment and press Enter.
The system prompts you to select from existing adjustment registers or to create a new adjustment.
Note: If you are not assigned the correct authorization level (at least INVADJ.ALLOWEDLevel 1), the system displays a message indicating no open adjustments exist and that you do not have the authorization to create new adjustments.
Select New and click OK to display the Inventory Adjustment Entry window.
In the Branch field, enter the branch or territory to which the product you are adjusting belongs.
In the Header Comments field, do one of the following depending on the
If set to Yes, select a pre-set header comment. The Header comment you select drives the selection of the general ledger account to which the adjustment posts. From the Edit menu, select G/L Account to change the G/L account and subledger account to which the adjustment posts.
The accounts defined in the
If set to No, enter your own header comment, such as Store Use or Sample.
Note: The system does not let you enter your own header comment unless the Validate Inventory Adjustment Header Comments control maintenance record is set to No.
In the Qty field, enter the negative quantity for the items you are taking out of inventory.
For example, if you are taking 10 light bulbs to use in your showroom, enter -10.
In the Product Description field, enter the product whose inventory you are adjusting.
In the Adj Cost field, edit the adjustment cost, if necessary.
The system displays the type in the Type field, such as Stock of Nonstock as defined in Product Location Maintenance. We recommend not changing the value in this field.
If necessary, select Comments from the Edit menu to enter any general comments about the adjustment. Save your comments to return to the Inventory Adjustment Entry window.
From the Edit menu, select G/L Account to view or change the general ledger account that the inventory adjustment affects. In the G/ field, select the new account type for using items for store use, such as Inventory Increase/Decrease and click OK to return to the Inventory Adjustment Entry window.
If you are updating an inventory adjustment for a store use item, enter a reason for your changes in the Reason For Change dialog box and click OK.
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