Adjustments

The Adjustments Report presents the inventory adjustments for items within the inventory. These adjustments include physical counts, receipts, issues, cost adjustments, and IOR receipts. There are a number of options in choosing the report for you and they are detailed below. Like other reports, when you have selected the options you want, click Generate to create the report and you can then preview it, print it, or reenter new filters/options.
 
Adjustments
 

Report Type

You can select from two types of reports: detail and summary. Detail will show each adjustment and the details about the adjustment. Summary will summarize each item's adjustments into one line.
 

Order By

You can select to order the report by item number or date adjusted.
 

Date Order

This is different from the order by option, but similar in function. This is the order of dates. If the date range is within a month's time (May 18 - June 18), ascending will start from the oldest and go to the newest. Descending will start from the newest date and go to the oldest date.
 

Include Adjustment Types

 
By default, All Adjustments is selected. This will report on all types of adjustments that were listed above. If you uncheck this box, you can select one or more types of adjustments by checking the box next to the type you wish to report on.
  • All Adjustments - Selecting this option displays all of the adjustment types
    OR
  • Physical - Filters to only Physical postings
  • Receipts - Filter to only Receipts - increases in inventory posted with the Receipts process
  • Issues - Filter to only Issues - decreases in inventory posted with the Issues process
  • Cost Change - Filter to instances of a cost change of the KSU
  • IOR Receipts - Receipts to inventory during the IOR process as it related to the communicating vendors
  • BOM Activity - Show only activity as it related to the Build It process of the Build of Materials showing the decrease in raw materials and the increase in finished goods.
     
 

Show Last Cost

Include the Last Cost of the SKU within the report.
 

Only MultiStore

If the MultiStore selection is chosen, the system will restrict the listing of adjustments to only those related to the MultiStore transfers.
 

Only Package Breaks

Selecting this option will report only on package breaks
 

Report Filters (Right Side)

 
On the right side of the report is where you enter the majority of the filters for the actual report. Depending on what you want the report to actually show, you can enter as many or as little (or none) information in these filters. Granted, the more filters you have, the more detailed your report will be. If you leave all fields blank, it will report on ALL items that match the parameters set on the left side. The filters on the right are as follows:
  • Item Number
  • Class
  • Code
  • Fine
  • Adjustment Comment
  • The Comment entered during an adjustment can be entered to allow further filtering of the adjustments report.
 

Sample Adjustments Report

Adjustments