Adjust Inventory
(AdjInv.exe) In this program, you will be able to adjust the on hand quantity of an item in a particular stocking Location in your hospital. Determine if you want to enter Adjustment Quantity or New On Hand Quantities for each item you are adjusting. The system default is for Adjustment Quantity. Press the F3 key or choose File then Enter On Hand from the application menu in order to enter new on hand quantities instead. If you are using Lot Tracking, a box will appear to verify the adjustment quantity with the correct lot number.
Enter information about the item whose quantity you want to adjust in the top portion of the screen.
- Location - use the drop down menu to choose the stocking Location of the item.
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Material Code and Description - type in the Material Code of the item or use the lookup to find it.
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Unit of Issue - the default unit of issue of this item will appear. Use the drop down menu to choose the correct one if there is more than one available.
- Reason - double click on this field and a text box will appear allowing you to type in pertinent comments about the reason you adjusted the quantity of this item. When you close and save the box, the word MEMO in this field will appear in all capital letters. There is a System Option, Adjust Inventory Require Memo, which will require the user to create a memo for all adjustments.
- Entity - use the drop down menu to enter the correct entity
- Account Number - enter the account number associated or use the lookup function to find it.
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Unit of Issue - the default unit of issue of this item will appear. Use the drop down menu to choose the correct one if there is more than one available.
- On Hand - the current on hand quantity of this item in this stocking Location will appear
- Adjustment Quantity - type in the adjustment to update the current on hand for the item in that stocking location. For example, if the current on hand is 5 and needs to be adjusted to 8, type 3 in this field. Then press the Enter key. You may use negative numbers in this field to reduce the on hand quantity as long as the new on hand quantity is still a positive number.
- Or New On Hand Quantity - type in the new on hand quantity now available for the item in that stocking Location. For example, if the current on hand is 2 and needs to be adjusted to 5, type 5 in this field. Then press the Enter key. The system will do the mathematics.
If you attempt to use negative numbers in the New On Hand Quantity field or if the amount in the Adjustment Quantity field causes the on hand quantity to go below zero, the system will pop up a message letting you know that this would make the on hand quantity negative. It will show you the current on hand and adjustment quantities then ask if you want to set the on hand quantity to zero. If you would, click on yes. If not, click on no, and you will return to the main screen.
Select Show All Users if you want to exercise this option.
There is a System Option, Adjust Inventory Disable Account No, under the Inventory module, which when set to Y (Yes) will disable the Account No field. This will prevent users from changing the Account No. from the Adjustment Account in the Entity Master File.
