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erp-manual:cloud:fgwarehouse:inventory-adjustment

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erp-manual:cloud:fgwarehouse:inventory-adjustment [2024/04/20 06:01]
Varun Nagrecha created 		erp-manual:cloud:fgwarehouse:inventory-adjustment [2024/04/27 05:32] (current)
Varun Nagrecha
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  ====== Create New Inventory Adjustment ======  ====== Create New Inventory Adjustment ======
 +
 + ===== Overview =====
 +  * Can be used to increment or decrement material quantity.
  
  ===== Start =====  ===== Start =====
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  ===== Header =====  ===== Header =====
 +
 +{{popup>erp-manual:cloud:fgwarehouse:adjustheaderview.png?400}}
  
 **Step 1:** Click edit Header. System will open a popup to edit the information of the header. following information is required: **Step 1:** Click edit Header. System will open a popup to edit the information of the header. following information is required:
  
-    * **From Location**: Select location from which item is to be moved. +    * **From Location**: Select location from which inventory is to adjusted. 
-    * **To Location**: Select location to which item is to be moved. +    * **Incharge User**: Select the Incharge user for the document.
-    * **Incharge User**: Select the Incharge user for the transfer.+
     * **Comments**: Any comments that will help make the purchase.     * **Comments**: Any comments that will help make the purchase.
 +
 +{{popup>erp-manual:cloud:fgwarehouse:adjustheaderedit.png?400}}
  
 **Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup. **Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup.
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     * Click **+ button directly**, this will **open search screen** for users to search and select the item to add.     * Click **+ button directly**, this will **open search screen** for users to search and select the item to add.
  
 +{{popup>erp-manual:cloud:fgwarehouse:adjustlineitemview.png?400}}
  
 **Step 2:** Provide item details: After the item is added, you can click on Edit button for that item, system will open a popup, and users can provide the following details: **Step 2:** Provide item details: After the item is added, you can click on Edit button for that item, system will open a popup, and users can provide the following details:
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     * After editing is done, click **Confirm** to close the popup.     * After editing is done, click **Confirm** to close the popup.
  
 +{{popup>erp-manual:cloud:fgwarehouse:adjustlineitemedit.png?400}}
  
-Repeat the Step 1, 2, 3 and 4 for each item to be added in the Line Item+ 
 +Repeat the Step 1 and 2 for each item to be added in the Line Item
  
  
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   * Transaction References: Document ID, Document Code, Document Date, Currency, Budget Used, any other Reference Document that this transaction refers to   * Transaction References: Document ID, Document Code, Document Date, Currency, Budget Used, any other Reference Document that this transaction refers to
   * Status of the document   * Status of the document
 +
 +{{popup>erp-manual:cloud:fgwarehouse:adjustsummary.png?400}}
 +
  
 ===== Save the Document ===== ===== Save the Document =====
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 Users can select the file to attach or drag and drop the file on the popup Users can select the file to attach or drag and drop the file on the popup
 +
 +{{popup>erp-manual:cloud:attachment.png?300}}
  
 **Step 2:** Click confirm to close the popup **Step 2:** Click confirm to close the popup
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 To add comment click on Add button and provide the comment in the popup. To add comment click on Add button and provide the comment in the popup.
 +
 +{{popup>erp-manual:cloud:comments.png?300}}
  
 Note: User can edit only their own comment, eg: User A cannot change comment of User B Note: User can edit only their own comment, eg: User A cannot change comment of User B
erp-manual/cloud/fgwarehouse/inventory-adjustment.1713592897.txt.gz · Last modified: 2024/04/20 06:01 by Varun Nagrecha

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