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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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| + | ===== Overview ===== | ||
| + | * Can be used to increment or decrement material quantity. | ||
| ===== Start ===== | ===== Start ===== | ||
| Line 15: | Line 18: | ||
| ===== Header ===== | ===== Header ===== | ||
| + | |||
| + | {{popup> | ||
| **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 |
| - | * **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**: | * **Comments**: | ||
| + | |||
| + | {{popup> | ||
| **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. | ||
| Line 35: | Line 41: | ||
| * 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> | ||
| **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: | ||
| Line 42: | Line 48: | ||
| * After editing is done, click **Confirm** to close the popup. | * After editing is done, click **Confirm** to close the popup. | ||
| + | {{popup> | ||
| - | 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> | ||
| + | |||
| ===== Save the Document ===== | ===== Save the Document ===== | ||
| Line 67: | Line 78: | ||
| 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> | ||
| **Step 2:** Click confirm to close the popup | **Step 2:** Click confirm to close the popup | ||
| Line 79: | Line 92: | ||
| 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> | ||
| 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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