Edit a Materials Adjustment

If the 'Available' inventory quantities in the Materials tool are inaccurate, you can make a manual correction by creating an adjustment.

Alternatively, if you imported materials, you can create an adjustment to add available quantities to the materials you imported.

Available quantities are updated when adjustments are finalized.

• Required User Permissions

• Adjustments with 'Final' status:

  • You can only attach files, add notes, or add custom fields to finalized adjustments.

• You can have multiple line items with different kinds of adjustments in a single adjustment.

• Adjustment Type controls whether quantities are added or subtracted from inventory.

• Adjustment Reason will eventually be available in reporting.

• Item Condition

  • 'Acceptable' Materials

    • Are added or removed from the 'Quantity Available' in your inventory when the adjustment is finalized.

    • You can only remove items with an 'Acceptable' condition, even if the item's Adjustment Reason is 'Damaged' or 'Unacceptable'.

  • 'Damaged' and 'Unacceptable' Materials

    • If you add 'Damaged' or 'Unacceptable' materials, the quantities are not added to the 'Quantity Available' count.

1. Navigate to the project's Materials tool.

2. Click the Adjustments tab.

3. Click the adjustment number.

4. Edit the adjustment information.

   1. Click Edit in the 'Adjustment Information' header.

   2. Update the receipt information.

      Show/Hide Fields

      • Adjustment Name. The name of the adjustment.

      • Notes. Notes about the adjustment.

      • Attachments. Upload any attachments related to the receipts.

        • Click Attach File.

        • Select the file and click Open to attach it.

        
        

   3. Click Save.

5. For each line item, enter the adjustment information.

   1. Click Edit in the 'Items' header.

   2. Click the 'Add Items' search bar to add items from your inventory.

   3. For each item, update the adjustment

      Show/Hide Fields

      1. Select the Adjustment Type.

         • Add to Stock

           1. Select the Adjustment Reason.

              • True Up

              • Found

              • Repaired

           2. Select the Item Condition.

              • Acceptable

              • Unacceptable

              • Damaged

         • Remove from Stock

           1. Select the Adjustment Reason.

              • True Up

              • Lost

              • Damaged

              • Stollen

              • Scrapped

              • Recycled.

           2. Select the Item Condition.

              • Acceptable

      2. Select the Storage Location.

      3. Enter the Quantity of items to add or remove.

      4. Enter any Notes.

   4. Click Close.

6. Save or submit the adjustment.

   1. Click Save as Draft to save the adjustment as a draft.

   2. Click Submit to submit the adjustment for approval.