System Data Adjustment Reasons
Table Of Contents
Adjustment Reasons
Introduction
Adjustment Reasons provide a structured way to record why stock adjustments have been made.
When enabled, users can select a predefined reason when posting stock adjustments in the Stock | Detail | Adjustments screen. This helps create a consistent audit trail and makes it easier to analyse stock adjustments over time.
For setup and usage guidance, see How To: Setup and Use Adjustment Reasons.
Adjustment history can be reviewed in the Stock | Adjustments | History screen, where adjustments can be sorted by the Note/Reason column to identify adjustments made for specific reasons.
Prerequisites
To use Adjustment Reasons, the Structured Adjustment Reasons option must be enabled in the System Values | Options | Stock tab.
Important Notes
- Users can either select an Adjustment Reason or enter a free-text note when posting an adjustment.
- It is not possible to use both an Adjustment Reason and a free-text note on the same adjustment.
- Structured Adjustment Reasons must be enabled before the feature becomes available.
Adjustment Reasons Grid
The Adjustment Reasons screen contains the following fields:
| Field | Description |
|---|---|
| Reason Code | A short code used to identify the adjustment reason, for example ST for Stock Take. |
| Reason Description | A more detailed description of the reason, such as Stock Damaged, Water Damage, Stock Take Adjustment, or Supplier Error. |
Examples of Adjustment Reasons
| Reason Code | Reason Description |
|---|---|
| ST | Stock Take |
| DMG | Stock Damaged |
| WD | Water Damage |
| ERR | Supplier Error |
| MIS | Missing Stock |
These examples are provided as guidance and can be adapted to suit your business processes.
Adjustment Reasons Context Menu
The Adjustment Reasons grid includes the following right-click options:
| Option | Description |
|---|---|
| Apply Value Range | Applies the same value to all selected rows in the current column. |
| Clear Selection | Removes the current row selection. |
Benefits of Using Adjustment Reasons
Using predefined Adjustment Reasons can help you:
- Improve stock audit trails.
- Standardise adjustment recording across users.
- Analyse stock discrepancies more effectively.
- Identify recurring stock issues.
- Produce cleaner and more consistent adjustment history records.