If a lotted item is selected a Select A Location window will appear with a list of locations defined in the system. Scroll to the location and press Enter.
If there is no inventory in the location chosen you will automatically be brought into the Adjust Quantity by field to adjust the inventory into the location.
- If there is no inventory in the location chosen you will automatically be brought into the Adjust Quantity by field to adjust the inventory into the location.
- If there is inventory you will be asked to choose an existing lot or press F5 to add a new lot.
Adjusting the Inventory/Value
- To add or deduct a specific quantity – Enter the quantity to adjust in the Adjust Quantity by field. The quantity can be positive to add, or negative to deduct. The amount of the deduction cannot exceed the quantity adjustable total adjust. If the negative adjustment entered exceeds the quantity available, an error message, “Invalid input!! Press any key” will appear.
- To adjust the total quantity – Enter the new total quantity in the Quantity Adjustable field. Enter zero to remove the total quantity available.
- To adjust the per unit cost of the quantity being added or deducted – Select the Adjust Value by field and enter the per unit cost for the quantity being adjusted.
- To adjust the per unit cost of the total adjustable quantity – Enter the new per unit for the total inventory in the Adjustable Value field.
- To adjust the total value of the inventory, enter the new total value in the Total Value field.
If a change is made to the lot valuation (per unit or total value) the system will display a Select an Adjustment Type window. Select one of the inventory cost adjustment types and press Enter to confirm your selection.
If you have changed quantities on a lotted item in a slotted location a slot selection F10 window appears to allow you to enter the corresponding quantity changes to an existing slot or add a new lot and slot. To change the existing slot, scroll to the slot and enter the quantity changed in the adjustment column and press F10 to exit.
Regardless of whether the item is lotted or individually lot costed an F10 window will appear and display the following information:
- NEW LOT – Select NEW LOT to create a new lot (see Adding a new lot to existing inventory (below)).
- A listing of the lots currently in inventory with the following information:
- Loc – (Lotted items only) The location ID for the location selected
- Lot – The Net•Yield assigned lot number or the location's lot number, if lotted
- Vendor – The vendor ID from whom the item was purchased, if applicable
- Date – The date the lot was received or opened
- Available – The available (uncommitted) balance that can be adjusted
- Un – The stocking unit of measure for the item
- H – The hold status. An H will appear if the lot is on hold. Lots that are on hold cannot be adjusted.
- Committed – The quantity of the lot that is committed and cannot be adjusted
- The remaining fields display the item info lot attributes based on the fields defined and the sort order of the item info type for the item. By scrolling to the left and right, the full item info lot attributes can be displayed.
Highlight the appropriate lot and press Enter to select. An asterisk (*) will appear, confirming your selection. Press F10 when you are finished tagging lots. Only one lot can be tagged at a time. If a lot on hold is selected, it cannot be adjusted and the following message will display: "Hold lots may not be changed!!! Space Bar to continue."
If you have changed quantities on a lotted item in a slotted location a slot selection F10 window appears to allow you to enter the corresponding quantity changes to an existing slot or add a new lot and slot. To change the existing slot, scroll to the slot and enter the quantity changed in the adjustment column and press F10 to exit.
If an unlotted item is selected