To process an Inventory Adjustment in the SphereWMS system, a control document must first be created. To enter a new Inventory Adjustment, from the Inventory Adjustment Menu select "Inventory Adjustment Entry".

The system prompts the user to select a printer. Choose the printer that will print an Inventory Adjustment document after data entry is completed. When prompted, select "Regular" text size instead of "Compressed".

Next, the header screen of the Inventory Adjustment displays. This is where the Inventory Account of the adjusted material is defined.

Select a valid "Inv Acct#" by typing in the Inventory Account Number and press Enter. Or, to select from a list click the  button. The valid Inventory Accounts defined in the Inventory Account Master will display for selection. Double-click, or select the appropriate Inventory Account and press OK.

Note: Pressing ESC at the "Inv Acct#" prompt will exit the form.

Next, enter or accept the system (today's) date as the "Adjustment Date".

After entering the Adjustment Date, the system prompts for entry of an optional Reason Code for the adjustment.

Note: To add new Inventory Adjustment Reason Codes, access the "Table Maintenance Menu" Validation Tables for more information).

Next, the system prompts the user to enter two optional custom fields. These fields' titles and usage will vary between different SphereWMS system installations.

Note: CustomField1 and CustomField2 are ‘key fields'. The system comes standard with Inquiries and Reports "by CustomFIeld1" and "by CustomField2", so it is important that these fields are populated with data that would be used to search for a specific ARN or Receiver in history.

At the "Data OK?" prompt, type "Y" Enter to access the Inventory Adjustment line entry screen.

At the "Product Code" prompt, type a valid Product Code and press Enter. Or, to select from a list click the  button. The active Products defined in the Product Master will display for selection.

Note: Pressing ESC at the "Product Code" prompt will NOT exit the line entry. To exit without saving, click the "Done" button and select "Void".

After selecting a valid Product Code, the "Adjustment Qty" is requested. Type the total quantity to adjust and press Enter. Adjustment Quantities may be entered as positive or negative values.

Note: If new inventory needs to be added to the system, a receiving process must be done instead. Stock cannot be generated "from scratch" through an Inventory Adjustment. Only pre-existing inventory items may be adjusted up or down in quantity.

Note: The Adjustment Qty can be the grand total of adjustments across multiple Bin locations provided the adjustments all pertain to the same "Inventory Account" established in the first header entry screen.

Next, Unit Cost may be entered or accepted. Unit Cost defaults from the Product Master's "Base Cost" field.

At the "OK (Y/N/T/nn)" prompt, the following options are available:

  • Enter the number of a Line Entry Question and press Enter to access the field again to edit its data (if permitted); to change a Product Code, you must delete the line and re-enter.

  • Click on a Line Entry Question to access a field again to edit its data.

  • Type "T" Enter to access "Notes"; see ARN Entry.

  • Type "N" Enter to not save the entries and return to the topmost question.

  • Type "Y" Enter to save the entries and be prompted for the next Product Code.

By typing "Y" Enter the newly created Line Item displays at the top of the form.

Repeat entering Adjustment Line Items as needed.

Modifying Line Items

To modify a Line Item, double-click the line item to access the line in an edit mode.

To delete or insert a line item, right-mouse click the line item to display a menu of available options.

To Save & Exit an Inventory Adjustment, click the "Done" button.

After clicking the "Done" button, the following options display:

  • Click "Yes" to save the new Inventory Adjustment control document and exit.

  • Click "No" to return to Line Item Entry.

  • Click "Void" to NOT save the new Inventory Adjustment and exit.

After clicking "Yes", the user is prompted whether to print the Inventory Adjustment document. To print the Inventory Adjustment document to the pre-selected printer, select "Print Now". Or, select "Do Not Print" to not print the document at this time.

After the document print option is completed, the system returns the user to the first header screen where the next Inventory Adjustment may be entered. If done, press ESC to exit back to the Inventory Adjustment Menu.