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--- items:inventory_adjustments [2020/05/12 12:03] – [4.18. Inventory adjustments] Gary Willetts
+++ items:inventory_adjustments [2023/12/12 14:44] (current) – Gary Willetts
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-{{indexmenu_n>417}}
+{{indexmenu_n>418}}
-====== 4.18. Inventory adjustments ======
+====== 4.19. Inventory adjustments ======
-Choose **Items > Show inventory adjustments**
 Inventory adjustments allow you to increase or decrease the stock of an item that is recorded in mSupply(r). You will need to adjust the inventory if:
@@ Line 18: / Line 14: @@
 If you are doing a stocktake, it's better to use the stocktake module described [[items:stocktakes|here]] as it will create the needed inventory adjustments automatically.
 </WRAP>
+===== Viewing inventory adjustments =====
+Choose **Items > Show inventory adjustments** or click on the Show inventory adjustment icon on the Item tab of the Navigator:
+{{ :items:navigator_item_tab_show_invads.png?600 |}}
+This will open the usual transaction filter window for you to choose which inventory adjustments you want to see. Make your filter selections (or leave them alone to see the 15 most recent inventory adjustments by default) and click on the **OK** button to see the list of matching inventory adjustments:
+{{ :items:invad_list.png?600 |}}
+You can double-click on any inventory adjustment in the list to view or edit it.
+Note that //si// type inventory adjustments add stock and //sc// types reduce stock (//si// means "supplier invoice" and //sc// means "supplier credit").
 ===== Add stock =====
-Choose **Item > Inventory adjust- add stock** to add some stock into mSupply.
+Choose **Item > Inventory adjust- add stock** to create an inventory adjustment to add some stock into mSupply or click on the Inventory adjustment (add stock) icon on the //Item// tab of the Navigator:
-Use this function when you have performed a stocktake and find that the physical stock of an item or items exceeds the amount recorded in mSupply(r).
-{{ :items:invad_add.png?650 }}
+{{ :items:navigator_item_tab_invad_add.png?600 |}}
-A transaction that is like a supplier invoice will be created. Enter the details in just the same way you would as if you were receiving goods from a supplier, except that mSupply(r) fills in the **Name** field for you automatically, and does not allow you to edit it.
+The Inventory adjustment (add stock) window will open:
-After a stocktake, this can be used to adjust any stock lines where the stock recorded in mSupply(r) is less than the physical stock.
+{{ :items:invad_add.png?600 }}
-You will be asked to enter the margin when starting this transaction. For a normal inventory adjustment, set this to zero. If you are using this procedure to enter stock when starting to use mSupply(r) for the first time, enter the percentage to apply here.
+This transaction is almost exactly the same as a supplier invoice and you enter data in exactly the same way (see [[receiving_goods:supplier_invoices|]] for details), except:
+  * The name (//Inventory adjust- add stock//) is filled in automatically for you and cannot be changed.
+  * There is an additional //Adjustment reason// column (see below for details).
+<WRAP center round important 60%>
+Because an inventory adjustment represents a correction for some problem or other incident, we strongly recommend that you enter a comment in the **Comment** field of each inventory adjustment you create, whether to add or reduce stock, so that the reason for the correction is not forgotten.
+</WRAP>
+Use the **New line** button to add a line to the transaction (and the **Delete line** button to remove them), just as you would on a supplier invoice.
+When you have finished adding lines to the inventory adjustment, click on the **OK** button. You will be asked to confirm what you want to do:
+{{ :items:invad_add_confirm.png?400 |}}
+If you've finished with the inventory adjustment and want to enter the lines into stock now, click on the **Confirm** button. If you don't want to enter it into stock now (because you want to add more lines later, for example) then click on the **Later** button.
+==== Adjustment reasons ====
+If you have added any active //Positive inventory adjustment// reasons on the //Options// tab of **File > Preferences** (see [[preferences:options|]]) then, when adding a line to the inventory adjustment (by clicking on the **New line** button), an **Adjustment reason** drop down list is displayed and you **must** select one of the reasons in the list before you can save the line:
+{{ :items:invad_add_add_line.png?500 |}}
+Note that existing lines that do not have a reason selected can be left with no reason seleted if you click the **Cancel** button on this window.
+==== Vaccines ====
+If the //Able to specify VVM status when receiving items// store preference is turned on (see the [[other_stuff:virtual_stores#preferences_tab|26.07. Virtual stores]] page for details) then an additional **VVM status** field will be displayed on the supplier invoice line entry/edit window as shown here:
+{{ :receiving_goods:pasted:20230210-111051.png?450 |}}
+The **VVM status field** is populated with the statuses set up in the system. See the [[cold_chain_equipment:configure]] page for details on how to do that.
+If you are editing an existing line on the inventory adjustment then the **VVM status** field will display the status selected for the invoice line or //Please select...// if it doesn't have one set already.
 ===== Reduce stock =====
+Choose **Item > Inventory adjust- reduce stock** to create an inventory adjustment to remove some stock into mSupply or click on the Inventory adjustment (reduce stock) icon on the //Item// tab of the Navigator:
+{{ :items:navigator_item_tab_invad_reduce.png?600 |}}
+The Inventory adjustment (reduce stock) window will open:
+{{ :items:invad_reduce.png?600 |}}
+This transaction is almost exactly the same as a customer invoice and you enter data in exactly the same way (see [[issuing_goods:issuing_goods_customer_invoice|]] for details), except:
+  * The name (//Inventory adjust- reduce stock//) is filled in automatically for you and cannot be changed.
+  * There is an additional //Adjustment reason// column (see below for details).
+Use the **New line** button to add a line to the transaction (and the **Delete line** button to remove them), just as you would on a customer invoice.
+When you have finished adding lines to the inventory adjustment, click on the **OK** button. You will not be asked to confirm what you want to do, the inventory adjustment will be confirmed and the lines will immediately be removed from stock.
+==== Adjustment reasons ====
+If you have added any active //Negative inventory adjustment// reasons on the //Options// tab of **File > Preferences** (see [[preferences:options|]]) then, when adding a line to the inventory adjustment (by clicking on the **New line** button), an **Adjustment reason** drop down list is displayed and you **must** select one of the reasons in the list before you can save the line:
-Use this function when you have done a stocktake and find that the physical stock of an item or items is less than the amount recorded in mSupply(r). A transaction that is just like a customer invoice will be created, except that you do not choose the customer. The section on entering customer invoices describes the entry procedure. See the section on Issuing goods - Customer invoices [[issuing_goods:issuing_goods_customer_invoice|here]]
+{{ :items:invad_reduce_add_line.png?600 |}}
-{{ :items:invad_red.png?650 }}
+Note that existing lines that do not have a reason selected can be left with no reason seleted if you click the **Cancel** button on this window.
-Inventory adjustments are treated by mSupply as a kind of Supplier invoice (or credit). To view or edit an inventory adjustment, Choose the "Show inventory adjustments" option from the "Item" menu.
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 |  //  Previous:  **[[items:stocktakes]]** | | Next: **[[items:item_units_and_item_accounts]]** //  |
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