Master Records > Inventory > Inventory Reports

Adjustments to your inventory items are usually recorded when there are shrinkage, spoilage and other inventory changes that do not directly result from purchase or sales transactions. The Inventory Adjustment Report provides information about the details of adjustments made to your inventory items using the Inventory Adjustment function and Update Physical Count function. This report also includes the inventory adjustments that the system automatically generates when you perform inventory recalculation wherein the system detected some discrepancies in the item quantities and/or item costing.

You can use this report in monitoring and reviewing the adjustments made to your units of inventory items.

To generate the Inventory Adjustment report, perform the following procedures:

1.Access the Inventory Adjustment Report function from the Adjustment Reports group under the Reports main menu in the Accounts Payable, Accounts Receivable, Inventory Control, Manufacturing, or Sales Order modules.

2.Select the report configuration that you want to use by clicking the List box button next to the Configuration field.

3.Click the List box button next to the Sort By field and select from the following report sorting options:

•Item # + Warehouse

•Warehouse + Item #

4.In the Layout field, click the List box button to select the report layout you want to use in generating the report.

5.In the Report Configuration area, define the desired report filters. You may mark the Individual checkbox if you want to generate the report for a single record and enter the appropriate value in the adjacent field; otherwise, select in the Filters area the desired criteria in generating the report.

6.Mark any or all of the following checkboxes, if applicable:

oShow Serial #

Mark this checkbox if you want to display on the report the serial numbers assigned to the inventory items.

oShow Lot #

Mark this checkbox if you want to display on the report the lot numbers assigned to the inventory items.

oShow Kit #

Mark this checkbox if you want to display on the report the kit numbers assigned to the kit inventory items.

7.Depending on which module the report function is accessed from, select which transactions you want to include in the report:

•Items Adjusted Through All Modules

•Items Adjusted Through IC Only

•Items Adjusted Through AR/SO Only

•Items Adjusted Through PO Only

•Items Adjusted Through MI Only

•Items Adjusted Through RA Only

8.Select from the following options the adjustment type you want to show in the report:

•All Adjustment Types

•Inventory Adjustments Only

•Received Inventory Transfer Adjustments Only

•Change Cost Method Adjustments Only

9.Click the Preview or Print button to preview or print the report. Click the Configure tab to return to the report configuration page.

The Inventory Adjustments Report function also provides you with the flexibility to perform the following:

•Set up user-defined report macro

•Set up user-defined sort option

•Set up user-defined report layout

•Include notes in the printed report

•Export the report to various supported file formats

•Send the report as attachment to an email

•Include time and printed by information

•Drill-down on certain fields in the report:

oItem #

AccountMate displays the Item Profile when you double-click an item number in the report.

Inventory Adjustment Report

Inventory Adjustment Report

See Also