Adjust Reason Code Lookup

Adjust reason code is a code users can choose when performing am Adjust translation. The Adjust Reason Codes Lookup lists all Adjust Reason Codes you have created in InventoryCloud. From this page you can view, add or delete Adjust Reason Codes.

Viewing the Adjust Reason Codes Lookup Screen

• Show Filter
• Export

Adding a Adjust Reason Code

View/Edit a Adjust Reason Code Details

Deleting a Adjust Reason Code

Viewing the Adjust Reason Codes Lookup Screen

1. Click on the Lookups -> Adjust Reason Codes.

2. The Adjust Reason Code screen will appear.

3. By default, the lookup page displays 20 items per page. Scroll through the pages using the navigation buttons at the bottom of the screen.Change the number of items listed on each page using the drop down menu.

Note: You can change the numbers in the drop down on the Options page.

4. Show Filter - When you click on the Show filter checkbox, a text box will appear under each field where you can type the search text to find the desired detail.You can also use the modifier by clicking the filter icon:

5. Export - This option allows you to export the list of Adjust Reason Codes to an Excel spreadsheet.You can export up to 25000 records and also allows you to customize the list as needed using filters/custom views/grouping and then export the information to Excel. Filter the list as needed, then select the Export icon - . The report will get downloaded and can be accessed from the icon at the bottom of the screen. Click on the icon and select Open to view the report. You can save or alter the report as needed in Excel.

Adding a Adjust Reason Code

1. Click on the Lookups -> Adjust Reason Codes -> New button Or

Click on the Lookups -> Adjust Reason Codes -> button.

2. The New Adjust Reason Code screen will appear.

Adjust Reason Code Details

3. Enter the Adjust Reason Code.

• Select Count, Adjust Down or Adjust Up.
• On selecting, Count will change to , Adjust Down will change to and Adjust Up changes to .

For example, if you purchase 7 picture frames to sell and then you notice that 1 is broken. You can do an adjust transaction with an adjust reason of ‘Broken’. You could choose Count = 6 or Adjust Down 1 The results would be the same i.e you will have 6 frames left to sell. Thus Codes are loosely coupled with the Count, Adjust Down or Adjust Up transaction specification. In this case, something was broken you would do a Count or an adjust down. Similarly you can do a Adjust Up, if you add one more frame.

4. Click on the Save button. A message will appear indicating that new Adjust reason code is added.

• To add more, you can either access Lookups -> Adjust Reason Code-> button or click on the Save and add another checkbox before saving. New Adjust Reason Code screen will appear again and you can add new Adjust Reason Code.

View/Edit a Adjust Reason Code details

1. Click on the Lookups -> Adjust Reason Codes. The Adjust Reason Codes screen will appear.
2. Click on the Adjust Reason Codes link.

3. The screen will navigate to Edit Adjust Reason Codes screen.

4. You can edit the the details. Refer Adding a Adjust Reason Code for more details.
5. Click on the Save button.
6. A message will appear indicating that the Adjust Reason Code is updated successfully.
   
   

Deleting a Adjust Reason Code

1. Click on the Lookups -> Adjust Reason Codes. The Adjust Reason Codes screen will appear.
2. Select the Adjust Reason Code and click on the Delete button.

3. A pop-up message will appear asking for confirmation.
4. Click on the Delete button again.
5. A message will appear indicating that "1 Adjust Reason Code is deleted successfully".