Create Adjustment Codes

Use the Adjustment Code Maintenance screen to create and edit Adjustment Codes.

Pre-Requisites

1. Divisions

2. G/L Accounts

Step-by-Step Guide

1. Access the Master module.
    

2. Click Inventory.
   
   
   

3. Click Adjustment Code.
   
   
   

4. Click Add.
   
   
   

5. Specify a Code value. For example: SPILL
   
   
   

6. Specify a Description value. For example: Spillage
   
   
   

7. Click the G/L Account tab.
   
   
   

8. On the first blank row, specify a Company / Division option.
   
   
   

9. Select a G/L Account option.
   
   
   

10. Optional: Select a Sales G/L Account option.
    
    
    

11. Optional: Select a Cost of Goods G/L option.
    
    
    

12. Optional: Add a new Company / Division row by select the next blank line. Then repeat Step #9 to Step #11.
     

13. Optional: Click the Transfer Markups tab to add Markups to this Adjustment Code.
    Transfer Markups are used when performing an Inventory Transfer.
    
    
    

    1. On the first blank row, specify a Markup Code option. 
       
       
       

    2. Specify a Cost value.
       
       
       

    3. Optional: Check the Per Load checkbox.
       
       
       

    4. Optional: Specify a From and To location option.
       
       
       

14. Optional: Click the Usage Markups tab to add Markups to this Adjustment Code.
    Usage Markups are used when performing an Inventory Usage.
    
    
    

    1. On the first blank row, specify a Markup Code option. 
       
       
       

    2. Specify a Cost value.
       
       
       

    3. Optional: Check the Per Load checkbox.
       
       
       

    4. Optional: Specify a Location option.
       
       
       

15. Click Save.