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 on “Inventory”.
   
   
   

3. Click “Adjustment Code”.
   
   

   Open

   

   
   
   

4. Select Add.
   
   

   Open

   

5. Enter a Code value, such as “SPILL.”
   
   
   

6. Specify a Description value. For example: “Spillage.”
   
   
   

7. Click on 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.
    
    

    Open

    

12. Optional: Add a new Company / Division row by selecting 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 utilized when performing an Inventory Transfer.
    
    
    

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

    2. Enter a Cost value.
       
       
       

    3. Optional: Check the “Per Load” checkbox.
       
       
       

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

       Open

       

       
       
       

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

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

    2. Enter a Cost value.
       
       
       

    3. Optional: Check the “Per Load” checkbox.
       
       
       

    4. Optional: Specify a “Location” option.
       
       

       Open

       

       
       
       

15. Click Save.