Order Adjustments

Order adjustments are used to increase or decrease purchase order quantities. The purchase order must be in open status and posted for the adjustment to be made to the purchase order. Purchase order adjustments can be manually created in the Order Adjustments screen. Alternatively, if a receiving transaction was

made to a wrong purchase order, a purchase order adjustment can be made directly from the receiving transaction that will debit the incorrect purchased order and credit the correct purchase order.

• Create manual purchase order adjustment
• Create purchase order correction from receiving transaction

Create a Purchase Order Adjustment

1. In the Purchase Orders Adjustment index, click to create an adjustment.
2. Enter the date for the adjustment to be entered.
3. Click the drop-down to select PO Adjustment-Debit or PO Adjustment-Credit. The debit adjustment increases the quantity available on the purchase order inventory. The credit adjustment will reduce the quantity available on the purchase order.
4. In the Purchase Order Line Items Inventory, select the purchase orders that need to be adjusted.
5. Click OK to create the transaction line.

 



 

6. In the Purchase Order Adjustments screen, enter the number of vendor units to be adjusted in the Adjustment Vendor Units.  
7. Save and close the Purchase Order Adjustment screen.
8. From the Purchase Orders Adjustment index, select the adjustment transaction and right-click to select Post.
9. The purchase order quantity inventory will be adjusted based on the Trans Code and the vendor units. If the purchase order is assigned to a contract, the contract inventory quantity will be adjusted based on the Trans Code and the vendor units.