Item Adjustment

The Item Adjustment inventory transaction page is used to make an adjustment to the quantity or cost of the items currently stored in inventory. The following types of item adjustments can be made:

  • Quantity Adjustment – A quantity adjustment modifies the physical count of items in the warehouse. A quantity adjustment may need to be made if parts are added or removed outside the normal receiving processes, damaged parts are found, or items are returned. Quantity adjustments can be made to stock items only.

  • Price Adjustment – A price adjustment modifies the cost of items in the warehouse. A price adjustment may need to be made if and error was made when entering the part cost or if parts increase or decrease in value after being held over time.

The Item Adjustment transaction is only available if Advanced Inventory is enabled.

To open the Item Adjustment page:

  1. Access the Inventory module by clicking the Inventory link at the top of the page.

  2. Select the Transactions tab.

  3. At the top of the page, click the Item Adjustment link.

  4. Specify the Part # of the item to adjust.

    You can either enter a part number directly and press Enter or click the Select link to locate the desired part.

  5. If you want to adjust items in a different Warehouse, select a new warehouse.

Information about the item and a summary of the number of items on-hand in each bin are displayed.

ClosedQuantity Adjustment

Making a quantity adjustment modifies the physical count of items in a particular bin in the warehouse. When making a quantity adjustment, you can specify a number of items to add, a number of items to subtract, or a new total quantity in the bin. To make a quantity adjustment:

  1. In the Quantity Adjustment pane, in the Adjustment Type field, select the type of quantity adjustment you are making.

    The name of the adjustment type indicates how the adjustment will be applied. For example:

    • Initial – Initial adjustments are used to specify a starting quantity for the item. If you select an initial adjustment type, you must enter the total number of items in the Bin Quantity field.
    • Return/Reduction – This type of adjustment subtracts the number of items entered in the Quantity Adjustment field from the current on-hand quantity.
    • Increase – This type of adjustment adds the number of items entered in the Quantity Adjustment field to the current on-hand quantity.

  2. In the Bin field, select the bin that is being adjusted.

    When you select a bin, the Bin Quantity field updates to indicate the number of items in the selected bin.

    You can only make adjustments to bins that are currently associated with this item at the specified warehouse. If you want to make an adjustment to a bin that is not listed, you must first add the bin on the Material Item Details page using the Add Item to Warehouse link.

  3. If you want to add to or reduce the current quantity in the bin, enter a value in the Quantity Adjustment field.

    As you enter a value, the Bin Quantity field indicates how your entry will affect the current quantity. For example, if you have 80 items on hand, and you are returning 2, enter 2 and the Bin Quantity updates to 78.

  4. If you want to enter a new total quantity for the bin, enter a value in the Bin Quantity field.

    This value would indicate what the total quantity in the bin should be after the adjustment is made. For example, if you recount and item and realize you have 34, not 38, you should enter 34.

  5. If the item is lot controlled, enter a value in the Lot field.

  6. If the item is lot controlled, enter a value in the Expiration Date field.

  7. If you want to associate the adjustment with a work order, enter or Select a Request ID.

    If you click the Select link, you can enter criteria to locate and select the appropriate work order. If you enter a request ID number directly, the system will validate the request ID. Entering a request ID does not affect the work order financial information. This feature is most often used when a work request is created requesting an unneeded item to be returned to inventory, allowing that work order to be associated with the transaction. Entering a Request ID causes a link to the work order to be displayed on the Item History page.

  8. Enter a value in the Comments field to indicate why the adjustment is being made.

  9. Click UPDATE.

ClosedPrice Adjustment

Making a price adjustment modifies the unit cost of items in the selected warehouse. Modifying the unit cost in one warehouse has no effect on the unit cost in other warehouses. To make a price adjustment:

  1. In the Price Adjustment pane, in the Adjustment Type field, select the type of price adjustment you are making.

  2. In the New Unit Cost field, enter the new price for the item.

    This value indicates the price for the item at the selected warehouse only.

  3. Enter a value in the Comments field to indicate why the adjustment is being made.

  4. Click UPDATE.

Accruent logo in white text.

© Copyright Accruent 2025Privacy PolicyTerms of UseLegal