Menu Path: Warehouse Management Shipment Processing Confirmed Pick Demand Inventory Adjust
Alternate Menu Path: Customer Service Invoice Processing Confirmed Pick Demand Inventory Adjust
Adjust inventory for fully confirmed pick demands.
Resolve general ledger account resolution for orders.
Use Confirmed Pick Demand Inventory Adjust to increase or decrease on-hand inventory balances before creating invoices or credit memos. This process also attempts to automatically create the general ledger accounts for the related order based on its order type.
Note If accounts do not resolve to valid general ledger accounts for the related orders, invoices cannot be created. Users can be set up in Location Exception Notification Setup to receive an email when this occurs. Use Pick Demand Account Resolution Update to correct invalid accounts for the transaction.
This is the point of no return for order processing. After you confirm the pick demand, you cannot void or change the pick demand, and you must process the order all the way through to completion (for example, creation of a customer invoice).
To adjust inventory for specific confirmed pick demands:
Select filter criteria for the pick demands for which you want to adjust inventory. You can indicate the sales or shipping locations, customer, shipper, pick demand, and/or route. You can also indicate a specific order or customer purchase order number.
Click the Show Data button in the ribbon. The Results tab displays the pick demands that meet the criteria you selected in step 1.
If you want to adjust inventory for all displayed pick demands, skip to step 5.
If you want to only adjust inventory for specific pick demands, select the check box in the Adjust column of each pick demand for which you want to adjust inventory. You can click the Select All button in the ribbon to select the check box in the Adjust column for all displayed pick demands.
If you want to also adjust inventory for additional pick demands that are not displayed, click the Select tab, and repeat steps 1-3. The pick demands already selected for inventory adjustment remain selected even if you change the filter criteria on the Select tab.
Click the Print Options tab, and select options for the Inventory Adjustment Report that is output when you adjust inventory for pick demands.
Note If you select to use the Scheduling Assistant, you cannot select specific pick demands to inventory adjust.
If you selected specific pick demands for inventory adjustment, click the Adjust Selected button in the ribbon. If you want to adjust inventory for all pick demands that meet the criteria you selected in step 1, click the Adjust All button in the ribbon. Inventory is adjusted for the pick demands, and the Inventory Adjustment Report is output.
To adjust inventory for all fully confirmed pick demands:
Click the Print Options tab, and select options for the Inventory Adjustment Report that is output when you adjust inventory for pick demands.
Click the Adjust All button in the ribbon. Inventory is adjusted for the pick demands, and the Inventory Adjustment Report is output.
Button |
Description |
Exit |
Click this button to close the Confirmed Pick Demand Inventory Adjust window. |
Show Data |
Click this button to refresh data in the To Be Processed grid. This button is only available if the Select or Print Options tab is displayed. |
Select All |
Click this button to select the check box in the Adjust column for all pick demands in the To Be Processed grid on the Results tab. This button is only available if the Results tab is displayed. |
Deselect All |
Click this button to clear the check box in the Adjust column for all pick demands in the To Be Processed grid on the Results tab. This button is only available if the Results tab is displayed. |
Adjust All |
If you clicked the Show Data button in the ribbon, click this button to adjust inventory for all pick demands in the To Be Processed grid on the Results tab. If you clicked the Results tab immediately after opening this window (without selecting any filter criteria on the Select tab), click this button to adjust inventory for all fully confirmed pick demands. This button is only available if the Results or Print Options tab is displayed, and is only enabled if the check box in the Adjust column in the To Be Processed grid is cleared for all pick demands. |
Adjust Selected |
Click this button to adjust inventory for all pick demands for which the check box is selected in the Adjust column in the To Be Processed grid on the Results tab. This button is only available if the Results or Print Options tab is displayed, and is only enabled if you select the check box in the Adjust grid column for at least one pick demand. |
Field or Button |
Description |
Select this check box to adjust inventory for all sales locations. This check box is cleared by default. For information on sales locations, see Sales Location / Shipping Location. |
|
Enter a sales location prefix for which you want to adjust inventory, or click the Lookup button to select a sales location. This field is only enabled if you clear the All Sales Locations check box. For information on sales locations, see Sales Location / Shipping Location. |
|
Enter a sales location name for which you want to adjust inventory, or click the Lookup button to select a sales location name. This field is only enabled if you clear the All Sales Locations check box. For information on sales locations, see Sales Location / Shipping Location. |
|
Select this check box to adjust inventory for all shipping locations. This check box is cleared by default. For information on shipping locations, see Sales Location / Shipping Location. |
|
Enter a shipping location prefix for which you want to adjust inventory, or click the Lookup button to select a shipping location. This field is only enabled if you clear the All Shipping Locations check box. For information on shipping locations, see Sales Location / Shipping Location. |
|
Enter a shipping location name for which you want to adjust inventory, or click the Lookup button to select a shipping location name. This field is only enabled if you clear the All Shipping Locations check box. For information on shipping locations, see Sales Location / Shipping Location. |
|
Select this check box to adjust inventory for all customers. This check box is selected by default. |
|
Enter a customer code for which you want to adjust inventory, or click the Lookup button to select a customer code. This field is only enabled if you clear the All Customers check box. |
|
Enter a customer name for which you want to adjust inventory, or click the Lookup button to select a customer name. This field is only enabled if you clear the All Customers check box. |
|
Select whether to filter by order number or customer purchase order number. |
|
Select this check box to adjust inventory for all orders. This check box is selected by default, and is only available if the Order Number radio button is selected. |
|
Enter an order number for which you want to adjust inventory, or click the Lookup button to select an order number. This field is only enabled if you clear the All Orders check box, and only available if the Order Number radio button is selected. |
|
Select this check box to adjust inventory for all customer purchase orders. This check box is selected by default, and is only available if you select the Cust PO # radio button. |
|
Enter a customer purchase order number for which you want to adjust inventory, or click the Lookup button to select a customer purchase order number. This field is only enabled if you clear the All Customer POs check box, and only available if you select the Cust PO # radio button. |
|
Select this check box to adjust inventory for all shippers. This check box is selected by default. |
|
Enter the first shipper in a range of shippers for which to adjust inventory, or click the Lookup button to select a shipper. This field is only enabled if you clear the All Shippers check box. |
|
Enter the last shipper in a range of shippers for which to adjust inventory, or click the Lookup button to select a shipper. This field is only enabled if you clear the All Shippers check box. |
|
Select this check box to adjust inventory for all confirmed pick demands. This check box is selected by default. |
|
Enter a confirmed pick demand number for which you want to adjust inventory, or click the Lookup button to select a pick demand. This field is only enabled if you clear the All Picking Demands check box. |
|
Select this check box to adjust inventory for all routes. This check box is selected by default. |
|
Enter a route for which you want to adjust inventory, or click the Lookup button to select a route. |
Field or Button |
Description |
This grid displays fully confirmed pick demands that meet the selected criteria, for which you can adjust inventory. Select the check box in the Adjust column for all pick demands for which you want to adjust inventory. |
Field or Button |
Description |
Output Option |
Select one of the following output options:
|
Save Report File |
Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Save Access Database File |
Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Output File Type |
|
Specify File Name |
|
Output Directory |
Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared. |
Output File Name |
|
Excel Format Name |
|
Format Maintenance |
Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button. |
Save As Type |
|
Include header |
|
Delimiter |
|
Enclosing Character |
|
Printer |
|
Subject |
|
Report File Prefix |
|
Add Additional Comments |
Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button. |
Print Full Heading on All Pages |
|
Print Title Line on All Pages |
|
Report Language 1 |
|
Report Language 2 |
|
Horizontal Shading |
|
Collate |
Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc. |
Horizontal Shading Color |
|
Number of Copies |
|
Process |
Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen. |
Time |
|
Date |
|
Task Occurs |
Select one of the following options:
These radio buttons are only enabled if you select the Schedule radio button. |
Frequency |
These radio buttons are only available if you select the Every radio button. |
Day of Week |
|
Repeat Every X Days |
|
Repeat On |
|
Repeat Every X Minutes |
|
Triggering Task Id |
|
Triggering Task Name |
|
Triggering Task Description |
|
Task Description |
|
Scheduling Assistant Queue |
Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue. |
External Email |
|
Screen Alert |
|
Internal Email |
|
Report Files |
This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns:
|