Inventory Adjustment Note Entry
If the Reference field is not large enough to explain the reason for an Inventory Adjustment, the note functionality can be used. The note can be added, edited and deleted once the adjustment transaction has been made in ICIP>Transactions or ICEPA.
This guide will demonstrate entry in both ICIP and ICEPA.
Address: ICIP
Menu: Product >Inquiry >Product
Bookmark: ICIP – Product Inquiry
Product: Enter the item or search for the item
Warehouse: Enter warehouse that the adjustment was entered against
Click <Search>
Click <Transactions>
Transaction Type: Stock Adjustments
Click <SEARCH>
Click the Arrow on the row of the Transaction that the note is to be entered.
Click on the << icon
Scroll down to the Note section of the menu
Click on the <Triangle> next to IC Transaction
Click <IC Transaction>
Click Expand (the Diagonal arrows)
Category: LEAVE EMPTY
Type: Text
Text: Details related to this IC Adjustment transaction.
Flags: Check <Required>
Click <Save>
Click <X> to Close
Adding the IC Adjustment note at the time of adjustment entry
Address: ICEPA
Menu: Product > Entry> Adjustment
Once the adjustment is entered and updated it is listed at the bottom of the screen.
Click the box of the adjustment that the note should be entered.
Click <<
Scroll down to the Note section of the menu
Click on the <Triangle> next to IC Transaction
Click <IC Transaction>
Click Expand (the Diagonal arrows)
Category: Label
Type: Text
Text: Details related to this IC Adjustment transaction.
Flags: Check <Required>
Click <Save>
Click <X> to Close
In the ICIP >Transactions window there is a visual indicator that there is an IC Transaction note that has been entered. Scroll to the right to view this column.
To review the note:
Click the <Right Arrow> on the transaction to be reviewed and open just like note entry as detailed previously.
