Inventory Adjustments

Inventory Adjustments

Purpose and when to use this record

BriskCorrect storeson-hand inventory adjustmentsfor a warehouse with an auditable reason, quantities, costs, and resulting accounting impact.

At a glance

• Identify it by: Status, and Date Created.

• Check its business context: Warehouse, and Balancing Account.

• Why care: Warehouse, item, unit, quantity, and cost must describe the same physical movement. A wrong warehouse or unit can make availability and valuation misleading.

• Why care: Treat posted, processed, paid, reversed, and edit-locked states as partcontrols—not ofordinary descriptive fields. Confirm the source transaction before changing any state that the screen permits you to change.

• Why care: Status communicates workflow progress to other staff. Change it only when the underlying work, approval, payment, or handoff has actually occurred.

Before you begin

You need the Brisk permission for the action you are taking on inventory module.adjustments. ThisIf generateda referenceCreate, Edit, or Delete control is awaitingabsent, workflowdo review.not work around it with another user’s account; ask an administrator to review your role.

Have valid Balancing Account records ready first. Those selections determine where this Inventory Adjustment belongs and which later screens can find it.

Create aan recordInventory Adjustment

TheCreate evidencean packetInventory identifiesAdjustment only after confirming that the viewsource document or operational event has not already been entered.

1. Select the business context first: Warehouse, and sourceBalancing locationAccount.

2. Enter the required identifying and operational values: Balancing Account.

3. Review Status, and Edit Locked deliberately; these choices control availability or workflow rather than merely describing the record.

4. Save the Inventory Adjustment, then confirm Status, and Date Created on its detail page before continuing.

After saving: Review the resulting warehouse quantity and accounting entries. If the correction was wrong, make a traceable counter-adjustment rather than concealing the original event.

Delete an Inventory Adjustment

Delete this Inventory Adjustment only when it was entered by mistake and no downstream history depends on it. Use a reversal, void, credit, counter-adjustment, or status correction for thisa action.real Confirmevent user-facingthat stepslater beforechanged.

approving

Before confirming, check for related Adjustment Lines, Inventory Records, Inventory Transfers, and Transactions. Brisk may refuse deletion when another record depends on this page.one; resolve the duplicate or use the supported correction workflow instead of breaking the trail.

On the confirmation page, verify Status, and Date Created. After confirmation, return to the Inventory Adjustments list and make sure only the intended Inventory Adjustment was removed.

ViewReview recordInventory Adjustment details

The evidence packet identifiesUse the viewdetail page as the shared record of what this Inventory Adjustment currently means. Verify Status, Date Created, and sourceEdit locationLocked before relying on it for thisa action.decision.

Confirm

Follow user-facingWarehouse, stepsand beforeBalancing approvingAccount to determine whether the issue is on this Inventory Adjustment or on one of those linked records.

Next check: Review the resulting warehouse quantity and accounting entries. If the correction was wrong, make a traceable counter-adjustment rather than concealing the original event.

Edit an existing Inventory Adjustment

Edit this Inventory Adjustment to correct or complete the same source document or operational event; use the supported reversal or follow-up workflow when the business event itself changed.

1. Open the detail page. Compare Warehouse, and Balancing Account with the supporting document or approved request.

2. Recheck Status, Warehouse, Date Created, Balancing Account, and Edit Locked. These values are most likely to change warehouse availability, replenishment, quantities, and valuation.

3. Save the change, return to the list, and confirm that the Inventory Adjustment now appears under the expected Status, and Edit Locked.

After the change: Review the resulting warehouse quantity and accounting entries. If the correction was wrong, make a traceable counter-adjustment rather than concealing the original event.

Find and review recordsinventory adjustments

The evidence packet identifiesUse the viewInventory Adjustments list to find the correct record before opening or changing it. Compare Status, and sourceDate locationCreated. Records with similar names or numbers can still belong to different Warehouse, and Balancing Account.

• The initial order emphasizes Id. Select a column heading when you need a different comparison.

Open the Inventory Adjustment whose Status, and Date Created match the task. If it is missing, clear the list filters and recheck Status, and Edit Locked rather than creating a replacement immediately.

Fields and business rules

Brisk stores 6 user-relevant fields for this action.Inventory ConfirmAdjustment, user-facingincluding steps2 beforelinked-record approvingselections and 1 controlled-choice field. Create and edit screens may hide calculated or workflow-managed values from this page.full reference.

Editanexistingrecord

The

evidence user-facingstepsbefore

Field	Required	What packetit identifiescontrols
Status	No	This is a system field that helps identify whether or not this document has affected the viewinventory and sourcegeneral locationledger. Available values: Draft, Complete.
Warehouse	No	The inventory warehouse that this adjustment will affect. To adjust inventory in separate warehouses, separate inventory adjustments are required.
Date Created	No	Date and time recorded for date created on this inventory adjustment.
Balancing Account	Yes	The balancing account associated with this inventory adjustment.
Memo	No	The memo recorded for this action.inventory Confirmadjustment.
Edit approvingLocked	No	Whether the edit locked option applies to this page.inventory adjustment.

What happens next

Review the resulting warehouse quantity and accounting entries. If the correction was wrong, make a traceable counter-adjustment rather than concealing the original event.

DeleteCommon mistakes and troubleshooting

• The record will not save: Recheck Balancing Account and any message beside the field. A required related record may also be inactive or unavailable to your role.

• The record saved but is not available where expected: Recheck Status, and Edit Locked, then clear the filters on the destination list. A saved record can still be inactive, unpublished, locked, unapproved, or in the wrong workflow state.

• The values look right but the result is wrong: Open Warehouse, and Balancing Account from the detail page. Correct the specific relationship that is wrong instead of forcing a recordtotal

  Theor evidencestatus packetto identifies the view and source locationcompensate for this action. Confirm user-facing steps before approving this page.it.