Manual Adjustment

The Manual Adjustment method provides granular control over shortage handling, allowing users to manually validate and adjust order lines for shortages. This method is available for Sales Orders, Purchase Orders, Inventory Documents, and Warehouse Documents.

Posting from Orders

When the Shortage Management Method is set to Manual Adjustment on a Sales or Purchase Order the system will have the same behavior as Change Order Quantity Method.

Posting from Inventory Documents

When posting from Inventory Pick or Inventory Put-away documents with Manual Adjustment:

• Completed Field:

  • A Boolean field Completed is available and editable for each line. When checked, the line is considered finalized for shortage management.

• Quantity Adjustment:

  • If Completed = True, the Quantity on the source order line is updated to the sum of the quantities posted for that line.

• Deviation Tracking:

  • Quantity Deviation = Initial Order Quantity − Quantity

• Item Tracking Lines:

  • Tracking lines are updated to reflect the actual inventory activity (Lot No., Serial No., Package No.).

• Total Shortage Handling:

  • If a line is posted with Quantity to Handle = 0 and Completed = True, the line is considered completed and can be deleted after posting. The Quantity on the source document is set to 0, and Item Tracking Lines are deleted.
    • Warning Message: “There are some lines with total shortage. Do you want these lines to be registered as shortages?"
    • Error Handling: If a user tries to update an order line (purchase or sales) with total shortage, the system displays an error to avoid losing the tracking of the total shortage.

Posting from Warehouse Documents

When posting from Warehouse Shipment or Warehouse Receipt documents with Manual Adjustment:

• Completed Field:
  • The Completed field is visible and editable for each line linked to a Sales or Purchase Order.
• Quantity Adjustment:
  • If Completed = True, the Quantity on the source order line is updated to the actual shipped/received quantity from the warehouse document line.
• Deviation Tracking:
  • “Quantity Deviation” = “Initial Order Quantity” - “Quantity”
• Item Tracking Lines:
  • Tracking lines are updated to reflect the actual warehouse activity (Lot No., Serial No., Package No.).
• Reservation Entries:
  • Reservation entries are updated to match the actual quantity shipped/received.
• Total Shortage Handling:
  • If a line is posted with Quantity to Handle = 0 and Completed = True, the warehouse document is considered completed and can be deleted after posting. The Quantity on the source document is set to 0, and Item Tracking Lines are deleted.
    • Warning Message: “There are some lines with total shortage. Do you want these lines to be registered as shortages?"
    • Error Handling: If a user tries to update an order line (purchase or sales) with total shortage, the system displays an error to avoid losing the tracking of the total shortage.
• Warehouse Pick:
  • The Completed field is not present on Warehouse Pick documents. Completion is managed directly on the Warehouse Shipment.