Figure 5.1 — The Inventory Adjustment form. Drawing to be produced after the UI/UX pass: the header (code, date, adjustment account, narrative) above the lines, one line opened to show product, warehouse, lot scope, and the new-quantity field.
- Code — the document's number, from your number sequence; assigned for you.
- Date — the day the correction belongs to. Movements and valuations take this date, so a correction found today for last month's error can be dated where it belongs (the period must be open — Chapter 7).
- Adjustment account — where the value of the correction goes in the books. Stock found raises the stock value against this account; stock lost lowers it. It is chosen per document because a write-off for damage and a correction of a counting error are different stories, and the books should say so.
- Narrative — the reason, in words. Required reading for anyone who audits this later; write it for them.
Each line:
- Product and Warehouse — what, and where.
- Lot scope — shown for lot-tracked products: pick the one lot the correction belongs to (the picker names each lot with its expiry and the quantity it holds here), or mark the line for the unattributed remainder. An unscoped line on a lot-tracked product is refused at posting — a correction must say which batch it corrects.
- New quantity — the quantity that should be on hand after posting, in the product's unit of measure. You state the target; the system computes the movement. Zero is a legitimate answer — it writes the scope off entirely.