Adjust inventory transactions (class form)

  • Article

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Inventory management > Periodic > Closing and adjustment. Click Adjustment > Transactions, and then, in the Adjust transactions form, click Post.

Use this form to define how the adjustment of transactions should be updated. Before posting, you must enter a date for the posting. The specification in the ledger can be a total per item-group or per item-number. If you do not update the ledger, you will not be able to reconcile the value of the inventory with the ledger. Before you post adjustments, it is important that the information corresponds with the guidelines specified for the ledger. You can type a note regarding the adjustment. For more information, see Closing and adjustment (form).

Note

This topic has not been fully updated for Microsoft Dynamics AX 2012.

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

General tab

Select the parameters for adjusting the transaction.

Batch

A global function. For information about this tab, see Processing batch jobs.

Fields

Field

Description

Posting date

The system date is used as the default posting date, but you can change this value to any date other than that on which the inventory is closed.

Specification

Select how the value adjustment should be specified in the ledger. If you select Total, a total figure is posted in the ledger. Item group specifies the adjustment per item-group. For the most detail, select posting by item number.

Update ledger

Specify whether to post the adjustment to the ledger. If you decide not to, you will not be able to reconcile the inventory and the ledger. Therefore, make sure that you determine the need for reconciliation before you decide not to update the ledger.

Note

Enter a note that will be shown in the overview in the Closing and adjustment form with the adjustment type Transaction.

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