(EEUR) Adjust transactions (modified class form) (Inventory)

  • Article

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

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

Use this form to adjust the financial value of selected inventory transactions. Before you post adjustments, you must decide whether the adjustments should update ledgers in General ledger. If the adjustments update ledgers in General ledger, the posting information must correspond with the guidelines specified for the ledger. The specification level in the ledger can be a total, a per item group, or a per item number.

Warning

If the adjustments do not update General ledger, you cannot reconcile the value of the inventory with the ledger.

Before you post the adjustment, you specify whether the adjustment transactions are posted as correction transactions. You can also type a note regarding the adjustment.

Note

The controls that are described in this topic apply only to your country/region. For full documentation of this form, see the following topic or topics:

Adjust inventory transactions (class form)

Task that uses this form

(EEUR) Adjust the inventory value of a posted item

Field

Field

Description

Inventory adjustment - correction

Select this check box to specify that inventory adjustment transactions are recorded as correction transactions in the general ledger.

Note

This check box appears in the form only if the following steps are completed:

  • The Correction check box in the General ledger parameters form is selected.

  • The Inventory adjustment - correction check box in the Inventory and warehouse management parameters form is selected.

Specification

Select the specification for the level of detail that is posted to General ledger from the following list:

  • Total – Adjustments are posted for all items that have the same settings in the posting profile. This is the most summarized of the levels.

  • Item group – Adjustments are posted for all items based on the item group.

  • Item number – Adjustments are posted for each item. This is the most detailed of the levels.

See also

(EEUR) Inventory and warehouse management parameters (modified form)

Adjust transactions (form) (Inventory)

Closing and adjustment (form)

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