Component adjustments

 

Updated: November 1, 2016

Applies To: Dynamics Marketing

System_CAPS_importantImportant

Microsoft Dynamics Marketing is scheduled to be retired on May 15, 2018. After that date the service will no longer be available. Please plan accordingly. For details, see the customer FAQ. You can also read the blog post Microsoft Dynamics Marketing service will be discontinued, and learn what’s coming next.

Managing component inventory is similar to managing inventory for other types of items. You need to keep track of how many units are on hand, how many are on order (requested), and how many are expected to arrive. In addition, you may need to adjust or reconcile your inventory from time to time to account for errors, damage, and expiring components.

To work with component adjustments, you must have Edit/View Components and Edit/View Component Requests privileges. More information: Work with user accounts and staff contacts

To work with component adjustments by using the Component Adjustments page:

To work with component adjustments, go to Assets & Media > Components > Component Adjustments. This brings you to the Inventory Adjustments list page, which provides many of the standard controls for searching, sorting, filtering, adding, removing, and viewing items in the list, plus other common features. For details about how to use these common controls, see Learn how to work and get around in Microsoft Dynamics Marketing.

  • To add a new record to the list, click New New button .

  • To edit a listed record, click its name in the list.

  • To delete one or more records, select the check box for each target record and click Delete Delete button .

When you create or edit a component adjustment, the settings in the following table are provided.

Setting

Description

ID

Dynamics Marketing automatically generates this read-only value to uniquely identify the current record.

Status

Assign a status for the adjustment. This value can be useful for sorting and filtering your records and for supporting internal processes or policies. Your admin can customize the values available here; see Create custom drop-down values and folders for details about how to customize drop-down values. (Category type = Component Adjustment Status.)

Type

Choose the type of component that you’re working with. This value can be useful for sorting and filtering your records and for supporting internal processes or policies. Your admin can customize the values available here; see Create custom drop-down values and folders for details about how to customize drop-down values. (Category type = Component Type.)

If you choose a value here, the Component drop-down list will be filtered to show only components of this type.

Component

Choose the components that you are adjusting.

Description

Enter a description that can help you and other users remember what this record is for and how it should be used.

Quantity

Enter the quantity of the adjustment. A positive entry indicates an addition to inventory; a negative entry indicates a decrease in inventory.

Created By

Shows the name of the contact that created the current record. This is automatically set to match the current user when the record is created, but you can also change it. The specified contact must already exist in the database; type-ahead assistance is provided (or enter “%%” as a wildcard to scroll through all contacts). This setting can affect which users are able to see and edit the current record, depending on the users’ security settings and team memberships. More information: Work with user accounts and staff contacts and Define and manage teams.

Complete Date

Enter the date on which you made the adjustment.

Company

Specify the company the adjustment is for. This is a Type-ahead field.

Division

If your adjustment applies to a division of your company, choose that division here. This drop-down list only shows divisions that belong to the selected Company.

Event

If your adjustment relates to a particular event, specify the event here. This drop-down list only shows events that belong to the selected Company.

After you have saved your adjustment at least once, a Notes section is added to the bottom of the record. Use the controls here to add, view, and reply to notes that are related to the adjustment. More information: Notes

Show: