マテリアル調整を作成する

バックグラウンド

If the 'Available' inventory quantities in the Materials tool are inaccurate, you can make a manual correction by creating an adjustment.

Alternatively, if you imported materials, you can create an adjustment to add available quantities to the materials you imported.

Available quantities are updated when adjustments are finalized.

必要なユーザー権限
1 つの調整で、異なる種類の調整を含む複数の項目を含めることができます。
Adjustment Type controls whether quantities are added or subtracted from inventory.
Adjustment Reason will eventually be available in reporting.
Item Condition
- 'Acceptable' Materials
  - Are added or removed from the 'Quantity Available' in your inventory when the adjustment is finalized.
  - You can only remove items with an 'Acceptable' condition, even if the item's Adjustment Reason is 'Damaged' or 'Unacceptable'.
- 'Damaged' and 'Unacceptable' Materials
  - If you add 'Damaged' or 'Unacceptable' materials, the quantities are not added to the 'Quantity Available' count.

Navigate to the project's Materials tool.
Click the Inventory tab.
Mark the checkboxes of the materials you want to adjust.
Click the vertical ellipsis in the bulk actions area, and select Create Adjustment.
Enter the general adjustment information.
フィールドの表示/非表示
- Adjustment Name. The name of the adjustment.
- Notes. Notes about the adjustment.
- Attachments. Upload any attachments related to the adjustment.
  - Click Attach File.
  - Select the file and click Open to attach it.
Enter the adjustment for each line item.
フィールドの表示/非表示
1. Select the Adjustment Type.
  - Add to Stock
    
    Select the Adjustment Reason.
    
    True Up
    
    Found
    
    Repaired
    
    Select the Item Condition.
    
    Acceptable
    
    Unacceptable
    
    破損
  - Remove from Stock
    
    Select the Adjustment Reason.
    
    True Up
    
    Lost
    
    破損
    
    Stolen
    
    Scrapped
    
    Recycled.
    
    Select the Item Condition.
    
    Acceptable
2. Select the Storage Location.
3. Enter the Quantity of items to add or remove.
4. Enter any Notes.
Save or submit the adjustment.
1. Click Save as Draft to save the adjustment as a draft.
2. Click Submit to submit the adjustment for approval.