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Post a stock adjustment

Task
Module
Inventory
Menu path
Stok Yönetimi › Stok İşlemleri › Stok Düzeltmeleri › Yeni Stok Düzeltmesi (Inventory › Stock Transactions › Stock Adjustments › New Stock Adjustment)
Screen route
/erp/inventory/adjustments/new
Required permission
erp-inventory-adjustments.create
Prerequisites
  • At least one active hareket nedeni (movement reason) of the type to be selected (Stok Artırma Düzeltmesi / Stok Azaltma Düzeltmesi (Stock Increase Adjustment / Stock Decrease Adjustment)) is defined (Yönetim › Özelleştirme › Stok › Hareket Nedenleri (Administration › Customization › Inventory › Movement Reasons)).
  • The product is not in the scope of an open physical inventory count in that warehouse.

A stock adjustment posts differences detected outside a physical inventory count (breakage, loss, count report) to the ledger with a reason code. In planned counts, the difference is posted from the count document.

Steps​

  1. On the Stok Yönetimi › Stok İşlemleri › Stok Düzeltmeleri (Inventory › Stock Transactions › Stock Adjustments) screen, click Yeni Stok Düzeltmesi (New Stock Adjustment).
    ClickYeni Stok Düzeltmesi
  2. Select the Düzeltme Türü (Adjustment Type): Stok Artırma Düzeltmesi (Stock Increase Adjustment) or Stok Azaltma Düzeltmesi (Stock Decrease Adjustment). The İş Tarihi (Business Date) is today; enter the report number in Referans (Reference).
    SelectDüzeltme TürüValue: Stok Azaltma Düzeltmesi
    New stock adjustment
    1. 1Adjustment type — increase or decrease
    2. 2Business date
    3. 3Add line
    4. 4Save Adjustment — document is immutable
  3. Open a line with Satır ekle (Add line); enter the Ürün (Product), Depo (Warehouse), if needed Lokasyon (Storage Location), Stok Durumu (Stock Status), Neden (Reason), Miktar (Quantity) and Birim (Unit). For a lot- or serial-managed card, select the lot/serial numbers.
    ClickSatır ekle
  4. Click Düzeltmeyi kaydet (Save adjustment).
    ClickDüzeltmeyi kaydetExpected: Stok düzeltmesi kaydedildi · Belge no (Stock adjustment saved · Document no.)
Result
The document is posted to the ledger as soon as it is saved: an increase as Stok Fazlası Düzeltmesi (Stock Surplus Adjustment) (receipt), a decrease as Stok Eksiği Düzeltmesi (Stock Shortage Adjustment) (issue). The document cannot be changed or deleted; if it is wrong, a reversal document is posted with Geri al (Reverse) in the details.

Scrap document​

For stock that has become unusable, use Stok İşlemleri › Hurda İşlemleri › Yeni Hurda Fişi (Stock Transactions › Scrap Transactions › New Scrap Document). The lines are the same as for an adjustment, the reason type is Hurda (Scrap); lots and serial numbers are selected only from existing stock. The button is Hurda fişini kaydet (Save scrap document); the movement type is Hurda (Scrap) (issue). For rejected quality stock, Kalite Kontrol › Reddedilen Stok › Hurdaya Ayır (Quality Control › Rejected Stock › Scrap) opens the form pre-filled.

Reverse​

In the adjustment or scrap details, Geri al (Reverse) → İş Tarihi (Business Date), Gerekçe (Reason) (mandatory), the lines and quantities to reverse (blank = the entire remainder) → Geri almayı kaydet (Save reversal). A reversal posts a movement in the opposite direction and cannot itself be changed.

What you need to know​

  • Because no movement reason is defined in the demo environment, the form shows the warning "Uygun bir hareket nedeni tanımlanana kadar bu belge kaydedilemez." (This document cannot be saved until a suitable movement reason is defined.); the saving step was not run for this document in the demo.
  • The reason is mandatory on every line and must match the type: "{n}. satır: '{kod}' nedeni '{tür}' türünde — bu belge '{tür}' nedeni bekliyor." (Line {n}: reason '{kod}' is of type '{tür}' — this document expects a reason of type '{tür}'.)
  • The stock status does not fall back to the default: "{n}. satır: stok durumu zorunludur — varsayılana düşülmez." (Line {n}: the stock status is mandatory — it does not fall back to the default.)
  • For a decrease, if stock is insufficient or the stock is in quarantine, the movement rules apply (Stock movements › Rejection messages).
  • A reversal cannot exceed the remainder: "Geri alınabilir miktar aşılıyor. Kalan: {r}, istenen: {q}." (The reversible quantity is exceeded. Remaining: {r}, requested: {q}.)