mcp-wms-wiki/wiki/concepts/stock-adjustment.md

---
title: "Stock Adjustment"
type: concept
sources:
  - areas/inventory_management/stock_adjustment/stock_adjustment.md
  - areas/inventory_management/stock_adjustment/quantity_adjust.md
  - areas/inventory_management/stock_adjustment/udm_adjust.md
  - areas/inventory_management/stock_adjustment/al_adjust.md
  - areas/inventory_management/stock_adjustment/reasons.md
  - areas/inventory_management/stock_adjustment/stock_adjustment_RF.md
  - areas/inventory_management/stock_adjustment/stock_adjustment_SmartUI.md
  - areas/inventory_management/stock_adjustment/stock_adjustment_Workstation.md
  - areas/inventory_management/stock_adjustment/stock_adjustment_entity.md
  - areas/inventory_management/stock_adjustment/stock_adjustment_in_RFCount.md
  - areas/inventory_management/stock_adjustment/stock_adjustment_in_WorkStationCount.md
  - areas/inventory_management/stock_adjustment.md
  - areas/inventory_management/double_validation/activate.md
  - areas/inventory_management/double_validation/adjust_register.md
  - areas/inventory_management/double_validation/pending_adjust_actions.md
  - areas/inventory_management/double_validation.md
  - sources/archives/21_Validation_ajustements_stock.md
related:
  - concepts/stock.md
  - concepts/count.md
  - concepts/location.md
  - concepts/container.md
  - concepts/product-item.md
  - concepts/quality-control.md
last_compiled: "2026-04-17"
---

# Stock Adjustment

## Overview

A **stock adjustment** is any manual modification to a stock record's quantity, unit of measure (UoM), or logistic attributes that corrects a discrepancy between the physical reality and the WMS records. Every adjustment requires a **reason** for traceability.

Adjustments can be made from three interfaces:
- **RF terminal (RFT)** — field operators correcting detected errors
- **SmartUI (PC web)** — manager-level adjustments from the web interface
- **Workstation / picking conveyor** — adjustments at an automatic warehouse PK station

EasyWMS always notifies the ERP of stock changes via **STV** (stock variation) messages, unless the stock originates from a still-open reception (in which case the change is reflected in the interface but no STV is sent until reception closes).

A **Double Validation** option can hold adjustments in a **Pending** state, requiring a supervisor to approve or cancel them before any transaction or ERP message is generated.

---

## Types of Adjustment

### 1. Quantity Increase (`+`)
Increases the quantity of a stock line in a container or location.

**Restrictions:**
- Not allowed on ASN (pre-notified, not yet received) containers
- Not allowed on client stock containers
- Cannot exceed the "complete quantity" defined for the presentation

**Side effects on tasks:**
- Putaway tasks for the stock → canceled (location search re-runs with new weight)
- Picking/shipping tasks not in execution → canceled, stock unassigned, line re-released
- Shipping tasks in execution → quantities adjusted in-flight
- Replenishment assignments → checked and adjusted

### 2. Quantity Decrease (`−`)
Decreases the quantity of a stock line in a container or location.

**Restrictions:**
- Not allowed on ASN containers
- Not allowed on client containers
- When decreasing to 0: container removed or left empty depending on location config

**Side effects on tasks and assignments:**
- Picking assignments (not in execution): canceled newest-first, lines re-released
- Shipping assignments: canceled, line re-released
- Replenishment source assignments: adjusted, tasks decremented/canceled
- Stock reserves: priority given to highest-priority orders placed earliest

**Multi-reception stock:** When adjusted stock originates from multiple receptions, the operator must select which reception the adjustment applies to.

### 3. Location / Full Adjustment (Quantity + UoM + Logistic Attributes + Status)
The most comprehensive adjustment type. Allows changing any field on a stock line:
- Quantity (up or down)
- Unit of measure
- User status (assign, change, remove)
- Logistic attributes (lot, expiry, serial, etc.)

Can also:
- **Create** new stock lines
- **Delete** existing stock lines

When deleting all stock from a container, the container is removed or left empty depending on location configuration.

Available from: RFT (`Utilities > Location adjustment`), SmartUI, Workstation.

### 4. Unit of Measure Adjustment (UoM)
Changes the unit of measure of a stock line. EasyWMS treats this as a delete + recreate.

**Side effects:**
- Shipping assignments requiring the old UoM → EasyWMS searches for substitute stock
- Client stock with new UoM incompatible with order line → stock unassigned
- Replenishment assignments requiring the old UoM → substitute stock searched

**Communications:** STV sent to ERP.

### 5. Logistic Attributes Adjustment (AL)
Changes one or more logistic attributes of a stock line (lot, expiry date, serial number, etc.).

EasyWMS deletes the old stock record and recreates it with new attributes.

**Side effects:**
- Shipping assignments requiring old attributes → substitute stock searched
- Replenishment assignments requiring old attributes → substitute stock searched
- Client stock with new attributes incompatible with order line → stock unassigned

**Communications:** STV sent to ERP.

---

## Adjustment Reasons

Every adjustment requires a **reason code** selected from the master. Reasons are configured in `Masters > Adjustment reasons`.

| Field | Description |
|---|---|
| Description | Human-readable label |
| Sequence | Priority; some processes (PTL picking) auto-select the lowest-sequence reason |
| Requires comment | Whether a free-text comment is mandatory |
| ERP code | Code used by ERP-initiated adjustments |
| Capture process | Which processes may use this reason |

**Capture processes** (only one reason allowed per order for Count and Presentation Breakage):

| Process | Description |
|---|---|
| Adjustment | Manual adjustments from any interface |
| Count | Adjustments generated by counting processes |
| Picking | Adjustments made during picking |
| Scrap | Adjustments during scrap process |
| Presentation breakage | When opening a presentation to pick a smaller UoM |

---

## Interface-Specific Details

### RF Terminal Adjustments

Available options from `RFT > Utilities`:
- **Increase item** — quantity increase
- **Decrease item** — quantity decrease
- **Location adjustment** — full adjustment (qty + UoM + AL + status)
- **Manual Movement** — move stock/container (see [manual-movements](../concepts/manual-movements.md))

RFT also supports:
- **Adjust in picking location with partitions** — reading a partition label sets both location and item
- **Adjustment during count** (in-count adjustments reported separately)

### SmartUI (Web) Adjustments

From `Warehouse > Stock` view, managers can:
- Apply logistic attribute adjustments to multiple stock lines
- Apply status changes (also covered under quality control)
- View the adjustment history

### Workstation (Picking Conveyor) Adjustments

At the PK station (`Workstations > Picking > Others > Stock Adjustment`), operators can adjust containers currently at the conveyor. Supports full adjustment (qty + UoM + status + AL) and line create/delete.

Useful for correcting discrepancies discovered during picking or consolidation.

---

## Double Validation (Pending Adjustments)

When **double validation** is enabled for an item (via item's count profile), adjustments on that item's stock are placed in **Pending** status instead of being applied immediately.

In Pending status:
- The stock change **is applied** to the warehouse inventory
- The `STK.ADJ` transaction is **not** generated
- The STV message to ERP is **not** sent

A manager must then approve or cancel via `Warehouse > Stock adjustments`:

### Validating a Pending Adjustment
- Marks the change as confirmed
- Generates `STK.ADJ` transaction
- Sends STV to ERP
- Status → **Confirmed**

### Canceling a Pending Adjustment
- **Reverses** the stock change (re-generates deleted stock or removes created stock)
- No transaction generated, no STV sent
- Status → **Canceled**
- If reversal requires moving stock to a different location → `STK.MOVE` transaction generated

> **Important:** Canceling an adjustment reverses the delta, not the exact original state. If other processes moved the stock between adjustment and cancellation, a wizard prompts for compatible stock selection.

---

## Transactions

| Transaction | Trigger |
|---|---|
| `STK.ADJ` | Stock quantity, UoM, or AL adjustment confirmed |
| `STK.MOVE` | Generated when canceling a pending adjustment that restores stock to a different location |

---

## ERP Integration

**On adjustment (immediate):**
- EasyWMS sends **STV** (stock variation) to ERP for each affected stock line

**Exception — open reception:**
- If adjusted stock belongs to a still-open reception, changes are reflected in the WMS interface but **no STV is sent** until reception closes

**Double validation:**
- STV is only sent when the pending adjustment is **validated** by a manager

---

## Business Rules

- Every adjustment (except physical count auto-adjustments) **requires a reason**.
- Adjusting stock with active tasks triggers automatic task cancellation or decrement, then re-release of affected order lines.
- Adjustment at quantity = 0 in a container: the container is **removed** or **left empty** depending on the location's "remove empty container" configuration.
- ASN containers (pre-notified, not yet received) cannot be adjusted.
- Client stock (already prepared/loaded for a shipping order) has special handling — it can be adjusted but incompatibility with the order line triggers unassignment.
- For multi-reception stock, the operator selects which specific reception's stock is being adjusted.
- Cutting stock (non-consolidating UoM) can only be adjusted in whole stretch quantities; partial cutting requires the cutting process.

---

## Configuration

| Parameter | Description |
|---|---|
| `MAX_NUM_LABELS_TO_READ` | Enable multi-GS1-128 label reading in adjustment flow (also governs receipts, counts) |
| `UNLOAD_CREATE_PRODUCT_LOCATION` | Auto-create/update PDL when adjusting in partitioned picking location |
| `REPLENISH_LEVEL_PERCENT_PRODUCT_LOCATION` | Replenishment level % for auto-created PDL |

Double validation is activated per item via its **count profile** (field: double validation flag in `inventory_management/double_validation/items/count_profile.md`).

### Count Profile — validation modes (WMS ≥ 2023-02-22)

A **Count Profile** (`Configuration → Count Profiles`) decides whether stock adjustments for an item go straight through or wait for supervisor approval.

| Mode | Effect |
|---|---|
| **Never** | No validation required — STV is sent immediately |
| **Always** | Every adjustment is held as `Pending` |
| **According to tolerance** | Held as `Pending` **only if** the adjustment exceeds the configured tolerance |

**Tolerance parameters:**

| Parameter | Description |
|---|---|
| Maximum positive percentage variance | % increase allowed without validation |
| Maximum negative percentage variance | % decrease allowed without validation |
| Maximum positive adjust | Absolute increase allowed without validation (base UoM) |
| Maximum negative adjust | Absolute decrease allowed without validation (base UoM) |

> ℹ️ Count Profiles cannot yet be created via ITM — master data only in SmartUI.

Attach the profile to an item by editing the item and selecting its Count Profile.

### Validation in the stock-adjustments view

`Warehouse → Stock adjustments` → select a `Pending` line → **Validate** or **Cancel**.

- **Rights:** group `SuperAdmin` or `Administrateur` (Manager/Operator not allowed by default).
- **Group rights do not disable validation.** Even a SuperAdmin creating the adjustment from RFT still triggers the SmartUI validation step if the item has a Count Profile requiring it.
- Default view shows only `Pending` — enable the history filter to see validated/rejected past adjustments.
- Row colours : **green** = validated / no profile / profile "Never" / below tolerance; **red** = rejected.

**Cancel behaviour:**
- Negative variance → WMS proposes to restore the removed stock to its origin (or a chosen location)
- Positive variance → WMS asks from which location to remove the surplus

### French UI labels reminder

- **Pending** — no transaction, no ERP communication (stock change *is already applied* in the WMS, only ERP sync is held)
- **Validé** — STV sent to ERP
- **Annulé** — stock delta reverted in WMS; no transaction, no ERP message

> ⚠️ Validation only gates the **ERP communication**. The physical stock delta is already reflected in the warehouse whatever the validation outcome.

---

## Interface

| Path | Equipment |
|---|---|
| `RFT > Utilities > Increase item` | RFT |
| `RFT > Utilities > Decrease item` | RFT |
| `RFT > Utilities > Location adjustment` | RFT |
| `Workstations > Picking > Others > Stock Adjustment` | PC |
| `Warehouse > Stock` (SmartUI — logistic attributes) | PC |
| `Warehouse > Stock adjustments` (double validation review) | PC |
| `Masters > Adjustment reasons` | PC |

---

## Common Errors

| Symptom | Cause | Solution |
|---|---|---|
| No adjustment reasons visible on RFT | No adjustment reasons configured for the "Adjustment" capture process | Add reasons in `Masters > Adjustment reasons` |
| STV not sent to ERP after adjustment | Stock belongs to an open reception | Close the reception; STV will be sent at that point |
| Adjustment applies but no `STK.ADJ` transaction | Double validation active for item; adjustment is Pending | Manager must validate in `Warehouse > Stock adjustments` |
| Cannot adjust ASN container | Container is pre-notified, not yet received | Complete or cancel the reception first |
| Cannot decrease below zero | System prevents negative stock | Verify if stock is in the expected location; run a count |
| Pending adjustment cancel wizard shows no compatible stock | Stock has already been shipped or moved elsewhere | Manually create a compensating stock entry in a suitable location |

---

## Related

- [[stock]] — Adjustment modifies stock records; STV and STK.ADJ are core stock transactions
- [[count]] — Counts generate adjustments; double validation applies to count-triggered adjustments too
- [[quality-control]] — Quality locks affect picking/replenishment eligibility; separate from adjustments but share CST.STK vs STK.ADJ transactions
- [[location]] — Adjustment behavior (empty container removed vs. kept) depends on location config
- [[product-item]] — Count profile on item controls double validation activation
- [[container]] — Adjustments to container stock trigger task/assignment re-evaluation
- [[cutting-stock]] — Cutting stock adjustments follow indivisibility rules; label printing from location adjustment (source label only)
- [[labels]] — Labels can be printed for cutting stock during location adjustment process