Arthur Ria
327 lines
15 KiB
Markdown
327 lines
15 KiB
Markdown
---
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title: "Stock Adjustment"
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type: concept
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sources:
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- areas/inventory_management/stock_adjustment/stock_adjustment.md
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- areas/inventory_management/stock_adjustment/quantity_adjust.md
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- areas/inventory_management/stock_adjustment/udm_adjust.md
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- areas/inventory_management/stock_adjustment/al_adjust.md
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- areas/inventory_management/stock_adjustment/reasons.md
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- areas/inventory_management/stock_adjustment/stock_adjustment_RF.md
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- areas/inventory_management/stock_adjustment/stock_adjustment_SmartUI.md
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- areas/inventory_management/stock_adjustment/stock_adjustment_Workstation.md
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- areas/inventory_management/stock_adjustment/stock_adjustment_entity.md
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- areas/inventory_management/stock_adjustment/stock_adjustment_in_RFCount.md
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- areas/inventory_management/stock_adjustment/stock_adjustment_in_WorkStationCount.md
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- areas/inventory_management/stock_adjustment.md
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- areas/inventory_management/double_validation/activate.md
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- areas/inventory_management/double_validation/adjust_register.md
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- areas/inventory_management/double_validation/pending_adjust_actions.md
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- areas/inventory_management/double_validation.md
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- sources/archives/21_Validation_ajustements_stock.md
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related:
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- concepts/stock.md
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- concepts/count.md
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- concepts/location.md
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- concepts/container.md
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- concepts/product-item.md
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- concepts/quality-control.md
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last_compiled: "2026-04-17"
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---
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# Stock Adjustment
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## Overview
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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.
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Adjustments can be made from three interfaces:
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- **RF terminal (RFT)** — field operators correcting detected errors
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- **SmartUI (PC web)** — manager-level adjustments from the web interface
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- **Workstation / picking conveyor** — adjustments at an automatic warehouse PK station
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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).
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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.
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---
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## Types of Adjustment
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### 1. Quantity Increase (`+`)
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Increases the quantity of a stock line in a container or location.
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**Restrictions:**
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- Not allowed on ASN (pre-notified, not yet received) containers
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- Not allowed on client stock containers
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- Cannot exceed the "complete quantity" defined for the presentation
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**Side effects on tasks:**
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- Putaway tasks for the stock → canceled (location search re-runs with new weight)
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- Picking/shipping tasks not in execution → canceled, stock unassigned, line re-released
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- Shipping tasks in execution → quantities adjusted in-flight
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- Replenishment assignments → checked and adjusted
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### 2. Quantity Decrease (`−`)
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Decreases the quantity of a stock line in a container or location.
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**Restrictions:**
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- Not allowed on ASN containers
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- Not allowed on client containers
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- When decreasing to 0: container removed or left empty depending on location config
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**Side effects on tasks and assignments:**
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- Picking assignments (not in execution): canceled newest-first, lines re-released
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- Shipping assignments: canceled, line re-released
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- Replenishment source assignments: adjusted, tasks decremented/canceled
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- Stock reserves: priority given to highest-priority orders placed earliest
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**Multi-reception stock:** When adjusted stock originates from multiple receptions, the operator must select which reception the adjustment applies to.
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### 3. Location / Full Adjustment (Quantity + UoM + Logistic Attributes + Status)
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The most comprehensive adjustment type. Allows changing any field on a stock line:
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- Quantity (up or down)
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- Unit of measure
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- User status (assign, change, remove)
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- Logistic attributes (lot, expiry, serial, etc.)
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Can also:
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- **Create** new stock lines
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- **Delete** existing stock lines
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When deleting all stock from a container, the container is removed or left empty depending on location configuration.
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Available from: RFT (`Utilities > Location adjustment`), SmartUI, Workstation.
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### 4. Unit of Measure Adjustment (UoM)
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Changes the unit of measure of a stock line. EasyWMS treats this as a delete + recreate.
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**Side effects:**
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- Shipping assignments requiring the old UoM → EasyWMS searches for substitute stock
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- Client stock with new UoM incompatible with order line → stock unassigned
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- Replenishment assignments requiring the old UoM → substitute stock searched
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**Communications:** STV sent to ERP.
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### 5. Logistic Attributes Adjustment (AL)
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Changes one or more logistic attributes of a stock line (lot, expiry date, serial number, etc.).
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EasyWMS deletes the old stock record and recreates it with new attributes.
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**Side effects:**
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- Shipping assignments requiring old attributes → substitute stock searched
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- Replenishment assignments requiring old attributes → substitute stock searched
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- Client stock with new attributes incompatible with order line → stock unassigned
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**Communications:** STV sent to ERP.
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---
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## Adjustment Reasons
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Every adjustment requires a **reason code** selected from the master. Reasons are configured in `Masters > Adjustment reasons`.
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| Field | Description |
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|---|---|
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| Description | Human-readable label |
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| Sequence | Priority; some processes (PTL picking) auto-select the lowest-sequence reason |
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| Requires comment | Whether a free-text comment is mandatory |
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| ERP code | Code used by ERP-initiated adjustments |
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| Capture process | Which processes may use this reason |
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**Capture processes** (only one reason allowed per order for Count and Presentation Breakage):
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| Process | Description |
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|---|---|
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| Adjustment | Manual adjustments from any interface |
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| Count | Adjustments generated by counting processes |
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| Picking | Adjustments made during picking |
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| Scrap | Adjustments during scrap process |
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| Presentation breakage | When opening a presentation to pick a smaller UoM |
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---
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## Interface-Specific Details
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### RF Terminal Adjustments
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Available options from `RFT > Utilities`:
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- **Increase item** — quantity increase
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- **Decrease item** — quantity decrease
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- **Location adjustment** — full adjustment (qty + UoM + AL + status)
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- **Manual Movement** — move stock/container (see [manual-movements](../concepts/manual-movements.md))
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RFT also supports:
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- **Adjust in picking location with partitions** — reading a partition label sets both location and item
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- **Adjustment during count** (in-count adjustments reported separately)
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### SmartUI (Web) Adjustments
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From `Warehouse > Stock` view, managers can:
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- Apply logistic attribute adjustments to multiple stock lines
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- Apply status changes (also covered under quality control)
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- View the adjustment history
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### Workstation (Picking Conveyor) Adjustments
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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.
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Useful for correcting discrepancies discovered during picking or consolidation.
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---
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## Double Validation (Pending Adjustments)
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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.
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In Pending status:
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- The stock change **is applied** to the warehouse inventory
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- The `STK.ADJ` transaction is **not** generated
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- The STV message to ERP is **not** sent
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A manager must then approve or cancel via `Warehouse > Stock adjustments`:
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### Validating a Pending Adjustment
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- Marks the change as confirmed
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- Generates `STK.ADJ` transaction
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- Sends STV to ERP
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- Status → **Confirmed**
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### Canceling a Pending Adjustment
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- **Reverses** the stock change (re-generates deleted stock or removes created stock)
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- No transaction generated, no STV sent
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- Status → **Canceled**
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- If reversal requires moving stock to a different location → `STK.MOVE` transaction generated
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> **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.
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---
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## Transactions
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| Transaction | Trigger |
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|---|---|
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| `STK.ADJ` | Stock quantity, UoM, or AL adjustment confirmed |
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| `STK.MOVE` | Generated when canceling a pending adjustment that restores stock to a different location |
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---
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## ERP Integration
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**On adjustment (immediate):**
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- EasyWMS sends **STV** (stock variation) to ERP for each affected stock line
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**Exception — open reception:**
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- If adjusted stock belongs to a still-open reception, changes are reflected in the WMS interface but **no STV is sent** until reception closes
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**Double validation:**
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- STV is only sent when the pending adjustment is **validated** by a manager
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---
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## Business Rules
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- Every adjustment (except physical count auto-adjustments) **requires a reason**.
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- Adjusting stock with active tasks triggers automatic task cancellation or decrement, then re-release of affected order lines.
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- Adjustment at quantity = 0 in a container: the container is **removed** or **left empty** depending on the location's "remove empty container" configuration.
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- ASN containers (pre-notified, not yet received) cannot be adjusted.
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- Client stock (already prepared/loaded for a shipping order) has special handling — it can be adjusted but incompatibility with the order line triggers unassignment.
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- For multi-reception stock, the operator selects which specific reception's stock is being adjusted.
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- Cutting stock (non-consolidating UoM) can only be adjusted in whole stretch quantities; partial cutting requires the cutting process.
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---
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## Configuration
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| Parameter | Description |
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|---|---|
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| `MAX_NUM_LABELS_TO_READ` | Enable multi-GS1-128 label reading in adjustment flow (also governs receipts, counts) |
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| `UNLOAD_CREATE_PRODUCT_LOCATION` | Auto-create/update PDL when adjusting in partitioned picking location |
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| `REPLENISH_LEVEL_PERCENT_PRODUCT_LOCATION` | Replenishment level % for auto-created PDL |
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Double validation is activated per item via its **count profile** (field: double validation flag in `inventory_management/double_validation/items/count_profile.md`).
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### Count Profile — validation modes (WMS ≥ 2023-02-22)
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A **Count Profile** (`Configuration → Count Profiles`) decides whether stock adjustments for an item go straight through or wait for supervisor approval.
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| Mode | Effect |
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|---|---|
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| **Never** | No validation required — STV is sent immediately |
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| **Always** | Every adjustment is held as `Pending` |
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| **According to tolerance** | Held as `Pending` **only if** the adjustment exceeds the configured tolerance |
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**Tolerance parameters:**
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| Parameter | Description |
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|---|---|
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| Maximum positive percentage variance | % increase allowed without validation |
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| Maximum negative percentage variance | % decrease allowed without validation |
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| Maximum positive adjust | Absolute increase allowed without validation (base UoM) |
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| Maximum negative adjust | Absolute decrease allowed without validation (base UoM) |
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> ℹ️ Count Profiles cannot yet be created via ITM — master data only in SmartUI.
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Attach the profile to an item by editing the item and selecting its Count Profile.
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### Validation in the stock-adjustments view
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`Warehouse → Stock adjustments` → select a `Pending` line → **Validate** or **Cancel**.
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- **Rights:** group `SuperAdmin` or `Administrateur` (Manager/Operator not allowed by default).
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- **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.
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- Default view shows only `Pending` — enable the history filter to see validated/rejected past adjustments.
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- Row colours : **green** = validated / no profile / profile "Never" / below tolerance; **red** = rejected.
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**Cancel behaviour:**
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- Negative variance → WMS proposes to restore the removed stock to its origin (or a chosen location)
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- Positive variance → WMS asks from which location to remove the surplus
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### French UI labels reminder
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- **Pending** — no transaction, no ERP communication (stock change *is already applied* in the WMS, only ERP sync is held)
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- **Validé** — STV sent to ERP
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- **Annulé** — stock delta reverted in WMS; no transaction, no ERP message
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> ⚠️ Validation only gates the **ERP communication**. The physical stock delta is already reflected in the warehouse whatever the validation outcome.
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---
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## Interface
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| Path | Equipment |
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| `RFT > Utilities > Increase item` | RFT |
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| `RFT > Utilities > Decrease item` | RFT |
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| `RFT > Utilities > Location adjustment` | RFT |
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| `Workstations > Picking > Others > Stock Adjustment` | PC |
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| `Warehouse > Stock` (SmartUI — logistic attributes) | PC |
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| `Warehouse > Stock adjustments` (double validation review) | PC |
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| `Masters > Adjustment reasons` | PC |
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---
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## Common Errors
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| Symptom | Cause | Solution |
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| No adjustment reasons visible on RFT | No adjustment reasons configured for the "Adjustment" capture process | Add reasons in `Masters > Adjustment reasons` |
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| STV not sent to ERP after adjustment | Stock belongs to an open reception | Close the reception; STV will be sent at that point |
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| Adjustment applies but no `STK.ADJ` transaction | Double validation active for item; adjustment is Pending | Manager must validate in `Warehouse > Stock adjustments` |
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| Cannot adjust ASN container | Container is pre-notified, not yet received | Complete or cancel the reception first |
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| Cannot decrease below zero | System prevents negative stock | Verify if stock is in the expected location; run a count |
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| 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 |
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---
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## Related
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- [[stock]] — Adjustment modifies stock records; STV and STK.ADJ are core stock transactions
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- [[count]] — Counts generate adjustments; double validation applies to count-triggered adjustments too
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- [[quality-control]] — Quality locks affect picking/replenishment eligibility; separate from adjustments but share CST.STK vs STK.ADJ transactions
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- [[location]] — Adjustment behavior (empty container removed vs. kept) depends on location config
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- [[product-item]] — Count profile on item controls double validation activation
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- [[container]] — Adjustments to container stock trigger task/assignment re-evaluation
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- [[cutting-stock]] — Cutting stock adjustments follow indivisibility rules; label printing from location adjustment (source label only)
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- [[labels]] — Labels can be printed for cutting stock during location adjustment process
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