Inventory Adjustment

Physical Counting (Simple Inventory)
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A beginner video is for people with little or no experience with Business Central. It is explained thoroughly and is easy to understand. Beginner Watch the "basic" videos to take the tour of the main processes of Business Central. This is the basic, need-to-use functionality. The Basics

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Presenter: Sune Lohse, Chief Strategy Officer

How to adjust your inventory in Business Central?

I will show you how to make adjustments to your inventory in two different scenarios.

This is what happens in the video

In the first scenario, you figured out that some items are not in inventory anymore, even though it looked so in your ERP.

So, you want to make a negative adjustment directly on the specific item, on a specific amount.

From Business Central, you can enter an item journal.

In the item journal you can choose the type, entry type negative adjustment, as well as positive, and purchase and sales etc.

So, you can change the inventory manually directly in this journal.

I will select my item, my item number, and the quantity I want to adjust.

So this is a negative adjustment, and maybe I want to take 3 out of inventory because of some reason.

And if I want it to apply to a specific entry, I could just scroll down and point out the actual entry that I need to make the adjustment to.

Then I can post it, and the item ledgers will be withdrawn 3 pieces.

That’s one scenario.

The other scenario is that I’m going to do an inventory count, meaning, I want to print the list of everything Business Central believes to be on inventory, and then I can take the list and use it in my inventory to do a counting, and then post it.

I will go to my physical inventory journal, and from Process, I can calculate the expected inventory.

In this case, I will add some filters on items, not to get to many lines.

So I will calculate all items with a number higher than this, and on location Sample 1.

So, this is what I’m supposed to have on inventory, and in this case we should have 22 of item 1210, and maybe, when I count them, there will only be 20, so in the column, Quantity Physically Counted, I enter 20, and the line turns into a negative adjustment with quantity 2.

So, I can enter everything that differs from what Business Central has on record, and then simply post it, and it will only post the line where I changed something.

It deletes the line, but the only thing it did was to make a negative adjustment of those two.