Post on-hand adjustments using codes connected to offset accounts


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Enabled for Public preview General availability
Users by admins, makers, or analysts Aug 2, 2021 Oct 1, 2021

Business value

This feature adds efficiency, speed, and clear documentation to the inventory adjustment process in warehouses and retail stores. Warehouse and retail store workers doing on-hand inventory adjustments can select the reason for each adjustment while they work. The system can then automatically post each adjustment to the appropriate offset account based on the stated reason.

Feature details

This feature helps businesses post the value of on-hand inventory adjustments to the appropriate offset account based on the reason for each adjustment. It works by enabling the finance department to establish a collection of possible reasons for each adjustment (such as stolen, damaged, or expired), and to assign an offset account to each reason. It also enhances the Warehouse Management mobile app by giving workers the ability to select the reason for each on-hand adjustment they register using the app. As a result, each adjustment can automatically be posted as a counting journal to the correct account as soon as it's registered.

See also

Reason codes for inventory counting (docs)

Configure and work with inventory management in Dynamics 365 Supply Chain Management (learn)