In Inventory Adjustment window, you can add inventory amounts for any type of product marked as inventory. This to allow you to fix the real change in inventory for warehouses and to generate the accounting for these locators.
Here is the step by step process for this adjustment :
Go to Inventory Adjustment and create a New Record
Fill header with description and warehouse (transactional organization will adjust to it).
Save.
Add new lines of products by click on plus (+) icon.
Enter product name, this will create a product line with amount zero. You can repeat this process many times.
To enter the inventory quantity amounts, click on any added line and fill the Quantity Count field.
Save.
To start inventory accounting entries, go to context menu and select Start Inventory. This process will run in the background and will change the status to In Progress.
To complete this process, click context menu, select Document Action. Then select Complete and confirm.
Physical Inventory Adjustment
Sometimes you will need to keep running inventory movements in your organization and to perfom deliveries while the inventory count is being performed. Cirrus will allow you to do so but you will need to adjust these movements by following these steps :
After adding the product lines (step 5), products will be listed on Detail section :
You can start the count process by click on Start Inventory, this will take a picture of your current stock :
Document will then remain as In Progress :
Then you can export the document to excel and start counting, you can create transactions of any product after counting their stock, so you can add the actual stock to the document.
Set download parameters, make sure to select an editable format :
Important : It is necessary to delete the header from the file and delete the product category (was between column D and E in our example) and change column B to the warehouse key and set the counted quantities.
In our example we have edited the counted quantities in three of the lines.
Save your file as a csv document :
Now go back to Cirrus and select Import in context menu :
Please make sure that your user is using the same service unit for which you will be importing these counted quantities.
Confirm :
Inventory lines will be now updated :
And to adjust the inventory to the counted quantities you need to complete the document
Notes:
Products must be marked as inventory on Charge Master II (Product Maintenance)
Transactional organizations cannot be assigned if they are not used as a warehouse.
We hope this improves your Cirrus experience. Remember to share this information and ask for help if you need it.
Date: September 2nd, 2022.