Search for an Adjustment Memo

Sort a List | Filter a List | Adjustment Overview

Basic

Instructions for searching for a memo are given below. You can also locate memos by viewing item history.

(Pro with multiple stores) Remote stores only have access to memos made at the local store, while Headquarters can find memos made at any store (assuming Store Exchanges have been completed).

To search for an adjustment memo:

1. In the Find Memo field above your adjustment history list, enter a search keyword:

Keyword | Notes
Memo #: | Enter the memo number
Memo Date: | Enter in mm/dd/yyyy or mm/yyyy format, including slashes, Example: 10/05/2005 finds all memos made on October 5; 10/2005 finds all memos made in October
Associate: | Enter the Associate login name
Source: | Enter keyword matching the entry in the Source field on the memo, e.g. Manual, Physical Inventory, etc.
Reason: | Enter keyword matching the entry in the Reason field on the memo, e.g. Qty Adj, Cost Adj, Shrinkage, Damaged, etc.
(Pro) Serial #: | Enter an item serial number that was recorded on the memo

3. Click Find (magnifying glass icon) or press <Enter>.

All matching memos are listed in the Find window.

4. Confirm and select the correct memo or select from other options:

- Highlight a memo and double-click, press <Enter>, or choose Select Memo.

The memo is displayed and all normal options to copy,.reverse, or reprint are available.

OR

- Select Advanced Find to narrow your search to a specific field or specify other search criteria and search again

- Select Add New <type> Memo to make a new adjustment

Return to top

Note:

- To search for a memos currently on hold, you must first display the held slip list.

Related Topics

Reverse and correct a memo

Customize the columns in the Find window