122 lines
7.3 KiB
HTML
122 lines
7.3 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="MS-HAID" content="Adjustment memos">
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<title>Inventory Adjustments Overview</title>
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<body><a name="642b3b9347ca42c9b00b820c00c373fa=2"></a><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Inventory Adjustments Overview</p>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a> <font color="#C0C0C0" class="hcp2">|</font> <a href="../qbpos_fields/fields08.htm">Memo Fields</a> <font color="#C0C0C0" class="hcp2">|</font> <a href="memo1303.htm">Making an Adjustment Memo</a></p>
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<div class="droptext" id="POPUP275323658" style="display: none;">
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<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
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<col style="width: 100%;">
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<tr style="vertical-align: top;">
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<td style="width: 100%; padding-right: 10px; padding-left: 10px;">
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<p><a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('memo1301.htm');return false;">Access adjustment memos and history<img src="../image/yellow_up.gif" alt="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
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<p><a href="memo1303.htm">Create an adjustment memo</a></p>
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<p><a href="../qbpos_basic_procedures/basic_holding_a_document.htm">Temporarily hold a memo</a></p>
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<p><a href="../qbpos_basic_procedures/navigation_find/basic_find_general.htm">Find a memo</a></p>
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<p><a href="memo1308.htm">Reverse or correct a memo</a></p>
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<p><a href="../qbpos_basic_procedures/basic_historydocs_copy.htm">Copy a memo</a></p>
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<p><a href="../qbpos_basic_procedures/printing/basic_printdocuments.htm">Print a memo</a></p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<div>
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<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
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color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
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</div>
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<p class="Help-Text">Adjustment memos are used to make changes to item quantities or costs. The changes tracked are those that would not otherwise be recorded on another <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_transactionaldocs">transactional document</a>.</p>
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<p class="Help-Text">Typical uses for manually-created adjustment memos include:</p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Adjust quantity for theft and other shrinkage</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Adjust quantity for donated items</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Remove defective or damaged returned items from inventory</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Correct cost or quantity errors in inventory</p>
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</li>
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</ul>
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<p class="Help-Text">When you create an adjustment memo, the affected <font class="hcp2">On-hand Quantity</font> or <font class="hcp2">Average Unit Cost</font> fields are automatically updated in inventory and a permanent record of the change is added to your adjustment and item history.</p>
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<p class="Help-Text">Some actions in Point of Sale, such as deleting an item with an on-hand quantity, conducting a <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_PI">physical inventory</a>, or manually entering or editing an items average cost or on-hand quantity result in <a href="memo1318.htm">program-generated adjustment memos</a>.</p>
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<p class="Help-Text">Saved memos are permanently stored in your adjustment history lists. A separate list is maintained for each memo type, quantity and cost. Memos can be reversed to correct errors, but never deleted.</p>
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<p class="Help-Text">(Pro w/multiple stores) Item quantities can be adjusted at either Headquarters or remote stores. Headquarters can adjust quantities for any store, while remote stores can adjust only their own local quantities. Only Headquarters can create cost memos, although both quantity and cost memos are generated automatically at remote stores for certain activities.</p>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Help-Note"><span style="font-weight: bold;">Note</span>: The ability to see cost fields, including margin and markup and other fields related to cost, can be controlled by <a href="../qbpos_secadmin/secadminoverview.htm">security rights</a>. If you do not have the right to view item costs, the fields will be masked like this "*****". This right affects cost fields in inventory and on all documents and reports.</p>
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<p class="Help-Text"> </p>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Main-Topic-Links"><a href="../qbpos_secadmin/secadmin01.htm#secadmin_midtopic_15">Security rights for adjustments</a></p>
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<p class="Help-Main-Topic-Links"><a href="../qbpos_qb_data_exchange/qbfs_adjustments.htm">How adjustment memos are sent to QuickBooks Desktop</a></p>
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<p class="Help-Text"><a href="../qbpos_multi_store/store_exchange_qtyadj.htm">Note: Automatic quantity adjustments at remote stores</a></p>
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</body>
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