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Best Way for Inv Adjustment After Go-Live

  • February 9, 2022
  • 1 reply
  • 40 views
P
Semi-Pro II
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Hello Everyone,

 

I recently went live and an SO Invoice that got migrated needs to have an adjustment made to the inventory related. I already created a credit memo that used AR as the off-set account.

 

I am wondering if the best way to approach this is to simply create and release an adjustment with the “update GL” checkbox de-selected on inventory preferences. Is this the best way to go about a process like this? I do not think I want to hit the GL since this SO Invoice was migrated.

As a background, 4 of the inventory item was sent to the customer but 20 of the inventory item needs to be added back into the inventory.

Thanks

Best answer by vkumar

Hi @podonnell11 

If you want the Inventory numbers to change, but GL transactions not created, then creating an adjustment with Update GL not checked is the best option. 

Regards,

 

1 reply

V
Acumatica Employee
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  • vkumar
  • Acumatica Support Team
  • Answer
  • February 10, 2022

Hi @podonnell11 

If you want the Inventory numbers to change, but GL transactions not created, then creating an adjustment with Update GL not checked is the best option. 

Regards,

 

VijayKumarU
P
Chris Hackett
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