Perform an Inventory balance adjustment with wizard

With appropriate permissions, you can add a manual balance adjustment to change the current quantity of material at an equipment

A balance adjustment increases or decreases the balance of an equipment item to adjust the total balance to it's true value. You can make a balance adjustment by quantity or material lot, depending on the equipment that you select for adjusting.

You can add a balance adjustment with a positive value to increase the balance of an equipment or a negative value to decrease the balance of an equipment. You can make a balance adjustment by quantity or material lot, depending on the equipment that you select for adjusting. If the equipment is one in which you can select lots, you can specify the adjustment as an amount or a percentage.

When you add a balance adjustment, AVEVA Production Management adds a record to the Movements view of AVEVA Production Management. An adjustment does not have an associated source equipment or destination equipment.

Important: The wizard does not support custom fields for survey and adjustments. You must use the Event Editor.

To perform a balance adjustment

1. Switch to the Inventory module.

2. On the Event editor, click the drop-down arrow for Add Event, and select Balance Adjustment Wizard.

   

   The Balance Adjustment Wizard appears.

3. On the Select Equipment screen, select the piece of equipment that you require, and click Next.

   

   Depending on the equipment that you select, the Select Material screen or Select Lot screen might appear.

   

4. Depending on the screen that appears, click the material or select the number of lots that you require, and then click Next. The Enter Details screen appears.

   Do one of the following:

   • Select Adjust by amount and type the positive or negative amount of the adjustment, or

   • Select Adjust by percentage and type the positive or negative percentage of the adjustment. This option appears only if you selected one or more lots to adjust.

     (Mandatory) In the Comment box, type a comment for the adjustment.

     

5. Click Next. The wizard asks you to review and confirm the adjustment. Click Finish to submit the balance adjustment transaction for processing.

   

   The Production Analyst display grid updates automatically with the changes.

Related topics

• About Inventory

• Add a material movement manually with wizard

• Display the Movements view