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(EEUR) Adjust the inventory value of a posted item

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

Use this procedure to adjust the financial value of the selected receipt transaction. The process recalculates the cost value of the item, and then adjusts the receipt transactions. The adjustments can be recorded as corrections in the general ledger.

Prerequisite

  1. Click General ledger > Setup > General ledger parameters. In the Ledger area, on the Accounting rules FastTab, select the Correction check box to indicate that transactions that have negative amounts can be posted as corrections in the general ledger.

  2. Click Inventory management > Setup > Inventory and warehouse management parameters. In the General area, select the Inventory adjustment - correction check box to specify that inventory adjustments can be recorded as corrections in the general ledger.

Adjust the inventory value of a posted form

  1. Click Inventory management > Periodic > Closing and adjustment. Click Adjustment >Transactions.

  2. In the Adjust transactions form, click Select, and then, in the InventTransAdjustment form, specify your selection criteria. When you are finished, click OK.

    For more information about how to select transactions in the InventTransAdjustment form, see Inquiry (form).

  3. In the Adjust transactions form, click Adjustment, and then select an option.

    For information about the options in this menu, see Adjust transactions (form) (Inventory).

  4. In the Edit now field, enter the revised value. Depending on the option that you selected in step 5, the value might be calculated for you, but you can change it.

  5. Click Post. In the Adjust transactions form, enter the required details.

    Tip

    The Inventory adjustment - correction check box is automatically selected. You can select or clear the check box manually.

  6. Select the Update ledger check box to post the adjustment transactions in the general ledger.

    Important

    If you do not select this check box, the cost price is adjusted in inventory transactions, but no adjustments are made in the general ledger.

  7. Click OK to update the adjustment of the inventory transactions as corrections in the general ledger.

See also

(EEUR) Adjust the cost value of on-hand inventory

(EEUR) Inventory and warehouse management parameters (modified form)