Factory Order Adjustment

Use this form to enter a factory order adjustment. You can access it from the Factory Order Entry form and the Factory Order Receipt Entry form.

You can make adjustments to reduce the quantity required of a factory order, or to cancel it if the order are not completed. You cannot make adjustments if the outstanding quantity or the quantity remaining is zero.

All factory order adjustments are assumed to be negative. You don't need to enter a dash (-) before the adjustment value.

The Adjustment button on the Factory Order Entry and Factory Order Receipt Entry forms is disabled if the factory order has a status of Completed or Closed, and no adjustments have been entered for the order.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Reference

Enter a reference for the adjustment. The default value is the order number and a sequential suffix.

Reason

Select the reason code of the adjustment. When you print a Factory Order Transaction Listing, this code displays for all adjustment transactions. You can analyse the reasons for adjustments.

Date

Enter the date for the adjustment. If inventory transactions are created by the adjustment, this date is the transaction posting date.

User

This field displays the name of the user who is logged in when the adjustment is created.

Parent item outstanding quantity

This field displays the factory order quantity required less the factory order total quantity received less the factory order total quantity adjusted.

Parent item quantity

Enter the quantity to adjust. This reduces the In-production quantity for the parent item.

Example:

A factory order is created with a quantity required of 10. This updates the In-production quantity to 10 for the parent item (assuming no other orders are outstanding for the item). If six units are received, the In-production quantity is reduced to 4.

If you know that the remaining four units are not manufactured, you can remove the remaining quantity by creating an adjustment with a quantity of four, and a reason of Cancelled. When the adjustment is saved, the In-production quantity for the parent item reduces to zero.

Material Options

No action

Select this option if no action is required for component lines.

Uncommit

Select this option if the component quantities on the factory order are uncommitted. This reduces the Committed to factory orders quantity for component items by the quantity of the adjustment. No general ledger transaction occur if you select this option.

Return

Select this option to return the component quantities on the factory order to inventory. This option generates inventory transactions, based on the transaction type that is defined on the Module Control form for Return materials.

Write-off

Select this option to write off the component quantities on the factory order. This option generates inventory transactions, using the transaction type that is defined on the Module Control form for a Write-off. Materials that are written-off are not costed against a factory order.

Notes

Enter notes for this adjustment. The notes are for reference only.

Parent serial/lot

This button is enabled if the parent item is serial/lot controlled and serial/lot details have been assigned. Click the button to view serial/lot details for the parent. You can edit the details, using the quantity you are adjusting and the serial/lot numbers of the adjusted quantity.

Note: If there is only one serial/lot number of the parent, or if the adjustment quantity is for the full amount of the order, Greentree Desktop assumes existing serial/lot assignments apply. The serial/lot entry form does not display when you save the adjustment. Otherwise, the serial/lot entry form displays when you save the adjustment to make sure you have reviewed or edited the details.

Material serial/lot

This button is enabled if you are on a component line item that is serial/lot controlled, and serial/lot details have been assigned to the line. Click the button to view serial/lot details for the component, using the quantity you are adjusting and the serial/lot numbers of the adjusted quantity.

If there is only one serial/lot number of the item, or if the adjustment quantity is for the full amount of the order, Greentree Desktop assumes existing serial/lot assignments apply. The serial/lot entry form does not display when you save the adjustment. Otherwise, the serial/lot entry form displays when you save the adjustment to make sure you have reviewed or edited the details.

If the suspense option is used when assigning serial/lot details to component items, the details displayed in the Serial/Lot Suspense Allocation form reflect the original and adjusted transactions.

Deselect all materials

Use this to update all Quantity values for components to zero.

Select all remaining materials

Use this to default all Quantity remaining values for components to be the same as the value in the Quantity column.