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Sometimes the items in bins may need to be redistributed for better management. This is Sometimes the items in bins may need to be redistributed for better management. This is known as Bin Adjustment.

/wiki/spaces/DEV/pages/3489923073



  2. If you want to select items using Manual Scan, then follow the steps:

    1. Click on the Manual Scan button. It opens the Manual Scan window.

Expand
title Add Bin Adjustment

Prerequisites

  1. The users' role must have access to the Add app operation in the Bin Adjustment feature in Inventory - WMS - Transactions through Roles in Ginesys Web - Admin - Security.

    Info
    titlePost Inventory

    If you want post inventory, then you need to have the access to the Post Inventory app operation in the Bin Adjustment feature in Inventory - WMS - Transactions through Roles in Ginesys Web - Admin - Security.


  2. The bins must be present.

  3. Items must be present in the Item Master. In case, Item Sets need to be scanned hey must be created through Ginesys Desktop - Inventory - Setup - Item Set. 

Step-by-step guide

The steps are as follows:

  1. Go

to 

  1. to Ginesys Web - Inventory - WMS - Transactions - Bin Adjustment. This will open

the 

  1. the Bin Adjustment

 module

  1.  module.

  2. Click on

the 

  1. the Add

 button

  1.  button. This will open

the 

  1. the Add Bin Adjustment

 window

  1.  window.
    Image Modified

  2. Add the details like Entry No., Date, Remarks etc.

    Warning

    Entry No. and Date are mandatory fields.


  3. Select items using the two available options: They are - Manual Scan and Import CSV. 

and Import CSV. 
Page Properties
idBin Adjustment Import CSV

Changes Done

  • New column has been introduced

    • Name: Batch/Serial

    • Mandatory: Conditional

      • If item is Batch/Serial managed, then mandatory

      • Else, should be NULL

#Details are mentioned separately in the #Annexure below

If you want to select items using Manual Scan, then follow the steps:

Click on the Manual Scan button. It opens the Manual Scan window.

Page Properties
idBin Adjustment Manual Scan
Page Properties

Following columns have been introduced to incorporate batch/serial functionality. The columns are view only, can be hidden and have to be selected from column chooser to be visible.

  • Batch/Serial No.

  • Mfg. Date

  • Valid Up to

    Note

    Only Barcode wise & Batch/Serial No. wise unique records will show in the grid.


  • On clicking the Populate button, Items with defined Quantity >'0' will be considered as per below behavior.

    • If item selected is Inventory Managed Item wise the existing application flow will be followed.

    • If item selected is Inventory Managed Batch/Serial wise, open a popup named ‘Batch/Serial Information’.

    • If barcode containing (ICODE/OEM Barcode + Batch/Serial Information) is scanned, populate, batch/serial wise item with bin details and quantity in grid.
      Image Added Image Added


  • Select the required Qty Population Mode from the available options, i.e., Manual

    •  or Bin

      1.  or Automatic.

        1. If you chose Manual, then manually type in the Item Barcode, 

    Source 

        1. Source Bin No. , 

    Destination Bin

        1. Destination Bin No. and Quantity fields. Press Enter key or click on the Accept button.

          Warning

          All the fields are mandatory.

    Page PropertiesidBin Adjustment

    • Below mentioned columns have been introduced [View Only] [Default View: No][Can Hide: Yes]

      • Batch/Serial No.

      • Mfg. Date

      • Valid Up To

    • Item grouping logic: Barcode wise, Bin wise & Batch/Serial No. wise unique records to be shown in the grid


        1. Tip

          Suppose you want to add an item with a particular barcode to / from a specific bin, but do not wish to type / select it repeatedly. In that case, select the Retain this Value checkbox provided beside the options respectively. 

          Deselect the checkbox when you want to change the barcode or bin.


          Warning

          Note: The same value cannot be provided in the Source Bin No. and Destination Bin No..


          Info
          titleApplicability of Item sets

          Manual Scan may also be done for Item Sets created through Ginesys Desktop - Inventory - Setup - Item Set. 


        2. If you

    chose 

        1. chose Automatic, then scan the item (the scanned barcode shall appear in the Item Barcode

     fieldBin

        1.  field). Select the 

    Source 

        1. Source Bin No. and 

    Destination Bin

        1. Destination Bin No. from the drop-down.

     Press 

        1.  Press Enter or click on

    the 

        1. the Accept button.

          Info

          On selecting the Automatic option, the Quantity field gets disabled. 


      2. After adding all the required items, click on

    the 

      1. the Cancel

     button

      1.  button to close

    the 

      1. the Manual Scan

     window

      1.  window.


    2. You can also select items using Import CSV.


    3. Once the items to be added are added, click on

    the 

    1. the Save

     button

    1.  button.

    The 

    1. The Post Confirmation

     window

    1.  window appears saying that the stock will be posted on the entry date and modifications will be restricted after posting. If you want to post inventory, then

    click 

    1. click Yes, otherwise

    click 

    1. click No.


    2. Entry no.: <Entry no.> generated successfully. - message displayed on the screen.

       

    Info

    In case you do not post to inventory, the status column of that bin adjustment will display 'Open'. You can open, modify and post to inventory as per your requirement. But once it is posted, you cannot modify it.



    Expand
    title Edit Bin Adjustment

    Prerequisites

    1. The users' role must have access to the Modify app operation in the Bin Adjustment feature in Inventory - WMS - Transactions through Roles in Ginesys Web - Admin - Security.

      Info
      titlePost Inventory

      If you want post inventory, then you need to have the access to the Post Inventory app operation in the Bin Adjustment feature in Inventory - WMS - Transactions through Roles in Ginesys Web - Admin - Security.


    2. Only the Bin Adjustments that are in Open state can be edited.

    Steps

    1. Select a bin adjustment record and double click on it. It will open the Edit Bin Adjustment window, which is similar to the New Reservation - Stock Reservation window.

    2. You cannot edit any of the details in the window, except for

    the fields

    1. the Remarks and Qty.

     

    1.  fields (in the Item & Bill Details tab). Rest of the fields are view only.
      Image Modified

    2. If you want to change the quantity, then type in the amount in the Qty column.

    3. If you want to post inventory, then click on the Post Inventory button.

    4. A confirmation window will appear with the message - Document once posted cannot be modified. Do you want to proceed? If you want to proceed, click Yes, or else click No.

    5. Record posted successfully message.- will be displayed.

    Info

    In case you do not post to inventory, the status column of that bin adjustment will display 'Open'. You can open, modify and post to inventory as per your requirement. But once it is posted, you cannot modify it.



    Expand
    title Delete Bin Adjustment

    Prerequisites

    1. The users' role must have access to the Delete app operation in the Bin Adjustment feature in Inventory - WMS - Transactions through Roles in Ginesys Web - Admin - Security.

    2. Only the Bill Adjustments that are in Open state can be edited.

    3. Entry date of the document should be in open state.

    4. Accounting year should be in open state as per the entry date.

    5. Entry date should be within the user's permissible lock days.

    Steps

    1. Select a bin adjustment record and click the Delete option (from

    the 

    1. the Action

     menu

    1.  menu).

    2. A confirmation window will appear with the message - Document once deleted cannot be retrieved.

     Are

    1.  Are you sure you want to delete this transaction? If you want to proceed, click Yes, or else click No.
      Image Modified

    2. If you

    select 

    1. select Yes, then a message - Document No:<Document No.> - deleted successfully. - will be displayed.

    Click 

    1. Click OK.

    2. If you

    select 

    1. select No, then you will be directed back to

    the 

    1. the Bin Adjustment

     module

    1.  module. 


    Expand
    title Post Inventory in Bin Adjustment module

    Prerequisites

    1. The users' role must have access to the Post Inventory app operation in the Bin Adjustment feature in Inventory - WMS - Transactions through Roles in Ginesys Web - Admin - Security.

    2. Document's status should be Open, i.e. it should be un-posted state.

    3. Entry date of the document should be in open state.

    4. Accounting year should be in open state as per the entry date.

    5. Entry date should be within the user's permissible lock days.

    6. Negative stock check should not fail.

    Steps

    1. Select a bin adjustment record and click the Post Inventory option (from

    the 

    1. the Action

     menu

    1.  menu).

    2. A confirmation window appears with the message - Documents once posted cannot be modified.

     Do If

    1.  Do you want to proceed?

     

    1.  If you want to proceed, click Yes, or else click No.

    2. If you select Yes, then a message - Document No: <Document No.> - Successfully posted. - will be displayed. Click OK.

    3. If you select No, then you will be directed back to the Bin Adjustment module. 

      Page Properties
      idPost Inventory/ Stock Posting from Save

      Changes Done

      • Stock report will be saved Item > Batch/Serial > Source and Destination Bin wise
        Let there be an item A001 of 60 pieces according to the stock posting as per above it may be given as
        Image Modified

      • While Stock Posting from Post Inventory

        • Negative Stock to be checked based on the following

          • Barcode - Batch/Serial No. - Source Bin.

        • User profile for Alert (Ignore/Warn/Stop) to remain as it is.



    Expand
    title Print Bin Adjustment record

    Prerequisites

    1. The users' role must have access to the Print app operation in the Bin Adjustment feature in Inventory - WMS - Transactions through Roles in Ginesys Web - Admin - Security.

    Steps

    1. Select a bin adjustment record and click the Print option (from

    the 

    1. the Action

     menu

    1.  menu).

    To go back to the main page click on How To: Manage the transactions in WMS