Inventory and Order Management: Improvements in the Inventory Adjustments

In previous versions of MYOB Acumatica, no warnings or errors occurred on the Adjustments (IN303000) form when a user released an inventory adjustment with a negative quantity of a stock item for which the following was true:

The item was allocated in a sales order, service order, or production order on the Sales Orders (SO301000), Service Orders (FS300100), or Production Order Details (AM209000) form, and the release of the adjustment could make the item quantity that was available for issue less than the allocated quantity.
The item was added to an unreleased kit assembly document on the Stock Components tab of the Kit Assembly (IN307000) form, and the release of the adjustment could make the item quantity that was available for issue less than the quantity that was required to assemble the kit.

When the user started processing such an order or kit assembly, the system showed an error message, and the document could not be processed further.

In MYOB Acumatica 2024.1.1, additional validation of stock item allocation has been implemented on the Adjustments form for inventory adjustments. The validation is performed on the release of an adjustment with a negative quantity of a stock item. Also, a new report has been added in which the user can review the list of allocations that can be affected by negative adjustments to stock item quantities.

Validation of Allocated Stock Items

Starting in MYOB Acumatica 2024.1.1, when the user releases an adjustment (including physical inventory adjustments) with a negative quantity of a stock item, the system checks whether this item has allocations in sales orders, service orders, or production orders, as well as whether the item is added as a stock component to kit assemblies. If the stock item has an allocation in any of these documents and the quantity of this item that is available for issue will become insufficient if the adjustment is released, the system prohibits releasing the adjustment and displays an error message with a recommendation to check the documents that the adjustment would have affected.

If a user still wants to release the adjustment despite the error message, they can select the new Ignore Item Allocations check box (shown in the following screenshot) on the Financial tab of the Adjustments (IN303000) form. When this check box is selected, the system does not prevent the adjustment from being released. By default, the Ignore Item Allocations check box is cleared for all adjustments generated from a physical inventory count or created directly on the Adjustments form. For adjustments that are generated from manufacturing documents, the Ignore Item Allocations check box is selected by default.

Figure 1. The Ignore Item Allocations check box

Tracking of the Affected Allocations

To improve the visibility of item allocations that can be affected by adjustments with negative item quantities, the new Allocations Affected by Inventory Adjustments (IN622000) report has been introduced. In the out-of-the-box system, a user can open the corresponding report form from the Reports category of the Inventory workspace.

On the report form, the user must specify the reference number of an adjustment. Once the adjustment is selected and the user clicks Run Report on the report form toolbar, the system generates a report (shown in the following screenshot) that shows sales orders, service orders, production orders, and kit assembly documents that can be affected by the release of the adjustment.

Figure 2. The Allocations Affected by Inventory Adjustments report