NextGen Knowledge Center

Setting Up the Inventory Adjustment Reason

Use the Inventory Adjustment Reason master file to specify the reason for an adjustment to inventory in the NextGen® Optical Management application. When building this master file, you must consider not only why the change in inventory is occurring, but also whether it is a write off, return, or transfer.

  1. From the Master Files - Optical Management list, select Inventory Adjustment Reason.
    The Inventory Adjustment Reason List window opens.
  2. From the list, do one of the following:
    • To add a new item, select Open Menu and then select New.
    • To modify an item, select the item in the list, select Open Menu, and then select Open.
    The Inventory Adjustment Reason window opens.

  3. Enter a short description explaining the reason for the adjustment in the Description field.
  4. In the Type of Adjustment field, select one of the following types of adjustment:
    • Inventory Return
    • Inventory Write Off
    • Inventory Transfer
  5. Enter any additional information in the Note field.
  6. If you want to hide the item in the list, select the Hide check box.
  7. Select Next to add another item or select OK to return to the Inventory Adjustment Reason List window.
  8. Select the Include Hidden Items check box to include hidden items in the master file list. If you do not select this check box, the items do not appear in the list and they cannot be accessed.