Part Adjustments

Part Adjustments (Parts)

What this does

Part Adjustments shows the history of inventory adjustments made to parts. Adjustments can be created automatically (for example, when parts are sold on an invoice) or manually (for example, when you correct inventory counts). This list helps you audit what changed, when it changed, and why.

Where to find it

Go to Parts → Part Adjustments.

Page layout overview

At the top of the page you’ll see:

• A Search box

  A Location selector (example: All Lots or Current Lots)

The main area is a grid of adjustment records with sortable columns and filters.

At the bottom you’ll see:

• Before, Adjusted and After counts

  Filters count

  Rows per page

  Pagination controls

Column definitions (what each field means)

Your Part Adjustments list includes these columns:

• Adjustment Date: date and time the adjustment was recorded

  Part #: the part identifier that was adjusted

  Before: on-hand quantity before the adjustment

  Adjusted: the change amount (positive or negative)

  • Negative values reduce on-hand

    Positive values increase on-hand

  After: on-hand quantity after the adjustment

  Reason: why the adjustment occurred (example shown: “Sold on Invoice# 10020”)

  Transaction Type: how the adjustment was created (examples shown: Manual Entry, Inventory Adjustment)

  Created By: the user who created the record

How to find an adjustment

Option 1 — Search

1. Click the Search bar.

   Enter a keyword such as:

   • Part number

     Reason text (if known)

   Review the filtered results in the grid.

Option 2 — Filter by column

Many columns include filter controls under the header, such as:

• Adjustment Date: Min / Max

  Part #: “Filter by Part #”

  Before / Adjusted / After: Min / Max ranges

  Reason: “Filter by Reason”

  Transaction Type: dropdown (example: All Transaction Types)

Use multiple filters together to narrow results.

How to read an adjustment record

Each row tells the full story of a single inventory change:

1. Identify the Part #

   Confirm the inventory changed from Before → After

   Verify the magnitude in Adjusted

   Check the Reason (ex: sold on a specific invoice, or a custom adjustment reason)

   Confirm whether it was a Manual Entry or system-driven adjustment in Transaction Type

   Confirm who did it in Created By

Common use cases

Audit inventory changes after a sale

If parts are sold on a part invoice, you may see adjustments with a reason like:

• “Sold on Invoice# [Invoice #]”
  These typically show a negative Adjusted amount.

Investigate unexpected inventory counts

If a part quantity seems wrong, use:

• Part # filter + date range
  to see every adjustment affecting that part.

Confirm manual corrections

For cycle counts or corrections, look for:

• Transaction Type = Manual Entry
  and review the Reason for details.

Common issues & quick fixes

I don’t see expected adjustments

• Confirm you’re in the correct Location.

  Expand the Adjustment Date Min/Max range.

  Remove filters (Filters count should go back to 0).

The “Reason” doesn’t match what I expected

• Some reasons are system-generated (example: linked to an invoice).

  Manual adjustments typically rely on what the user typed as the reason.

A part shows repeated adjustments

• That’s normal if it’s frequently sold, received, or manually corrected. Filter by date range to focus the investigation.

Related articles

• Parts Inventory

  Create a Part Invoice (New Part Invoice)

  Part Invoice List

  Purchase Orders (Receiving impacts inventory)

  Reports & Charts (for inventory and adjustment reporting)