If in the process of adjustment or stock-taking in business processes you need approval or prior approval.
Follow these steps below to activate the configuration :
Step 1. Go To Users - Group - Select Group - Adjustment - Approval Check List
Make sure the user has been given roles Approval on Adjustment menu.
I. Configuration Adjustment With Approval
Step 1. Go to Menu Setup - More Menu - Application
Step 2. Tab Adjustment - Workflow - With Approval (In Progress/ Waiting for Review / Accepted ) then Save.
In this configuration, there will be 3 processes in adjustment or stock taking.
Still in process adjustment/draft
Waiting for review
Still in process for review
Adjustment rejected or Accepted
II. Create Adjustment With Approval
After we have finished the configuration the next step is we will try to make an adjustment with approval. The steps are as follows:
Step 1. Click New on Adjustment menu
Step 2. Input Inventory Adjustment Form then Process
Here we will input the form for adjustment and choose Update inventory - Set available quantity to a given value where the number of products in the inventory will change according to the quantity that we have entered in the adjustment form.
Step 3. Select In Progress or Submit For Review
Here I choose to submit for review
Step 4. Inventory Adjustment Complete
Adjustments that you make will be immediately saved and appear in the Inventory Adjustment list in accordance with the status that has been selected.
The next step is a review of the process, you or your assigned staff can approve or cancel the adjustment or stocktaking that has been made.