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Stock Adjustment

note

To go back to the Search screen, click Stock Adjustment next to Welcome at the top-right corner of the page.

1.1 Add Stock Adjustment​

Add Stock Adjustment - Step-by-Step​

Step 1: Access the Stock Adjustment From the main side menu, click "Store" → "Operations" → "Stock Adjustment".
This will open the Stock Adjustment Search Page.

Step 2: Add a Stock Adjustment On the top-right of the Stock Adjustment Search page, click the "Add Stock Adjustment" button.

Step 3: Fill in the Details

  • Stock Movement (Mandatory): Select from the available radio buttons (IN / OUT / SCRAP / OUT SOURCE). Use Out Source to record stock that has been sent out to a subcontractor/outsourced process; when this option is selected, the Remarks field becomes read-only.

  • Product Type (Mandatory): Select the product type from the dropdown.

    When Product Type is Part, additional fields appear:

    • Control Plan (Mandatory): Select from dropdown.
    • Process (Mandatory): Select the control process from dropdown.
    • If a Control Plan is not available for the selected part, you can select the Process directly (same as other product types).

  • Product (Mandatory): Select the product from the dropdown.

  • Quantity (Manual) (Mandatory):

    • Enter the quantity (Use minus sign (-) to reduce stock).

    Note: Total stock quantity up to current date will be shown below the quantity (if available).

  • Status (Mandatory for Work in Progress processes):

    • Appears after the Quantity field when a Work in Progress process is selected.
    • Select the status as Approved, Hold, Rework, Casting Defect, or Machining Defect

  • Date (Mandatory):

    • Select the stock adjustment date using the date picker.
    • Minimum allowed date will be the next day of the Opening Stock Date.

  • Remarks (Optional): Enter remarks if needed.

Step 4: Submit Click the "Submit" button to add the Stock Adjustment.

1.2 View Part Summary and Detailed Report​

View Part Summary and Detailed Report - Step-by-Step​

Step 1: Open the Part Summary While adding a Stock Adjustment (not while editing), after you select Part as the Product Type and choose a Product, a Part Summary panel appears below the form showing the part's current stock, broken down by process.

Step 2: Read the Part Summary table Each row in the Part Summary table shows:

  • Control Plan - Rev: The control plan number together with its revision number.
  • Process Number - Name: The process number and name within that control plan.
  • Process Order: The sequence position of that process within the control plan.
  • Stock: The total quantity currently sitting at that process.

Step 3: Open the Detailed Report Click "View Detailed Report" at the top of the Part Summary panel to see every process for the part, or click "View Details" on a specific row to open the report filtered to just that process. Either action opens the Stock Adjustment Detailed Report page.

Step 4: Review the line items The Detailed Report lists every control task that makes up the part's stock, with columns for Control Plan No, Revision, Process, Process Order, Heat/Serial No, and Operate Date. Each column has its own search box below the header to filter the rows by that value.

Step 5: Mark entries inactive Select one or more rows using the checkboxes in the Select column, then click "Mark Inactive". After you confirm the prompt, the selected control tasks are marked inactive and removed from the stock count - use this to correct stale or erroneous entries.

1.3 Search Stock Adjustment​

Search Stock Adjustment - Step-by-Step​

Step 1: Start Searching Go to the Search section on the Stock Adjustment page.

Step 2: Apply Filters

  • Entry Type: Filter by stock movement type (IN / OUT / SCRAP).

  • Product Type: Filter by product type (Part).

  • Status: Filter by approval stage (Approved / Rejected).

  • Stage: Select stage (Work in Progress, Inward Inspection, Final Inspection, etc.).

  • Date Range: Select From Date and To Date using date picker.

  • Click "Search" to display results.

  • Click "Export Excel" if needed.

  • Click "Clear" to reset filters.

Step 3: View the Results The results will include stock details such as:

  • Entry Type
  • Product Type
  • Status
  • Sub Stage
  • Quantity
  • Date

1.4 View Stock Adjustment​

View Stock Adjustment - Step-by-Step​

Step 1: Locate the Entry After searching, find the Stock Adjustment you want and click the eye icon to view the particular entry.

That's it! You've learned how to ADD, SEARCH, and VIEW Stock Adjustment using the DMeX app.
For help, contact the support team.