Purchasing Adjustments

From time to time, you might make errors when inputting costs during receiving. Counterpoint’s Purchase Adjustments functionality can help you correct those costs.
Changes you can make using Purchasing Adjustments include:

  • Cost of items
  • Miscellaneous charges
  • Comments

Purchase Adjustments cannot:

  • Change quantities received
  • Change units of items received
  • Change location where items were received

Processing Purchasing Adjustments

  1. Select Purchasing → Adjustments → Purchasing Adjustments Enter

  1. Click Select Receiver
    NOTE: Using the magnifying glass from the toolbar or next to Receiving # will only show a list of Purchasing Adjustments already in progress
  2. Select a Receiving from the lookup

  1. (Optional) Enter/update the Reference and Comments fields

  1. Click next
  2. Select a line from the Received Items table

  1. In the Adjusted field, enter a new cost for the item (per unit)

  1. Press tab until table updates
  2. Repeat steps 7-9 for all items that you need to adjust costs for
  3. Click Next
  4. Update any miscellaneous charges

  1. Verify that the total in the lower right of the window matches your invoice total
  2. Click Post

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