Adjustment Code

This database option is used for adding, modifying, and deleting adjustment codes. Adjustment Codes (ALT-D) define the adders and deductions (discounts) which may be applied to Point of Sale, Manufacturing, and Purchasing transactions. Codes are not typically applied to more than one application area. Point of Sale adjustments can be used from Point of Sale, but not other areas, for example. Some areas do have more than one defined type. Add as many codes as are needed for each area.

Purchasing

Point of Sale

Manufacturing

Receiving

Mfg Market

Adding New Adjustment Codes

When adding new codes, enter the new code in the "adjustment code" input and give it a description. Choose a category for the new code to specify where it will be used (in either manufacturing, purchasing, point of sale, or receiving). Select a type of either adder or discount. Adders increase either costs or pricing, discounts decrease either costs or pricing.

Next, choose a calculation method. Methods vary and include manual amount entry, percentage of sub-total (or "percent of discountable" for Point of Sale), and per MBF/MSF (per 1,000 board or square feet). This determines how the adjustment amount is determined or calculated. The Pro-Rate drop down and G/L Mapping area on the form change based upon the adjustment's category. Please read the sub-topics for more details about each particular category.

Disabling vs. Deleting Adjustment Codes

Users have the option of either disabling or deleting unused adjustment codes. Deleting removes the code entirely. Disabling leaves the code in the database but removes it from appearing in selection listings so that it cannot be used. A disabled adjustment can be enabled in the future.

Why disable vs. delete? If the adjustment code was used in the past, it's likely associated with documents (Point of Sale, Purchasing, etc.). Documents retain the adjustment amounts and code, but no detailed description, so if you remove a code, it will cause any associated documents to no longer print the adjustment's description. This can make remembering what the adjustment was used for difficult. For this reason, we suggest disabling adjustments that have been used. There are no downsides to deleting an adjustment code that's never been used.