Auto Generated Stock Quantity Adjustments

Overview

Whenever a sale shipment is finalised or completed (posted) from a workstation where automatic stock adjustments is turned on. Then a stock adjustment will be created if the quantity shipped is greater than the quantity on hand for the product, site and location on any lines on the shipment:

The source of the shipment does not matter. If the sale shipment comes from any order, an order with supply type set to ignore, a sale shipment without an order, the result will be the same. For the workstation, automatic stock adjustments are always created if posting the sale shipment on that workstation would cause the stock to go negative.
The total stock on hand for the product and the total stock for the product at the site does not matter. The system matches the site on the sale shipment, the product on the sale shipment line and the location on the sale shipment line to check stock on hand. If that particular product location does not have enough stock, then an automatic stock adjustment is created.

When stock is received after the automatic stock adjustment is created. The purchase receipt may then counteract the auto adjustment meaning that the stock on hand should then be correct as at after that purchase receipt. But only if:

only if the purchase receipt is dated the same day as the auto stock adjustment
only if the purchase receipt is for the same site as the sale shipment, a purchase receipt line is for the same product as the sale shipment and the location on the purchase receipt is the same as the location on the automatic stock adjustment (and thus the same location as the shipment
only if the purchase receipt is finalised or completed AFTER the automatic stock adjustment is created.

If the stock is received in using a date after the date of the auto stock adjustment, the stock will not correct itself and just add stock onto the stock on hand.

It is therefore important that the Purchase Receipt is dated the date that the goods actually are received (the same date as the auto stock adjustment) in on site so that the auto stock adjustment does not fall out of line with the stock auto adjustment.

See related documentation: Reversing an auto stock adjustment using purchase receipt

Firstly we need to configure settings

In the navigation panel, click on Administration then click on Workstation.
Select the workstation and click on General Settings
The Auto Stock Adjustment (Win) needs to be checked.
Click Save and Flush Cache

Creating Auto Generated Stock Quantity Adjustment

In the navigation panel, click on Sales then click on Shipments.
Create a sales shipment