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Apply Sales Price Inventory Adjustment

The Apply Sales Price Inventory Adjustment function calculates the retail price calculation for changes in item prices and is located on sales price lists.

Accessing the Function​

Initiating the Apply Sales Price Inventory Adjustment function opens a new page for processing the adjustment.

Adjustment Page Configuration​

Sales Price Inventory Number​

The page provides the Sales Price Inventory number that will be posted. This number is automatically generated based on the configured number series.

Price List Code​

The adjustment takes the code of the price list being processed.

Preview Function​

Unchecked Post Option​

When the Post option is unchecked, you can preview the entries that will be created:

G/L Entry Preview​

View the general ledger entries that will be posted, including:

  • Account numbers
  • Amounts
  • Posting dates
  • Descriptions

Value Entry Preview​

Review the value entries that will be created, showing:

  • Item numbers
  • Quantities
  • Cost amounts
  • Valuation dates

Benefits of Preview​

  • Verification: Confirm calculations before posting
  • Error Detection: Identify potential issues before committing
  • Training: Understand the impact of price changes
  • Documentation: Review entries for audit purposes

Posting the Adjustment​

Enabling Post Option​

When the Post option is enabled, the posting will be executed immediately.

Posting Process​

  1. Check the preview to verify entries
  2. Enable the Post option
  3. Confirm the posting
  4. System creates:
    • General ledger entries
    • Value entries
    • Posted adjustment document

Post-Posting Activities​

After posting:

  • Posted adjustment is recorded with the assigned number
  • Price list status is updated
  • Inventory values are adjusted
  • General ledger is updated

Best Practices​

Always Preview First​

Before posting, always:

  1. Review the G/L entries
  2. Check the value entries
  3. Verify amounts and accounts
  4. Confirm item quantities

Documentation​

  • Keep records of posted adjustments
  • Note the adjustment numbers for reference
  • Document the reason for price changes
  • Maintain audit trail

Timing​

  • Post adjustments at the beginning of the validity period
  • Ensure no transactions are in process during posting
  • Coordinate with sales team on price change timing
  • Consider fiscal period requirements

Common Scenarios​

New Price List Activation​

When activating a new price list:

  1. Complete the price list setup
  2. Copy and modify lines as needed
  3. Change status to Active
  4. Run Apply Sales Price Inventory Adjustment
  5. Preview the entries
  6. Post the adjustment

Price Correction​

If corrections are needed:

  1. Create a new price list
  2. Apply the adjustment
  3. Post with corrected values

Troubleshooting​

Verification Steps​

If issues occur:

  • Check inventory posting setup
  • Verify retail location configuration
  • Confirm number series setup
  • Review price list validity dates
  • Ensure no overlapping active price lists