An inventory adjustment document header for one branch and partner account; the item-level changes live on AdjustmentLine. It is created by users or generated from a CycleCount release, a Claim, or a ClaimBatch. Nothing posts when lines are created: stock moves only when the header action Perform Inventory Posting runs, or when a line's quantity or cost is later edited or the line deleted, which post reversals. This is the document that actually changes stock - a CycleCount only measures and then hands its variances to one of these.
Fields
| Field | Label | Type | Required | What it does |
|---|
BranchId | Branch | Lookup → Branch | Yes | |
ClaimBatchId | Claim Batch | Lookup → ClaimBatch | | Same claim-driven provenance as claimId, but for adjustments generated from a whole claim batch instead of a single claim. |
ClaimId | Claim | Lookup → Claim | | Provenance for adjustments auto-created from claims: a claim whose Part to Part lines have approved quantity spawns an adjustment linked here, with its lines pointing back via claimLineId. |
ClaimReconciliationId | Claim Reconciliation | Lookup → ClaimReconciliation | | Declared on the entity but not written or read by any first-party code path; adjustments generated from the claims flow are linked through ClaimId or ClaimBatchId instead. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | | |
CycleCountId | Cycle Count | Lookup → CycleCount | | Set when the adjustment was released from a cycle count (PerformReleaseAdjustment). Partner and branch are copied from the count, and edits to them are then blocked as source-populated fields. |
DocumentDate | Document Date | Date | | Defaulted to the creation moment and locked afterwards - it is a non-editable key field alongside partner account and branch. |
ExternalId | External | Text, unique | | |
Id | Id | Guid | Yes | |
InterfaceJobQueueId | Job Queue | Lookup → InterfaceQueue | | Declared for an asynchronous posting or integration queue but not written or read by any first-party code path, so it never identifies a real queued job for an adjustment. |
IsInJobQueue | In Job Queue | Boolean | | Declared for an asynchronous posting queue but not written or read by any first-party code path; adjustment posting runs synchronously through the header server action. |
IsInventoryPosted | Inventory Posted | Boolean | | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Document Number | Text | | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | Yes | |
PerformInventoryPosting | Perform Inventory Posting | Calculated (calculated) | | A trigger flag that shares its name with the posting server action, but no code reads or clears it, so its value says nothing about whether the document posted. The reliable evidence of posting is InventoryLedgerId being set on the lines. |
PriceAsOnDate | Price As On Date | Date | | Changing it re-prices the document: the handler re-runs price-list rule resolution across all adjustment lines whenever this field is modified. |
PriceListId | Price List | Lookup → PriceList | | Defaulted on creation to the default Purchase price list; drives the unit costs applied when lines are re-priced. |
RecordTypeId | Record Type | Guid, hidden | | |
ResourceId | Executive | Lookup → Resource | | |
Status | Status | PickList | | Values: Draft, Adjusted. |
TotalQuantity | TotalQuantity | Calculated (calculated) | | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete |
Edit | Edit | Edit | Edit |
EditInLine | Edit | EditInline | Edit |
EditInList | Edit | EditInline | Edit |
EditInListRow | Edit | Edit | Edit |
New | New | New | New |
NewInLine | New | NewInline, inactive | New In Line |
PerformInventoryPosting | Post Inventory | ServerAction (PerformInventoryPosting) | Perform Inventory Posting |
PostAdjustment | Post Adjustment | ServerAction (PostAdjustment) | Post Adjustment |
UIAction | UI Action | UIAction | UI Action |
Lookup filters
| Filter | Lookup field | Notes |
|---|
| Partner Acc | BranchId | |
| PartnerAccountFilter | PartnerAccountId | |
