Create an Campus Adjustment

Campus Adjustments are used primarily to decrease the inventory of district tracked items or instructional materials at the campus level.  There is one special case where an adjustment will increase inventory. These requests are subject to district approval.

Decreases in inventory may be due to:

• Payment and/or agreement of losses to instructional materials (commonly due to materials issued to students/teachers)

• Surplus instructional materials due to a decrease in students

• Destroyed instructional materials in a fire, flood or other natural disaster (not due to abuse by an individual)

• Worn out instructional materials (coming apart due to wear, not abuse)

Increases in inventory due to found instructional materials previously paid for by the campus are processed by a Found Adjustment, which is automatically created when a previously paid for (reconciled (Distributions to individuals on a campus which have been identified as missing/not usable [statuses include: LOST, PAID, PRTL, and DSTY] and the campus' active inventory is reduced/reconciled to acknowledge the loss of the item via a corresponding Campus Adjustment - which is posted by the district. Accession numbers of reconciled titles remain in the campus' records for retention efforts and in case the item comes back. If a campus collects a reconciled accession via the Quick Entry screen, a Found Campus Adjustment is automatically submitted to the district.)) item is returned to storage. Once the adjustment is posted, the inventory at the campus level will increase. Posting the adjustment will also automatically reflect the increase at the district level.

Create an Campus Adjustment

1. Click on Inventory, located on the Navigation Bar.

2. Under the Adjustments subcategory, click on Adjustments.  This opens the Adjustments page and defaults to the Inventory tab.

3. Click on tab.

4. Click on Add.  This opens the Create Campus Adjustment page.

5. Search for the desired campus.

6. Click on the campus name. The row highlights to orange.

7. Select the desired Adjustment Type using the Adjustment Type's drop down menu.

8. Enter a name for the adjustment in the Adjustment Name field (It must be unique).

9. Click Next.  This opens the Create Adjustments ISBN grid.

10. Enter any notes relevant to the adjustment into the Description field.

11. Search for the desired ISBN.

12. Click on the title. The row highlights to orange.

13. Referencing the Available for Adjustment field, enter a quantity into the Copies to Adjust field.

14. Click on Add.  This adds the selected ISBN and the copies to adjust to the lower half of the page.

15. Add multiple titles by repeating steps 10 through 13.

16. Click Save.