Process Campus Adjustment

Campus Adjustments are used to return surplus instructional materials to the district’s warehouse or to report items that are paid for, destroyed, or worn. Very rarely, an campus adjustment can be utilized to increase inventory counts regarding materials not included in the campus' previous year's inventory audit (this process increases both the campus' ISBN inventory total and the district's ISBN inventory total).  These requests are subject to district approval.

To complete a campus adjustment, it is necessary to Post the campus adjustment. The posting process changes the status of the campus adjustment from In Progress to Complete, changes the number of copies the campus is responsible (positive or negative), and moves the posted inventory quantity at the district level to the respective district inventory details category (Destroyed, Paid, Worn, or Issued).  

FOR EXAMPLE:  Campus XYZ requests to reduce their inventory for Title ABC by a count of 10 due to losses and damage over the course of the school year.  The district agrees and posts 10 copies.  Instead of 100 copies of Title ABC, the campus is now only responsible for 90 copies.  The overall district wide inventory for Title ABC is 1000.  The district wide inventory count does not change by posting the campus adjustment.  However, the sub-categories of inventory tracked at the district level are altered.  The quantity of Issued copies for Title ABC is now 10 less than before and the quantity of Paid inventory is 10 higher (as seen on several reports and the ISBN's Textbook Details page).

Post a Campus Adjustment's ISBN Count

  1. Click on inventoryIcon.jpg 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 campusAdj.jpg tab.

  4. Search for the desired existing campus adjustment.

  5. Click on detail.jpg Details.  This opens the adjustment in the Campus Adjustment Details page.

  6. Print a Call Tag if necessary.

  7. Evaluate each ISBN's requested quantity to adjust in the Copies field.

  8. You have three options in the posting process:

    1. Approve the quantity by clicking on post.jpg Post, located on the same row.

    2. Approve a lower quantity than requested by editing the Copies column to the desired amount and then click on post.jpg Post, located on the same row.

    3. Deny the ISBN requested by clicking on deny.jpg Deny, located on the same row (no copies are or will be adjusted).

  9. Click on previousPg.jpg Previous Page to return to the Campus Adjustments page.

NOTE:

Post All postAll.jpg (located above the blue header bar) posts the counts located in the Copies fields for all eligible titles in the campus adjustment grid at one time.