Adjusting Inventory for internal use

Adjusting Inventory for internal use

This process does require the correct PIMS permissions to access the Inventory Reconciliation screen.


1. What you're going to want to do is from the Main PIMS Splash Screen, go to your Others menu, which can be done by going up to File or hitting Command-2.
2. Under the Invt'Recon file menu, choose New Inventory Reconciliation.
3. Choose the location
4. Enter your initials in the Entered By field
5. Click Add Line and type in or scan the part code
6. Adjust the count to be however many you have less what you're taking out
7. Hit the Calculate Discrepancies button
8. Click Load Discrepancy to G/L
9. Choose the proper account (e.g. office supplies for parts needed on the bench)
10. Post G/L adjustment
11. Enter in a brief description in the Notes field
12. Go up to Functions > Clear On Hands
13. Select only those listed, DO NOT select all inventory
14. Update On Hands
15. You have the option to check the box up to Reviewed Without Discrepancies - this will show up as checked off in a list, which means you know it's been finalized. It is optional, it just could help you stay organized
16. Save

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