Use this workflow to reduce inventory through a write-off adjustment.
When to use this workflow
Use Write Off when inventory should be removed from stock and the correct action is a write-off, not a shipment, work order issue, receiving correction, or lot transfer.
The write-off workflow only decreases inventory.
Before you start
Confirm:
- The part and lot are correct.
- The current quantity shown by PAX is understood.
- The final quantity after write-off is known.
- The reason clearly explains the write-off.
Steps
- Go to
Dashboard > Inventory > Adjustments. - Set
Adjustment TypetoWrite Off. - Enter or select the
Part Number. - Select the correct lot if the part is lot tracked.
- Review
Old Quantity. - Enter the reduced
New Quantity. - Enter a clear
Reason. - Select
Submit Adjustment.
What happens behind the scenes
PAX validates that the new quantity is lower than the old quantity and is not negative.
PAX updates the matching inventory lot or no-lot record and inserts an inventory adjustment record with adjustment type WriteOff.
Inventory adjustment posting automation handles the accounting impact of the inventory decrease.
Troubleshooting
PAX blocks the write-off
Likely cause: The new quantity is not lower than the old quantity, or the result would be negative.
Safe fix: Recheck the current quantity and enter the intended reduced quantity.
Contact support if: The quantity is valid but PAX still blocks the adjustment.
The item should be moved to another lot instead
Likely cause: The issue is a lot correction, not a write-off.
Safe fix: Use How to Correct Lot.
Contact support if: You are unsure whether the inventory should be written off or transferred.