Frontline Inventory & Help Desk Management
Frontline Inventory & Help Desk Management

Adjustment Requests

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Adjustment Requests are used primarily to decrease your campus inventory of district tracked ISBNs. Very rarely, an adjustment request can be utilized to increase inventory counts regarding materials not included in your 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 the district’s approval.

Adjustment Types for Inventory Decreases

  • Paid - declaration of items which have been paid for by students, departments, and your campus
  • Return Surplus - your campus has too many copies of an ISBN and is returning the usable/good condition copies to the district warehouse
  • Destroyed - declaration for items destroyed in a fire, flood or other natural disaster (not for items abused on purpose)
  • Worn - declaration of a majority of copies coming apart due to wear across a single ISBN (not due to the abuse of a single copy)

Adjustment Type for Inventory Increases

This adjustment request, if approved by the district, will increase the campus inventory and also increase the district's inventory count for the respective ISBN.

  • Found - declaration of items found (in adoption and in good condition) previously thought to be lost and were paid for by the campus to the district (not for items counted and identified in the previous year's inventory audit)

Adjustment Requests Grid

  • Add - creates a new adjustment request
  • Show Completed - displays Completed adjustment requests (all items have been posted/denied)
  • Adjustment Name - displays the names given to the adjustment requests (must be unique)
  • Dated Created - displays the date the adjustment request was created
  • Status - displays the overall status of the adjustment request (not to be confused with the respective ISBN's statuses)
  • Details - opens the Adjustment Requests Details page providing additional information specific to the adjustment request
  • Edit - opens the Adjustment Requests Details page and allows the editing of the adjustment request (only available to New statuses)
  • Report - opens the respective PDF file formatted Adjustment Request Receipt as of that moment in time

Adjustment Requests Details Page

  • Name - displays the name given to the adjustment request (must be unique)
  • Type - displays the adjustment type assigned to the adjustment request
  • Status - displays the overall status of the adjustment request (not to be confused with the respective ISBN's statuses)
  • Dated Created - displays the date the adjustment request was created
  • Created By - displays the name of the user who was logged into Instructional Materials Management and created the adjustment request
  • Description - displays the notes regarding the items within this adjustment request for the campus' benefit and/or to communicate with the district coordinator
  • Delete - deletes the adjustment request from Instructional Materials Management (only available for adjustment requests in the status of New)
  • ISBN - displays the International Standard Book Number (generally a 10 or 13 digit number) requested on the adjustment request
  • Title - displays the assigned name of the instructional material requested on the adjustment request
  • Status (located below the blue header bar) - displays the current status of each ISBN on the adjustment request
  • Adjust - displays the number requested by the campus to adjust
  • Posted - displays the number approved and posted by the district

Adjustment Requests Edit Page

  • Adjustment Name - displays the name given to the adjustment request (must be unique)
  • Adjustment Type - displays the adjustment type assigned to the adjustment request
  • Description - displays the notes regarding the items within this adjustment request for the campus' benefit and/or to communicate with the district coordinator
  • ISBN - displays the International Standard Book Number (generally a 10 or 13 digit number) requested on the adjustment request
  • Title - displays the assigned name of the instructional material requested on the adjustment request
  • Publisher - name of the company which publishes the respective instructional material
  • SLC (State List Code) - displays the respective state assigned number associated with the ISBN
  • Price - suggested replacement price for a single copy
  • Available for Adjustment - displays the number of copies in storage for the selected ISBN (copies issued to students or teachers are not available to adjust)
  • Copies to Adjust - a field to record the requested quantity to adjust for the selected ISBN
  • Add - attaches the ISBN and the Copies to Adjust to this adjustment request
  • Save - after adding at least one ISBN to the adjustment request, saves the adjustment request in the status of New
  • Submit to District - after adding at least one ISBN to the adjustment request, submits the adjustment request to the district for approval/posting (once submitted, the adjustment request is no longer available to edit)
  • Edit Quantity - located on each ISBN’s row and opens the copies to adjust field to allow changes for the respective ISBN
  • Remove ISBN from Requisition - located on each ordered ISBN's row and removes the respective ISBN from the adjustment request
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