📊 WMS+ Reason Codes for Inventory Adjustments: The Reason Behind the Why
At Softengine, we believe that sound reasoning should underwrite every business decision – and that’s why, in this release, we’re introducing Reason Codes in WMS+. Our newly developed feature isn’t solely focused on what changes in your inventory are happening but also on why. We’re delivering the tools to bring logic and clarity to your adjustments, helping you make decisions confidently and accurately.
What it Does:
Reason Codes allow you to document the specific reason behind every inventory adjustment. You can use them for returns, damages, promotional allocations, or any other reason required. Reason Codes are directly linked to your financial records, ensuring integrity between inventory changes and accounting.
How it Works:
Users select the relevant Reason Code from the dropdown menu when making an inventory adjustment in WMS+. The selected code updates inventory and financial records simultaneously in real time for seamless tracking and management.
If a Reason Code is required for an item or warehouse, the adjustment process cannot be completed until a code is selected. Additionally, these codes cannot be manually inputted or overridden, ensuring consistency and accuracy across all adjustments.
📝 Why Use Reason Codes for Inventory Adjustments?
Behind every adjustment is a reason. Understanding why
inventory moves how it does allow you to unlock insights to peer beyond the
numbers. However, you customize your codes, whether for returns, damage, or
production tweaks: the Reason Codes let you put the pieces together, so you’re
not just adjusting inventory – you’re adjusting your strategy with purpose.
What it Does:
It provides a way to log and track the reasons behind all inventory adjustments, so every change is tied to a business justification. It improves accountability and creates a clear audit trail for compliance purposes.
How it Works:
Using Reason Codes reduces errors and ensures that adjustments are logged correctly, keeping financial reporting aligned with physical inventory movements. This makes investigating discrepancies easier.

How it Benefits You
📈 Why It Drives Financial and Operational Growth
Our team developed the Reason Codes feature so users can create their own codes and tie them to specific inventory movements and GL accounts to provide more flexibility and better accuracy when adjusting inventory.
What it Does:
Reason Codes create a seamless link between your inventory adjustments and financial records, ensuring that every adjustment is connected to its underlying reason. This keeps your financial data accurate and up to date.
How it Works:
Identifying patterns in inventory adjustments helps Warehouse Managers optimize processes and reduce waste, leading to cost-saving measures and operational improvements that boost your bottom line.
🔧 Flexibility Meets Logic: Customizable Reason Codes
Why settle for a one-size-fits-all solution when your business is unique? Our customizable Reason Codes, created in the Admin Panel, let you apply your logic to your inventory processes. Tailor them to match specific operations like receiving goods, stock transfers, returns, damage handling, and promotional stock allocations, ensuring every adjustment is accurately tracked and linked to your financial systems. It’s flexible and logical, empowering you to grow on your terms.
What it Does:
It’s easy. When logged into the Admin Panel, users can create new Reason Codes and assign them to inventory adjustments in WMS+ as required by your operations. Define codes for internal and external adjustments to improve inventory management.
How it Works:
Once assigned to an inventory adjustment, WMS+ ensures that the codes are reflected in both inventory and financial records, allowing for precise adjustments and greater operational flexibility.


How to Use It:
Specify the amount to be adjusted (either added or removed) to ensure your inventory stays accurate.
Navigate to the Inventory Adjustment Screen:
Go to Inventory ➡ Adjustments in WMS+.
Select or Scan the Item:
Scan the item to be adjusted or select it from the list.
Enter the Adjustment Quantity: Specify the amount to be adjusted (either added or removed)
Confirm:
After entering the information, WMS+ will automatically track the adjustment and update your inventory and financial records.

Choose a Reason Code:
In the Reason Code dropdown, select the appropriate reason (e.g., Damaged Goods, Promotional Use). WMS+ will link the selected reason code to a GL account in SAP B1, ensuring accurate financial tracking and clear audit trails.
Why It Matters: Reason Codes provide essential insights into why adjustments are made, streamlining your processes and reducing errors in financial reporting.

Customizable Reason Codes
Our team developed the Reason Codes feature so users can create their own codes and tie them to specific inventory movements and GL accounts to provide more flexibility and better accuracy when adjusting inventory.
Flexibility: Customize Reason Codes to suit your operational needs, ensuring every adjustment is properly categorized and traceable.

⚙️ Configuring Reason Codes in the Softengine Admin Panel
With the Admin Panel, you can configure custom Reason Codes that align inventory adjustments with your financial records. Each code is linked to the appropriate GL account, ensuring seamless integration between inventory movements and accounting.
Why it Matters:
Reason Codes provide clarity and control, reducing errors, improving compliance, and creating an audit trail that enhances both operational and financial transparency.
How it Works:
In the Admin Panel, you can set up and manage Reason Codes. Once configured, these codes are applied automatically in WMS+ during inventory adjustments.
If a Reason Code is assigned to an item or warehouse, the adjustment process cannot be completed until a Reason Code has been selected. These codes cannot be manually inputted or overridden, ensuring consistency and accuracy in all adjustments.
To Our Valued Partners
At Softengine, we strive daily to develop solutions to simplify your operations and provide meaningful enhancements to meet the evolving challenges of your business. Reason Codes in WMS+ v3.2405 were created with one objective in mind: to give you more control and transparency over your inventory processes, ensuring every adjustment is as clear and traceable as possible.
We’ve introduced this feature because we understand how critical accuracy, compliance, and accountability are for businesses like yours. If you’re managing returns, handling damaged goods, or adjusting stock levels for promotions, the ability to document the specific reasons behind every inventory movement is crucial. By linking Reason Codes directly to your financial systems, we’ve provided the ability to ensure your financial records are accurately aligned with inventory adjustments. The added layer of transparency and control helps reduce errors and improve compliance.
Why did we focus on this? Because our partners have consistently voiced a need for more detailed and auditable inventory management. Adding this layer of control enables you to meet regulatory requirements more easily, minimize errors, and ensure that every inventory movement is justified. Ultimately, it helps you provide better service to your customers, while making processes smoother and more reliable.
Your ongoing feedback and insights have been pivotal in shaping this feature, so it directly addresses the complexities you face in daily operations. Reason Codes are a technical improvement and a response to your requirement for deeper visibility and more granular control over your business operations.
As we continue to evolve WMS+, we are committed to delivering updates to drive your business forward. Your trust and collaboration have been key to these improvements, and we’re proud to partner with you to deliver innovative solutions that help you grow, build loyalty, and exceed customer expectations.
Together, we’ll continue solving challenges and elevating your operations, all while Making Business Simple.

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