Post Part Adjustments

The MotilityAnywhere program offers two ways to post part adjustments to the accounting module. You may manually create the adjustments as a batch or have the program do it automatically as adjustments are made.

Set MotilityAnywhere to Post Adjustments Automatically

Set MotilityAnywhere to Require Manual Part Adjustments

Manually Create Adjustments as Batch

Set MotilityAnywhere to Post Adjustments Automatically

When the parts department manually adjusts a quantity, cost of a part, or closes a physical inventory, the program will create the accounting entry to keep the accounting balance in line with the parts balance.

1. Open any module.
2. Click over the icon of a person in the upper right of the screen.
3. Choose the Settings option from the menu. This will open a screen where you can apply settings at different levels.
4. Verify that you are viewing the Company Settings tab.
5. Click the Accounting subtab on the left side of the screen. This will show the available options.
6. Uncheck the Post Parts Adjustments By Batch option.
7. Select the save button in the far lower right of the page.

Set MotilityAnywhere to Require Manual Part Adjustments

When the parts department manually adjusts a quantity, cost of a part, or closes a physical inventory count, you will need to manually create the accounting adjustments to keep the accounting balance in line with the parts balance.

1. Open any module.
2. Click over the icon of a person in the upper right of the screen.
3. Choose the Settings option from the menu. This will open a screen where you can apply settings at different levels.
4. Verify that you are viewing the Company Settings tab.
5. Click the Accounting subtab on the left side of the screen. This will show the available options.
6. Check the Post Parts Adjustments By Batch option.
7. Select the save button in the far lower right of the page.

Manually Create Adjustments as Batch

1. Open the accounting module.
2. Locate the general ledger section of the Tools menu on the left side of the screen.
3. Choose the Post Part Adjustments option. This will open a popup window.

4. Click the Create button. This will open a confirmation window.

Note: If your dealership is set to post adjustments automatically, you will receive a popup to let you know.

5. Click the OK button. This will create accounting transactions for all of the part adjustments that have been performed. You can view these easily by looking for transactions that begin with "Adj".