The Inventory and Services tab includes a list of goods and services that the customer originally intended to purchase from the entity. You can add or remove items, adjust the quantity and add or remove discounts.

 
The "Customer Order Adjustment (create)" form. The Inventory and Services tab

Initially, the list of items is copied from the original customer order. To add an inventory or service item, click the Add or Pick button (refer to Using the pick operation). In the Item column, select an item from the Items list. For more details, refer to Items.

The Characteristic column is available if the Enable Item Characteristics option is selected on the Administration > Settings > Purchasing and Warehouses form. In this column, you can view additional properties (such as size, color, and so forth) of each listed item if the Use Characteristics option is selected for the item in its master record (see Items).

The Batch column is available, if the Enable Batches option is selected on the Purchasing and Warehouses form. In this column, you can specify the batch (lot) number for the items for which the Use Batches option is selected. Generally, you must specify batch numbers for items on consignment sales.

In the Quantity (Original) / Quantity column, you can view the item's initial and adjusted quantities and in the next UOM column, you can view the UOM used to measure the item quantity.

In the Price (Original) . Price column, you can view the price used for the item selected in the original order and enter the adjusted price for the item.

The Discount,% (Original) / Discount % column shows the manual discount's percentages used in the original order and the adjusted order. The column is available if the Enable discounts and markups in sales documents option is selected on the Administration > Settings > Sales form. Use the column\ to specify the manual discount granted to the customer. The default discount can be set in the customer contract.

The Discount (Original) / Discount column shows the manual discount amounts used in the original order and the new discount amount respectively.

The Auto-Discount % (Original) / Auto-Discount % column is available if the Enable Automatic Discounts and Markups option is selected on the Administration > Settings > Sales form. Non-zero values in the column indicate that one or more automatic discounts were applied because their conditions were met in the document. For more information on discounts, refer to Overview of Trade Discounts.

The Auto-Discount (Original) / Auto-Discount column is used to for viewing the original automatic discount amount and for adjusting the amount of automatic discount.

The Amount (Original) / Amount column shows the original amount of the item and the adjusted amount.

If the VAT Applied option is selected for the original order, the VAT % (Original) / VAT% column is available. You can view the VAT Rate applied to the the item in original order and enter the new rate if applicable.

In the VAT Amount (Original) / VAT Amount column, you can view the VAT amount applicable to the the item in original order and view the new VAT amount.

The Total (Original) / Total column shows the resulting amount for each item in the original order and in the adjusted order.

The Shipping Date (Original) / Shipping Date column shows the shipping date assigned to the item in the original order and the changed date of shipping.

The Specification column is available if the Use Sets for Sales option is selected on the Administration > Settings > Purchasing and Warehouses form, and you can view the specification to be used for the item if item is a Set. Click the Set Components button on the toolbar to specify the components for the set.

The tab toolbar buttons

Use the Up and Down ( ) buttons to rearrange the items in the list.