--- title: Reviewing and creating Inventory Issues description: Many customers have a need to remove stock from inventory for non-sales uses. This might include samples, trade show demonstration pieces, donations, and removing expired or damaged product. This can be accomplished by using an Inventory Issue. --- [Skip to content](https://hub.acctivate.com/articles/reviewing-and-creating-inventory-issues#main-content) [Go to Customer Portal](https://hub.acctivate.com/tickets?hsLang=en) ![Acctivate - A CAI Solution](https://hub.acctivate.com/hubfs/Images/Logos/acctivate-cai-logo-svg.svg) - [Knowledge Base](https://hub.acctivate.com/articles) Open main navigation Close main navigation - [Knowledge Base](https://hub.acctivate.com/articles) - [Go to Customer Portal](https://hub.acctivate.com/tickets) - [Support Resources / Create Ticket](https://acctivate.com/support) [Support Resources / Create Ticket](https://acctivate.com/support) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://hub.acctivate.com/articles?hsLang=en) 2. [Inventory](https://hub.acctivate.com/articles/inventory?hsLang=en) 3. [Adjustments](https://hub.acctivate.com/articles/inventory?hsLang=en#adjustments) April 14, 2025 # Reviewing and creating Inventory Issues ## Many customers have a need to remove stock from inventory for non-sales uses. This might include samples, trade show demonstration pieces, donations, and removing expired or damaged product. This can be accomplished by using an Inventory Issue. The main difference between an Inventory Adjustment and Inventory Issue is the ability to select a GL Expense account per transactions. An Inventory Adjustment simply uses the GL account assigned to the warehouse. Users cannot override this on the transaction. Additionally, an Inventory Issue removes quantity from stock just like a sales order. When removing units from inventory, the quantity is a positive adjustment. If you need to add product to stock, the quantity is negative. #### Review Inventory Issues 1. Choose the Transactions list from the left navigation bar, or go to **Inventory \> Transaction List**. 2. [Search for and locate](https://acctivate.com/training/custom-list-filters/) the session or transaction types in question. 3. Select session for review. 4. Sessions saved, but not posted will show **Draft** on the list, as well as a watermark on the read only window for the transaction. These can be modified before posting by clicking the **Edit** button. 5. Posted sessions will show more information, such as unit cost and amount adjusted. ![](https://hub.acctivate.com/hs-fs/hubfs/image-png-Dec-26-2024-08-13-12-0917-PM.png?width=688&height=437&name=image-png-Dec-26-2024-08-13-12-0917-PM.png) #### Create and Post an Inventory Issue 1. Go to **Inventory \> Enter Issues**. 2. Click **New** (Ctrl+N) to create a new session. 3. Set the **Transaction Date** as of the day you want the adjustment applied. 4. Set the **Warehouse**. 5. Select the **GL Expense Account**. 6. Add the **Product ID** to be adjusted and the **Quantity** that you want to add/remove. 1. To add 1, **Quantity** is negative (-1). 2. To remove 1, **Quantity** is positive (1). 3. If utilizing Lot / Serial Numbers with Acctivate, select the **Lot / Serial Number** being adjusted. 4. If utilizing Bin Locations, specify the **Location** being adjusted. 7. **Save** the session to Print the Inventory Issue register or skip to the next step. 8. Click **Post**. 9. Once posted, users with proper access will be prompted to **Preview**, **Print**, or **Cancel** report printing. 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