Lot Adjustment - Adjust Payment or Qty on a previously Certified Lot
David Guinane
36 steps
3 minutes
Contrack
Alert! Lot adjustments should only apply to Lots that were "Closed" in previous periods. If the Lot you are adjusting was "Closed" in the current period, just re-Open the Lot and correct the quantity, before closing the Lot again.
1
Navigate to [https://contrack.com.au/](https://contrack.com.au/)
2
Click "Quality Registers"
3
Click "Lot Adjustments"
4
Click "New Lot Adjustment"
5
Search for or select the Lot that needs to be adjusted by clicking the Checkbox.
6
Click the "Add" icon to select the schedule item that needs to be adjusted.
Tip! Only the items that were originally certified on the Lot show up as adjustable items. If you need to select a different schedule item, i.e an item was mistakenly missed, or the Contractor has added a new item to a Lot, select the "Show All Schedule Items" checkbox.
7
Click the checkbox for the item that needs to be adjusted.
8
Click "Add"
9
The item then populates in the Adjustment tab.
10
The Total Qty field is editable. Enter the new total qty, i.e if the Quantity was 10,000, and has now been changed to 12,500, enter 12,500.
11
Contrack calculates the adjustment quantity automatically.
12
Click the "edit" icon to add a comment.
13
Add a comment, explaining why the quantity was adjusted.
14
Click "Ok"
15
Add a comment, explaining why the quantity was adjusted.
We'll now demonstrate how to add a new item to the Lot, that wasn't certified against the Lot originally.
16
Click the "Add" icon.
17
Click the "Show All Schedule Items" field.
18
All the schedule items will appear.
19
Select the appropriate schedule item, click the checkbox.
20
Click "Add"
21
The new schedule item will show up with a quantity of 0.
22
Enter the quantity to certify.
23
Contrack calculates the adjustment quantity automatically.
24
Click this icon.
25
Add a comment, explaining why the new item was added.
26
Click "Ok"
27
Click "Save"
28
The Lot now shows up in the Lot Adjustments screen.
Tip! You can check that the Lot Adjustment was applied correctly and is being processed in the payment certification.
29
Click "Lots"
30
Select the Lot you just adjusted.
31
Click "CLGR-02 Clearing and Grubbing - Site Wide - September 2024SaveSave and continue editingBack"
32
The Adjustment shows up in the Adjustments Section.
33
The Lot timeline also shows the adjustment.
34
Click "Reports"
35
Click "Lot Status by Schedule Item"
36
The Lot Status by Schedule Item Report shows that 2500 was certified in the October 2024 period on Lot CLGR-02, representing the adjustment made.
Lot Adjustment - Adjust Payment or Qty on a previously Certified Lot
David Guinane
36 steps
3 minutes
Contrack
Alert! Lot adjustments should only apply to Lots that were "Closed" in previous periods. If the Lot you are adjusting was "Closed" in the current period, just re-Open the Lot and correct the quantity, before closing the Lot again.
1
Navigate to [https://contrack.com.au/](https://contrack.com.au/)
2
Click "Quality Registers"
3
Click "Lot Adjustments"
4
Click "New Lot Adjustment"
5
Search for or select the Lot that needs to be adjusted by clicking the Checkbox.
6
Click the "Add" icon to select the schedule item that needs to be adjusted.
Tip! Only the items that were originally certified on the Lot show up as adjustable items. If you need to select a different schedule item, i.e an item was mistakenly missed, or the Contractor has added a new item to a Lot, select the "Show All Schedule Items" checkbox.
7
Click the checkbox for the item that needs to be adjusted.
8
Click "Add"
9
The item then populates in the Adjustment tab.
10
The Total Qty field is editable. Enter the new total qty, i.e if the Quantity was 10,000, and has now been changed to 12,500, enter 12,500.
11
Contrack calculates the adjustment quantity automatically.
12
Click the "edit" icon to add a comment.
13
Add a comment, explaining why the quantity was adjusted.
14
Click "Ok"
15
Add a comment, explaining why the quantity was adjusted.
We'll now demonstrate how to add a new item to the Lot, that wasn't certified against the Lot originally.
16
Click the "Add" icon.
17
Click the "Show All Schedule Items" field.
18
All the schedule items will appear.
19
Select the appropriate schedule item, click the checkbox.
20
Click "Add"
21
The new schedule item will show up with a quantity of 0.
22
Enter the quantity to certify.
23
Contrack calculates the adjustment quantity automatically.
24
Click this icon.
25
Add a comment, explaining why the new item was added.
26
Click "Ok"
27
Click "Save"
28
The Lot now shows up in the Lot Adjustments screen.
Tip! You can check that the Lot Adjustment was applied correctly and is being processed in the payment certification.
29
Click "Lots"
30
Select the Lot you just adjusted.
31
Click "CLGR-02 Clearing and Grubbing - Site Wide - September 2024SaveSave and continue editingBack"
32
The Adjustment shows up in the Adjustments Section.
33
The Lot timeline also shows the adjustment.
34
Click "Reports"
35
Click "Lot Status by Schedule Item"
36
The Lot Status by Schedule Item Report shows that 2500 was certified in the October 2024 period on Lot CLGR-02, representing the adjustment made.
