WIN Execution Guide — Inventory Adjustment

Non-Authoritative Execution Guide Notice
This WIN Execution Guide is non-authoritative and supports execution of controls defined in the applicable Family Pack. Authority for control intent, requirements, approval, and change control remains solely with the Family Pack. This document does not modify, reinterpret, or replace governing documentation.

Purpose

To support consistent execution of authorized inventory adjustment activities that correct verified discrepancies while maintaining traceability and preventing masking of systemic issues.

Scope

This WIN Execution Guide applies to Warehouse-controlled inventory adjustment activities initiated to correct confirmed discrepancies identified through inventory verification, investigation, or other authorized triggers.

Routine, authorized inventory movements (e.g., issue to production, return-to-stock, or relocation) are not executed under this guide and are governed by applicable transfer or status maintenance controls.

This WIN Execution Guide does not define adjustment thresholds, approval authority, or investigation requirements. Those responsibilities remain governed by the applicable Family Pack, Quality System, and Finance procedures as applicable.

Family Pack Anchor

Section 6 — AA (Auditable Artifacts)

AA-WH-INVT-ADJUST — Inventory Adjustment

This artifact documents authorized inventory corrections and adjustments.

Minimum evidentiary expectations include:

Description and justification for adjustment
Affected material and lot identification
Authorization and approval of adjustment
Date/time and personnel responsible

Auditor focus: confirmation that inventory changes are controlled, justified, and not used to mask errors.

Section 7 — WIN (Work Instructions / Control Requirements)

WIN-WH-INVT-ADJUST

Governs controlled correction of inventory discrepancies.

Identify inventory discrepancies.
Document justification for adjustment.
Obtain authorization and record the adjustment.

Control outcome: Inventory corrections are authorized, traceable, and prevented from masking systemic issues.

Authority Statement:
Authority resides in the applicable Family Pack. The AA and WIN above are reproduced verbatim for reference only and are maintained under formal change control in the Family Pack.

BPO-Owned Execution Zone — WIN Execution Guide

Step 1 — Identify Inventory Discrepancy

Identify inventory discrepancies through inventory verification, investigation, or system review.
Confirm the affected material, lot, quantity, and storage location.
If the discrepancy cannot be clearly understood or explained, stop and raise a QMS Quality Event.

Step 2 — Document Adjustment Justification

Document the reason for the proposed inventory adjustment.
Ensure justification is factual, specific, and traceable to the identified discrepancy.
If justification is unclear, incomplete, or suggests a potential systemic issue, raise a QMS Quality Event.

Step 3 — Obtain Required Authorization

Submit the proposed inventory adjustment for authorization in accordance with applicable procedures.
Confirm required approvals are obtained prior to execution.
If authorization cannot be obtained or is disputed, raise a QMS Quality Event.

Step 4 — Execute Inventory Adjustment

Execute the authorized inventory adjustment in the system of record.
Ensure the adjustment accurately reflects the approved quantity, material, and lot.
Errors during execution or inability to complete the adjustment are escalated and raise a QMS Quality Event.

Step 5 — Review for Systemic Issues

Review adjustment context to determine whether the discrepancy may indicate a recurring or systemic issue.
Repeated adjustments, unexplained variances, or trends are escalated and raise a QMS Quality Event.