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Description

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This procedure describes how to perform a physical inventory using documents, a method that provides more control and supports distributing the counting to multiple employees.



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Overview

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Info
titleRequirements and AlternativesTwo different journals

You can also perform the task by using: Phys. Inventory Journal or Whse. Phys. Inventory Journal. See "Planned inventory counting".

Specifically, if you use the Bins or Zones functionality, then you cannot use Physical Inventory Orders.

  • Instead, use Whse. Phys. Inventory Journal to count your warehouse entries before synchronizing them with item ledger entries.

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Physical Inventory Recordings

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How To: Create a physical inventory recording

For each physical inventory order, you can create one or more physical inventory recording documents on which employees enter the counted quantities through Mobile WMS.
By default, a recording is created for all the lines on the related physical inventory order. To avoid two employees counting the same items in case of distributed counting, it is advisable to gradually fill the physical inventory order by setting filters on the Calculate Lines batch job (see the "How To create a physical inventory order" section) and then create the physical inventory recording while selecting the Only Lines Not in Recordings check box.

This setting makes sure that each new recording that you create only contains different items than the ones on other recordings.

  1. On a Physical Inventory Order page that contains lines for the items to be counted in one recording, choose the Make New Recording action.
  2. Select options and set filters as necessary.
  3. Choose the OK button.

A physical inventory recording document is created.

  1. For every set of items to be counted, load them on the related physical inventory order and repeat steps 1 through 3 with the Only Lines Not in Recordings check box selected.
  2. Choose the Recordings action to open the Phys. Inventory Recording List page.
  3. Open the relevant recording.
  4. On the General FastTab, fill in the fields as necessary. For Instance, fill in Person Responsible to assign Recording to a specific person.




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Person Responsible uses the Employee table, not Warehouse Employee. To link an Employee to a Mobile User, you assign an Employee No. to Mobile Users.


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Mobile: Physical inventory recording filters

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