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Overview

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Two different journals

The "Count" function uses different Journals.

If the location is configured to use "Directed Put-away and Pick" then

  • the "Whse. Phys. Invt. Journals" is used
  • otherwise the "Phys. Inventory Journals" is used

The mobile process is the same for both journals.

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Counting is "Blind"

Different from other functions, the "Count" function will mark the order line green upon any registration, regardless of whether the Expected Quantity is fulfilled.

This is done because the mobile user must not know the Expected Quantity, but should do a "Blind Count".


Creating Phys. Inventory Journal Batches in Business Central

Before the mobile devices can be used to register the counted valuesitems, you need to create some journal batches and populate them with relevant lines.This is done by opening the "Item Journal Batches" window and creating the needed batches:

  • If the location is configured to use "Directed Put-away and Pick" then "Whse. Phys. Invt. Journals" is used otherwise the "Phys. Inventory Journals" is used
  • The work process on mobile is the same for both.
  • It is recommended that you create at least as many batches as you have mobile devices/people available for the inventory counting. This will allow you to perform the counting in parallel


Releasing a Physical Inventory

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Batch in Business Central

The "Released to Mobile" setting determines if the batch is available on mobile devices.

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  • You are typically not allowed to see the expected quantity as you are counting the physical inventory, so the quantity is by default zero 


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 Enter the counted quantity and register it

  • The order lines are now updated 


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Any registration will mark the line green (Blind Count)

  • Different from other functions, "Count" marks the line green upon registration, regardless of whether the Expected Quantity is fulfilled
  • This is done because the mobile user must not know the Expected Quantity, but should do a "Blind Count"



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 Repeat for all lines, then post the order

  • Posting is done from the menu
  • After posting the order the count order list is displayed again.


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