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You can take a physical inventory of your items by using physical inventory journals. |
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| title | Two different journals |
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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"
The mobile user must not know the Expected Quantity of an item, but should do a "Blind Count".
This means the "Count" function marks order lines green upon registration, regardless of whether the "Expected Quantity" is fulfilled.
Handling Item-tracked Items
Setup requirements
In order to collect Lot or Serial numbers, the items "Item Tracking Code" must be set up correctly.
"Bin Mandatory" is Enabled on Location:
- Then "Warehouse Tracking" must be enabled: The reason is if warehouse tracking is disabled, then "Item Ledger Entry" holds the Item Tracking information, however, this is not registered per bin on "Warehouse Entries", making it impossible to calculate the tracking lines for the journal lines
"Bin Mandatory" is Disabled on Location:
- Then "Specific Tracking" must be enabled: The reason is if only tracking is registered on some "Item Ledger Entries", it is NOT possible to calculate the expected tracking lines for the journal lines
Creating Phys. Inventory Journal Batches in Business Central
Before the mobile devices can be used to register the counted valuesitems, you need to must 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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| Scan the bin code
If the expected bin is scanned you are allowed to enter the counted quantity. - A bin code can also be entered manually by clicking the barcode imageA bin code can also be entered manually by clicking the barcode image
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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 |
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| - Scan the Bin
Choose the Unit of Measure and finish the registration (if relevant)
The Line will now have been added to the Recording and you can register the counted quantity on the line.
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| | title | Requiremens and alternative |
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| If Bins and Item Tracking is used in combination, then Warehouse Tracking is required for this function- If item tracking (Serial/Lot) is used in combination with bins, it is required that Warehouse Tracking is enabled on the Item Tracking code
- The reason is if warehouse tracking is disabled, then "Item Ledger Entry" holds the Item Tracking information, however, this is not registered per bin, making it impossible to calculate the tracking lines for the journal lines
The alternative is that unexpectedly tracked items must be added through the Journal by the warehouse manager
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TODOPhysical Inventory Recordings