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Description

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Physical Inventory Recordings

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A physical inventory order is a complete document that consists of a physical inventory order header and some physical inventory order lines. The information on a physical inventory header describes how to take the physical inventory. The physical inventory order lines contain the information about the items and their locations.
To create the physical inventory order lines, you typically use the Calculate Lines function to reflect the current inventory as lines on the order.

1. Choose the Image Removedicon, enter Go to Physical Inventory Orders, and then choose the related link.
2. Choose the New action. 
3. Fill in the required fields on the General FastTab FastTab. Hover over a field to read a short description.
4. Choose the Calculate Lines action. action
5. Select options as necessary.
6. Set filters, for example, to only include a subset of items to be counted with the first recording.

Tip: To plan for multiple employees to count the inventory, it is advisable to set different filters each time you use the Calculate Lines action to only fill the order with the subset of inventory items that one user will be recording. Then as you generate multiple physical inventory recordings for multiple employees, you minimize the risk of counting items twice. For more information, see the "To create a physical inventory recording" section.

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For items that are set up for item tracking, the Use Item Tracking check is marked, and information about the expected quantity of serial and lot numbers is available by choosing the Lines action and then Item Tracking Lines.For more information, see the "Handling Item Tracking when Counting Inventory" section.

You can now proceed to create one or more recordings, which are instructions to the employees who perform the actual counting.

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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.

Mobile: Physical inventory recording filters

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