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You can take a physical inventory of your items by using physical inventory order and physical inventory recording documents. |
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| title | Requirements Limitation and Alternativesalternative |
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| You can also perform the task by using : Phys. Inventory Journal or Journals and 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 WhseInventory Journals through the "count" function, see Planned Inventory Counting Note that if your Location uses "Directed Put-away and Pick", Physical Inventory Orders are not supported before BC24 and Mobile WMS extension version 5.48. Instead, use Whse. Phys. Inventory Journal page to count count your warehouse entries before synchronizing them with item ledger entries. |
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Physical Inventory Recordings
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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.
- On a Physical Inventory Order page that contains lines for the items to be counted in one recording, choose the Make New Recording action.
- Select options and set filters as necessary.
- Choose the OK button.
A physical inventory recording document is created.
- 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.
- Choose the Recordings action to open the Phys. Inventory Recording List page.
- Open the relevant recording.
- 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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