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Function documentation Processing of Physical Inventory Documents 

Use

You can use this function to enter the count results for physical inventory documents (PI documents) and to process PI documents.

Prerequisites

  You have created PI documents.

To do so, on the SAP Easy Access screen, choose Extended Warehouse Management ® Physical Inventory ® Create Physical Inventory Document.

In most cases, you have also printed the physical inventory count documents.

  In Customizing for SCM Basis, you can influence the fields and functions that are available for processing PI documents. For more information, see the Implementation Guide (IMG) under SCM Basis ® Physical Inventory ® Basic Settings ® Define Physical Inventory Area.

Features

The system displays the PI documents per storage bin (storage-bin-specific physical inventory) or per product (product-specific physical inventory).

The following figure provides an overview of possible statuses in physical inventory processing. It also shows which actions are permitted for which statuses.

This graphic is explained in the accompanying text

Depending on the status of the PI documents, you have the following options, for example:

Activate and Deactivate PI Documents

An inactive PI document is not yet assigned to a warehouse order and therefore a resource. By activating the PI document, you trigger the relevant process in the warehouse. To be able to count and print PI documents, you must activate them first.

Enter and Change Count Results

You can enter count data for PI documents such as the counter, count date, and quantity. You can also change count results that have already been entered, for example, if you have made a typing mistake.

Note

In the case of the storage bin check, you cannot enter quantities. You simply specify whether the product is available in the storage bin or not.

If the product has a Structure linkserial number requirement B (Serial Number Requirement at Warehouse Number Level) or C (Serial Number Requirement in Inventory Management), you must enter serial numbers.

The following table shows the hierarchical levels on which you can enter count results as well as the input help available:

Hierarchy Level

Values

Storage bin

 

 

Empty

 

Handling unit (HU)

 

Not available, complete, or empty

 

 

Product

Enter the quantity

Example

If you have to count wine bottles that are packed in cases, you can simply confirm that the handling unit (HU) is complete. This means that you do not have to open the cases.

Note

A radio frequency transaction is available for entering count results.

Post PI Documents

To complete the physical inventory for a product or storage bin, you have to post the PI document. This is necessary for balancing the stock in EWM when differences exist. The PI document is given the status Posted and it is therefore completed.

If differences exist, you must then post them in the Difference Analyzer to the ERP system.

Trigger a Recount

If you have doubts about a count result, you can trigger a recount. In this case, the system automatically creates a new PI document with reference to the original PI document.

Print PI Count Documents

You can print PI count documents on which the counter writes the count results.

Delete PI Documents

You can delete PI documents with the status Active, Inactive, and Counted.

Display Information

Depending on the status of the PI document, the system displays the following information about the PI document items, for example:

  Cumulative total of PI differences per product

  Cumulative book inventory per product

  Detailed PI differences

  References of the PI document to warehouse orders or recounted PI documents

  Change history

Activities

To process PI documents, on the SAP Easy Access screen, choose Extended Warehouse Management ® Physical Inventory ® Process Physical Inventory Document. This is the central transaction for physical inventory processing.

Note

You can also use the transactions Enter Count Results and Create Phys. Inventory Count in List to enter count results.

 

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