Inventory Posting

If there are differences between the inventory counting results and the item quantities recorded in SAP Business One, you may need to reconcile the quantities so as not to distort your inventory valuation results. For this purpose, use the inventory posting function.

In SAP Business One, you can choose either of the following two methods to do inventory posting:

To create an inventory posting document based on the current inventory counting document, in the Inventory Counting window, choose the Copy to Inventory Posting button.
To start on a blank inventory posting document, open the Inventory Posting window directly.

Procedure

From Inventory Counting Window

To initiate inventory posting from the Inventory Counting window, proceed as follows:

From the SAP Business One Main Menu, choose Inventory Inventory Transactions Inventory Counting Transactions Inventory Counting . The Inventory Counting window opens.
Open an existing inventory counting document for which you want to do inventory posting, with counting results filled in.
Choose the Copy to Inventory Posting button. The action triggered depends on the number of counters:
- One Inventory Counter Scenario
  Choosing the Copy to Inventory Posting button copies counted rows with variance greater than zero to an inventory posting document.
  
  SAP Business One automatically closes the rest of the counted rows. Uncounted rows remain open in the inventory counting document.
  
  Note
  If the checkbox When Copying Inventory Counting to Inventory Posting, Close Counted Rows with Zero Diff. is not selected in document settings, counted rows with zero variance remain open in the inventory counting document.
  
  End of the note.
- Two Inventory Counters Scenario
  From the dropdown list, choose one of the following options:
  - Items with Counter Diff. of Zero
    Copies to the inventory posting document only the counted items for which the counted quantities and the counted serial numbers or batches provided by the two inventory counters are the same.
    
    Note
    The rest of the items that are not copied to the inventory posting document remain open in the inventory counting document.
    
    End of the note.
  - Counter 1 Count
    Select to copy the quantities in the Counter 1 Count column to the Counted Qty column in the inventory posting document, along with Counter 1’s selection of serial and batch numbers, if there are any.
  - Counter 2 Count
    Select to copy the quantities in the Counter 2 Count column to the Counted Qty column in the inventory posting document, along with Counter 2’s selection of serial and batch numbers, if there are any.

The Inventory Posting window opens. For information on how to proceed with inventory posting, refer to the procedure in the In Inventory Posting Window section below.

In Inventory Posting Window

To do inventory posting directly from the Inventory Posting window, proceed as follows:

From the SAP Business One Main Menu, choose Inventory Inventory Transactions Inventory Counting Transactions Inventory Posting . The Inventory Posting window opens.
Choose the Copy from Inventory Counting button. The List of Inventory Counting window opens.
Choose the inventory counting documents for which you want to conduct inventory posting, and choose the Choose button. The draw document wizard starts.

Note
You cannot select simultaneously inventory documents with different numbers of counters.

End of the note.
In the Draw Document Wizard window, choose one of the following options:
- Draw all Counted Rows
  Select this option to copy all counted rows from the inventory counting documents to an inventory posting document.
- Customize Counted Rows
  Select this option to open a list of all counted items from the inventory counting documents, and then select the counted items you want to copy.
Note
In the two inventory counters scenario, you also have to choose from another set of options, just as when you choose the Copy to Inventory Posting button in the Inventory Counting window. For more information on this set of options, see Step 3 –>Two Inventory Counters Scenario in the section From Inventory Counting Window above.

End of the note.
Choose the Finish button. All selected counted rows are added to the Inventory Posting window.
If you want to add items to the current inventory posting document to do inventory posting directly for the added items, choose the Add Items button.
In the Inventory Posting window, choose the Add button.

Note Note

You can also add an inventory posting document without basing it on any inventory counting document.

End of the note.

Note Note

SAP Business One removes previously added items in an inventory posting document in the following situations:

If you have added items manually to an inventory posting document, and then chosen the Copy from Inventory Counting button to select items from existing inventory counting documents, SAP Business One removes the manually added items from the inventory posting document.
If you have used the Copy from Inventory Counting button to copy items from certain inventory counting documents to an inventory posting document, and then immediately used the button again to copy more items to the current inventory posting document, SAP Business One removes the previously copied items from the inventory posting document.

End of the note.