Assigning and Changing Stock Management Levels 

Use

A stock management level is the total of all stock management units that have the following common characteristics:

Various stock management levels are allocated to each inventory sampling. All stock management units belonging to these levels will be covered by the inventory sampling, with the exception of those stock management units for which a physical inventory has already been active.

The following example shows a possible allocation of stock management levels to an inventory sampling.

Plant

Storage location

Mat. type

Stock type

0001

0001

RAW

Warehouse and quality inspection

0001

0002

RAW

Warehouse and quality inspection

0001

0001

SEMI

Warehouse

0002

0003

SEMI

Warehouse

0002

0003

RAW

Warehouse

0002

0004

SEMI

Quality inspection

In plant 0001, an inventory sampling with this allocation includes the stocks of raw materials in storage locations 0001 and 0002 and the semi-finished products in storage location 0001 as well as the stock in quality inspection for the raw materials in storage locations 0001 and 0002. In plant 0002, the stocks of raw materials and semi-finished products in storage location 0003 as well as the stock in quality inspection for the semi-finished products in storage location 0004 are also included in this inventory sampling.

Prerequisites

Through Customizing for Inventory Management, you can define the stock management levels for which inventory sampling is allowed. For a list of all possible stock management levels, choose Physical inventory ® Inventory sampling ® Define stock management levels.

The stock management levels that are to be selectable for inventory sampling must be selected in the column InvSampl. allow. (inventory sampling allowed).

Since usually several stock management levels are allocated to an inventory sampling, you can group together stock management levels that "belong together". When carrying out the inventory sampling, you can then select the stock management levels simply via the group number. Belonging to a group does not mean that there are any restrictions for the allocation of stock management levels. You can still allocate individual stock management levels from the same group as well as stock management levels from different groups to an inventory sampling.

Generally, the configuration defining which stock management levels can be allocated to an inventory sampling, is carried out once before the first inventory sampling. For example, if your company sets up new plants, storage locations, or material types (IM) or new warehouse numbers and storage types (WM), and you want inventory sampling to be allowed for them, you have to change the configuration.

Procedure

After you have created an inventory sampling, you must allocate the stock management levels to this inventory sampling. You can change any allocation defined until you have carried out the random selection.

Allocating Stock Management Levels

  1. From the physical inventory menu, choose Inventory sampling ® Change.
  2. Enter the number of the inventory sampling and the year. To go to the inventory sampling header screen, choose Continue.
  3. Select Transaction ® Stock mgmt levels ® Selectable.

    4. You obtain a list of all stock management levels for which inventory sampling is possible.

  4. In this list, select the desired stock management levels. Here, you have the following select options:

    5. Selecting an individual stock management level:

    Place the cursor on the relevant item and choose Edit ® Selections ® Select from the menu.

    Selecting a block of stock management levels:

    Place the cursor on the first item of the desired block and choose Edit ® Selections ® Select block from the menu. Then place the cursor on the last item of the block and again choose Edit ® Selections ® Select block from the menu.

    Selecting all stock management levels of a group:

    Via the presetting option in the Customizing system, you can combine various stock management levels in a group. To select the stock management levels of a group, choose Edit ® Selections ® Select group from the menu. The system displays a window where you enter the relevant group number. Then choose Continue.

  5. Copy (adopt) the selected stock management levels.

    6. The system returns to the header screen where it issues a message confirming that the stock management levels have been adopted.

  6. Save the change you made to the inventory sampling.

The system returns to the initial screen.

Changing Existing Allocation

Changing an existing allocation is similar to the initial allocation of stock management levels to an inventory sampling. However, the system displays additional warning messages and information messages. To change the allocation, proceed as follows:

  1. From the physical inventory menu, choose Inventory sampling ® Change.
  2. Enter the number of the inventory sampling and the year. To go to the inventory sampling header screen, choose Continue.
  3. You have two options now:

    4. You can cancel existing allocations. To do this, select Transaction ® Stock mgmt levels ® Allocated from the menu. The system displays a list of allocated stock management levels. In this list, deselect the stock management levels not required. Copy (adopt) all other selected stock management levels.

    You can make new allocations. To do this, select Transaction ® Stock mgmt levels ® Selectable from the menu. The system displays a list of all stock management levels that can be selected but are not allocated to this inventory sampling. Select and copy the required lines.

  4. Save the change you made to the inventory sampling.

The system returns to the initial screen.

You cannot change the allocation after you have performed the random selection. However, note that it may be necessary to adjust the stock population and the stratification accordingly. In this case, the system deletes the present stock population and stratification, so that you have to regenerate them.