Physical Inventory in SAP Retail Store 

Use

This function is used for the following purposes:

·        Planning small-scale physical inventory by creating physical inventory documents. You can enter the articles that have to be counted either individually or by using the article selection function (for example, selection by merchandise category).

·        Supporting a physical inventory count using PDC devices by automatically sending the newly created physical inventory document to the PDC device and monitoring the PDC activities in the store. You can make settings in Customizing for which PDC procedure is to be used in the store. (PDC procedure with ITS file transfer or PDC procedure mass maintenance). If you use the PDC procedure with ITS file transfer, you can make a setting in Customizing so that the SAP Retail Store uses the Java applet for file selection.

·        Entering the count results of the small-scale physical inventory that was planned by headquarters or in SAP Retail Store by creating physical inventory documents. You can carry out a count using PDC devices. In this case, the system can automatically generate the inventory documents if necessary when the inventory results are entered.

·        Support for physical inventory when store is open. The system takes account of all sales that are relevant for the target stock at the time of the count. You can enter the time of the count automatically at item level for a count using a PDC unit. For more information about this function, see Physical Inventory: Support for Store Inventories.

·        To process physical inventory differences by correcting wrong counts and posting actual differences.

Internet Application Component (IAC) type

Intranet component

Prerequisites

The SAP Retail Store physical inventory requires a special kind of Customizing which you can find in the Implementation Guide (IMG) under SAP Retail Store. You must enter the basic settings for the physical inventory there. The following settings are also required for the PDC link:

·        IDoc processing in the Store phys. inventory control step in the Sales ® POS Interface ® Inbound section

·        EDI partner profiles in the Maintain Partner Profile step in the Cross-Application Components section of the IMG

You also need to make the following settings for creating physical inventory documents under Materials Management ® Inventory and Physical Inventory ® Default Values Relevant for Batch Input:

·        Under the report name, RM07II31, the maximum number of items for each physical inventory document can be determined for normal stock.

·        Under the report name, RM07IE31, the maximum number of items for each physical inventory document can be determined for special stock.

Users of this function are store associates responsible for physical inventory. Associates who use the functions Enter Count and Enter PDC Count can be the associates who carried out the physical count. Only users responsible for posting differences have authorization to use the Edit differences function.

Important comment on PDC procedure mass maintenance:

The PDC procedure is based on the store physical inventory IDoc; read the notes in the IDoc documentation (IDoc type WVINVE03). To be able to use the PDC functionality to the full in SAP Retail Store – especially to be able to assign the PDC process to a physical inventory document, the inbound IDocs that are structured by the PDC device must fulfill the following criteria:

·        Each IDoc is only allowed to contain counts for exactly one physical inventory document. The physical inventory document has to be entered clearly in the header segment of the IDoc (segment type E1WVINH) with the physical inventory document number and the fiscal year. The item number from the relevant line in the physical inventory document must also be entered in every item segment (segment type E1WVINI).  This data is written to the outbound IDoc when a physical inventory document is sent, and the data is then available in the PDC device.

·        Each IDoc can only contain exactly one header segment (segment type E1WVINH), as the system cannot display a single relationship between the physical inventory document and IDoc.

Authorization/security

Authorizations are only required for the functions Create document, Enter count, Change count and Post differences (authorization objects M_ISEG_WIB, M_ISEG_WZL and M_ISEG_WDB) for Inventory Management - Physical Inventory.

Standard settings and predefined data

On the left-hand side of the screen you can select different sub-functions in the physical inventory application. The sub-functions include:

·        Execute  
In this area, you can access the functions Enter count, Enter PDC count and Process differences. This area is active when you start up the physical inventory application.

·        Document creation
When you choose this area, the system displays the initial screen for the creation of physical inventory documents.

·        PDC monitor
When you choose this area, the system displays the initial screen of the PDC monitor.

Subarea Execution

In the initial screen of the application, the store’s current physical inventory number is displayed in the physical inventory number field. The input help contains all the physical inventory numbers for a period in the past and you can select one of these. You can make settings for this period for SAP Retail Store in Customizing. The entry Create in PDC Creation is also displayed in the input help. If you select this entry, you can enter a new physical inventory number using the function, Enter PDC Count.

In the screens for the functions Enter Count and Process Differences, the system displays the day’s date as the count date or the posting date.

Subarea Document Creation

The following fields are displayed on the initial screen of the physical inventory document creation:

·        Planned count date
Today’s date is displayed here.

·        Subsequent Processing
This field is only displayed if the PDC procedure for mass processing is activated in Customizing for Retail Store. In this case, the field is provided with the default value Send Documents for PDC Device.

·        Stock Type
This field is only displayed if you have made settings in Customizing for the Retail Store for selecting a stock type in a dialog box. In this case, the field is filled with the default value Warehouse for the stock type 1 – warehouse stock.

Subarea PDC Monitor

The following fields are displayed on the initial screen of the PDC monitor:

·        Physical Inventory Number
The store’s current physical inventory number is displayed here. The input help contains all the physical inventory numbers for a period in the past and you can select one of these. You can make settings for this period for SAP Retail Store in Customizing.

·        From date for the PDC process selection without document reference
This field is displayed with a date in the past. The system calculates this date from the current date and the period for which settings were made in Customizing

Features

This Internet scenario is linked to physical inventory in the SAP System using the following BAPIs: GetList, GetDetail, Count, ChangeCount and PostDifferences.

The functions contained in the component differ from the ERP system functions as follows:

·        On the initial screen, the fields Difference in percentage of transactions Enter/change count and Threshold value of difference of transaction Post difference are not available.

·        You can make settings in Customizing for SAP Retail Store for whether you should be able to enter the difference when in the field Reason for Difference.

·        You can make settings in Customizing for SAP Retail Store so that all currency amounts are always displayed in the store’s local currency. If you do not make this setting, the company code currency is defaulted. Because physical inventory in the ERP system always works with the company code currency, all amounts entered in local currencies are converted. If the POS currency of the store differs from the company code currency, the exchange rates between the two currencies must be up to date.

·        The system always displays all quantities in the unit of entry.

·        If you have made settings in Customizing for SAP Retail Store for the PDC procedure with ITS file transfer, you can copy the count results of a physical inventory that were entered using a PDC device directly into the system. To do this, enter the name of the PDC file. SAP Retail Store reads the count data from the file and posts it in the ERP system. You can then use the functions for processing differences to change these quantities. For further information on PDC files, see SAP Retail Store: PDC File Format for Physical Inventory.

·        The function Fix Book Inventory is not supported when you create physical inventory documents. If you have to fix the book inventory, you have to plan the report RM07II33 as a job to start periodically so that the book inventories are fixed at the correct point in time.

Use the program, R_SRS_PDC_PI_DELETE_EVENTS (transaction WSTI_R_PDC_PI) to reorganize the PDC transactions for physical inventory in SAP Retail Store.

Adjustment options

The service name of this Internet Application Component is WSTI. You can find all the related files under this service name in SAP@Web Studio. The services, WSTI_DOC (document creation) and WSTI_MON (PDC monitor) are started from the service, WSTI when the processing area is changed.

Development Objects

The following development objects are relevant for this IAC:

Package:	WOST WOST_CORE
Transaction:	WSTI
Function groups for entry transaction:	SAPLWOSI SAPLWOSI_INV SAPLWSTI_DOC SAPLWSTI_MON
BAPIs:	MaterialPhysInv.GetList MaterialPhysInv.GetDetail MaterialPhysInv.Count MaterialPhysInv.ChangeCount MaterialPhysInv.PostDifferences Material.GetDetail

 

See also:

ISR - SAP Retail: Physical Inventory