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 Creating Physical Inventory Documents

Use

There are two methods of creating a physical inventory document, as follows:

  • Creating Single Documents

In this case, you explicitly specify the materials to be counted. This method is recommended if you want to take inventory of only a few materials.

  • Creating Sessions

In this case, you enter the criteria that should determine which materials are to be inventoried in which plants and storage locations. The system then creates a physical inventory document for each plant and storage location with the materials that fulfill the criteria. This method is recommended if you want to take inventory of a lot of materials (refer to Managing Sessions ).

Grouping Physical Inventory Documents by Physical Inventory Number

Above the physical inventory document number, there is a physical inventory number. You can use this to group physical inventory documents that belong together organizationally in order to manage them more efficiently. This allows you to display the physical inventory documents for a particular month or department directly without having to search the list of inventory differences.

You issue physical inventory numbers when creating and changing physical inventory documents. To do this, enter a number or term of you choice on the initial screen or in the Physical inventory number field in the physical inventory document header.

Creating Single Documents

1. Choose Phys. inventory doc. Create . The initial screen appears.

2. Enter the data required. Choose Edit New items to display the item screen.

3. Enter the materials that are to be inventoried.

4. To post the document, choose Phys. inventory doc. Post . The system confirms the posting and displays the number of the physical inventory document.

Creating Sessions

1. Choose Sessions ® Create phys.inv.docs →

Without special stock for physical inventory of company’s own stock

® Own special stock for physical inventory of own special stocks

Externally owned special stock for physical inventory of external special stock

The initial screen appears.

2. Enter the data required.

3. Choose Program Execute from the menu. The system creates a session. A list appears with all of the items that are to be inventoried according to your selection. The system issues a message with the name of the session created.

Note Note

For more information on creating sessions, refer to the respective report documentation.

End of the note.