Freezing the Book Inventory Balance

Use

If you have not completed your inventory count, you can freeze the book inventory balance in the physical inventory document with the Freeze book inventory indicator (data element XBUFI ). This is to prevent the book inventory balance, which is relevant for physical inventory, from being changed by any goods movements. These could otherwise lead to incorrect inventory differences.

Example Example

You have physically counted all items in a physical inventory document, but have not yet entered the count results in the system for all items. For one of these items, the book inventory balance is 100 pieces. 90 pieces were counted, corresponding to a difference of 10 pieces.

You freeze the book inventory balance of 100 pieces in the physical inventory document.

Before you enter the count, a goods receipt of 20 pieces is posted. The current book inventory balance is now 120 pieces. For the physical inventory document, the book inventory balance of 100 pieces continues to be relevant, however.

If the inventory balance had not been frozen, there would have been a difference of 30 pieces for the item.

In Customizing for Inventory Management, you can specify whether the freezing of book inventory balances in the storage location is allowed.

End of the example.

Activities

From the Physical Inventory menu, you can freeze the book inventory balance at any time using the following functions:

Physical Inventory Document Create
Physical Inventory Document Change
Sessions Freeze Book Inventory Balance (batch input)

It is therefore possible to freeze the book inventory balance of a particular day and then copy it into the physical inventory document.