Physical Inventory Progress 

Use

In the case of the physical inventory, you aim to have completely inventoried all storage bins and stocks by the end of the physical inventory year. You can display the status of this completeness (physical inventory progress (PI progress)) in the warehouse management monitor. You can do this at the following levels:

●     Storage bin

●     Product

●     Cycle counting

Features

Storage-Bin-Specific PI Progress

A physical inventory area is completely inventoried when you have inventoried all the relevant storage bins. A warehouse is completely inventoried when you have completely inventoried all the relevant physical inventory areas.

The PI progress refers to the number of storage bins that have been counted and the number that are still to be counted only. It does not refer to the effort required to count the individual storage bins.

You have 1000 storage bins in your warehouse. You have counted 100 of them. In this case, the PI progress is 10%.

The completeness of a physical inventory area or warehouse remains intact. This means that if you have completely inventoried your warehouse in January at the beginning of the physical inventory year, it remains completely inventoried in December at the end of the physical inventory year. You document the goods movements that occur in the warehouse during this period by using warehouse tasks (WTs).

The storage-bin-specific PI progress always refers to a physical inventory period such as a physical inventory year.

Product-Specific PI Progress

A product is completely inventoried when you have counted all the stocks of this product per physical inventory area and party entitled to dispose. Here the completeness remains intact too.

When you post the physical inventory document, the system performs a completeness check. The system checks for each physical inventory document whether this is the last open physical inventory document. If it is the last open physical inventory document, the system sets the completeness. 

Product X is in physical inventory area M in the storage bins A, B, and C.

■      Physical inventory without movements

If you first count A, then B, and then C, the system sets the completeness when you have counted C. If you then move stock, for example, from B to D, the completeness remains intact.

■      Physical inventory with movements

After you have counted A and B, you move the product from A to D. If you now count C, the system realizes that the product is in B, C, and D, in other words, the physical inventory document for C is not the last open physical inventory document. For this reason, the system does not set the completeness.

To avoid goods movements during the physical inventory, we recommend that you count the entire stock per physical inventory area in a short space of time, or that you lock the stock during the physical inventory. The following example shows how goods movements affect the behavior of the completeness check.

For the product-specific PI progress, the storage-bin-specific documents are also included. However, the product-specific documents are not included in the storage-bin-specific PI progress.

If, for example, you perform a storage-bin-specific PI on A in the example above, but you perform a product-specific PI on B and C, all the products are completely inventoried in the product-specific PI since A is also included. For the storage-bin-specific PI progress, the storage bins are not completely inventoried since B and C are not included.

For the system to be able to determine the completeness, stock of the relevant product must be available in at least one storage bin in the warehouse. If the product is not available in a physical inventory area (zero stock), the system refrains from making a statement for this physical inventory area. If the product is available in all physical inventory areas except for this one and it has been completely inventoried, the entire warehouse is completely inventoried.

The product-specific PI progress always refers to a physical inventory period such as a physical inventory year.

PI Progress for Cycle Counting

The PI progress for cycle counting is the same as the product-specific PI progress with the exception that it does not refer to physical inventory periods but to the interval in which you count the product. If, for example, you have defined that you must count a product of the class A once a month, you must recount it every month to ensure that it is completely inventoried again at the end of the month. However, the first count is sufficient for legal requirements.

Activities

To display the PI progress, on the SAP Easy Access screen, choose Extended Warehouse Management ® Monitoring ® Warehouse Management Monitor and in the warehouse management monitor, choose Phys. Inventory ® PI Progress.

To schedule the completeness check as a background job, on the SAP Easy Access screen, choose Extended Warehouse Management ® Physical Inventory ® Periodic Processing ® Check Product for Complete Count. As a prerequisite, you must have set the ComplCheck (Completeness Check Online/Offline (Report)) indicator. For more information, see the Implementation Guide (IMG) under SCM Basis ® Physical Inventory ® Basic Settings ® Define Physical Inventory Area.