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Process documentation Annual Inventory  Locate the document in its SAP Library structure

Purpose

You use the annual inventory when a continuous inventory is not possible for technical reasons to do with the warehouse, or for organizational reasons.

Moreover, you use this type of inventory to perform a physical inventory for storage bins and quants for which you have actually planned a continuous inventory, but where no stock movements have taken place within the current fiscal year.

Prerequisites

You have set the inventory type Annual Inventory for the storage types affected in Customizing for Warehouse Management under Activities ® Physical Inventory ® Define Types per Storage Type.

Process Flow

The procedure for annual inventory has no major differences from continuous inventory.

  1. When selecting storage bins for inventory, you can only select storage bins for which there are no open transfer orders (TOs). This means that you have to process and confirm all open TOs in good time for the storage types in which you want to carry out an annual inventory.

To determine any open transfer orders for each storage type, from the SAP menu, choose Information Systems → General Report Selection → Logistics Execution → Warehouse Management → Transfer Orders → Display Transfer Order/Storage Type.

Here, you can confirm all open transfer orders for a storage type.
    1. On the initial screen enter the required information and choose Execute.
    2. On the Transfer Orders: List by Storage Type screen, choose Transfer Order → Confirm Foreground or Transfer Order → Confirm Background.
  1. Block the affected storage types for putaway and stock removals.

    2. In the SAP Menu, choose Logistics → Logistics Execution → Internal Whse Processes → Physical Inventory → In Warehouse Management → Block Storage Type.

  2. Select the storage bins for which you want to perform the physical inventory.
    1. In the SAP Menu, choose Logistics → Logistics Execution → Internal Whse Processes → Physical Inventory → In Warehouse Management → Physical Inventory Document → Create → Annual Inventory
    2. Enter data as required.
    3. The system proposes the inventory date and the batch session name.
    4. Choose Execute to continue the processing.

Note

Because the annual inventory requires the system to process extremely large quantities of data, the system always creates a batch input session. The system creates and activates the system inventory record in the background.

The system lists all storage bins in which you were not able to perform an inventory under the totaled storage bin list.
  1. Create and activate a system inventory record.
    2.

    Status

    Menu Path

    What You Should Know

    There are still open transfer orders

    Set the Log Only indicator on the Selection of Storage Bins for Annual Inventory screen

    Choose Inventory Document → Save to create the system inventory record.

    You activate the system inventory record only when all open transfer orders for the selected storage types have been confirmed

    Create the batch input session

    There are no open transfer orders

    You want to create inventory documents in the foreground

    Set the Log Only indicator on the Selection of Storage Bins for Annual Inventory screen

    The system displays a list of all selected storage bins

    Choose Inventory Document → Activate to create and activate the system inventory record.

    The system issues a confirmation message that the batch input session was created.

    There are no open transfer orders

    You want to create inventory documents in the background.

    Set the Activate inventory list indicator on the Selection of Storage Bins for Annual Inventory screen

    The system issues a confirmation message that the batch input session was created.

    Choose System ® Services ® Batch Input ® Sessions to start background processing.

    Note

    Since the system usually creates several inventory documents due to the large volume of data, we recommend that you always assign a reference number. You can use this reference number to quickly find inventory documents again.

  2. Print the physical inventory list.
  3. Carry out the physical inventory in the warehouse for the selected storage bins.
  4. Enter the inventory count results in the WMS.
  5. Process the inventory differences in the WMS.

    6. Post the differences to the interim storage area for differences. In the standard system, storage type 999 is set up as the interim storage area for differences.

    The system removes the storage bin block, so that the bins are available again for stock movements after the inventory is complete.

  6. You clear the inventory differences to Inventory Management.

For more information, see Clearing Differences.
  1. After the physical inventory is complete for the fiscal year, you reset the inventory data for storage bins and storage quants using the RLREOLPQ report. In the next inventory period, you can then perform a new physical inventory for these storage bins or quants.

 

 

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