Inventory Counting Window

Use this window to select items for inventory counting and record the counting results.

For more information, see Inventory Counting.

To access this window, from the SAP Business One Main Menu, choose Inventory Inventory Transactions Inventory Counting Transactions Inventory Counting .

Note Note

This topic documents fields and other elements in this window that either are not self-explanatory or require additional information.

End of the note.

General Area Fields

No. of Counters
From the dropdown list, select one of the following: One Inventory Counter – There is one inventory counter who counts item quantities in warehouses. Two Inventory Counters – There are two inventory counters who count item quantities in the same warehouses. Note You can edit this field as long as all the rows are open in the inventory counting document. End of the note. By default, One Inventory Counter is selected. When you change it to Two Inventory Counters, SAP Business One replaces the Counted Qty field with the Counter 1 Count and Counter 2 Count fields in document rows; the calculation logics for the Variance and Variance % fields change as well. For more information, see specific online help for these fields.

Count Date, Time
Displays the date when inventory was counted and the exact time when the counting began. Once you update the count date and time, SAP Business One updates the in-warehouse quantities on the count date accordingly. Note You cannot set a future date and time. End of the note.

Inventory Counter
Choose whether the counter is a user or an employee, and then select the user name or the employee name.

Add Items
Choosing this button opens the Inventory Counting – Items Selection Criteria window. You can select a range of items that meet the specified selection criteria.

Adjust Counted Quantity
From the dropdown list, choose the following methods to adjust the counted quantities: Set as Not Counted Deselect the checkboxes in the Counted column and clear the quantities in the Counted Qty column. Copy In-Whse Qty on Count Date Copy the quantities from the In Whse Qty on Count Date column to the Counted Qty column. As a result, the checkboxes in the Counted column are automatically selected.

Copy to Inventory Posting
One Inventory Counter Scenario Choose this button to copy counted rows to an inventory posting document. If you have selected the checkbox When Copying Inventory Counting to Inventory Posting, Close Counted Rows with Zero Diff. in the inventory counting page in System Initialization Document Settings Per Document tab, SAP Business One copies only the counted rows with variance other than zero to the inventory posting document, and closes the counted rows with zero variances. Uncounted rows remain open in the inventory counting document. Two Inventory Counters Scenario Select one of the following three options from the dropdown list: `Items with Counter Diff. of Zero` Select to copy to the inventory posting document only the counted items for which the counted quantities and the counted serial numbers or batches provided by the two inventory counters are the same. The items that are not copied to the inventory posting document remain open in the inventory counting document. Note For copied items that are managed by serial numbers: If you specify None for the Unique Serial Numbers By field in General Settings Inventory Items , although the two serial numbers created for an item by two counters are the same, SAP Business One does not recognize them as the same, and therefore does not copy the item. End of the note. `Counter 1 Count` Select to copy the quantities in the Counter 1 Count column to the Counted Qty column in the inventory posting document along with Counter 1’s selection of serial and batch numbers, if there are any. `Counter 2 Count` Select to copy the quantities in the Counter 2 Count column to the Counted Qty column in the inventory posting document along with Counter 2’s selection of serial and batch numbers, if there are any.

Table Area Fields

Item No, Item Description
Displays the numbers and descriptions of the items that you selected for the inventory.

Freeze
Select this checkbox if you want to freeze an item, that is, prevent any transaction (except inventory posting) that affects the in-warehouse quantity of the item in the selected warehouse and bin. To unfreeze an item, deselect this checkbox in the relevant row, and choose the Update button. To unfreeze all items in the current inventory counting document, double-click the Freeze column’s header, and choose the Update button. Note SAP Business One automatically unfreezes the frozen items in the following situations: You add the frozen items to inventory posting. You manually close the frozen items or close the whole inventory counting document. End of the note.

In-Whse Qty on Count Date
Displays the quantities of an item in warehouses as recorded by the system on the selected count date and time.

Counted
Select to indicate that the item was counted, and vice versa.

Counted in Warehouse
Enter the item quantity in the warehouse as counted in the inventory taking.

Counter 1 Count, Counter 2 Count
Enter the item quantities counted respectively by Counter 1 and Counter 2. This field appears when the number of counters is two.

Variance
One Inventory Counter Scenario Displays the difference between the in-warehouse quantity on the count date and the counted quantity. Two Inventory Counters Scenario Displays the absolute difference between the quantities that were counted by Counter 1 and the quantities that were counted by Counter 2.

Variance %
One Inventory Counter Scenario Displays the absolute variance percentage between the in-warehouse quantity on the count date and the counted quantity. The calculation is: Counted Qty › In-Whse Qty on Count Date: Variance % = (Counted Qty - In-Whse Qty on Count Date) ÷ In-Whse Qty on Count Date × 100 In-Whse Qty on Count Date › Counted Qty: Variance % = (In-Whse Qty on Count Date - Counted Qty) ÷ In-Whse Qty on Count Date × 100 If the variance percentage is larger than the threshold defined in System Initialization Document Settings Inventory Counting , the row is displayed in red. Two Inventory Counters Scenario Displays the higher of the following two percentage values: Percentage Value 1 = Variance ÷ Counter 1 Count × 100 Percentage Value 2 = Variance ÷ Counter 2 Count × 100

Branch
Specify the branch for which you want to create the document. Once you specify the branch, SAP Business One filters the following information according to the specified branch: Document numbering Users and employees from which you can select the counters Warehouses Note This field is available only in the Brazil localization. End of the note.

UoM Code
Choose a UoM code from the choose from list that lists all the UoMs in the UoM group specified for the item in item master data. If you have specified an inventory counting UoM for the item in item master data, this field displays this UoM by default. If you have entered multiple UoMs in the Inventory Counting by UoM window, this field is non-editable and displays `Multiple`. If the UoM group for the item is Manual, this field is non-editable and displays `Manual`.

UoM Counted Qty
Enter the counted quantity in the specified UoM. If you have entered multiple UoMs in the Inventory Counting by UoM window, or if the UoM group of the item is Manual, this field is blank and non-editable.

Items per Unit
Inventory Items per Unit = Base Qty ÷ Alt. Qty This field is non-editable and displays the calculated value from the group UoM definition of the item. If you have entered multiple UoMs in the Inventory Counting by UoM window, or if the UoM group of the item is Manual, this field is blank.