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Procedure documentationInventory Counting by Serial Number Locate this document in the navigation structure

 

If you count inventory by serial number, use the following procedure to record counting results:

Procedure

  1. From the SAP Business One Main Menu, choose   Inventory   Inventory Transactions   Inventory Counting Transactions   Inventory Counting  .

  2. Open the inventory counting document that contains the items that you have counted.

  3. Proceed in either of the following ways:

    • For one inventory counter:

      1. Enter the quantities in the Counted Qty field.

      2. Place the cursor in the rows of items managed by serial numbers, and open the Serial Number Counting window in one of the following ways:

        • Right–click and choose Serial and Batch Selection.

        • From the Goto menu, choose Serial and Batch Selection.

        • Place the cursor in the Counted Qty field, and press Ctrland Tab.

    • For two inventory counters

      1. Enter the two counters’ counted quantities in the Counter 1 Count field and the Counter 2 Count field, respectively.

      2. Place the cursor in the rows of items managed by serial numbers, and open the Serial Number Counting – Counter 1 window or the Serial Number Counting – Counter 2 window in one of the following ways:

        • Right–click and choose Serial and Batch Selection for Counter 1 or Serial and Batch Selection for Counter 2.

        • From the Goto menu, choose as above.

        • Place the cursor in the Counter 1 Count field or the Counter 2 Count field, and press Ctrl and Tab.

  4. In the table in the Available Serial Numbers section, choose the serial numbers that you find in the warehouses after the counting, and choose the right arrow button to move them to the Counted Serial Numbers section.

    You can also use the Auto Select button to let SAP Business One automatically select serial numbers from the Available Serial Numbers section.

  5. If the serial numbers that you have counted do not exist in system, that is, you do not see them in the Available Serial Numbers section, choose the Create button to create new serial numbers as drafts.

    Note Note

    The new serial numbers created in inventory counting documents are only drafts; therefore, you cannot see them in the Serial Numbers Management – Update/Complete window. After you post them in inventory posting, they become actual ones in the system.

    End of the note.
  6. To remove a serial number draft, in the Counted Serial Numbers section, right-click the serial number and choose Remove and Close Serial Number/Batch Draft.

Note Note

Whether the management method for an item is On Every Transaction or On Release Only, selection of serial numbers for the item is not mandatory in inventory counting.

If you do not complete the selection of serial numbers in inventory counting, SAP Business One requires you to complete it in inventory posting.

End of the note.