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

 

If you count inventory by batch 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 batch numbers, and open the Batch 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 Ctrl and 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 batch numbers, and open the Batch Number Counting – Counter 1 window or the Batch 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 Batches section, choose a batch that you find in warehouses after the counting, and enter the counted quantity of the item that belongs to this batch in the Selected Qty column.

  5. Choose the right arrow button to move the batch and its selected quantity to the Counted Batches section.

    You can also use the Auto Select button to let SAP Business One automatically select batches from the Available Batches section.

  6. Repeat the above two steps to select another batch.

  7. If the batches that you have counted do not exist in the system, that is, you do not see them in the Available Batches section, choose the Create button to create new batches as drafts.

    Note Note

    The batches that you create in inventory counting documents are only drafts; therefore, you cannot see them in the Batch Management – Update/Complete window. After you post them in inventory posting, they become actual ones in the system.

    End of the note.

  8. To remove a batch draft, in the Counted Batches section, right-click the serial number and choose Remove and Close Serial Number/Batch Draft.

Note Note

Selection of batches is not mandatory in inventory counting.

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

End of the note.