Displays the date when inventory was counted and the exact time at which the counting began.

If you have defined the system to calculate in-warehouse quantities on the count date according to transaction posting dates, you cannot record the count time. In addition, transactions recorded on the count date may or may not be taken into consideration, depending on your setting in the Document Settings window. For more information, see Calculation of In-Warehouse Quantities on Count Date.

Once you update the count date and time, SAP Business One updates the in-warehouse quantities on the count date accordingly.

Select the counting type according to the actual counting scenarios.

With multiple counters, you can record more than one set of counting results, for example, for validation purposes, and when teamwork is required at a large storage location or unit.

Before a row is closed in the inventory counting document, you can always change the counting type. The existing counting results are handled depending on the predefined setting or your choice:

Available only if you have chosen the single-counter counting type.

Specify whether the counter is a user or an employee (who is not, meanwhile, an SAP Business One user), and then select the user or the employee.

For more information about counting scenarios, see Inventory Counting.

Available only if you have chosen the multiple-counter counting type.

Individual counters conduct counting independently, while team counters work as a team. Team counters' counted quantities of an item add up to the team counted quantity, which is compared with individual counters' counted quantities of the item. For example, 2 individual counters count item I001 stored in the same bin location, and then a team of 2 counters validate their counting: team counter A counts one half of item I001 and team counter B counts the other half.

Choose (Browse) to select individual counters or team counters. The counter can be either a user or an employee (who is not, meanwhile, an SAP Business One user). Note that you can select a maximum of 5 individual counters and 10 team counters.

After you select at least one team counter, the Team Counting tab appears, where you enter each team counter's counting results.

For more information about counting scenarios, see Inventory Counting.

Available only if you have enabled multiple branches for this company. The branch information in each row is for reference purposes and cannot be edited. For more information, see Working with Multiple Branches.

Only the branches to which the current user is assigned are displayed for selection. Once you specify the branch, SAP Business One filters the following information according to the specified branch:

Displays the number and description of the item that is selected for counting.

Note that you can change the item description specifically for this document without changing the item master data. To do so, enter the item description that you want to use and then press CTRL + TAB.

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.

Displays the in-warehouse quantity of an item in a storage location that is recorded on the count date and, if the system calculates this quantity based on transactions' creation dates, at the count time. For more information about the calculation logic of this quantity based on different settings, see Calculation of In-Warehouse Quantities on Count Date.

Select this checkbox to indicate that the item in the specified storage location has been counted. If you want to copy a row to an inventory posting document to post the inventory changes verified through inventory counting, you must select this checkbox.

You can double-click the Counted column header to select or deselect all checkboxes in this column, as in the Freeze column. However, double-clicking other columns (for example, Item No.) sorts the values.

These fields appear only if you have selected at least one UoM item in the document and are relevant to UoM items only.

The UoM Counted Qty field is for the single-counter counting type.

If the UoM item in the specified storage location is stored in only one unit of measure, enter the UoM counted quantity directly in the field.

If the item in the specified storage location is stored in more than one unit of measure, enter the corresponding UoM counted quantities in the Inventory Counting by UoM or Inventory Counting by UoM of Team Counters window. To open these windows, right-click the row and choose one of the following options, respectively:

If there exists more than one UoM counted quantity for this item, the counter's UoM Counted Qty field becomes blank.

The counted quantities are always measured in inventory counting UoMs.

Counted Qty, <Individual Counter> - Counted Qty

The Counted Qty field is for the single-counter counting type.

For a non-UoM item, enter the actual counted quantities in these fields. For a UoM item, each counter's counted quantity is the sum of the UoM counted quantities converted into the inventory counting UoM. For example, 1 box contains 6 bottles of milk (Item code: I001). In bin location A, you counted 3 boxes of item I001 (18 bottles) and an extra 5 bottles. In SAP Business One, the inventory unit of measure for item I001 is a bottle. As a result, the counted quantity of item I001 is 18 + 5 = 23 (bottles).

Team Counted Qty, <Team Counter> - Counted Qty

The Team Counted Qty field is available on the General and the Team Counting tabs. The team-counted quantity of an item is the sum of all team counters' counts and is compared with individual counters' counted quantities.

To enter team counters' counting results (including UoM counted quantities, serial numbers, and batch information), you must use the Team Counting tab.

Specify a bar code for the item in the specified unit of measure. To be available for selection, a bar code must have been linked to a UoM code (UoM code for non-UoM items is Manual).

To link a bar code to an item measured in a particular UoM, you must do it in the corresponding Item Master Data window. For more information, see Item Master Data: General Area.

After you enter the counting results into SAP Business One, the application compares the counting results with the in-warehouse quantities recorded in the system. The biggest variance between the counted quantities of an item in a storage location and the recorded in-warehouse quantity on the count date is the variance (for a single counter) or maximum variance (for multiple counters).

In addition, two percentage values are provided based on the comparison:

If the percentage is larger than the defined threshold, the row is displayed in red. For more information, see Document Settings: Per Document Tab.

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 UoMs.

If the UoM group for the item is Manual, this field is non-editable and displays Manual.

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.

Available only if at least two sets of counting results are available. In other words, there must be one individual counter, and at least another individual counter or a team of counters.

If multiple counters participate in inventory counting, after you enter the counting results into SAP Business One, the application compares all the counting results. The biggest difference between different counting results of an item in a storage location is the counters' difference.

In addition, a percentage value is provided based on the comparison: Counters' difference percentage = (|Counters' difference| / Lowest counted quantity) * 100%. If the percentage is larger than the defined threshold, the row is displayed in red. For more information, see Document Settings: Per Document Tab.

Choose one of the following options to add items to the document:

From the dropdown list, select either of the following options to adjust the counted quantities:

After adding an inventory counting document to the system, you can post the counting results by copying this document to an inventory posting document. After you add the inventory posting document, the inventory information recorded in the system is adjusted to match the actual storage.

If there is no difference on a row between the counted quantities and the in-warehouse quantity recorded in the system, this row will not be copied to the inventory posting document. In addition, depending on your setting in the Document Settings window for inventory counting documents, this row may or may not be automatically closed after you add the inventory posting document. For more information, see Document Settings: Per Document Tab.

In addition to the above rule, depending on your counting type, the copy options are different: