SAP Library
Solution Manager Content for Periodic Physical Inventory 2013_SP36 1
Solution Manager Content for Periodic Physical Inventory
CUSTOMER
Document Version: 2012_SP35 – December 11, 2012
SAP Library
Solution Manager Content for Periodic Physical Inventory 2013_SP36 2
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Solution Manager Content for Periodic Physical Inventory 2013_SP36 3
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Table of Contents Solution Manager Content for Periodic Physical Inventory ....................................................... 6
Periodic Physical Inventory .................................................................................................... 7
Configuration of Periodic Physical Inventory and Cycle Counting ....................................... 12
Checking Product Master for Cycle Counting .................................................................. 15
Configuration of PI Document Creation ........................................................................... 16
Checking PI Areas ........................................................................................................ 17
Configuring PI-Specific Settings in Warehouse ............................................................ 20
Checking Warehouse Order Creation Rules .................................................................... 22
Configuration of Printing ................................................................................................... 23
Configuring Printing of PI Documents .......................................................................... 24
Configuring Printing of Warehouse Orders ................................................................... 26
Checking Resource Management .................................................................................... 28
Configuration of Tolerances ............................................................................................. 29
Checking Tolerance Groups ......................................................................................... 30
Maintaining Users ......................................................................................................... 32
Scheduling Background Jobs ........................................................................................... 33
Test Case for Periodic Physical Inventory ........................................................................... 35
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Solution Manager Content for Periodic Physical Inventory
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Periodic Physical Inventory
You use this business process to control your warehouse stock and to meet legal requirements. In this process, you create physical inventory (PI) documents for a chosen number of storage bins or products on a regular basis to spread the PI workload over the year. You carry out the counting using a radio frequency (RF) device or paper. By posting the PI documents, you adjust the book inventory in SAP Extended Warehouse Management (SAP EWM). By posting the differences to SAP ERP, you balance the stock accounts.
You can monitor the progress of your PI by using the warehouse management monitor.
The following figure illustrates the correlation between the physical process and the manual or automatic activities in the system:
Periodic Physical Inventory
Physical Activity System Activity
Step 3
Exceptional case
Create
recount documents and
carry out the recounting
(EWM)
Step 1 Create PI documents
and WOs (EWM)
Step 2
Count the bins
or products (EWM)
A counter logs on
as a resource (RF only)
The counter counts
the bin or product
The warehouse clerk monitors
the recount document creation
Step 4
Post the PI documents
(EWM)
Step 5
Set completeness (EWM)
Periodic Physical Inventory
The system creates
PI documents (variant B)
The warehouse clerk
prints the WOs (paper only)
The system assigns
the WOs to a queue (RF only)
The system proposes
the next product or bin
to be counted (RF only)
The warehouse clerk (paper
only) or the counter (RF only)
enters the count results
The system creates
recount documents
The counter carries out the
recounting (repeating step 2)
The system posts
the PI documents
depending on tolerances
A supervisor posts
the remaining PI documents
The system sets completeness
Step 6
Post the differences
(EWM)
The system posts
the differences
depending on tolerances
The supervisor reviews and
posts the remaining differences
A warehouse clerk monitors
the PI progress and creates
PI documents (variant A)
The system creates WOs
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To reduce the counting effort, we recommend making use of the continuous PI procedures Putaway PI and Low-Stock PI in your warehouse.
For more information, see Customizing for Extended Warehouse Management under
Internal Warehouse Processes Physical Inventory Physical-Inventory-Area-
Specific Settings Define Physical Inventory Area .
If you use the storage-bin-specific PI procedures, you can carry out the PI for handling units (HUs). For example, you can set an HU to complete, empty, missing without counting the packed products themselves.
Prerequisites
You have created stock for the PI-relevant products in your warehouse.
For more information about the configuration prerequisites, see Configuration of Periodic Physical Inventory and Cycle Counting [Page 12].
Process
The business process runs in SAP EWM as follows:
1. Create PI documents and WOs (EWM)
Variant A: A warehouse clerk monitors the PI progress of all storage bins or products in the warehouse and calculates how many storage bins or products have to be counted in the given period. He or she then creates PI documents for the calculated number of storage bins or products.
Variant B: With the help of a background job, the system automatically creates PI documents for a number of storage bins or products to be counted. In regular intervals (for example, monthly), the warehouse clerk monitors the PI progress and verifies the number of storage bins or products still to be counted. He or she then adjusts the background job accordingly if necessary.
The system automatically creates one or several warehouse orders (WOs) with a predefined maximum number of PI document items. In a WO, the storage bins to be counted are sorted according to an optimized path in the warehouse.
For an RF-based PI, the system sends the WOs to a PI-specific RF queue.
For a paper-based PI, the warehouse clerk prints the WOs and lays them out in the office.
2. Count the bins or products (EWM)
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In the case of RF-based PI, a counter chooses an RF device and logs on as a resource that is assigned to the PI queue. The system guides the counter to the first storage bin. He or she verifies the storage bin, the handling unit (HU) (if there is one), and the product proposed by the system. Then he or she counts the product and enters the quantity. When he or she finishes the counting of this storage bin, the system guides him or her to the next storage bin.
In the case of paper-based PI, the counter goes to the office and picks up the printouts of the first WO. He or she goes to the first storage bin shown on the first printout. He or she counts the products and writes the count results on the printout. When he or she finishes the counting of the storage bin, he or she goes to the next storage bin listed on the printout. After counting the last bin listed on the printout, he or she notes down the count date and time and signs the printout. Then he or she continues with the next printout. At the end, he or she brings all printouts back to the office and picks up the printouts of the next WO. The warehouse clerk takes the printouts and enters the name of the counter, the count date, and the count results into the system.
If the counter finds a product not proposed by the system (in the case of a bin-specific PI process), he or she brings it physically (without creating any WOs) to the clarification zone. In the clarification zone, an inventory specialist records the product in an ad hoc PI document and moves it to an appropriate bin with the help of an ad hoc WO.
If you use paper for PI, moving products from or to a storage bin during the counting may lead to unexpected results. Therefore, we recommend forbidding movements during the PI process by selecting the Phys. Inventory Blocking Indicator checkbox in the transaction for creating the PI documents. Otherwise, the system might trigger a recount more often than expected.
When saving the count results, the system calculates the differences on the basis of the count results and the book inventory.
3. Create recount documents and carry out the recounting (EWM)
This step is necessary only in exceptional cases with high-value differences.
If a difference exceeds the predefined, counter-dependent thresholds for recounting, the system automatically creates a recount document. A warehouse clerk monitors the creation of recount documents and asks a counter to recount the bins or products.
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4. Post the PI documents (EWM)
When saving the count results, the system automatically posts the PI documents if the differences do not exceed the posting thresholds assigned to the counter (using RF) or the warehouse clerk (using paper). The system adapts the book inventory in the storage bins and posts the differences to the Difference Analyzer.
At the end of the count process, the supervisor checks the remaining PI documents that are not posted yet due to exceeded thresholds and posts them manually.
5. Set completeness (EWM)
This step is necessary only for a product-specific PI.
With the help of a background job, the system checks if a product is completely counted. If so, the system sets its status to complete.
Run this background job once a day.
6. Post the differences (EWM)
To adjust the stock accounts and the available-to-promise (ATP) quantity in a timely manner, the system automatically posts all differences up to a certain value to SAP ERP with the help of a background job. The value threshold is defined in the tolerance group assigned to the background user. The supervisor reviews the remaining, bigger differences in the Difference Analyzer. He or she blocks the differences for posting and defines follow-on actions, such as the analysis of the movements or even the creation of a new PI document for the product. After the review and clarification, he or she posts all differences to SAP ERP manually.
Process Monitoring
In this business process, you can use the following monitoring functions:
Process Step
Objects To Be Monitored
Activities
1 and 5 PI progress 1. On the SAP Easy Access screen, choose Extended
Warehouse Management Monitoring Warehouse
Management Monitor Physical Inventory Physical
Inventory Progress Storage Bin or Extended
Warehouse Management Monitoring Warehouse
Management Monitor Physical Inventory Physical
Inventory Progress Product . 2. Select the bins or products by activity area.
1 WOs and PI 1. On the SAP Easy Access screen, choose Extended
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documents to be counted
Warehouse Management Monitoring Warehouse
Management Monitor Physical Inventory Count
Overview . 2. Select the count overview by activity area and drill
down to the PI documents to be counted.
2 Counted PI documents with differences
1. On the SAP Easy Access screen, choose Extended
Warehouse Management Monitoring Warehouse
Management Monitor Physical Inventory Physical
Inventory Documents . 2. Select the counted PI documents by activity area, count
date, and difference quantity greater than 0.
3 Recounted PI documents
1. On the SAP Easy Access screen, choose Extended
Warehouse Management Monitoring Warehouse
Management Monitor Physical Inventory Physical
Inventory Documents . 2. Select the recounted PI documents by activity area,
physical inventory status RECO (Recounted), and
creation date.
4 Counted PI documents to be posted
1. On the SAP Easy Access screen, choose Extended
Warehouse Management Monitoring Warehouse
Management Monitor Physical Inventory Physical
Inventory Documents . 2. Select the counted PI documents by activity area,
physical inventory status COUN (Counted), and count
date. 3. To post the counted PI documents, use method Post PI
Doc..
6 Differences in the Difference Analyzer
1. On the SAP Easy Access screen, choose Extended
Warehouse Management Monitoring Warehouse
Management Monitor Physical Inventory Difference
Overview . 2. Select difference overview and navigate to the
Difference Analyzer for a detailed view.
More Information
For more information about how to run this business process in the system, see Test Case for Periodic Physical Inventory [Page 35].
For more information about the functions used in this business process, see SAP Library for SAP Extended Warehouse Management on SAP Help Portal at http://help.sap.com/ewm.
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Configuration of Periodic Physical Inventory and Cycle Counting
You use this process to configure the following business processes:
Periodic Physical Inventory [Page 7]
Cycle Counting [External]
You can use this configuration process in the following warehouses in SAP Extended Warehouse Management (EWM):
Standard warehouse W001 with preconfigured business processes
This is the recommended way of getting started with EWM. For more information, see the business scenario Warehouse Management with Preconfigured Processes [External].
Your own warehouse
To set up the preconfigured business processes in standard warehouse W001, implement all
configuration steps except the steps marked with Optional. These steps help you to understand the configuration of the processes but do not require a manual activity.
To configure the processes in your own warehouse, implement all configuration steps. In the steps marked with Optional, check if you need to adapt the existing entries to your own warehouse and carry out changes as needed.
All configuration steps require activities in EWM unless the documentation explicitly tells you to carry out an activity in SAP ERP.
Following features are covered by this configuration process:
Counting using radio-frequency (RF) devices or paper
Working with product-specific or bin-specific physical inventory (PI) procedures in the business process Periodic Physical Inventory
.
Prerequisites
In transaction OB29, you have created a fiscal year variant in EWM as prerequisite for
defining the PI year.
For more information, see Configuration of Warehouse Management with Preconfigured Processes [External].
Process
1. Checking Product Master for Cycle Counting [Page 15] (Optional) 2. Configuration of PI Document Creation [Page 16] 3. Checking Warehouse Order Creation Rules [Page 22] (Optional) 4. Configuration of Printing [Page 23] 5. Checking Resource Management [Page 28] (Optional)
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6. Configuration of Tolerances [Page 29] 7. Scheduling Background Jobs [Page 33]
Result
You have configured the business processes Periodic Physical Inventory and Cycle Counting.
In warehouse W001, you can run the processes as described in the following test cases:
Test Case for Periodic Physical Inventory [Page 35]
Test Case for Cycle Counting [External]
Example
You configure the business processes in warehouse W001 using the following data (see
Configuration of Warehouse Structure and Master Data for SAP EWM [External]):
Warehouse Structure
Storage Type Description T010 Pallet Rack – Medium Parts T020 Pallet Rack – Small Parts T050 Pallet Rack – Large Parts T051 Rack Storage – All Size Parts
Storage Type Storage Section Description T010 S001 Total Section T020 S001 Fast-Moving Items T020 S002 Slow-Moving Items T050 S001 Total Section T051 S001 Small Parts T051 S002 Medium Parts T051 S003 Large Parts
Activity Area Description PIA1 PI Area 1: Periodic Physical Inventory PIA2 PI Area 2: CC for Fast-Moving Parts PIAC PI Area C: Clarification Zone
Master Data
Product Description PROD-S01 Small part, fast-moving 01 PROD-S02 Small part, fast-moving 02 PROD-S03 Small part, fast-moving 03 PROD-S04 Small part, fast-moving 04
PROD-S05 Small part, slow-moving 05 PROD-S06 Small part, slow-moving 06 PROD-M01 Medium part 01 PROD-M02 Medium part 02 PROD-M03 Medium part 03 PROD-M11 Medium part 11 PROD-L01 Large part 01 PROD-L02 Large part 02 PROD-L03 Large part 03
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In the business process Cycle Counting, only products with cycle counting indicator are used.
Printer Description PR01 Printer located at the internal office PR06 Printer located at the clarification zone
Spool Data Description 01 Use in case one copy is needed
Process-Specific Settings
Queue Description Q-PI Physical Inventory
Resource Description COUNTER01 Counter 1
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Checking Product Master for Cycle Counting
You define cycle counting indicators with an interval in work days after which a new counting should be performed. The values for the cycle counting indicator are given by the classification of your products. These cycle counting indicators are assigned to the products relevant for cycle counting.
Procedure
1. Check the following entries in Customizing for Extended Warehouse Management
under Internal Warehouse Processes Physical Inventory Warehouse-Number-
Specific Settings Configure Cycle Counting :
Warehouse Number
Cycle Counting Indicator
Interval of Physical Inventories in Workdays
Buffer Time in Workdays
W001 A 20 0
W001 B 60 0
W001 C 120 0
2. Check the following assignments of cycle counting indicators to the fast-moving
products created for warehouse W001 on the SAP Easy Access screen for Extended
Warehouse Management under Master Data Product Maintain Warehouse
Product :
Product Cycle Counting Indicator PROD-S01 A
PROD-S02 A
PROD-S03 B
PROD-S04 C
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Configuration of PI Document Creation
You use this process to configure the physical inventory (PI) document creation.
Process
1. Checking PI Areas [Page 17] (Optional) 2. Configuring PI-Specific Settings in Warehouse [Page 20]
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Checking PI Areas
You define a physical inventory (PI) area to specify how you want to perform the PI within this area. If you want to perform the PI in different ways (for example, in area 1 you want to count using radio frequency (RF) devices and in area 2 you want to count using paper), you define several PI areas.
You set some control parameters for each PI area (like enabling low stock PI) and you allow specific PI procedures.
Procedure
1. Check the definition of physical inventory areas as follows:
1. In Customizing for Extended Warehouse Management, choose Internal
Warehouse Processes Physical Inventory Physical-Inventory-Area-
Specific Settings Define Physical Inventory Area . 2. Check the following entries:
Physical Inventory Area
Putaway PI
Low Stock PI
Posting After Count
Display Item Objects at Time of Count Entry
HU Complete Allowed
Printout of Item Objects in Phys. Inventory Count Document
Completeness Check Online/Offline (Report)
W001_PIA
1 X X X X X X X
W001_PIA
2 X X X X X X X
W001_PIA
C - - X X - - X
3. Select entry W001_PIA1, choose Permitted Document Types in the dialog
structure, and check the following entries:
Physical Inventory Area Procedure W001_PIA1 AL (Annual Physical Inventory (Storage-Bin-Specific))
W001_PIA1 AS (Annual Physical Inventory (Product-Specific))
W001_PIA1 NL (Low Stock Physical Inventory (Storage-Bin-Specific))
W001_PIA1 PL (Putaway Physical Inventory (Storage-Bin-Specific))
4. Go back.
5. Select entry W001_PIA2, choose Permitted Document Types in the dialog
structure, and check the following entries:
Physical Inventory Area Procedure W001_PIA2 CC (Cycle Counting Physical Inventory (Product-Specific))
W001_PIA2 NL (Low Stock Physical Inventory (Storage-Bin-Specific))
W001_PIA2 PL (Putaway Physical Inventory (Storage-Bin-Specific))
6. Go back.
7. Select entry W001_PIAC, choose Permitted Document Types in the dialog
structure, and check the following entry:
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Physical Inventory Area Procedure W001_PIAC HL (Ad-hoc Physical Inventory (Storage-Bin-Specific))
2. Check the following entries in Customizing for Extended Warehouse Management
under Master Data Activity Areas Define Activity Area :
Warehouse Number Activity Area Description W001 PIA1 PI Area 1: Periodic Physical Inventory W001 PIA2 PI Area 2: CC for Fast-Moving Parts
W001 PIAC PI Area C: Clarification Zone
3. Check the following entries in Customizing for Extended Warehouse Management
under Master Data Activity Areas Assign Storage Bins to Activity Areas :
Warehouse Number
Activity Area
Sequence Number
Storage Type
Aisle Start
Aisle End
Stack Start
Stack End
Level Start
Level End
W001 PIA1 1 T010 - - - - - -
W001 PIA1 2 T050 - - - - - -
W001 PIA1 3 T020 01 06 05 08 A E
W001 PIA1 4 T051 - - - - - -
W001 PIA2 1 T020 01 06 01 04 A E
W001 PIAC 1 T970 - - - - - -
4. Check the following entries in Customizing for Extended Warehouse Management
under Master Data Activity Areas Define Sort Sequence for Activity Area :
Warehouse Number Activity Area Activity Sequence Number Storage Type W001 PIA1 INVE 1 T010
W001 PIA1 INVE 2 T050
W001 PIA1 INVE 3 T020
W001 PIA1 INVE 4 T051
W001 PIA2 INVE 1 T020
W001 PIAC INVE 1 T970
5. Check the storage bin sorting as follows: 1. On the SAP Easy Access screen for Extended Warehouse Management,
choose Master Data Storage Bins Sort Storage Bins . 2. Enter the following data on the selection screen and choose Display:
Warehouse Number Activity Area Activity W001 PIA1 INVE
3. Check the entries that are displayed.
Repeat steps 1 and 2 for activity areas PIA2 and PIAC.
6. Check the following entries in Customizing for Extended Warehouse Management
under Internal Warehouse Processes Physical Inventory Warehouse-Number-
Specific Settings Assign Physical Inventory Area to Activity Area :
Warehouse Number Activity Area Physical Inventory Area W001 PIA1 W001_PIA1
W001 PIA2 W001_PIA2
W001 PIAC W001_PIAC
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You assign the PI areas 1:1 to activity areas. These activity areas have to be sorted for activity Physical Inventory as in step 5.
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Configuring PI-Specific Settings in Warehouse
Step 2 of this procedure requires a manual activity.
Procedure
1. Check the number range interval 01 for warehouse number W001 in Customizing for
Extended Warehouse Management under Internal Warehouse Processes
Physical Inventory Warehouse-Number-Specific Settings Define Number Range
for Physical Inventory Documents . 2. Check the following entry and add your fiscal year variant in Customizing for
Extended Warehouse Management under Internal Warehouse Processes
Physical Inventory Warehouse-Number-Specific Settings Specify Physical-
Inventory-Specific Settings in the Warehouse :
Warehouse Number
Fiscal Year Variant of Physical Inventory Year
No Tolerance Check in Counting
Number Range Interval for Physical Inventory Document
W001 <fiscal year
variant> X 01
3. Check the following entries in Customizing for Extended Warehouse Management
under Internal Warehouse Processes Physical Inventory Warehouse-Number-
Specific Settings Reason and Priority Define Priorities :
Warehouse Number Priority Description W001 1 HIGH W001 2 MEDIUM W001 3 LOW
You define the permitted reasons for creating a PI document. By assigning a priority to each reason, you can control the processing urgency of a PI document. Besides monitoring purposes, the priority can be used for tailoring the warehouse orders by using warehouse order creation rules. In the business processes Periodic Physical Inventory and Cycle Counting, the warehouse order creation rule does not consider the priority.
4. Check the following entries in Customizing for Extended Warehouse Management
under Internal Warehouse Processes Physical Inventory Warehouse-Number-
Specific Settings Reason and Priority Define Reason for Physical Inventory :
Warehouse Number
Reason Description Priority Create Physical Inventory Document Active
W001 LOW Low Stock Physical Inventory
3 X
W001 PUT Putaway Physical Inventory
3 X
W001 STND Standard Physical 2 X
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Inventory W001 UNPL Unplanned Physical
Inventory
1 X
You can configure on reason level if the PI document is active after the creation.
5. Check the following entries in Customizing for Extended Warehouse Management
under Internal Warehouse Processes Physical Inventory Warehouse-Number-
Specific Settings Reason and Priority Define Standard Reason for Each Phys.
Inv. Procedure :
Warehouse Number Physical Inventory Procedure Reason W001 AL STND
W001 AS STND
W001 CC STND
W001 HL UNPL
W001 NL LOW
W001 PL PUT
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Checking Warehouse Order Creation Rules
You use the warehouse order (WO) creation rule to create optimum work packages for the counter.
Procedure
1. Check the following entry in Customizing for Extended Warehouse Management
under Cross-Process Settings Warehouse Order Define Limit Values for the
Size of a Warehouse Order :
Warehouse Number
Limit Description Limit Value Type
Minimum Number of Items per WO
Maximum Number of Items per WO
W001 L004 Max. 20 PI Items
A (Physical
Inventory)
1 20
2. Check the following entry in Customizing for Extended Warehouse Management
under Cross-Process Settings Warehouse Order Define Creation Rule for
Warehouse Orders :
Warehouse Number
Warehouse Order Creation Rule
Description
Creation Category
Item Filer
Limit
WO Sorting
Packaging Profile
W001 R004 Max. 20 PI Items
H
(Physical Inventory)
- L00
4 PIPA -
With WO sorting PIPA, the sort sequence defined for the activity area and the
activity Physical Inventory are used.
3. Check the following entries in Customizing for Extended Warehouse Management
under Cross-Process Settings Warehouse Order Define Search Sequence of
Creation Rules for Activity Areas :
Warehouse Number
Activity Area
Activity Sequence Number
Warehouse Order Creation Rule
W001 PIA1 INVE 1 R004
W001 PIA2 INVE 1 R004
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Configuration of Printing
You use this process to configure the printing of physical inventory (PI) documents and warehouse orders.
Process
1. Configuring Printing of PI Documents [Page 24] 2. Configuring Printing of Warehouse Orders [Page 26]
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Configuring Printing of PI Documents
You use this procedure to define which printer is found and which print form is used when you
print PI documents. This may depend on the PI area, for example. In warehouse W001, the
printers PR01 and PR06 and the standard form /SCWM/PI_CNT_DOC are used. Printer PR01
is located in the internal office and printer PR06 is located at the clarification zone (see
Creating Printers [External] in Configuration of Warehouse Structure and Master Data for SAP EWM [External]).
Procedure
1. Check the determination procedure as follows:
1. In Customizing for Extended Warehouse Management, choose Internal
Warehouse Processes Physical Inventory Print Create and Change
Determination Procedure . 2. Check the following entry:
Application Usage Procedure PPI PI 0001
3. Select determination procedure 0001, choose Elements of Determination
Procedure in the dialog structure, and check the following entry:
Level Number Counter Condition Type 1 1 0001
2. Check the following assignment of determination procedure to the warehouse number
in Customizing for Extended Warehouse Management under Internal Warehouse
Processes Physical Inventory Warehouse-Number-Specific Settings Specify
Physical-Inventory-Specific Settings in the Warehouse :
Warehouse Number Determination Procedure
W001 0001
3. Check the warehouse-specific printing parameters as follows: 1. On the SAP Easy Access screen for Extended Warehouse Management,
choose Work Scheduling Print Settings Maintain Warehouse-Specific
Printing Parameters .
2. Select warehouse W001, choose Spool Parameters in the dialog structure,
and check the following entry:
Spool Data
Output Device
Print Immediately
Release After Output
New Spool Request (Print Parameters)
Number of Identical Copies
01 - X X X 1
You maintain warehouse-specific printing parameters such as spool data for grouping of printing parameters (such as point in time for printing, printer, handling of spool job after printing, text for cover page, and so on) to be used for condition record creation.
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Solution Manager Content for Periodic Physical Inventory 2013_SP36 25
4. Create condition records for printing as follows: 1. On the SAP Easy Access screen for Extended Warehouse Management,
choose Work Scheduling Print Settings Create Condition Records for
Printing (Physical Inventory) .
2. On the selection screen, enter application PPI, maintenance group PI, and
choose Execute. 3. Create the following entries:
Condition Type
Warehouse Number
PI Area
Form Printer
Spool Data
PPF: Name of Action Definition
Form Type
0001 W001 PIA
1 /SCWM/PI_CNT_DO
C PR01 01 PI_COUN
T -
0001 W001 PIA
2 /SCWM/PI_CNT_DO
C PR01 01 PI_COUN
T -
0001 W001 PIA
C /SCWM/PI_CNT_DO
C PR06 01 PI_COUN
T -
The printer can be determined directly using the condition record (first priority), the spool data (second priority) or the user defaults (third priority).
5. For more information about any issues during printing, you can activate the application log on the SAP Easy Access screen for Extended Warehouse
Management under Work Scheduling Print Settings Activate Application Log
.
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Solution Manager Content for Periodic Physical Inventory 2013_SP36 26
Configuring Printing of Warehouse Orders
You use this procedure to configure the automatic printing of warehouse orders during the
warehouse order creation at the clarification zone with warehouse process type P999. With
help of this warehouse order, you can put away a product that has been recorded at the clarification zone in a physical inventory.
Procedure
1. Check the definition of determination procedure as follows:
1. In Customizing for Extended Warehouse Management, choose Cross-
Process Settings Warehouse Order Print Define Determination
Procedure . 2. Check the following entry:
Application Usage Procedure PWO PW 0001
3. Select the determination procedure 0001, choose Elements of Determination
Procedure in the dialog structure, and check the following entry:
Level Number Counter Condition Type
1 1 0001
2. Check the following entry in Customizing for Extended Warehouse Management
under Cross-Process Settings Warehouse Order Print Assign Determination
Procedure :
Warehouse Number Warehouse Process Type Determination Procedure W001 P999 0001
3. Check the warehouse-specific printing parameters as follows: 1. On the SAP Easy Access screen for Extended Warehouse Management,
choose Work Scheduling Print Settings Maintain Warehouse-Specific
Printing Parameters .
2. Select warehouse W001, choose Spool Parameters in the dialog structure,
and check the following entry:
Spool Data
Output Device
Print immediately
Release after output
New Spool Request (Print Parameters)
Number of Identical Copies
01 - X X X 1
You maintain warehouse-specific printing parameters such as spool data for grouping of printing parameters (such as point in time for printing, printer, handling of spool job after printing, text for cover page, and so on) to be used for condition record creation.
4. Create condition record for printing of warehouse orders as follows:
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Solution Manager Content for Periodic Physical Inventory 2013_SP36 27
1. On the SAP Easy Access screen for Extended Warehouse Management,
choose Work Scheduling Print Settings Create Condition Records for
Printing (Warehouse Orders) .
2. On the selection screen, enter application PWO, maintenance group PWO, and
choose Execute. 3. Create the following entries:
Condition Type
Warehouse Number
Activity Area
Warehouse Process Type
Form Printer
Spool Data
PPF: Name of Action Definition
Form Type
0001 W001 - P999 /SCWM/WO_SI
NGLE PR06 01 WO_SIN
GLE -
The condition record decides if printing should take place. The decision is based on the fields maintained in the condition record. Once the system has decided to create a printout, the condition record is also the basis to determine the printer, form, and spool data.
The printer can be determined directly by means of the condition record (first priority) or by means of the spool data (second priority) or from the user defaults (third priority).
5. For more information about any issues during printing, you can activate the application log on the SAP Easy Access for Extended Warehouse Management
under Work Scheduling Print Settings Activate Application Log .
More Information
For more information, see the following:
SAP Library for SAP Extended Warehouse Management on SAP Help Portal at
http://help.sap.com/ewm under Warehouse Order Creation Printing Warehouse
Orders and Warehouse Tasks
Customizing documentation for Extended Warehouse Management under Cross-
Process Settings Warehouse Order Print
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Solution Manager Content for Periodic Physical Inventory 2013_SP36 28
Checking Resource Management
Procedure
1. Check the following entry in Customizing for Extended Warehouse Management
under Cross Process Settings Resource Management Define Queues . In the activity, choose Define Queues.
Warehouse Queue Description Operating Environment W001 Q-PI Physical Inventory 3 (RF Resource Management Active)
2. Check the following entries in Customizing for Extended Warehouse Management
under Cross Process Settings Resource Management Define Queues . In the activity, choose Define Queue Determination Criteria.
Warehouse Activity Area: Source
Destination Activity Area
Bin Access Type
Warehouse Process Type
Activity Queue
W001 PIA1 - - - INVE Q-PI
W001 PIA2 - - - INVE Q-PI
3. Check the following entry in Customizing for Extended Warehouse Management
under Cross Process Settings Resource Management Define Queues . In the activity, choose Define Queue Access Sequences.
Warehouse
Sequence Number
Consideration of Source Activity Area
Consideration of Destination Activity Area
Consideration of Storage Bin Access Category
Take Warehouse Process Type into Account
Consideration of Activity
W001 7 X - - - X
4. Check the following entry on the SAP Easy Access screen for Extended Warehouse
Management under Master Data Resource Management Maintain Queue
Sequence for Resource Group :
Warehouse Resource Group Sequence No. Queue W001 RG03 1 Q-PI
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Configuration of Tolerances
You use this process to configure tolerances.
Process
1. Checking Tolerance Groups [Page 30] (Optional) 2. Maintaining Users [Page 32]
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Solution Manager Content for Periodic Physical Inventory 2013_SP36 30
Checking Tolerance Groups
Procedure
1. Check the following entry in Customizing for Extended Warehouse Management
under Internal Warehouse Processes Physical Inventory Warehouse-Number-
Specific Settings Define Tolerance Groups Define Tolerance Group for
Recounting :
Warehouse Number
Tolerance Group for Recount
Allowed Percentage Quantity-Based Tolerance
Do Not Perform Quantity-Based Tolerance Check
Allowed Value-Based Tolerance
Do Not Execute Value-Based Tolerance Check
W001 COUNTER - X 1000 -
You define tolerance groups to set thresholds for triggering a recount automatically. By assigning your counters to these tolerance groups (see Maintaining Users [Page 32]), you can use these counter-specific tolerance groups as quality measures for counting.
2. Check the following entries in Customizing for Extended Warehouse Management
under Internal Warehouse Processes Physical Inventory Warehouse-Number-
Specific Settings Define Tolerance Groups Define Tolerance Group for Posting
Differences :
Warehouse Number
Tolerance Group for Posting
Allowed Percentage Quantity-Based Tolerance
Do Not Perform Quantity-Based Tolerance Check
Allowed Value-Based Tolerance
Do Not Execute Value-Based Tolerance Check
W001 COUNTER - X 1000 - W001 CLERK - X 10000 - W001 SUPERVISOR - X - X
You define tolerance groups to set thresholds for posting the differences in SAP Extended Warehouse Management (EWM). By assigning your users to these tolerance groups (see Maintaining Users [Page 32]), you can use these user-specific tolerance groups as authorization for posting differences up to a certain value.
3. Check the following entries in Customizing for Extended Warehouse Management
under Internal Warehouse Processes Physical Inventory Warehouse-Number-
Specific Settings Define Tolerance Groups Define Tolerance Group for Difference
Analyzer :
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Solution Manager Content for Periodic Physical Inventory 2013_SP36 31
Warehouse Number
Tolerance Group for Posting
Allowed Value-Based Tolerance
Do Not Execute Value-Based Tolerance Check
W001 BACKGROUND 100 - W001 CLERK 10000 - W001 SUPERVISOR - X
You define tolerance groups to set thresholds for posting the differences to SAP ERP. By assigning your users to these tolerance groups (see Maintaining Users [Page 32]), you can use these user-specific tolerance groups as authorization for posting differences up to a certain value.
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Solution Manager Content for Periodic Physical Inventory 2013_SP36 32
Maintaining Users
Procedure
1. Create the following entries for warehouse W001 on the SAP Easy Access screen for
Extended Warehouse Management under Settings Physical Inventory Assign
User to Tolerance Group for Recount/Clearing :
User Activity Area for Physical Inventory
Tolerance Group for Posting
Tolerance Group for Recount
<user
counter> - COUNTER COUNTER
<user clerk> - CLERK -
<user
supervisor> - SUPERVISOR -
2. Create the following entries for warehouse W001 on the SAP Easy Access screen for
Extended Warehouse Management under Settings Physical Inventory Assign
User to Tolerance Group for Difference Analyzer :
User Tolerance Group for Difference Analyzer <user background> BACKGROUND
<user clerk> CLERK
<user supervisor> SUPERVISOR
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Scheduling Background Jobs
Procedure
1. Schedule a background job to determine and set prices from SAP ERP as follows: 1. On the SAP Easy Access screen for Extended Warehouse Management,
choose Physical Inventory Periodic Processing Determine and Set
Prices from ERP . 2. Schedule this transaction as background job on a daily basis (at night).
As the tolerance checks are based on the product value, this job has to be scheduled to keep the values up-to-date.
2. Schedule a background job to create PI documents for periodic PI as follows: 1. On the SAP Easy Access screen for Extended Warehouse Management,
choose Physical Inventory Periodic Processing Create Physical
Inventory Document . 2. Create a variant with the following data:
Warehouse Number: W001
Activity Area: PIA1
Physical Inventory Procedure: AS or AL
Select Active PI Document Enter Maximum Number of Items or Maximum Number of Products Select for the Count Date the dynamic date calculation Current Date
3. Schedule this transaction with the variant as background job on a daily basis (in the morning).
3. Schedule a background job to create PI documents for cycle counting as follows: 1. On the SAP Easy Access screen for Extended Warehouse Management,
choose Physical Inventory Periodic Processing Create Physical
Inventory Document (Cycle Counting) . 2. Create a variant with the following data:
Warehouse Number: W001
Activity Area: PIA2
Select Active PI Document Select for the Count Date the dynamic date calculation Current Date.
3. Schedule this transaction with the variant as background job on a daily basis (in the morning).
4. Schedule background job to post differences to SAP ERP as follows: 1. On the SAP Easy Access screen for Extended Warehouse Management,
choose Physical Inventory Periodic Processing Post Differences to
ERP System . 2. Create a variant with the following data:
Select all difference categories Select Post on Cumulative Level under Settings
3. Schedule this transaction as background job on a daily basis (in the evening). 5. Schedule a background job to set the completeness status for completely counted
products as follows:
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Solution Manager Content for Periodic Physical Inventory 2013_SP36 34
1. On the SAP Easy Access screen for Extended Warehouse Management,
choose Physical Inventory Periodic Processing Check Product for
Complete Counting . 2. Create a variant with the following data:
Warehouse Number: W001
Activity Area: PIA1 and PIA2
Select Current Fiscal Year under Execution 3. Schedule this transaction as background job on a daily basis (at night).
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Solution Manager Content for Periodic Physical Inventory 2013_SP36 35
Test Case for Periodic Physical Inventory
You can use this test case to run the business process Periodic Physical Inventory [Page 7]
(PI) in warehouse number W001.
Prerequisites
This test case requires the following roles:
Background user with authorization to schedule and run various reports in the background
Warehouse clerk with standard application authorization
Counter with authorization to use the radio-frequency (RF) environment (in the case of an RF-based physical inventory (PI))
Supervisor with unlimited authorization
You have created stock in storage types T010, T050, and T051 in warehouse number W001
in one of the following ways:
Using stock data transfer on the SAP Easy Access screen under Extended
Warehouse Management Interfaces Data Upload Stock Data Transfer
(transaction /SCWM/ISU)
Running the following business processes:
o For T010: Inbound Process with Repacking for Putaway [External]
o For T050: Inbound Process Without Packing Information (Manual GR)
[External] or Inbound Process Without Packing Information (Manual WT) [External]
o For T051: Customer Returns with Quality Inspection [External] or Automatic
Replenishment [External]
For more information, see the prerequisites of the business process Periodic Physical Inventory [Page 7].
Features
This test case uses the following transactions that you can find on the SAP Easy Access screen for Extended Warehouse Management:
Physical Inventory Periodic Processing Determine and Set Prices from ERP
(transaction /SCWM/VALUATION_SET)
Physical Inventory Periodic Processing Create Physical Inventory Document
(transaction /SCWM/PI_DOC_CREATE)
Monitoring Warehouse Management Monitor (transaction /SCWM/MON)
To customize the transaction, check the default values.
Choose F5 and enter the following data:
o Warehouse Number: W001
o Monitor: SAP
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Solution Manager Content for Periodic Physical Inventory 2013_SP36 36
Execution Log On to RF Environment (transaction /SCWM/RFUI)
Physical Inventory Create Phys. Inventory Count in List (transaction
/SCWM/PI_COUNTLIST)
To customize the transaction, check the default values.
Choose F5 and enter the following data:
o Warehouse No.: W001
o Document Year: <current year>
Physical Inventory Periodic Processing Check Product for Complete Counting
(transaction /SCWM/PI_COMPL_CHECK)
Physical Inventory Periodic Processing Post Differences to ERP System
(transaction /SCWM/WM_ADJUST)
Physical Inventory Difference Analyzer (transaction /SCWM/DIFF_ANALYZER)
To customize the transaction, check the default values.
Choose F5 and enter the following data:
o Warehouse No.: W001
o Select the Phys. Inv. Diff. checkbox
Activities Step Number
Step Description
Step Processor
Input Data Expected Results
Preparation Step
Determine and set prices from SAP ERP
Automatic step scheduled by background user
1. Start transaction /SCWM/VALUATION_SET
. 2. Enter a warehouse
number, for example,
W001.
3. Choose Execute (F8). 4. Select all lines and
choose Overtake values (F8).
Prices for all products are available in EWM.
1 Create PI documents and WOs (EWM)
- - -
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Solution Manager Content for Periodic Physical Inventory 2013_SP36 37
1.1
Variant A
Review the PI progress in the warehouse management monitor
Warehouse clerk
1. Start transaction
/SCWM/MON.
2. Choose Physical
Inventory Physical
Inventory Progress . 3. Choose Bin or Product. 4. Search for the bins or
products by activity area
PIA1.
5. To calculate the number of storage bins or products to be counted on the current date, check the value of the Number of Open Objects field.
You have calculated the number of storage bins or products to be counted.
1.2
Variant A
Create PI documents
Warehouse clerk
1. Start transaction /SCWM/PI_DOC_CREATE
. 2. Enter the following data:
o Warehouse Number: for
example, W001
o Activity Area: for
example, PIA1
o Count Date: <current
date>
o Physical Inventory
Procedure: AL (Annual
Physical
Inventory
(Storage-Bin-
Specific) or AS (Annual
Physical
Inventory
(Product-
Specific)
o Select the Active PI Document checkbox
o For paper-based PI only, select the Phys. Inv. Block. Ind. (Physical Inventory Blocking Indicator) checkbox
o Maximum Number of Items or Maximum Number of
Products: <the calculated
number of
PI documents are created.
1.2
Variant B
Automatic step scheduled by background user
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Solution Manager Content for Periodic Physical Inventory 2013_SP36 38
storage bins>
or <the calculated
number of
products>
o Deselect the Simulation Mode checkbox
3. Choose Execute (F8). 4. Select all lines and
choose Create.
1.3 Create WOs Automatic step
- WOs are created.
1.4
RF
Assign the WOs to an RF-relevant queue
This step is only needed if you use RF for counting.
Automatic step
- The WOs are assigned to an RF-relevant queue.
1.4
Paper
Print the WOs from the warehouse management monitor
This step is only needed if you use paper for counting.
Warehouse clerk
1. Start transaction
/SCWM/MON.
2. Choose Documents
Warehouse Orders . 3. Search for the WOs using
the following data: o Select the Open
WOs checkbox o Activity Area:
PIA1
o WOCR Category: H (Physical
Inventory)
o Creation Date: <current
date>
4. Select the WOs and
choose More methods
Print .
The WOs are printed. You can check the spool requests in transaction
SP01.
2 Count the bins or products (EWM)
- - -
2.1
RF
Log on to the RF environment as a resource,
Counter 1. Start transaction
/SCWM/RFUI.
2. Log on to warehouse
W001 as resource
COUNTER01 with
Option A: The PI document is
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Solution Manager Content for Periodic Physical Inventory 2013_SP36 39
count the bins or products, and enter the count results in the system
This step is only needed if you use RF for counting.
presentation device
PD01.
3. Choose Internal
Processes Inventory
Counting Inventory
Counting Guided (fast
path 511).
4. Verify the bin. 5. Verify the HU (if there is
one). 6. Verify the product (if stock
is available). 7. Enter counted quantity
and correct UoM (if stock is available).
You have the following options:
o Option A: Same quantity as book quantity
o Option B: Quantity that slightly differs from the book quantity
o Option C: Quantity that largely differs from the book quantity, which triggers a recount (see thresholds of tolerance group for recount
(COUNTER))
8. Choose F11 to save
results and to continue with the next bin.
counted and there are no differences.
Option B: The PI document is counted and differences have been calculated.
Option C: The PI document has status RECO
(Recounted) and a new PI document has been created (see Step 3: Exceptional case below).
2.1
Paper
Pick up the printouts, count the bins or products, and note down the count results on the printouts
This step is only needed if you use paper for
Counter This step is carried out outside of the system.
-
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Solution Manager Content for Periodic Physical Inventory 2013_SP36 40
counting.
2.2
Paper
Enter the count results in the system
This step is only needed if you use paper for counting.
Warehouse clerk
1. Start transaction
/SCWM/PI_COUNTLIST.
2. Enter a warehouse order. 3. Choose Execute (F8). 4. Enter a counter and a
count date. 5. Enter the counted
quantity and correct UoM (if stock is available).
You have the following options:
o Option A: Same quantity as book quantity
o Option B: Quantity that slightly differs from the book quantity
o Option C: Quantity that largely differs from the book quantity, which triggers a recount (see thresholds of tolerance group for recount
(COUNTER))
6. Repeat this procedure with the next item.
Option A: The PI document is counted and there are no differences.
Option B: The PI document is counted and differences have been calculated.
Option C: The PI document has status RECO
(Recounted) and a new PI document has been created (see Step 3: Exceptional case below).
3
Exceptional case
Create recount documents and carry out the recounting (EWM)
Automatic step
- -
3.1 Review recounted documents
Warehouse clerk
1. Start transaction
/SCWM/MON.
2. Choose Physical
For the selected recounted PI
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Solution Manager Content for Periodic Physical Inventory 2013_SP36 41
in the warehouse management monitor
Inventory Physical
Inventory Documents . 3. Search for the PI
documents using the following data:
o Activity Area: PIA1
o Physical Inventory Status: RECO(Recounte
d)
o Creation Date: <current
date>
documents, note the number of the referenced recount documents in the Number of Physical Inventory Document field.
3.2 Retrigger the count process for the recount documents noted in step 3.1
Warehouse clerk
1. If you use paper, repeat the paper-specific steps from 1.4.
2. If you use RF, repeat the RF-specific steps from 2.1.
All PI documents are counted.
4 Post the PI documents (EWM)
Automatic step
- The PI documents with differences lower than the threshold of the tolerance group assigned to the warehouse clerk (using paper) or counter (using RF) have status
POST (Posted).
The book quantities in the storage bins are adjusted. The differences are posted to the Difference Analyzer.
4.1 Post the remaining PI documents (with high-value differences) from the warehouse management monitor
Supervisor
1. Start transaction
/SCWM/MON.
2. Choose Physical
Inventory Physical
Inventory Documents . 3. Search for the PI
documents using the following data:
1. Activity Area: PIA1
2. Physical Inventory Status: COUN
(Counted)
3. Creation Date: <current
All PI documents are posted.
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Solution Manager Content for Periodic Physical Inventory 2013_SP36 42
date>
4. Select all lines and
choose More methods
Post PI Doc. .
5 Set completeness (EWM)
This step is necessary only for product-specific PI.
Automatic step scheduled by background user
1. Start transaction /SCWM/PI_COMPL_CHEC
K.
2. Enter the following data: o Warehouse
Number: W001
o Activity Area: PIA1
o Select the Completeness Without Stock checkbox
o Select the Current Fiscal Year radio button
3. Choose Execute (F8).
The Complete checkbox is selected for all products that are completely counted.
6 Post the differences (EWM)
Automatic step scheduled by background user
1. Start transaction
/SCWM/WM_ADJUST.
2. Enter the warehouse
number W001.
3. Select all difference categories and the Post on Cumulative Level radio button.
4. Choose Execute (F8).
All differences with a value lower than the threshold of the tolerance group
(BACKGROUND)
assigned to the background user are posted to SAP ERP.
6.1 Review the remaining high-value differences and post them to SAP ERP from the Difference Analyzer
Supervisor
1. Start transaction /SCWM/DIFF_ANALYZER
. 2. Display the remaining
differences. 3. Select the differences and
choose Post.
All differences are posted to SAP ERP.