Inventory Use Yo u use the inventory to regularly carry out a physical inventory in your warehouse. Yo u compare the material stocks that are ph ysically present with the data managed in the Warehouse Management system(WMS). Yo u enter inventory differences, as recorded in the results of the physical inventory, t o update the accounting side of the stock data. The inventory is regarded as completed if an inventory was taken for every storage in in the warehouse at least once during the fiscal year. Integration !f you use the WMS, the inventory takes places at Warehouse Management level. The WMS uses the interface to Inventory Managementto pass on the inventory differences determined to Inventory Management, where you can then clear them. !n contrast to the material"relat ed inventory in Inventory Management(MM"!M), in the WMS you manage the inventory for each storage in or #uant for the warehouse numers managed y the system. Prerequisites Yo u have activated the inventory interface to Inventory Managementin $ustomi%ing for Warehouse Management under Activities → Physical Inventory.&or more information, see'asic Settings for the hysical !nventory Features !n the warehouse, you specify the appropriate inventory procedure for each storage type. Y ou first need to decide whether you want to carry out the inventory as an annual inventory, or as a continuous inventory . w arehouse managed using the WMS is asically suit ed for using continuous inventory, ecause the WMS ensures continuous updates of the storage ins and stock movements. The Warehouse Management system (WMS) supports the following inventory procedures for continuous inventory* • $ontinuous !nventory • $ontinuous !nventory +uring utaway• $ontinuous !nventory +uring Stock emoval (-ero Stock $heck) • $ycle $ounting !nventory per 'in•
Transcript
8/11/2019 Warehouse Management System #13 - Inventory
You use the inventory to regularly carry out a physical inventory in your warehouse. You comparethe material stocks that are physically present with the data managed in the WarehouseManagement system (WMS). You enter inventory differences, as recorded in the results of thephysical inventory, to update the accounting side of the stock data. The inventory is regarded ascompleted if an inventory was taken for every storage in in the warehouse at least once duringthe fiscal year.
Integration
!f you use the WMS, the inventory takes places at Warehouse Management level. The WMS usesthe interface to Inventory Management to pass on the inventory differences determined toInventory Management , where you can then clear them.
!n contrast to the material"related inventory in Inventory Management (MM"!M), in the WMS youmanage the inventory for each storage in or #uant for the warehouse num ers managed y thesystem.
Prerequisites
You have activated the inventory interface to Inventory Management in $ustomi%ing forWarehouse Management under Activities → Physical Inventory . &or more information, see 'asicSettings for the hysical !nventory
Features
!n the warehouse, you specify the appropriate inventory procedure for each storage type. You firstneed to decide whether you want to carry out the inventory as an annual inventory , or as acontinuous inventory.
warehouse managed using the WMS is asically suited for using continuous inventory ,ecause the WMS ensures continuous updates of the storage ins and stock movements. The
Warehouse Management system (WMS) supports the following inventory procedures forcontinuous inventory*
You can carry out the inventory sampling procedure in oth Inventory Management (MM"!M) and the WMS.
The Inventory Overview function is a central access point into inventory processing for the WMS.&rom here you can monitor and process all essential activities for the inventory. !n the S Menu,choose Logistics → Logistics Execution → Internal Whse Processes → Physical Inventory → InWarehouse Management → Physical Inventory Document → Overview .
Inventory of Handling Units
The inventory for handling units is ased on the outermost handling unit. 'ecause in theWarehouse Management System this is the same as a storage unit (S0), you carry out theinventory in the same way as for a normal inventory.
&or more information on entering inventory differences for nested handling units (10s), seehysical !nventory of 1andling 0nits .
Inventory of Batches or Special Stocks
!f you carry out an inventory for materials su 2ect to atch management, or for special stocks, youdo not only compare the material stock in the storage in with the data managed in the system.You also check whether the atch or special stock information in the system matches the actual
atch or special stock in the storage in. &or more information, see !nventory of 'atches orSpecial Stocks . .
Activities
You carry out the inventory for the storage ins or #uants. The system stores all inventorydifferences in an interim storage area for differences. You use the interface to InventoryManagement to enter any inventory differences determined into Inventory Management and clear them there.
The WMS updates the inventory data for the storage in and the #uant, where applica le. ssoon as you have carried out the inventory for a storage in, the system sets the physicalinventory indicator for that storage in. This means that there is a documented record of whenand with which inventory procedure you carried out the inventory for the storage in.
Some of these inventory procedures are su 2ect to legal restrictions, others maynot e suita le for use with your warehouse for warehouse"related technical ororgani%ational reasons. S therefore recommends that you define the inventoryprocedure to e used together with the person responsi le for inventories, andagree on the inventory procedure with your e3ternal auditor.
'efore you carry out the inventory with the Warehouse Management system (WMS), make thefollowing asic settings in the system.
Setting Default Values for the Inventory
&or each storage type to e inventoried, you specify which data appears on the warehouseinventory list and define the layout of the Enter Inventory Count screen.
&or more information, see the !mplementation 4uide (!M4) for Warehouse Management under Activities → Physical Inventory → +efine +efault 5alues .
Specifying the ove!ent "ype for #ntering Inventory Differences
+uring the inventory, you post all entered inventory differences to an interim record fordifferences. The system determines the most suita le interim record for inventory differencesusing the relevant movement type as a asis.
&or this reason you need to assign an individual WMS movement type to the relevant !Mmovement type
• &or positive inventory differences (if you find material)• &or negative differences (if you enter inventory shrinkage).
'oth movement types link to an interim record for differences.
&or this reason, in $ustomi%ing for Warehouse Management , you assign the WMS movementtype to the relevant !M movement type under Activities → Physical Inventory → Clear Differences
Interface to Inventory Management! → MM"!M Movement Types for $learing !nventory .
!n the standard system, storage type $$$ is set up as the interim storage area for differences.
aking Differences Bet%een Book A!ount and &ount 'uantityDependent on a Value Basis
!n the following transactions, you can enter threshold values for calculating data or displayinginventory items*
You can enter percentages or amounts in certain country currencies.
!f you make this type of selection, the system displays a list of the items in system inventoryrecords with a difference that e3ceeds the percentage or amount that you previously entered.
Annual Inventory
Purpose
You use the annual inventory when a continuous inventory is not possi le for technical reasons todo with the warehouse, or for organi%ational reasons.
Moreover, you use this type of inventory to perform a physical inventory for storage ins and#uants for which you have actually planned a continuous inventory, ut where no stockmovements have taken place within the current fiscal year.
PrerequisitesYou have set the inventory type Annual Inventory for the storage types affected in $ustomi%ing for Warehouse Management under Activities → Physical Inventory → +efine Types per StorageType.
The procedure for annual inventory has no ma2or differences from continuous inventory .
6. When selecting storage ins for inventory, you can only select storage ins for whichthere are no open transfer orders (T7s). This means that you have to process andconfirm all open T7s in good time for the storage types in which you want to carry out anannual inventory.
To determine any open transfer orders for each storage type, from the S menu,choose Information #ystems → &eneral "e%ort #election → Logistics Execution → Warehouse Management → 'ransfer Or(ers → Dis%lay 'ransfer Or(er)#torage 'y%e.
1ere, you can confirm all open transfer orders for a storage type.
a. 7n the initial screen enter the re#uired information and choose Execute . b. 7n the 'ransfer Or(ers* List +y #torage 'y%e screen, choose 'ransfer Or(er →
Confirm ,oregroun( or 'ransfer Or(er → Confirm $ac-groun(.
6. 'lock the affected storage types for putaway and stock removals.
!n the S Menu, choose Logistics → Logistics Execution → Internal Whse Processes →
8. Select the storage ins for which you want to perform the physical inventory.
a. !n the S Menu, choose Logistics → Logistics Execution → Internal WhseProcesses → Physical Inventory → In Warehouse Management → PhysicalInventory Document → Create → Annual Inventory
. 9nter data as re#uired.c. The system proposes the inventory date and the atch session name.d. $hoose Execute to continue the processing.
'ecause the annual inventory re#uires the system to process e3tremely large#uantities of data, the system always creates a atch input session. The systemcreates and activates the system inventory record in the ackground.
The system lists all storage ins in which you were not a le to perform an inventoryunder the totaled storage in list.
:. $reate and activate a system inventory record.
Status enu Path (hat )ou Should *no%
There are still open transferorders
Set the +og ,nly indicator onthe #election of #torage $insfor Annual Inventory screen
$hoose Inventory Document → #ave to create the system
Since the system usually creates several inventory documents due to the large volume of data, we recommend that you always assign a reference num er. You can use thisreference num er to #uickly find inventory documents again.
5. rint the physical inventory list .;. $arry out the physical inventory in the warehouse for the selected storage ins.7. 9nter the inventory count results in the WMS.8. rocess the inventory differences in the WMS.
ost the differences to the interim storage area for differences. !n the standard system,storage type $$$ is set up as the interim storage area for differences.
The system removes the storage in lock, so that the ins are availa le again for stockmovements after the inventory is complete.
<. You clear the inventory differences to !nventory Management.
10. fter the physical inventory is complete for the fiscal year, you reset the inventory data for storage ins and storage #uants using the "L"EOLP report. !n the ne3t inventoryperiod, you can then perform a new physical inventory for these storage ins or #uants.
Activating or &hanging Physical InventoryDocu!ents
Use
'efore you can continue with the inventory you must activate the physical inventory document.
Prerequisites
There are no open transfer order items for the storage ins in the physical inventory documentthat you want to activate.
Procedure
6. !n the S Menu, choose Logistics → Logistics Execution → Internal Whse Processes →
Physical Inventory → In Warehouse Management
→ Physical Inventory Document → Change .8. 9nter the warehouse num er and the physical inventory document num er. $hoose
ENTER .=. You can delete items, or add new items to the physical inventory document (new ins to
e inventoried).:. To activate the inventory document, choose Physical Inventory Document
→ Activate .
The initial screen appears. The system confirms that the physical inventorydocument has een activated.
You can create and activate the inventory document in a single step. 7n
the screen that lists the selected storage ins, choose List → Activate Documents .
-esult
• The physical inventory for the storage in has egun.• The storage in is locked for all movements.• The Inv. #tatus field in the physical inventory document has the value . (>ot counted).
• The system has set the Inventory Active indicator in the inventory document.
Printing Physical Inventory Docu!ents
Use
You use printouts of the physical inventory document to perform the physical inventory of thestorage ins.
Prerequisites
You have set the printing parameters for the physical inventory document in the $ustomi%ing forWarehouse Management under Logistics Execution → Warehouse Management → Activities → Physical Inventory → +efine +efault 5alues.
Procedure
6. !n the S Menu, choose Logistics → Logistics Execution → Internal Whse Processes →
Physical Inventory → In Warehouse Management
→ Physical Inventory Document → Print Whse Invent. List .8. 7n the initial screen, enter the warehouse num er, the physical inventory document
num er, and a printer.
!f you only want to display the inventory document on the screen, deselect Print List.
=. $hoose ENTER .
#ntering the Inventory -esults in the ( S
Use
fter the physical recording of stock alances in the warehouse, you enter the inventory countresults in the Warehouse Management system (WMS).
Prerequisites
• You have ad2usted the layout of the screen for entering inventory counts in $ustomi%ingfor Warehouse Management under Activities → Physical Inventory →
+efine +efault 5alues .• You have printed the warehouse inventory list.• The physical inventory for the warehouse is complete.
1. &rom the S menu, choose Logistics → Logistics Execution → Internal WhseProcesses → Physical Inventory → In Warehouse Management → Count "esults → Enter .
8. 9nter data as re#uired on the initial screen.
You can also enter the name of the counter .
!f you enter inventory count results into the WMS using the !+ocWMI/ID01 , the system copies the counter name from the corresponding!+oc field.
!f you perform the physical inventory using & devices, the systemcopies the counter name from the logon name.
3. $hoose Enter .4. 9nter the count results in the Counte( uantity column*
Book Inventory Balance Physical Inventory Activity
The system recogni%es the inas an empty in
There is no stock in the in Select the 2ero column for thisitem
The system recogni%es the inas an empty in
There is still stock availa le inthe in
9nter the material found andthe #uantity counted for thephysical inventory documentitem
The system recogni%es stockin the storage in
More #uants are availa le inthe storage in than are notedin the system
$hoose &oto → 3ew Item → List or #ingle , in order to enterthe material found and the#uantity counted
The system recogni%es stockin the storage in
The counted stock #uantity isdifferent than the ook amount
9nter the #uantity counted
!f you enter a counted amountthat is different than the ookamount, the system maydisplay a message dependingon the si%e of the difference. &or more information, see the!mplementation 4uide (!M4)for Warehouse Management under Activities → PhysicalInventory → +efine +efault5alues .
?. Save your entries.
8/11/2019 Warehouse Management System #13 - Inventory
You can enter large #uantities of inventory data into the WMS on a single screen using atchinput. &or e3ample, you enter inventory count results using atch input if you have processed theinventory in an e3ternal system, and then want to transfer the count results into the WMS.
To e a le to enter count results in the WMS using atch input, you create a program thattransfers the data in the appropriate atch input format, as a atch input session, to the EnterCount "esults transaction (/!66).
>ote, that entry via atch input using the new transaction /!866> no longerworks.
#ntering &ount -esults Using -F Devices
0sing & devices in your warehouse makes entering inventory count results easier. &or moreinformation, see Mo+ile Data Entry → hysical !nventory .
-esult
The physical inventory count is complete.
The system sets the Inv. #tatus indicator to from A (>ot counted) to / ($ounted) in the systeminventory record.
Processing Inventory Differences in the ( S
Purpose
9ntering inventory count results in the Warehouse Management system (WMS) causesdifferences to occur etween the actual counted #uantity and the inventory alance for thestorage in or #uant. You store the inventory differences in the WMS in order to correct theinventory alance in the warehouse.
• !f the material has een lost, a negative quant appears in the interim storage area fordifferences.
• !f the material has een found, then a positive quant appears in the interim storage areafor differences.
You clear these differences from the WMS and enter them in Inventory Management (MM"!M).
Prerequisites
• You have performed a physical inventory.• You have set up the interface to Inventory Management (MM"!M).
!f, at this point, not all of the items in the inventory document have een counted,you have to end this function and perform the inventory for the storage ins
→ Clear Differences → Inventory Management .8. 9nter the warehouse num er and interim storage type for inventory differences.
!n the standard system, storage type $$$ is set up as the interim storage area forinventory differences.
=. $hoose Program → Execute .
The system displays a list of difference items that are planned for clearing to InventoryManagement .
:. Select the ins that you want to clear.5. $hoose Clear or #ave to post the differences from the WMS to !nventory Management
(MM"!M).
The system displays a list of all material documents created.
Difference Handling for Inspection +ots fro! 'uality anage!ent 0' 1
!f you use uality Management ( M), you manage inspection lots in the warehouse. Whenposting differences to !M, the system also takes account of stocks with M lot num ers. Thesystem ad2usts the #uantity in the inspection lot according to the inventory results.
!n contrast to the inventory in !nventory Management, the WMS does notgenerate a new inspection lot when clearing surpluses, ut rather adds thesurplus to the original inspection lot.
See also2
1andling +ifferences
-esult
The system has updated the stock situation consistently in the WMS and in !nventoryManagement.
There are laws that re#uire you to perform a physical inventory at least once during each fiscalyear for each storage in. This physical inventory should check whether the ook inventory
alance or target stock amount in the system matches the actual stock that physically e3ists inthe storage in.
!n continuous inventory , you distri ute the physical inventory for all storage ins over thecourse of the fiscal year, and can carry out inventories at different times as you re#uire. Thismeans that you can include the warehouse stock y material type and material #uantity thate3ists on the closing key date, even without a simultaneous physical inventory (annual inventory)from the records in the Warehouse Management system (WMS).
&or this reason, continuous inventory has the following advantages over annual inventory, whichtakes place on a key date at the end of the fiscal year*
• The effort and costs for the inventory is not concentrated on a certain day or days ut isdistri uted over the entire year. You can etter plan the workforce in the warehouse.
•
You can carry out the inventory at idle times in the warehouse.• 'ecause of the lower inventory efforts at the end of the fiscal year, you can concentrate
on creating year"end closing reports.
Prerequisites
You have specified that you want to perform continuous inventory in a certain storage type. &ormore information, see the !mplementation 4uide (!M4) for Warehouse Management under
Activities → Physical Inventory → +efine Types per Storage Type
You have made settings for printing the warehouse inventory list in $ustomi%ing for WarehouseManagement under Activities → Physical Inventory → +efine +efault 5alues
Process Flo%
The procedure for continuous inventory is independent from the inventory procedure that youhave chosen for carrying out continuous inventory*
6. lan the inventory y selecting the storage ins for which you want to perform theinventory at a certain time.
!n the S Menu, choose Logistics → Logistics Execution → Internal Whse Processes →
You can control the scope of the inventory using selection criteria.
When selecting storage ins for inventory, you can only select storage ins for whichthere are no open transfer orders.
8. $reate a system inventory record.
7n the screen displaying the list of storage ins selected for inventory, choose PhysicalInventory Document → Post.
The system creates the system inventory record and sets the Inventory %lanne( indicatorfor the selected storage ins. t this point the storage in is not yet locked.
!n the inventory document header, the Inv. #tatus indicator has the value . (>ot counted).
=.
ctivate the system inventory record.
You can only activate an inventory document if all transfer orders for the selectedstorage ins have een confirmed.
a. !n the S Menu, choose Logistics → Logistics Execution → Internal WhseProcesses → Physical Inventory → In Warehouse Management → PhysicalInventory Document → Change .
b. 9nter the inventory record num er and choose 9>T9 .c. 'efore you activate the inventory document, you can add new storage ins for
which you want to perform an inventory. You can also delete items from theinventory document.
d. $hoose Physical Inventory Document → Activate .
You can create and activate the inventory document in a single step. !n this case,from the list of selected storage ins choose Physical Inventory Document →
Activate .
8/11/2019 Warehouse Management System #13 - Inventory
The system sets the Inventory Active indicator for the selected storage ins and in thephysical inventory document.
The system locks the storage ins that you have selected for physical inventory forother stock movements.
:.
rint the warehouse inventory list.a.
!n the S Menu, choose Logistics → Logistics Execution → Internal WhseProcesses → Physical Inventory → In Warehouse Management → PhysicalInventory Document → Print Whse Invent. List .
. 9nter data as re#uired.c. !f you only want to display the inventory document onscreen, remove the Print
List indicator.
5. $arry out the physical inventory in the warehouse for the selected storage ins.;.
9nter the count results in the system.a. !n the S Menu, choose Logistics → Logistics Execution → Internal Whse
Processes → Physical Inventory → In Warehouse Management → Count"esults → Enter .
. 9nter data as re#uired.c. $hoose Enter .d. 9nter the inventory count results in the Counte( uantity column.
You can ad2ust the layout of the screen for entering inventory counts in the$ustomi%ing for Warehouse Management under Activities → Physical Inventory → +efine +efault 5alues .
Book Inventory Balance Physical Inventory #nter &ount -esult
The storage in is an emptystorage in
You count %ero stock Select the 2ero column for titem
The storage in is an emptystorage in
You count an e3isting #uantity 9nter the material and the#uantity counted
The storage in containsmaterial stock
You count more #uants thanhave een entered in thesystem
$hoose &oto → 3ew ItemList or #ingle , in order to addthe material and the #uantitycounted
You count fewer #uants thanhave een entered in thesystem
9nter the #uantity counted
e. !f you enter a difference in the ook inventory alance, the system issues amessage according to the si%e of the difference.
f. Save your entries.
The system sets the Inv. #tatus indicator to / (counted) in the system inventoryrecord. The physical inventory count is complete.
@.
rocess the !nventory +ifferences in the WMS.
ost the differences to the interim record for differences . !n the standard system, storagetype $$$ is set up as the interim storage area for differences.
The system removes the locks from the storage ins, ecause the inventory is nowcomplete for these ins.
8. $lear the inventory differences in Inventory Management .9. fter the physical inventory is complete for the fiscal year, you reset the inventory data for
storage ins and storage #uants using the "L"EOLP report. !n the ne3t inventoryperiod, you can then perform a new physical inventory for these storage ins or #uants.
!f you use continuous inventory during putaway, the inventory of a storage in takes place at thetime of the first putaway into this in in the fiscal year. +uring the current fiscal year, no furtherinventory is performed for this storage in, even if a completely different #uant is stored there atthe end of the year, or if the in is empty.
&or this reason, you must e a le to identify all movements to this in individually throughout theentire fiscal year. You must therefore archive the transfer orders according to the legalre#uirements.
!f you use continuous inventory during putaway, it is possi le that not all storageins are su 2ect to a putaway during the fiscal year. S recommends that you
also plan an annual inventory for the storage type affected, so that you canperform an annual inventory at the end of the fiscal year for storage ins thatwere not otherwise entered.
Prerequisites
You have specified the inventory procedure for the storage type as continuous inventory duringputaway in the $ustomi%ing for Warehouse Management under Activities → Physical Inventory→ +efine Types per Storage Types .
Process Flo%
6. When the transfer order (T7) is created for putaway, the system checks whether youhave already performed an inventory for the destination storage in during a previous
putaway.8. !f you have not yet performed an inventory for the destination storage in during thisfiscal year, the putaway transfer order is used as the inventory transfer order.
The system adds an inventory stamp to the printout of the putaway T7. The systemprompts you to take inventory and then confirm it.
=. +uring the physical putaway, you take inventory and note any inventory differences thatmay occur.
:. You enter the inventory data when you confirm the putaway T7.?. When you confirm the T7, the system automatically calculates the stock difference and
corrects the ook inventory alance for the storage in.
When you confirm the transfer order, the system updates data a out physical inventoryfor the storage in and the #uant . The system sets the physical inventory indicator for thestorage in. You have performed the inventory for this storage in in the current fiscalyear.
;. $lear the inventory differences from the interim storage area for differences in order toenter them in Inventory Management (MM"!M).
@. fter the entire physical inventory is complete for the fiscal year, you reset the inventorydata for storage ins and storage #uants using the "L"EOLP report.
!n the ne3t inventory period, you can then perform a new physical inventory for thesestorage ins or #uants.
See also2
1andling +ifferences
-esultThe inventory for the storage in is complete.
&ycle &ounting Inventory
Purpose
!n cycle counting inventory, you enter your material stocks physically at regular intervals within afiscal year.
'y dividing materials into various classes (for e3ample, , ', $, +, and so on), you specify forthose materials at which intervals or cycles the inventory is to e performed. This allows you toinventory fast"moving materials in your warehouse more often than slow"moving materials.
Prerequisites
• You have used the cycle counting indicator to define material classes and correspondinginventory cycles.
&or more information, see the !mplementation 4uide for Materials Management underInventory Management an( Physical Inventory → Physical Inventory → $ycle $ounting .
• You have assigned every material to e inventoried using cycle counting to a materialclass.
You make these assignments y setting the Cycle Counting indicator in the #torage view
in the material master.• !n the $ustomi%ing for Warehouse Management under Activities
→ Physical Inventory → +efine Types per Storage Type , you have specified cyclecounting as the inventory procedure for the re#uired storage type.
When using cycle counting, the system only suggests materials for inventorywithin a storage type that are marked with a cycle counting indicator.
!f you want to inventory the other materials in this storage type as well, changethe inventory procedure temporarily for this storage type. You can then perform,for e3ample, a $ontinuous !nventory .
This report searches for all materials in a storage type that are marked for cycle
counting within a given date interval, and it creates a list of storage ins to einventoried.
. 9nter the re#uired data, and define the time interval for the inventory.c. $hoose Execute.d. The system proposes for the physical inventory, all storage ins that are to e
inventoried y cycle counting.
!n the case of mi3ed storage, the system checks all #uants and proposes those#uants in the storage type for inventory as soon as one of the #uants is relevantfor cycle counting. !n this case the message #everal 4uants appears.
e. To plan the inventory count for the suggested ins, choose List → Post(ocuments .
f. To activate the inventory documents immediately, choose Activate (ocuments .
8. rint the warehouse inventory list.
a. !n the S Menu, choose Logistics → Logistics Execution → Internal WhseProcesses → Physical Inventory → In Warehouse Management → PhysicalInventory Document → Print Whse Invent. List .
. 9nter data as re#uired.c. !f you only want to display the inventory document onscreen, remove the Print
List indicator.
=. $arry out the physical inventory.:.
9nter the count results in the WMS.?.
rocess the inventory differences .;. 9nter the inventory differences in Inventory Management .@. fter the physical inventory is complete for the fiscal year, you reset the inventory data for
storage ins using the "L"EOLP report.
!n the ne3t inventory period, you can then perform a new physical inventory for thesestorage ins.
You should not reset the #uant data, since the reference to the inventory date isthen lost, and the system proposes too many ins for your ne3t cycle countinginventory.
!n contrast to the cycle counting inventory , the cycle counting inventory at quant level is notased on the storage in, ut rather on the individual #uants in your warehouse.
Prerequisites• !n $ustomi%ing for Warehouse Management under Activities → Physical Inventory →
+efine Types per Storage Type , you have specified the inventory procedure for there#uired storage type as continuous inventory using cycle counting.
• You have assigned an e3isting or new num er range interval for the #uant inventory in$ustomi%ing for Warehouse Management under Activities → Physical Inventory →
Maintain >um er anges .
egardless of the default values that you can specify in the $ustomi%ing forWarehouse Management under Activities → Physical Inventory → Define Default /alues for other inventory procedures, the system always enters the material andthe storage in on the physical inventory document.
Features
!f you use cycle counting inventory at #uant level, the system does not set the inventory lock forthe entire storage in. !t sets the lock instead for the #uant to e inventoried.
You count only the selected materials, not all materials in the storage in. !f you manage storageins with mi3ed storage, these storage ins are accessi le for stock movements with other
#uants.
There can e open transfer orders for all materials that were not flagged for cycle counting in theinventory document. You can also create transfer orders for these materials during the inventory.
The system saves the inventory data at #uant level.
!n a stock movement, if you move a #uant from one storage in to another, thesystem deletes the #uant in the source storage in and creates a new #uant inthe destination storage in.
'ecause the system stores the inventory data for the cycle counting inventory at#uant level in the #uant data, any inventory data that you previously entered islost in this type of stock transfer.
To create physical inventory docu!ents at #uant level for the cycle counting inventory, chooseLogistics Execution → Internal Whse Processes → Physical Inventory → In WarehouseManagement → Physical Inventory Document → Create → Cycle Counting or Cycle Counting
%er uant .
To o tain an evaluation a out the progress of the cycle counting, choose Logistics Execution → Internal Whse Processes → Information #ystem → Warehouse → Physical Inventory → With $inInventory Management → Evaluation of uant Inventory .
!f you generate inventory documents for the cycle counting inventory at #uant level, thesedocuments are active i!!ediately . !n this case, you cannot schedule the physical inventory inadvance y first generating the inventory documents and activating them at a later point.
The system immediately locks the affected #uants for all other stock movements.
/ero Stock &heck
Purpose!n a %ero stock check you use the fact that during checks of the in stocks, according to thestorage in data in the Warehouse Management system , a storage in should e empty after astock removal. +uring the physical removal of stock from storage, you check whether the storage
in data matches the actual stock situation.
You can implement the %ero stock check in different ways.
• The system automatically activates the %ero stock check as soon as you create a transfer order (T7) for a storage in that should e empty after the stock removal.
• You re#uest the %ero stock check manually if you reali%e that a storage in is empty after
stock removal, ut that no %ero stock check has een planned for this storage in.• You use the %ero stock check as a procedure for continuous inventory .
When you confirm the transfer order, the system updates data a out physical inventoryfor the storage in and the #uant . fter the %ero stock check, the inventory for thisstorage in in the current fiscal year is completed.
!f you use continuous inventory during %ero stock check, it is possi le that not allstorage ins ecome empty due to stock removals. S recommends that youplan an annual inventory as well as the %ero stock check for this storage type, so
that you can perform an annual inventory at the end of the fiscal year for storageins that were not otherwise entered.
Prerequisites
You have set the Execute 2ero #toc- Chec- indicator for the storage types you want to performan auto!atic 3ero stock check for in $ustomi%ing for Warehouse Management under Activities→ Physical Inventory → +efine Types per Storage Type .
&or those storage type in which you want to set the 3ero stock check as inventory procedure ,you have set the Continuous inventory +ase( on 5ero stoc- chec- indicator in $ustomi%ing forWarehouse Management under Activities → Physical Inventory → +efine Types per StorageType .
To take advantage of the %ero stock check as a continuous monitoring facility forthe actual warehouse stock, you should ensure that transfer order creation, thephysical stock movement, and transfer order confirmation follow each other in#uick succession.
The %ero stock check is not suited for storage types with mi3ed storage.
The %ero stock check is not suited for storage unit"managed ulk storage.
Process Flo%
Auto!atic /ero Stock &heck
6. When you create T7s, the system checks whether the storage in should e empty afterthe stock removal.
The printout of the stock removal T7 as the picking document contains a note that the%ero stock check is active for this storage in.
8. +uring the physical removal of stock from storage, you perform an inventory and check
whether the storage in is actually empty.
o The in is e!pty *
You need to confirm the transfer order. You confirm that the in is empty whenyou confirm the transfer order.
o The in is not e!pty *
The actual situation in the warehouse does not match the ook inventory alancefor the storage in. When you confirm the transfer order, you enter the actual#uantity of the material that you found in the storage in.
=. When you confirm the T7, the system automatically calculates the difference andcorrects the ook amount for the storage in. The system also posts the difference to theinterim storage area for differences.
:. $lear the differences from the interim storage area for differences in order to enter themin !M.
8/11/2019 Warehouse Management System #13 - Inventory
6. When you remove stock from a storage in, you notice that the storage in is now emptyafter the stock removal, even though the storage inAs ook amount in the system showsa remaining #uantity.
8. When you confirm the individual item in the transfer order, re#uest the %ero stock check!anually .
=. !n the following dialog o3, enter the re#uired data for the stock difference.
:. When you confirm the T7, the system automatically calculates the difference andcorrects the ook amount for the storage in. The system also posts the difference to theinterim storage area for differences.
?. $lear the differences from the interim storage area for differences in order to enter themin !M.
See also2
1andling +ifferences
Inventory of Batches or Special Stocks
Use
!f you carry out an inventory in your warehouse for materials su 2ect to atch management, or forspecial stocks, you do not only compare the material stock in the storage in with the datamanaged in the system.
You also check whether the atch or special stock information in the system matches the actualatch or special stock in the storage in.
The material to inventory is managed as a atch or as special stock.
Activities
You take inventory for atch"managed material or special stocks in the same way as for materialswithout atch or special stock information. You also enter the atch or the special stock of thecounted material when you enter the count results.
+uring the inventory, if you enter a 4atch that does not yet e5ist or a special stock that doesnot yet e5ist , the system issues a corresponding warning message. 1owever, you can skip overthis warning message, and enter the material with the unknown atch or unknown special stock inthe Warehouse Management system as a material found during the inventory.
You cannot clear an unknown atch or unknown special stock as an inventorydifference to Inventory Management (MM"!M).
9nter the new atch or new special stock efore you clear the material found toInventory Management .
