Functionality

The app relates to the standard SAP transactions:

Inventory managed

SAP transaction	Description
MI01	Create physical inventory document (ad hoc only)
MI02	Change physical inventory document
MI04	Enter inventory count for document
MI24	Physical inventory list
MI07	Post inventory difference

Warehouse managed

SAP transaction	Description
LI01N	Create physical inventory document (ad hoc only)
LI03N	Display physical inventory document
LI11N	Enter count results
LI20	Clear differences in WM (ad hoc only)
LX22	Inventory overview

The following generic functionality is in scope for Physical Inventory:

• Selection from a list of planned open physical inventory count documents, or selection of a specific document number.

• Ad hoc physical inventory counting, where the PI document does not need to be created in advance and is created and counted within the app for the Storage Bin or Quant (WM) or Material/Batch (IM) selected.

• System guided or user guided counting.

• Flexible count confirmation options, enabling a choice of prompting the user to check the count entered after every count, only when there is a difference, or not at all.

• Counting of unrestricted, quality and blocked stock, including where there is no stock of the material/batch.

• Count can be entered in the material’s alternate units of measure.

• Functionality to partially or fully process a PI count document.

• Entry of a zero count if stock is not found.

• Integration of the Document Capture app for signatures, comments and images.

• The user is able to choose whether to delete the PI document that was created using the ad hoc transaction, when exiting the count, before an item/quant has been counted. If an item has been counted, including if a new item has been added to the bin, then the user can’t delete the PI document and will be given the option to delete the count.

• Counting of special stock.

The following Warehouse Management (WM) specific functionality is in scope for Physical Inventory:

• Selection by PI document number, document status, counter, storage type, storage bin, material, batch and planned count date.

• Count of inventory stored on handling units, storage units or quants.

• Ability to add stock of materials and existing batches into a storage bin, on unrestricted, quality or blocked stock, if found during a planned or ad hoc WM count.

• Ability to add stock to an existing storage unit or handling unit (if mixed storage is permitted) on a planned or ad hoc WM count.

• Counting of empty bins.

• Counting of recounts.

• Clearing of PI documents in WM for planned and ad hoc counts.

• Check for planned count during ad hoc count of a storage bin, with the user receiving a message if a planned count is already open.

• Methods of physical inventory counting supported:

  • Continuous inventory

  • Annual counting

  • Cycle counting

The following Inventory Management (IM) specific functionality is in scope for Physical Inventory:

• Clearing of PI documents in IM for planned and ad hoc counts.

• Serial number capture and amendment for IM count (amendment only possible where the serial number profile permits).

• Integration with IM Bin Management (App 702).

• When creating a count document using the ad hoc transaction, the user is able to select the following functions:

  • Posting block

  • Freeze book quantity

  • Include batches flagged for deletion

From v5.6.0

Multiple items can be added to a basket during adhoc counting and posted together creating the appropriate physical inventory documents as required by SAP. Serial number support is also included.

The following IM Multi Bin Management (IMMB) specific functionality is in scope for Physical Inventory:

• Counting of stock in the IM storage bins held in the /TCTM/IMB_STK table for the material/batch/stock type.