User guide

This section will show you how to complete inventory counting through adhoc and planned processes.

Note

This user guide refers to PreBilt transactions beginning 'PB2_' and details the standard process without additional features or enhancements. You should copy these transactions with a different prefix to maintain a backup and protect the originals.

Adhoc counting

This section covers transactions PB2_PI_ADHOC_IM, PB2_PI_ADHOC_IMB and PB2_PI_ADHOC_WM.

1

Selection

Note

In the 'adhoc' transactions, information entered in the selection screens will be used to create the PI document.

Enter the required selection criteria to create a physical inventory document to count. Fields marked with a red asterisk (*) are mandatory.

2

Further selection

IM

From the list screen, you can select the item to be counted.

If you press the back icon on the top left corner, a pop-up is displayed asking you to confirm deletion of the document that you have just created. If you select no, you can use this document as part of a planned count.

From the kebab menu at the bottom of the screen, you can either clear the PI document or select 'Document Capture' to jump to that app to capture images, comments and/or signatures.

IMB

WM

3

Add a new quant (WM only)

When doing a WM count, enter all the required information to complete the addition of a new quant in to the bin. This step is not required it you are doing an IM or IMB count.

4

Item count

Enter the count or confirm that there is zero count using the checkbox.

If the material that is being counted is serialised, you will redirected to the Serial Numbers app confirm the serial number.

Note

During WM counting, you can select 'Input New Item' from the kebab menu to add a material to the storage bin.

5

Confirmation

When all the information is entered and you click 'Save Count', you will see a confirmation that the item has been counted (IM and IMB) or that the quant has been added to the document (WM).

When completing a WM count, you can complete bin clearing by selecting 'Clear Bin in WM' from the kebab menu at the bottom of the screen. A message will be displayed to confirm that the document has been cleared, along with any issues occurring during the clearing of the document.

IM adhoc counting - multiple items

This section covers transactions PB2_PI_ADHOC_IM_MI which allows you to count multiple items (storing the count quantities in the basket) before creating the relevant inventory documents and posting the results back into SAP.

1

Selection

Note

This app transaction includes specific logic for the selection screen. You need to enter a count quantity for a specific stock record composed of the following keys: material, batch, plant, storage location, special stock type, special stock number, and stock category. Although these can all be entered on the selection screen, the app logic is designed to minimise the required input data to identify a unique stock record.

For instance, if a material has stock in the SAP system located in the PreBilt warehouse and exists only in one plant, one storage location, with no special stock, and only in blocked stock category, you only need to enter the material number on the selection screen. The app will then determine there is a single stock record and pre-populate the remaining fields on the INPUT_COUNT screen.

However, if the stock is available in two storage locations within the PreBilt warehouse, with unrestricted stock in storage location 0001 and blocked stock in storage location 0002, you will need to enter additional criteria in the selection screen to isolate a single stock record. You can enter either the relevant storage location (0001 or 0002) to choose unrestricted or blocked stock, respectively, or specify the stock category (unrestricted or blocked stock) to select the record in either storage location 0001 or 0002.

Enter the required selection criteria to create a physical inventory document to count. Fields marked with a red asterisk (*) are mandatory.

2

Item count

Enter the count or confirm that there is zero count using the checkbox.

Tap 'Add' to add the material to the basket and add return to the selection screen to add another material.

3

Post the inventory document(s)

Tap 'View Basket' to be taken to the basket screen.

From here you can:

• Tap 'Post' to create the inventory documents for all the counted items in the basket.

• View the sub-items in the basket by tapping the relevant list item, which are categorised by plant, storage location , special stock type, and special stock number. From here it is possible to delete individual counted items.

• Tap the 'X' icon to the right of the line to delete that line.

• Tap the trash can icon to remove all the items from the basket.

• Tap 'Exit' or 'Add New Item' to return to the selection screen and add more items to the basket.

Note

If there are errors creating the inventory documents, then the failed inventory items remain in the basket and you can attempt to post again once you have resolved the particular issue. Successfully posted inventory document items will be automatically removed from the basket.

Planned counting

This section covers transactions PB2_PI_PLANNED_IM, PB2_PI_PLANNED_IMB and PB2_PI_PLANNED_WM.

The planned count transactions follow similar steps to those above in the 'adhoc' transactions. However, planned counts assume that a PI document already exists, so the inputs in the selection screen will not create a document but rather search for documents that match the selection.