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_IM_MI, 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

From the list screen, you can select the bin to be counted and then the item in the bin.

If you press the back icon on the top left corner of the bin list, 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 select 'Clear PI Documents in IM' to clear the counted PI Documents.

WM

You will be prompted to select the relevant storage type for the bin that is to be counted.

If there is more than one quant in the storage bin, you will need to select the quant to be counted. From the kebab menu on the quant list screen, you can:

• 'Input New Items' - to add items to the quant.

• 'Clear Bin in WM' - triggers the clearing of the count document in SAP.

• 'Document Capture' - jumps to the Document Capture app to capture images, comments and/or signatures.

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.

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

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 material document

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

From here you can:

• Tap 'Post' to post the material document containing all the counted materials.

• View the items in the basket by tapping the list item. From here it is possible to delete individual 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.

Planned counting

This section covers transactions PB2_PI_PLANNED_IM, PB2_PI_PLANNED_IMB and PB2_PI_PLANNED_WM.

The planned count transactions follow the same steps as above. However, planned counts assume that a PI document already exists, so the inputs in to the selection screen will not create a document.