1.1 - Physical Inventory Count 1. Physical inventory document creation 2.
Physical inventory document change
3. Physical inventory document printing 4. Physical invento inventory ry document documen t entering enteri ng 5.
Print diferences
6. Physical inventory recount 7. Physical inventory count changing 8. Post diferences
STEP CODE
STEP DESCRIPTION
1.0 ou ou can manage the Physical Physical Inventory on system !y" !y" Create Physical #. entering entering each line line item !y hand$ hand$ using using diferent diferent line items items %or every every material material Inventory to !e counted and %or every usage status &go to step 1.'#(. Document ). !y a !atch input input procedur procedure$ e$ an automatic automatic creatio creation n !ased on a range range o% values values %or materials &go to step 1.')(. 1.0A
+elect the menu path"
Create Physical Logistics> Material management> Physical inventory Inventory Document Phys. inventory doc. > Create *anually
MI01
CREATE P!SICA" IN#ENTOR! DOC$MENT% INITIA" SCREEN ,nter the %ollo-ing mandatory elds"
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Docu&ent 'ate Planne' count 'ate
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Plant
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Stora(e location
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+et the %ollo-ing optional /ags i% re0uired"
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Postin( )loc* +ree,e )oo* inventory
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atches . 'el. /a(
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,nter the %ollo-ing %ollo-ing elds i% re0uired" Secial Stoc* Phys. inv. no • •
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Phys inventory re.
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2rouin( Tye
Press ENTER !utton.
1.1A
CREATE P!SICA" IN#ENTOR! DOC$MENT NE3 ITEMS SCREEN
Create Physical or each material to !e counted enter the %ollo-ing elds" Inventory Document Material *anually atch • •
MI01
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STy
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A$n
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D
Press ENTER !utton.
END
Clic2 POST !utton. o to step 4.0
1.0
+elect the menu path"
Create Physical Logistics> Material Management> Physical inventory Inventory Document !y Sessions > Create phys. inv. docs > W/o special stock using )atch Input
MI51
CREATE P!SICA" IN#ENTOR! DOC$MENT 36O SPECIA" STOC7 SCREEN I% a variant is to !e used use menu path" Go to > Variants > Get +elect the correct ariant or ,nter the availa!le in%ormation using some o% the %ollo-ing elds" •
Material &select a range( •
Plant &select a range( •
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Stora(e location &select a range( Material tye Material (rou &select a range(
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Stora(e )in 'escrition
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Planne' count 'ate
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Physical inventory nu&)er
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Phys. Inventory re.
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+et the %ollo-ing /ags i% re0uired"
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Materials &ar*e' or 'eletion $nrestricte' use &to !e set(.
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In 8uality insection ¬ to !e set(.
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loc*e'
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#alue-only &atls
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Incl. Inventorie' &aterials •
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Incl. Inventorie' )atches Set Postin( )loc* +ree,e )oo* inventory
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Only &aterials ith ,ero stoc*
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Only &aterials 6o ,ero stoc*
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Only &aterials ith ne(ative stoc* ,nter the %ollo-ing elds and set the /ags i% re0uired" •
• •
Threshol' value or stoc* SP threshol' value or #O &at. E9clu'e ro& selectio
Press E:EC$TE !utton or +;.
1.1 Create Physical Inventory Document !y using )atch Input
MI51
CREATE P!SICA" IN#ENTOR! DOC$MENT 36O SPECIA" STOC7 SCREEN Press PROCESS SESSION !utton.
1.4
SESSION O#ER#IE3 SCREEN )e sure that the highlighted process is the one 5ust created$ than Press PROCESS Create Physical SESSION !utton or +4. Inventory Document !y using )atch Input SM5< 1.5
PROCESS M=MI01
Create Physical +et the %ollo-ing /ag" Inventory Document !y i. I% automatic creation o% the Physical Inventory Document is needed /ag using )atch Input )ac2ground r. ii. I% a chec2 item per item o% the document is needed /ag SM5< Processoreground. •
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In case ii choice -as made Create Physical Inventory Docu&ent% Ne Ite&s $ the process continues as in normal creation o% physical inventory document ecept that the system allo-s you to chec2 the contents o% the document !e%ore sending it. 9he system presents each item o% the document !e%ore inserting it in the document. +elect the %ollo-ing /ags"
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E9ten'e' lo( ¬ to !e set(. E9ert &o'e ¬ to !e set(.
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Dynro stan'ar' si,e &to !e set(.
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END Press PROCESS !utton.
4.0
+elect the menu path"
Physical Inventory Logistics > Material Management > Physical inventory Document Changing Phys. Inventory doc. > Change
MI04
CAN2E P!SICA" IN#ENTOR! DOC$MENT SCREEN I% the physical inventory document num!er is 2no-n enter the %ollo-ing eld" •
Physical inventory 'ocu&ent
I% the physical inventory document num!er is not 2no-n search %or it using one or more o% the %ollo-ing elds" • •
+iscal year Plant
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Stora(e location •
Planne' count 'ate •
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Physical inventory nu&)er Phys. Inventory re. Material (rou
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Physical inventory 'ocu&ent
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Material
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atch
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Count 'ate
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Postin( erio'
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I% needed set the %ollo-ing /ags" • •
Phys. Inventory 'ocu&ents Phys. Inventory ite&s
Clic2 E:EC$TE !utton.
4.1
CAN2E P!SICA" IN#ENTOR! DOC$MENT :::::::% CO""ECTI#E PROCESSIN2
Physical Inventory Document Change one or more o% the %ollo-ing elds i% re0uired" Changing •
MI04
END
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STy A$n
Clic2 POST to save the changes.
5.0
+elect the menu path"
Physical Inventory Logistics > Material Management > Physical inventory Document Printing Phys. Inventory doc. > Print
MI41
PRINT P!SICA" IN#ENTOR! DOC$MENT SCREEN I% the physical inventory document num!er is 2no-n enter the %ollo-ing eld" •
Physical inventory 'ocu&ent
I% the physical inventory document num!er is not 2no-n search %or it using one or more o% the %ollo-ing elds" • •
+iscal year Plant
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Stora(e location •
Planne' count 'ate •
• •
Physical inventory nu&)er Phys. Inventory re. Material (rou
I% needed set the %ollo-ing /ags" • •
Phys. Inventory 'ocu&ents Phys. Inventory ite&s
Clic2 E:EC$TE !utton.
5.1
PRINT SCREEN
Physical Inventory ,nter the %ollo-ing mandatory eld" Document Printing Outut 'evice •
MI41
,nter the %ollo-ing mandatory elds"
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Nu&)er o coies Pa(e selection
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Title
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Authori,ation
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SAP cover sheet
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Reciient
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Deart&ent
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Sool retention er.
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Archivin( &o'e
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+et the %ollo-ing /ags"
END
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Print i&&e'iately Delete ater rint
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Ne sool re8uest
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Press PRINT !utton.
>.0
Logistics > Material Management > Physical inventory
Physical Inventory Inventory Cont > !nter Document ,ntering ENTER IN#ENTOR! CO$NT % INITIA" SCREEN
MI0>
,nter the %ollo-ing mandatory elds" • •
Pys. Inventory 'oc. Count 'ate
,nter the %ollo-ing optional elds" • •
#ariance in ? +iscal year
Press ENTER !utton.
>.1
ENTER IN#ENTOR! CO$NT :::% CO"""ECT PROCESSIN2
Physical Inventory or each item enter the %ollo-ing eld" Document ,ntering @uantity $Ne &i% diferent(. MI0> C • •
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" set this indicator i% the 0uantity o% the material counted is '. Clic2 ENTER until no -arning appears.
END <.0
Press POST. Logistics > Material Management > Physical inventory
Print diferences "i#erence> Print
MI40
"IST O+ IN#ENTOR! DI++ERENCES ,nter the %ollo-ing elds as re0uired"
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Material Plant
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Stora(e "ocation
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atch
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Physical Inventory 'ocu&ent
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Physical Inventory nu&)er
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Secial Stoc*
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+iscal year
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Count Date
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Planne' count 'ate
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Threshol' value
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Dislay variant
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+elect one o% the %ollo-ing chec2!o"
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Sin(le "ist 2rou )y lant an' stora(e location
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2rou )y hysical inventory 'ocu&ents
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Chec2 the %ollo-ing chec2!oes i% re0uired" • •
Physical inventory 'ocu&ents Physical inventory ite&s
:hen you chec2 one o% the a!ove chec2!oes a popup appear and you can choose the status o% documents selecting the /ag/ags on the le%t &i.e. you can choose to print only the documents %or -hich the diferences are already posted$ or you can
choose to print documents %or each status(. Press E:EC$TE !utton.
<.1
PRINT "IST O+ IN#ENTOR! DI++ERENCES
Print diferences 9he system displays the list o% the materials related to the physical inventory documents selected. 9he diferences !et-een 0uantities and values are displayed. MI40 9o print an item$ select the item chec2ing the !o on the le%t and clic2 PRINT !utton 9 <.4. 9o change a physical inventory document press CAN2E IN#ENTOR! CO$NT !utton 9 B.1. 9o post diferences press POST DI++ERENCE !utton 9 ;.0.
<.4
PRINT "IST O+ IN#ENTOR! DI++ERENCES
Print diferences ,nter the %ollo-ing mandatory eld"
MI40
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Outut 'evice
,nter the %ollo-ing optional elds"
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Nu&)er o coies Title
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Authori,ation
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END
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Print i&&e'.
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Delete ater rint
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Ne sool re8uest
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Retention erio'
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"ines
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Colu&ns
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+or&at
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Sa Cover sheet
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Selection cover sheet
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Reciient
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Deart&ent
Clic2 ENTER.
B.0
+elect the menu path"
Physical Inventory Logistics > Material Management> Physical inventory recount Physical inventory doc.> $econt MI11 ENTER RECO$NT% INITIA" SCREEN I% the physical inventory document num!er is 2no-n enter the %ollo-ing mandatory eld"
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Physical inventory 'ocu&ent Planne' count 'ate
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Docu&ent 'ate
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,nter the %ollo-ing optional elds" •
+iscal year
•
• •
Phys. inv. no. Phys. inventory Threshol' value
+elect the optional chec2!o i% re0uired" • •
Postin( )loc* +ree,e )oo* inventory
I% the physical inventory document num!er is not 2no-n search %or it using one or more o% the %ollo-ing elds" •
Plant
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Stora(e location •
Planne' count 'ate •
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Physical inventory nu&)er Phys. Inventory re. Material (rou
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Physical inventory 'ocu&ent
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Material
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atch
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Count 'ate
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Postin( erio'
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I% needed set the %ollo-ing /ags" •
Phys. Inventory 'ocu&ents
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Phys. Inventory ite&s
Clic2 E:EC$TE !utton.
B.1
ENTER RECO$NT% SE"ECTION "IST
Physical Inventory Choose the items you -ant to recount selecting the chec2!o on the le%t. recount Clic2 POST. MI11 # ne- Physical Inventory Document -ill !e created %or the selected items. or the ne- document a ne- count has to !e entered. END
.0
+elect the menu path"
Physical Inventory Logistics > Material Management> Physical inventory Count changing Inventory Cont> Change MI0< CAN2E IN#ENTOR! CO$NT% INITIA" SCREEN I% the physical inventory document num!er is 2no-n enter the %ollo-ing eld" •
Physical inventory 'ocu&ent
,nter the %ollo-ing optional eld" • •
+iscal year #ariance in ?
I% the physical inventory document num!er is not 2no-n search %or it using one or more o% the %ollo-ing elds"
•
Plant Stora(e location
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Planne' count 'ate
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Physical inventory nu&)er
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Phys. Inventory re.
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Material (rou
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Physical inventory 'ocu&ent
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Material
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atch
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Count 'ate
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Postin( erio'
•
I% needed set the %ollo-ing /ags" • •
Phys. Inventory 'ocu&ents Phys. Inventory ite&s
Clic2 E:EC$TE !utton.
.1
CAN2E IN#ENTOR! CO$NT :::::::% CO""ECTI#E PROCESSIN2
Physical Inventory ,nter the %ollo-ing mandatory eld" Count changing •
@uantity
MI0< ,nter the %ollo-ing eld i% re0uired" •
$Ne &i% diferent(
+elect the %ollo-ing chec2!o i% re0uired" •
C " set this /ag i% the 0uantity o% material counted is '.
Clic2 POST.
END ;.0
+elect the menu path"
Post Diferences Logistics > Material Management >% Physical inventory
MI0
"i#erence > Post
POST IN#ENTOR! DI++ERENCE% INITIA" SCREEN ,nter the %ollo-ing eld"
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Phys. Inventory 'oc. +iscal year
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Postin( 'ate
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Threshol' value
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Press ENTER !utton.
;.1
POST IN#ENTOR! DI++ERENCES :::% SE"ECTION SCREEN
Post Diferences 9he system displays all the items$ one per screen. +elect the items to !e processed$ !y setting the /ag at the !eginning o% the ro-. ou can display the rest o% the inventory in%ormation !y clic2ing the P!SICA" IN#ENTOR! ISTOR! !utton or !y MI0 dou!le clic2ing on the item$ or !y pressing +4. rom P!SICA" IN#ENTOR! ISTOR! SCREEN you can move to other items !y clic2ing the "AC7 ARRO3 !utton on the top le%t o% the screen; !y clic2ing the OTER ITEM !utton you can select the desired item directly. 9o eit this screen clic2 AC7 or +5. Clic2 POST . 9he system creates a *aterial Document and accounting documents to set all the discrepancies.
END
