Physical Inventory

• Window Introduction
• Introduction
• Tabs
• Inventory Header
• Inventory count line
• Attributes
• Document Action
• Validation
• Actions
• Process
• Header process
• Inventory count list
• Line process

Window Introduction

Introduction

Introduction:

Physical Inventory window used to upload current opening stock.

Business Example:

In the manufacturing industry, every month end they will take current opening stock for accountability & management reviewing purpose.This window helps to upload current opening stock available in the orgainsation.

Tabs

Inventory Header

Critical fields:

1) Warehouse - This field is for Product storage purposes, Select a warehouse where the final product is stored.

2) Movement Date - Stock adjustment date

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Critical & one-time setup fields:

1) Organization - This field is used to select the organization

2) Document Type - This Field is used to select the type of document that you are going to process

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Non-critical fields:

1) Description - It is used to mention product description details

2) Project- If this order is processed against a project user can tag the project for tracking

3) Campaign - This field is used to select the campaign type

4) Activity - This field is used to select the activity type

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Zoom conditions:

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Customization:

 

Inventory count line

Critical fields:

1) Locator - Storage Warehouse Locator

2) Line - Product sequence number will be mentioned

3) Product - Stock adjustment product details

4) Quantity count - opening stock for specific product

5) Inventory type - Accounting purpose

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Critical & one-time setup fields:

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Non-critical fields:

Attribute set Instance - The values of the actual Product Attribute Instances. The product level attributes are defined on Product level.

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Zoom conditions:

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Customization:

 

Attributes

Critical fields:

1) Physical Inventory Line - Physical inventory document number

2) Movement Qty - Opening stock

3) Date Material Policy - Stock movement date

4) Attribute set Instance - The values of the actual Product Attribute Instances. The product level attributes are defined on Product level.

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Critical & onetime setup fields:

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Non-Critical Fields:

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Zoom conditions:

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Customization:

Document Action

Validation

Save:

1) System will check whether all the Mandatory Fields are filled.

2) System will check the warehouse,locator,product,Quantity count & Inventory type

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Delete:

System will delete the order and its history from the database.This can be done only when the document status is Draft status and In progress Status.

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Document action prepare:

1) System will check the warehouse,locator,product,Quantity count & Inventory type and convert the document status to In progress.

2) System will check the Period control for the document date whether it is open.

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Document action complete:

System will complete the document and change the document status to complete.

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Document action reverse correct actual:

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Document action close:

1) System will check whether all the issued material is returned and the delivered check box is check and change the Document status to close.

Actions

Verify:

Create lines from:

Not applicable.

Copy from/lines:

Not applicable

<Copy from/lines>

Not applicable

Process

Header process

1) ASI Product scan - Its help to scan multiple serial numbers and it will populate concurrent serial numbers in Attribute tab

Inventory count list

Inventory count list - This process helps to set Inventory count to zero by using product category field 

Line process

1) ASI Scan - Its help to scan multiple serial numbers and it will populate concurrent serial numbers in Attribute tab