Physical Inventory

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

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

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 type4) Activity - This field is used to select the activity type

Zoom conditions:

Customization:

Inventory count line



Critical fields:

1) Locator - Storage Warehouse Locator2) Line - Product sequence number will be mentioned3) Product - Stock adjustment product details4) Quantity count - opening stock for specific product5) Inventory type - Accounting purpose

Critical & one-time setup fields:

Non-critical fields:

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

Zoom conditions:

Customization:

Attributes



Critical fields:

1) Physical Inventory Line - Physical inventory document number2) Movement Qty - Opening stock3) Date Material Policy - Stock movement date4) Attribute set Instance - The values of the actual Product Attribute Instances. The product level attributes are defined on Product level.

Critical & onetime setup fields:

Non-Critical Fields:

Zoom conditions:

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

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.

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.

Document action complete:

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

Document action reverse correct actual:

1) Reverse correct - System will reverse all the cost transaction datas

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:

Not applicable

Create lines from:

Not applicable.

Copy from/lines:

Not applicable

<Copy from/lines>

Not applicableProcess



Header process

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