Physical Inventory sap

EHP5 for SAP ERP 6.0

May 2013

English

Physical Inventory (137)

CIC EGSAP-MM

Business Process Procedure

SAP Best Practices Physical Inventory (137): BPP

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Cross-references to other documentation.

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Contents

1 Process Overview Table...............................................................................................................5

2 Business Processes.....................................................................................................................6

2.1 Creating Physical Inventory Documents................................................................................6

2.2 Printing PI Documents...........................................................................................................9

2.3 Executing Inventory Count..................................................................................................10

2.4 Entering Inventory Count.....................................................................................................10

2.5 List Count Differences.........................................................................................................12

2.6 Recounting.......................................................................................................................... 13

2.7 Posting Differences.............................................................................................................14

1 Process Overview TableStep Name External Business Role Transaction Expected Results



Process Reference

Condition Code

Create Physical Inventory Documents

Warehouse Clerk

MI31 The system generates physical inventory documents.

Print PI Documents

Warehouse Clerk

MI21 The system generates a physical inventory count sheet, documents are printed.

Execute Count Warehouse Clerk

Enter Count Warehouse Clerk

MI04 Counts are entered.

List Count Differences

Warehouse Clerk

MI20 The system generates a report about the count differences.

Recount Warehouse Clerk

MI11 New physical inventory document is created.

Post Differences

Warehouse Clerk

MI20 Differences are posted.

2 Business Processes

2.1 Creating Physical Inventory Documents

Procedure



1. Access the transaction choosing one of the following navigation options:

Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC menu Logistics Logistics Execution Internal Whse Processes Physical Inventory In Inventory Management Physical Inventory Document Create Via Batch Input Session Without Special Stock

Transaction code MI31

2. On the initial screen, enter the following values:

Field name User action and values Comment

Material

Plant 1000

Storage location 1000 This is an optional entry,



Materials Marked for Deletion

Deselect Remove check

Select data and issue log

Select

Planned Count Date

<today>

Acc. to Stck Choose

Only materials w/o zero stock

Select

Stock types Unrestricted Use

Set posting block Select

Physical inventory Ref.

Enter any value to be used to link the documents created by this transaction

3. Choose Execute.



4. On the following screen, select the materials to be counted or choose Select all if all materials

should be counted, choose create document .

ResultThe system generates physical inventory documents.

2.2 Printing PI Documents

Procedure1. Access the transaction choosing one of the following navigation options:

SAP ECC menu Logistics Logistics Execution Internal Whse Processes Physical Inventory In Inventory Management Physical Inventory Document Print Warehouse Inventory List






Physical Inventory Document

Your document number, normally proposed by the system

Plant 1000

Storage location This is an optional entry (for example, storage 1000)

Physical Inventory Ref.

Enter value created in section 1

3. Choose Execute.

4. On theOutput Device screen, select printer for documents and choose Print Immediately.

ResultThe system generates a physical inventory count sheet and the documents are printed

2.3 Executing Inventory CountPeriodically, a warehouse person executes the physical count (manual activity).

2.4 Entering Inventory Count

Before entering the inventory count you can check the stock situation for your material in transaction MMBE.


SAP ECC menu Logistics Logistics Execution Internal Whse Processes Physical Inventory In Inventory Management Count Results Enter Manually




2. On the initial screen, enter the following values and chooseEnter:



Your document number, normally proposed by the system

Fiscal Year Current year

Count date Change if different from today’s date



3. On the Enter Inventory Count XXX: Collect.Processing screen, enter the following values:


Quantity Enter a quantity

ZC Select only if the count is zero

If the material is batch managed, the batch is displayed here

4. If a material is found which is not mentioned on the inventory print list, it can be added as a new line item.

5. Choose Save.

ResultThe counts are entered. The inventory count list is reviewed.

2.5 List Count Differences

Procedure



1. Access the transaction choosing one of the following navigation options:


SAP ECC menu Logistics Logistics Execution Internal Whse Processes Physical Inventory In Inventory Management Difference Difference List




Plant 1000


Enter your inventory document number if not already proposed by system

3. Choose Execute.



ResultThe system generates a report of count differenced,which can be printed if required.

2.6 Recounting

UseThis step is only necessary if the warehouse manager or controller decides to recount a material.


SAP ECC menu Logistics Logistics Execution Internal Whse Processes Physical Inventory In Inventory Management Count Results Recount




2. On the initial screen, enter the following values and chooseEnter:



Enter your physical inventory document number

Planned Count date Change if different from today’s date

3. Select materials to recount and choose Save.

4. Go back to step 2.3 and proceed.

ResultA new physical inventory document is created.

2.7 Posting Differences

UseOnce the count is reviewed by the Warehouse Manager, the Warehouse Clerkcan post the inventory count differences.





SAP ECC menu Logistics Logistics Execution Internal Whse Processes Physical Inventory In Inventory Management Difference Difference List


Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role

Business role Warehouse Clerk

SAP_BPR_WAREHOUSESPECIALIST-K

Business role menu Warehouse Management Inventory Control List of Inventory Differences



Plant 1000


Enter yourPhysical Inventory Document number if not yet proposed by system

3. Choose Execute.



4. On the List of Inventory Differences screen, select the relevant document(s) and choose Post Difference.

5. On the following screen,chooseSave.






