ANY Process Demo: Count Inventory

Overall process flow

With the Count Inventory process, you can process stock taking via two different methods:

• Inventory counting based on a counting list generated in Microsoft Dynamics BC in advance.
• Counting the inventory of items by scanning item code by item code. The process searches for the item in the counting list in the Warehouse Physical Inventory Journal in Microsoft Dynamics BC. If the item is not on the list, the process adds it. This enables counting of items that are physically present but not in stock in Microsoft Dynamics BC.

Steps

Make sure you have already set up the prerequisites for this process.

1. Select the Count Inventory menu button.

   

2. The following page appears.

   

3. Press F6=Lookup and select COUNTLIST1 in the lookup page, then press F4=OK.

   

Method: Counting list

4. In the next page, select F7=Counting List to start counting based on the generated lines in the journal.

   

5. Select a line in the counting list and confirm with F4=OK.

   

6. Enter or scan the item code to confirm the selected counting list line.

   

7. Enter or scan the item code to confirm the selected counting list line. If a different page appears, you may have selected a lot and/or serial tracked item. See the Tracked Items section below for the steps to take.

   

8. Press F4=OK. The system updates the Physical Inventory Journal in Microsoft Dynamics BC and removes the item from the counting list in the mobile process.

   

   To see the result in BC, go to Warehouse > Inventory > Phys. Inventory Journals and select COUNTLIST1 as Batch Name. The Quantity (Phys. Inventory) field is populated with 50.

   When posting the journal, BC creates a negative correction on the inventory for item 1900-S for location BLUE with two pieces (assuming the calculated quantity was 52).

   The Reason Code field at the Whse. Phys. Invt. Journal line is populated with COUNTSCAN. This column is not displayed by default, use the personalize functionality to add it if it is missing. Return to step 5 to select another line in the counting list. When the line contains a tracked item, continue with step 9.

   

Tracked items

In the counting list mode, each line can be counted once. All the tracking data should be counted before another line may be handled. BC does not post journal lines with both negative and positive adjustments on separate lots or serial numbers.

9. Select a Lot No. tracked item and press F4=OK (for example, 80216-T on page 10).

   

10. Enter the item code to confirm the selection. In the background, a buffer is filled with the item tracking details of the item on that location.

    

11. In the following page, a Lot No. can be scanned. Only available lots are accepted. Press F6=Unaccounted Lots to continue.

    

12. Select a lot number from the list and press F4=OK (for example, LOT5554202).

    

13. Enter the Quantity Counted (for example, 16) and confirm by pressing F4=OK.

    

14. You return to the scan lot activity. Notice the total Quantity Counted has updated.

    

15. Repeat step 13 for the second lot number and set Quantity Counted as the full lot size (for example, 25).

16. Press F7=Next Line. The system updates the Phys. Inventory Journal in Microsoft Dynamics BC. The system creates corresponding item tracking lines from the buffer and the item is no longer displayed on the counting list. The mobile process returns to the select line activity.

17. Select a serial No. tracked item (for example, 80102-T on page 9) and press F4=OK.

    

18. Enter the item code to confirm the selection. In the background, a buffer is filled with the item tracking details of the item on that location.

    

19. Enter an incorrect serial number and press F4=OK (for example, IncorrectSN). The result is an error, only registered serial numbers can be counted. New serial numbers can be added with the item by item option.

    

20. Press the Unaccounted Serials button to show a list of the available serial numbers.

21. Select any serial number from the list and confirm with F4=OK.

    

22. After confirmation, the selected serial number is counted as present and is removed from the list. The process returns to the scan serial number activity to allow another serial number to be scanned.

    

23. Repeat steps 20–22 until the list contains only one or two serial numbers.

24. Press Next Item. The system updates the Phys. Inventory Journal Line in Microsoft Dynamics BC. The system creates corresponding item tracking lines from the buffer and removes the item from the counting list in the mobile process.

    

25. The process returns to the select line activity. Either repeat the steps until the counting list at step 5 is empty, or press F2=Menu at any time to finish the counting list.

26. In Microsoft Dynamics BC, go to Warehouse > Inventory > Phys. Inventory Journals and select COUNTLIST1 as Batch Name.

    To see the result in BC: search for the lines with one of the item tracked items (for example, 80216-T or 80102-T).

    Show the item tracking lines. For example for 80102-T: this line shows a negative adjustment of two items, where the serial numbers match the ones that were not counted.

    When everything is counted, the authorized inventory manager can post the Phys. Inventory Journal using the Post button.

    

Method: Item by Item

27. Select the Count Inventory menu button.

    

28. The next page appears.

    

29. Press F6=Lookup and select COUNTLIST2 in the lookup page, then press F4=OK.

    

30. In the following page, select F8=Item by Item to count items without using a counting list.

    

31. Enter location GREEN, or use the lookup list to select a location.

    

32. In the following page, enter item code 1924-W and confirm with F4=OK.

    

33. The system looks in the Phys. Inventory Journal of journal batch COUNTLIST2. If the item is on the counting list, the system presents the data of the counting list line.

34. Enter the quantity of the item physically on location/bin (for example, seven) and press F4=OK.

    

35. Press F4=OK. The system updates the Phys. Inventory Journal in Microsoft Dynamics BC.

    *To see the result in BC, go to Warehouse > Inventory > Phys. Inventory Journals and select COUNTLIST2 as Batch Name.

    Search for the line with item 1924-W, easily identified by the reason code COUNTSCAN. The Quantity (Phys. Inventory) is populated with seven.

    When registering the journal, the system creates a negative correction of the inventory for item 1924-W on location GREEN for one piece (assuming the calculated quantity is eight pieces).

    

36. You return to step 32. Enter item code 1924-W again.

    

37. Enter the amount the first count missed (for example, two) and confirm with F4=OK. Notice that the system presents the quantity entered at step 34 as Quantity Counted Earlier.

    

38. Press F4=OK. The system updates the Phys. Inventory Journal in Microsoft Dynamics BC.

    To see the result in BC, go to Warehouse > Inventory > Phys. Inventory Journals and select COUNTLIST2 as Batch Name.

    Search for the line with item 1924-W, easily identified by the reason code COUNTSCAN.

    The Quantity (Phys. Inventory) is populated with nine. This means the quantity is added to the existing counting list lines.

39. Press F1=Other Location/Bin to select another location.

    

40. Enter location Silver and confirm with F4=OK.

41. Because location Silver is divided into bins, a Bin Code is requested. Press F6=Lookup to show a list.

    

42. Select any bin from the list and press F4=OK.

    

43. Enter item number 70000 and confirm with F4=OK, or select an item from the lookup list via F6=Lookup.

    

44. The system does not find the item on the counting list. Enter a quantity (for example, three) and press F4=OK.

    

45. Press F4=OK. The item is added to the Phys. Inventory Journal in Microsoft Dynamics BC.

    To see the result in BC, go to Warehouse > Inventory > Phys. Inventory Journals and select COUNTLIST2 as Batch Name.

    Go to the last line of the Phys. Inventory Journal (Ctrl+End).

    A new line for item 70000 was added with the Quantity (Phys. Inventory) set to three. This means that incidentally found items in the warehouse during the count can be added to the list. The Reason Code field is populated with COUNTSCAN.

Item tracking

The item by item method for item tracked items allows additional lot and serial numbers to be added to stock.

46. The process returned to step 17. Enter a serial tracked item number (for example, 80102-T) and press F4=OK.

    

47. This item is also not present on the counting list, so a new line is created. Enter any serial number (for example, SN987654300). Press F4=OK to continue.

    

48. A new line was added to the Phys. Inventory Journal. The serial number was stored in a buffer. The next page allows another serial number to be scanned. Scan another serial number (for example, SN987654301) and press F4=Add 1 to confirm.

    

49. Press F5=Next Line to confirm the quantity counted.

50. The process returns to step 17: Item No. Press F2=Menu to finish counting.

51. The authorized inventory manager can post the Phys. Inventory Journal in Microsoft Dynamics BC using the Post button.