ANY Process Demo: WMS Count Inventory - Prerequisites

Reason codes

When the stock taking of an item is processed in the mobile process, after scanning the item and entering the quantity on physical inventory, the line at the counting list is updated with Reason Code = COUNTSCAN. Define this reason code in the demo data before executing the mobile process. Execute the following steps in Business Central.

  1. Open the Reason Codes page.

  2. Define the code COUNTSCAN.

    Add reason code

Warehouse journal batch

For the Whse. Phys. Invt. Journal, one or more Whse. Journal Batches can be used as the identification of a counting list. By setting up different journal batches (for example, by location or bin row) a specific counting list can be selected in the WMS Count Inventory process for counting a specific part of a warehouse.

Execute the following steps in Business Central to define a batch for two different locations.

  1. Go to the Warehouse Journal Templates page.
  2. Select the PHYSINVT template and go to Related > Template > Batches.
  3. Add the following two batches:
Name Location No. Series
COUNTLIST1 WHITE WJNL-PHYS
COUNTLIST2 WHITE WJNL-PHYS

Add batches

Counting list

In this demo script, a counting list of inventory is processed. Generate this counting list before using the WMS Count Inventory pre-configured process.

  1. Go to the Warehouse Physical Inventory Journal page and select COUNTLIST1 as Batch Name.

    Add inventory journal

  2. Create a counting list for location WHITE by selecting Process > Calculate Inventory.

  3. In the report options, add the following filters:

  • Location Code: WHITE
  • Bin code: W-01*|W-02*|W-04*

Add filters

  1. Repeat steps 1, 2, and 3 for COUNTLIST2 with the Bin code filter set to W-05*|W-06*.

Run the demo process