ANY Process Demo: WMS Count Inventory
Overall process flow
Make sure you have already set up the prerequisites for this process.
Method: Counting list
Select the Warehouse Management button in the menu, then select the WMS Count Inventory button in the WMS Menu.
The next page appears.
Press F6=Lookup and select COUNTLIST1. Press F4=OK.
In the next page, select F7=Counting List to start counting based on the generated lines in the journal.
Select a line in the counting list and press F4=OK.
Enter or scan the item code to confirm the selected counting list line.
Enter the actual quantity in stock.
By pressing F4=OK, the Warehouse Physical Inventory Journal in Business Central is updated and the item is removed from the counting list in the mobile process.
To see the result in BC, go to the Warehouse Physical Inventory Journal page and select COUNTLIST1 as Batch Name.
The Quantity (Phys. Inventory) field is populated with five. When registering the journal, BC creates a positive correction on the inventory for item LS-75 on location WHITE and bin W-01-0001 with one piece, assuming the calculated quantity is four.
*The Reason Code field at the Warehouse Physical Inventory Journal line is populated with COUNTSCAN.
Add the Reason Code field to the page using Personalization to make this visible. Also add Serial No. and Lot No..
In the mobile process, repeat the steps with the second item in the list. If a tracked item is counted, see the Tracked items section below.
Finally, the authorized inventory manager can register the journal using the Register button.
Tracked items
When a tracked item is selected, the process forks after scanning the item. Items 80216-T and 80102-T were modified to support warehouse tracking. In a different demo they have stock on location WHITE.
Lot tracked items show the following page. Enter a lot number from any of the lines available in the journal. If no matching Lot No. is found, an error appears. New unknown lots can be added via the item by item path. After that, press F4=OK. If the item is not serial tracked, the process continues as shown before.
Similarly, valid serial numbers must be added for serial tracked items.
Method: Item by Item
Select COUNTLIST2 in the journal batch lookup.
Select F8=Item by Item in the next page.
Select Bin Code W-05-0010 in the following page.
Enter item code LSU-4 or use F6=Lookup for a list of items and select the same item.
The system looks in the Warehouse Physical Inventory Journal for journal batch COUNTLIST2. If the item is on the counting list, the system presents the data of the counting list line. Enter the quantity of the item physically on location/bin (for example, 75) and press F4=OK.
To see the result in BC, go to Warehouse Physical Inventory Journal and select batch COUNTLIST2. Search for item LSU-04 on bin W-05-0010, easily identified by the reason code COUNTSCAN. The Quantity (Phys. Inventory) is populated with 75. When registering the journal, the system creates a negative correction of the inventory for item LSU-04 on location WHITE, bin W-05-0010 for 25 pieces (assuming the calculated quantity is 100 pieces).
You return to step 3. Enter item code LSU-4 again. In the next page, notice that the system presents the quantity entered in the previous steps as Quantity Counted earlier. Enter 28 in the Quantity Counted Extra field.
Press F4=OK. The journal line in BC now shows a quantity of 103.
To see the result in BC, check the updated quantity in the Warehouse Physical Inventory Journal.
Back in item selection, select tracked item 80216-T and in the next page enter any lot number.
There is usually no item tracked stock, so a new line is created. In the next page, enter a quantity and press F4=Add.
Back at the item page, select item number 80102-T.
Enter a new serial number and press F4=OK.
To see the result in BC, check the Warehouse Physical Inventory Journal for journal batch COUNTLIST2. Notice that there are two new lines with the COUNTSCAN reason code and the appropriate tracking details and quantities.