Take Annual Inventory - SAP WM

You use this inventory method for storage types, for example, for which the continuous inventory method should not be used. You can also use this method to take an inventory of the storage bins and bin quantities that are normally subject to a continuous inventory method but had no movement in the current fiscal year.

Inventory methods are defined for each storage type. To define annual inventory for a storage type, see Activities Physical Inventory Define Types per Storage Type in the Warehouse Management section of the Implementation Guide (IMG).

Process Flow
To carry out annual inventory, complete the following steps in the order shown:

  1. Complete and confirm outstanding transfer orders.
    All outstanding transfer orders must be completed and confirmed before inventory can be taken for the storage bins involved. To display transfer orders by storage type to determine which orders are outstanding, choose Transfer order Display By storage type. Using this display task, you can confirm any open transfer orders that may exist in a storage type.
  2. Block the affected storage types.
  3. Select the storage bins.
  4. Create and activate the system inventory record
  5. Print the warehouse inventory list.
  6. Take physical inventory in the warehouse.
  7. Enter the results of the inventory count in WM.
  8. Process differences in Warehouse Management (WM) and record them in Inventory Management (IM).
  9. Unblock the storage types.

Blocking storage types
In the warehouse where annual inventory is being taken, all the storage types involved should be blocked for all movements. When the inventory is closed, all the blocked storage types must be released so that they are available for putaway and picking.

To block or unblock storage types, choose Inventory Block storage type from the WM menu bar. For each storage type that you select, you can select or deselect the blocking indicators for both putaway and picking. You can also specify a blocking reason.

Selecting storage bins for annual inventory
In this step, you determine the storage types and/or storage bins for which you want to take inventory. Due to the potentially large volume of data that the system must process, this task always results in the creation of a batch session. The system activities involved in creating and activating the system inventory record are done in batch mode.

  1. Choose Physical Inventory In Warehouse Management Physical Inventory Document Create Annual inventory from the SAP Easy Access menu.
  2. On the initial screen, enter the warehouse number and the storage type. The system proposes the inventory date and the batch session name. Choose Execute to continue.
  3. The system displays a screen that summarizes information about the storage bins in the storage type. This screen includes information about the number of storage bins, the number of bins for which an inventory is already activated, the number of bins that are available for inventory, and the number of bins that are selected for the inventory. Storage bins that cannot be inventoried are listed below the summary information.

Create and activate the system inventory record
From the information screen displayed by the system when you select storage bins for annual inventory, you have several processing options, which depend on the settings of the two indicators on the initial screen.

  • If the Log only indicator is selected on the initial screen, the system goes to the information screen, as described above. From the information screen you can:
  • _ Create the system inventory record by choosing Physical inventory documentPost. After outstanding transfer orders have been completed and confirmed, activate the system inventory record and then create the batch-input session. Use this option when outstanding transfer orders are listed on the information screen.
    _ Create and activate the system inventory record by selecting Physical inventory document Activate from the menu bar. The system issues a message that the batch input session was created.

  • If the Activate inventory list indicator on the initial screen is selected, the system goes to the information screen, as described above. However, the system also issues a message that the batch input session has been created.

Once the batch input session has been created, it must be must be started manually. To do so, choose System Services Batch input Sessions from any menu bar. After the system inventory record has been processed, you can print out the warehouse inventory list and continue the inventory process. Since several inventory documents are generally created due to the large volume of data, we recommend that you always assign a group number. You can then select from the summary list of system inventory records using the group number

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