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Physical Inventory Management Scenario Overview

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Presentation on theme: "Physical Inventory Management Scenario Overview"— Presentation transcript:

1 Physical Inventory Management Scenario Overview
Click process chevrons for details Initiating Physical Inventory Processing Monitoring and Managing Physical Inventory Processing Scenario Explorer Scenario Description Open Legend The Physical Inventory Management business scenario enables you to count the physical inventory in your warehouse and is supported by count tasks. The warehouse manager creates a count document and then the system automatically creates count tasks. Each count document can contain a number of count tasks, which an assigned warehouse operator accesses from physical inventory task folders. This helps to organize the counting-related work in your warehouse. You can monitor the counting process and preview detailed information about the progress and status of count items and count documents. You can view the counting results, including any differences when compared to the book values. With this detailed information, you can quickly see and react to deviations as they occur and initiate appropriate follow-up actions, such as requesting recounts. Once you approve a count document, the system updates the inventory and the inventory records of your finance department. Scenario/Processes Business Value Scenario Flow Further Information + The following business roles are involved in this scenario: Warehouse Manager Warehouse Operator

2 Physical Inventory Management Scenario Overview
Click process chevrons for details Initiating Physical Inventory Processing Monitoring and Managing Physical Inventory Processing Scenario Explorer Scenario Description Legend Open Legend Close Legend The Physical Inventory Management business scenario enables you to count the physical inventory in your warehouse and is supported by count tasks. The warehouse manager creates a count document and then the system automatically creates count tasks. Each count document can contain a number of count tasks, which an assigned warehouse operator accesses from physical inventory task folders. This helps to organize the counting-related work in your warehouse. You can monitor the counting process and preview detailed information about the progress and status of count items and count documents. You can view the counting results, including any differences when compared to the book values. With this detailed information, you can quickly see and react to deviations as they occur and initiate appropriate follow-up actions, such as requesting recounts. Once you approve a count document, the system updates the inventory and the inventory records of your finance department. Process mainly driven by the user Process mainly driven by the system Manual process not supported by the system Process that communicates with third-party software (mouse-over for details) Process with relevance to Financials Related scenario Info button with more information Scenario/Processes Business Value Scenario Flow Further Information + The following business roles are involved in this scenario: Warehouse Manager Warehouse Operator i <Role Name> <Role Name> <Role Name>

3 Physical Inventory Management Process Details: Initiating Physical Inventory Processing
Click process chevrons for details Initiating Physical Inventory Processing X Create a Count Task Monitoring and Managing Physical Inventory Processing i Scenario Explorer Process Description Further Information The Initiating Physical Inventory Processing business process enables the counting of physical inventory in the warehouse and is supported by physical inventory count tasks. The warehouse manager creates a count document and then the system automatically creates count tasks. Performed by Warehouse Manager Scenario/Processes In the Work Centers Physical Inventory Business Value Scenario Flow Further Information + See also Physical Inventory Physical Inventory Counting

4 Physical Inventory Management Process Details: Monitoring and Managing Physical Inventory Processing
Click process chevrons for details Monitoring and Managing Physical Inventory Processing X Initiating Physical Inventory Processing Confirm a Count Task Approve a Count Item Recount a Count Item Reject a Count Item Scenario Explorer Process Description Further Information The Monitoring and Managing Physical Inventory Processing business process provides you with the ability to monitor the physical inventory counting process and enables you to prioritize and quickly access all current count documents that might require your attention. Performed by Warehouse Operator Warehouse Manager Scenario/Processes In the Work Centers Physical Inventory Execution Business Value Scenario Flow Further Information + See also Working with Count Tasks Physical Inventory Counting

5 Physical Inventory Management Business Value
Initiate Fulfill Approve Analyze Create a Count Task Count Confirm a Count Task Approve Count Items Recount Count Items Print Stock Overview Scenario Explorer Overview Key Benefits The following summarize the key benefits of the scenario: Count by logistics area and product are enabled Count of empty bins is possible Completeness of an annual physical inventory count can be cross-checked with the Stock Overview report For midsize companies that want to optimize the management of their physical inventory, this scenario enables you to perform item counting, including approval processes and automatic financial postings more efficiently. By improving the efficiency and timeliness of the physical inventory processes, you improve your inventory accuracy. SAP Business ByDesign helps you to effectively manage the entire item counting process, from count task initiation, actual counting, auditing and recounting, through to financial posting and reporting. Scenario/Processes Business Value Scenario Flow Further Information +

6 Physical Inventory Management Scenario Flow
/ Execution Initiating Physical Inventory Processing Monitoring and Managing Physical Inventory Processing Scenario Explorer Scenario/Processes Business Value Scenario Flow Further Information Legend + Process mainly driven by the user Process related to Financials Work center in which process is performed Business document flow Work center

7 Physical Inventory Management Further Information
Scenario Explorer Do you want to try it out? Do you need more information? Do you want to discuss with others? Business Process Procedure ( min*) To get a comprehensive how-to documentation to run the business scenario, click here. More Details (30-90 min*) SAP provides a complete product documentation, covering all aspects of the business scenario. For more details, click here. Forum Get in touch with experts to discuss your specific requirements. To enter the community, click here. Scenario/Processes Business Value Scenario Flow Self-Enablement Systems If you want to try out the business scenario, click here. V WIKI In addition to the product documentation, SAP provides Wikis that describe additional aspects of a business scenario. To access the WIKI, click here. Further Information + * The time values are given as an orientation for the required time you need to get through the information on one scenario. Since some scenarios are shorter than others, the minimum time refers to the shortest scenario and the maximum refers to the longest. The actual time you will need depends on your level of knowledge and your interest in the topic.

8 Physical Inventory Management Further Information
Scenario Explorer Do you want to try it out? Do you need more information? Do you want to discuss with others? Self-Enablement Systems If you want to try out the business scenario, click here.* More Details SAP provides a complete product documentation, covering all aspects of the business scenario. For more details, click here. Forum Get in touch with experts to discuss your specific requirements. To enter the community, click here.* Scenario/Processes Scenario/Processes Business Value Scenario Flow V WIKI In addition to the product documentation, SAP provides Wikis that describe additional aspects of SAP Business ByDesign. To access the WIKI, click here.* Further Information + * Note that to access the links above you need to have a user in SAP Business Center. If you cannot access the page directly and if you are using Microsoft Internet Explorer®, please check


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