1.

1 - Physical Inventory Count

1. Physical inventory document creation

2. Physical inventory document change

3. Physical inventory document printing

4. Physical inventory document entering

5. Print differences

6. Physical inventory recount

7. Physical inventory count changing

8. Post differences

STEP STEP
CODE DESCRIPTION

1.0 You can manage the Physical Inventory on system by:

Create Physical A. entering each line item by hand, using different line items for every material
Inventory to be counted and for every usage status (go to step 1.0A).
Document
B. by a batch input procedure, an automatic creation based on a range of values
for materials (go to step 1.0B).

1.0A Select the menu path:

Create Physical Logistics> Material management> Physical inventory

Inventory
Document Phys. inventory doc. > Create
Manually
CREATE PHYSICAL INVENTORY DOCUMENT: INITIAL SCREEN
MI01
Enter the following mandatory fields:

Document date
Planned count date

Plant

Storage location

Set the following optional flags if required:

Posting block
Freeze book inventory

Batches w. del. flag

Enter the following fields if required:

Special Stock
Phys. inv. no

Phys inventory ref.

 Grouping Type

Press ENTER button.

1.1A CREATE PHYSICAL INVENTORY DOCUMENT NEW ITEMS SCREEN

Create Physical For each material to be counted enter the following fields:
Inventory
Document Material
Manually Batch

MI01 STy

AUn

BD

Press ENTER button.

Click POST button.

END
Go to step 2.0
 1.0B Select the menu path:

Create Physical Logistics> Material Management> Physical inventory

Inventory
Document by Sessions > Create phys. inv. docs > W/o special stock
using Batch Input
CREATE PHYSICAL INVENTORY DOCUMENT W/O SPECIAL STOCK SCREEN
MI31
If a variant is to be used use menu path:

Go to > Variants > Get

Select the correct Variant or Enter the available information using some of the
following fields:

Material (select a range)

Plant (select a range)

Storage location (select a range)

Material type
Material group (select a range)

Storage bin description

Planned count date

Physical inventory number

Phys. Inventory ref.

Set the following flags if required:

Materials marked for deletion

Unrestricted use (to be set).

In quality inspection (not to be set).

Blocked

Value-only matls

Incl. Inventoried materials

Incl. Inventoried batches

Set Posting block
Freeze book inventory

Only materials with zero stock

Only materials w/o zero stock



Only materials with negative stock

Enter the following fields and set the flags if required:

Threshold value for stock

SP threshold value for VO mat.
Exclude from selectio

Press EXECUTE button or F8.

1.1B CREATE PHYSICAL INVENTORY DOCUMENT W/O SPECIAL STOCK SCREEN

Press PROCESS SESSION button.
Create Physical
Inventory
Document by
using Batch Input

MI31
 1.2B SESSION OVERVIEW SCREEN
Be sure that the highlighted process is the one just created, than Press PROCESS
Create Physical SESSION button or F2.
Inventory
Document by
using Batch Input

SM35
1.3B PROCESS MB_MI01

Create Physical Set the following flag:

Inventory
Document by i. If automatic creation of the Physical Inventory Document is needed flag
using Batch Input Background Or.
ii. If a check item per item of the document is needed flag
SM35 Process/Foreground.

In case ii choice was made Create Physical Inventory Document: New Items, the
process continues as in normal creation of physical inventory document except that
the system allows you to check the contents of the document before sending it. The
system presents each item of the document before inserting it in the document.

Select the following flags:

Extended log (not to be set).

Expert mode (not to be set).

Dynpro standard size (to be set).

END
Press PROCESS button.
 2.0 Select the menu path:

Physical Inventory Logistics > Material Management > Physical inventory

Document
Changing Phys. Inventory doc. > Change

MI02 CHANGE PHYSICAL INVENTORY DOCUMENT SCREEN

If the physical inventory document number is known enter the following field:

Physical inventory document

If the physical inventory document number is not known search for it using one or
more of the following fields:

Fiscal year
Plant

Storage location

Planned count date

Physical inventory number

Phys. Inventory ref.
Material group

Physical inventory document

Material

Batch

Count date

Posting period

If needed set the following flags:

Phys. Inventory documents

Phys. Inventory items

Click EXECUTE button.

2.1 CHANGE PHYSICAL INVENTORY DOCUMENT XXXXXXX: COLLECTIVE
PROCESSING
Physical Inventory
Document Change one or more of the following fields if required:
Changing
STy
MI02 AUn

END Click POST to save the changes.

 3.0 Select the menu path:

Physical Inventory Logistics > Material Management > Physical inventory

Document
Printing Phys. Inventory doc. > Print

MI21 PRINT PHYSICAL INVENTORY DOCUMENT SCREEN

If the physical inventory document number is known enter the following field:

Physical inventory document

If the physical inventory document number is not known search for it using one or
more of the following fields:

Fiscal year
Plant

Storage location

Planned count date

Physical inventory number

Phys. Inventory ref.
Material group

If needed set the following flags:

Phys. Inventory documents

Phys. Inventory items

Click EXECUTE button.

 3.1 PRINT SCREEN

Physical Inventory Enter the following mandatory field:

Document
Printing Output device

MI21 Enter the following mandatory fields:

Number of copies
Page selection

Title

Authorization

SAP cover sheet

Recipient

Department

Spool retention per.

Archiving mode

Set the following flags:

END
Print immediately
Delete after print

New spool request

Press PRINT button.

4.0 Logistics > Material Management > Physical inventory

Physical Inventory Inventory Count > Enter

Document
Entering ENTER INVENTORY COUNT : INITIAL SCREEN

MI04 Enter the following mandatory fields:

Pys. Inventory doc.

Count date

Enter the following optional fields:

Variance in %
Fiscal year

Press ENTER button.

 4.1 ENTER INVENTORY COUNT XXX: COLLLECT PROCESSING

Physical Inventory For each item enter the following field:

Document
Entering Quantity
UNe (if different).
MI04
ZC

: set this indicator if the quantity of the material counted is 0.

Click ENTER until no warning appears.

END
Press POST.
5.0 Logistics > Material Management > Physical inventory

Print differences Difference> Print

MI20 LIST OF INVENTORY DIFFERENCES

Enter the following fields as required:

Material
Plant

Storage Location

Batch

Physical Inventory document

Physical Inventory number

Special Stock

Fiscal year

Count Date

Planned count date

Threshold value

Display variant

Select one of the following checkbox:

Single List
Group by plant and storage location

Group by physical inventory documents

Check the following checkboxes if required:

Physical inventory documents

Physical inventory items

When you check one of the above checkboxes a popup appear and you can choose
the status of documents selecting the flag/flags on the left (i.e. you can choose to
print only the documents for which the differences are already posted, or you can
 choose to print documents for each status).

Press EXECUTE button.

5.1 PRINT LIST OF INVENTORY DIFFERENCES

Print differences The system displays the list of the materials related to the physical inventory
documents selected. The differences between quantities and values are displayed.
MI20
To print an item, select the item checking the box on the left and click PRINT button
GO TO 5.2.

To change a physical inventory document press CHANGE INVENTORY COUNT

button GO TO 6.1.

To post differences press POST DIFFERENCE button GO TO 8.0.

5.2 PRINT LIST OF INVENTORY DIFFERENCES

Print differences Enter the following mandatory field:

MI20 Output device

Enter the following optional fields:

Number of copies
Title

Authorization
 Print immed.

Delete after print

New spool request

Retention period

Lines

Columns

Format
END
Sap Cover sheet

Selection cover sheet

Recipient

Department

Click ENTER.
 6.0 Select the menu path:

Physical Inventory Logistics > Material Management> Physical inventory

recount
Physical inventory doc.> Recount
MI11
ENTER RECOUNT: INITIAL SCREEN

If the physical inventory document number is known enter the following mandatory
field:

Physical inventory document

Planned count date

Document date

Enter the following optional fields:

Fiscal year

Phys. inv. no.

Phys. inventory
Threshold value

Select the optional checkbox if required:

Posting block
Freeze book inventory

If the physical inventory document number is not known search for it using one or
more of the following fields:

Plant

Storage location

Planned count date

Physical inventory number

Phys. Inventory ref.
Material group

Physical inventory document

Material

Batch

Count date

Posting period

If needed set the following flags:

Phys. Inventory documents

 Phys. Inventory items

Click EXECUTE button.

6.1 ENTER RECOUNT: SELECTION LIST

Physical Inventory Choose the items you want to recount selecting the checkbox on the left.
recount
Click POST.
MI11
A new Physical Inventory Document will be created for the selected items. For the
END new document a new count has to be entered.
 7.0 Select the menu path:

Physical Inventory Logistics > Material Management> Physical inventory

Count changing
Inventory Count> Change
MI05
CHANGE INVENTORY COUNT: INITIAL SCREEN

If the physical inventory document number is known enter the following field:

Physical inventory document

Enter the following optional field:

Fiscal year
Variance in %

If the physical inventory document number is not known search for it using one or
more of the following fields:

Plant
Storage location

Planned count date

Physical inventory number

Phys. Inventory ref.

Material group

Physical inventory document

Material

Batch

Count date

Posting period

If needed set the following flags:

Phys. Inventory documents

Phys. Inventory items

Click EXECUTE button.

 7.1 CHANGE INVENTORY COUNT XXXXXXX: COLLECTIVE PROCESSING

Physical Inventory Enter the following mandatory field:

Count changing
Quantity
MI05
Enter the following field if required:

UNe (if different)

Select the following checkbox if required:

ZC : set this flag if the quantity of material counted is 0.

Click POST.
END
8.0 Select the menu path:

Post Differences Logistics > Material Management >, Physical inventory

MI07 Difference > Post

POST INVENTORY DIFFERENCE: INITIAL SCREEN

Enter the following field:

Phys. Inventory doc.

Fiscal year

Posting date

Threshold value

Press ENTER button.

8.1 POST INVENTORY DIFFERENCES XXX: SELECTION SCREEN

Post Differences The system displays all the items, one per screen. Select the items to be processed,
by setting the flag at the beginning of the row. You can display the rest of the
MI07 inventory information by clicking the PHYSICAL INVENTORY HISTORY button or by
double clicking on the item, or by pressing F2.

From PHYSICAL INVENTORY HISTORY SCREEN you can move to other items by
clicking the BLACK ARROW button on the top left of the screen; by clicking the
OTHER ITEM button you can select the desired item directly.

To exit this screen click BACK or F3.

Click POST.

The system creates a Material Document and accounting documents to set all the
discrepancies.
END