Adding lines/inventory to the Physical Count Sheet created from the Whse Physical Item Journal - Register and Posting of the Physical Item Journal

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We just finished our 2013 year end inventory. These are the steps we did

1. Create the Whse Physical Item Journal and print out to use as count sheet.

2. Input the qty

3. Add lines to the existing Whse Physical Inventory Journal. During the count we found items that is not on the count sheet and we need to add them to the existing Whse Physical Inventory Journal.

- Is this the right way of doing it ? I know we can add lines to the existing whse physcial inventory journal but is the right way and what is the impact when we do register and posting of the physcial inventory journal.

4. Register the Whse Physcial Inventory Journal. It is during the Registering of the Whse Physical Inventory Journal that we found that those lines/items we manually added to the existing Whse Physical Inventory Journal did not registered. Some we found were registered properly - it seems when we are registering the whse physical item journal - we are missing some steps or optioins.

5. Post the Physical Inventory Journal - if the items we added to the existing whse physical inventroy journal was not registered - therefore we are not able to find the changes to post it to the item ledgers. But we found that some of the items were registered but when posting was done - those items were not adjusted or posted to the item ledgers. What are we missing when posting the Physical Inventory Journal ?

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CecilioCatapult on at

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Hi Berlinda:

I’m just wondering if the items that were not included in the count sheet have zero quantities on the system at the time the physical inventory journal were generated. Have you investigated why they were excluded?

If that is the case, please ensure that the “Items Not on Inventory” box is checked on the options fast tab when generating the physical inventory journal in the future. This will insert lines for items with zero value calculated quantity in the physical inventory journal.

From my previous experience, I usually create a separate item journal with positive adjustment as entry type for the items counted but not included in the count sheet. I don’t insert them on the existing physical inventory journals.

Hope this helps.

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Community Member on at

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We are not sure why they are excluded from the count sheet but we did check the count sheet - these items were not there. We think these items are put together first and paperwork were supposed to be done into NAV but was never done.

Noted about the "Items Not on Inventory" suggestion.

Your suggestion to create a separate item journal with positive adjustment as entry type is a good idea. This might help us out.

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Alex Chow 4,481 on at

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The Items Not on Inventory will not help you if the bin content does not exist for that item on that bin.

1. Putting the newly found items on the Whse. Item Journal is correct

2. After the Whse. Phys. Invt. Journal is registered, use the Calc Whse. Adjustment on the Item Journal to put them into the item ledger.

#2 is something you have to do everyday anyway, so we're not creating extra steps when we train our clients on something new.

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