Physical Inventory

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Posted on by Community Member Microsoft Employee

Hi there,

After running a Physical Inventory Sheet within Store Ops directly at the different locations within the company, do I need to be running a worksheet in Headquarters?

I committed all the Physical Inventory Sheets at the stores themselves but now that I am back at the company's HO, I am looking in Headquarters and there are discrepancies from what we counted and committed.

Any input/tips anyone has to share would be greatly appreciated!

Thanks!!

-Rhe

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Community Member Microsoft Employee on at

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RE: Physical Inventory

Hi Todd,

When I am in Headquarters Manager, I select Reports then Items then Item Movement and then I've been selecting specific Item Lookup Codes that I know were counted and selecting a date range around when the count was completed. I can see then what "type" of movement it was, whether it was a sales/return, physical inventory count OR PO/transfer.

I will run these worksheets then!

I am brand new to this software and have struggled to really get an understanding on it so your input has been invaluable!
ToddB on at

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RE: Physical Inventory

Hi Rhe,

A 401 is required for the data to be uploaded to HQ.

Where are you seeing the Physical Inventory Adjustments in the Item Movement reports?

Is that at the stores?

Correct, a 501 does not require the Physical Inventory Cout to be done again.

In order for the 401, or 501, to run, HQ Client at the store needs to connect in order to see the worksheets waiting to process.

If the above have been done, I would check the 190.
Community Member Microsoft Employee on at

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RE: Physical Inventory

Thank you for your response!

I know that a 401 was Not processed at the stores but I am able to see Physical Inventory Adjustments within Item Movement reports.

Running a Worksheet 501 doesn't require the stores to do a physical count again correct? It just initiates communication between Store Operations and Headquarters?

Again, I Greatly appreciate your help!
ToddB on at

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RE: Physical Inventory

Hi Rhe,

After the physical inventory count was completed did a 401 process at the store(s) to upload the changes to HQ?

If you run the Physical Inventory Adjustment report at HQ do you see the Physical Inventory Adjustments?

If the numbers between the stores and HQ are off, you may want to look at running a 501 and then a 190:

_______________________________________________

Just a note that Mainstream support for Microsoft Dynamics RMS 2.0 ended on July 10, 2016; and extended support ends on 7/13/2021:

https://community.dynamics.com/rms/b/rmssupport/archive/2015/10/22/microsoft-dynamics-rms-2-0-mainstream-support-discontinuation-july-10-2016

Dynamics Retail Management System 2.0 - Microsoft Lifecycle | Microsoft Docs

This is less than 30 days from now; and you can continue using RMS after this date, but technical support will not be available.

I would recommend checking with your partner regarding what they may recommend as a replacement system after the extended support end date.