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SAP EWM 7.01 November 2011 English
Periodic Physical Inventory (Y39) Business Process Documentation
SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany
SAP Best Practices
Periodic Physical Inventory (Y39): BPD
Copyright © Copyright 2011 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z, System z10, System z9, z10, z9, iSeries, pSeries, xSeries, zSeries, eServer, z/VM, z/OS, i5/OS, S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server, PowerVM, Power Architecture, POWER6+, POWER6, POWER5+, POWER5, POWER, OpenPower, PowerPC, BatchPipes, BladeCenter, System Storage, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA, AIX, Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix are trademarks or registered trademarks of IBM Corporation. Linux is the registered trademark of Linus Torvalds in the U.S. and other countries. Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. Oracle is a registered trademark of Oracle Corporation. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc. HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology. Java is a registered trademark of Sun Microsystems, Inc. JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP Business ByDesign, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects S.A. in the United States and in other countries. Business Objects is an SAP company. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and
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F2)
or the
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Contents 1 Purpose ........................................................................................................................................... 6 2 Prerequisites..................................................................................................................................... 6 2.1 Master Data and Organizational Data........................................................................................ 6 2.2 Business Conditions .................................................................................................................. 8 2.3 Preliminary Steps....................................................................................................................... 9 3 Process Overview Table................................................................................................................. 11 4 Process Steps................................................................................................................................. 14 4.1 Variant 1: Paper based Variant................................................................................................14 4.2 RF Based Variant..................................................................................................................... 21
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Periodic Physical Inventory 1 Purpose You use this business process to control the stock of your warehouse and to meet legal requirements. In this process, you create physical inventory (PI) documents for a selected number of storage bins or products on a regular base to spread the workload for physical inventory over the year. You do the counting by using a mobile device or paper. By posting the PI documents, you adjust the book inventory in SAP Extended Warehouse Management (EWM). By posting the differences to ERP, you balance the stock accounts. Along with this process, you monitor the progress of your physical inventory within the warehouse monitor.
•
If you primarily work with product-specific PI procedures, it is advisable to make use of the putaway PI and low-stock PI within your warehouse processing to reduce the effort for counting.
•
If you use the bin-specific PI procedures, you can carry out the PI for handling units (HU). For example, you can set an HU to complete, empty or missing without counting the packed products.
2 Prerequisites 2.1 Master Data and Organizational Data Use the following master data in the process steps described in this document: Material/Vendor Master Data Master Data
Value
Master Data Details
Products Number
EWMPROD-S01
Small part, fast-moving 01
Products Number
EWMPROD-S02
Small part, fast-moving 02
Products Number
EWMPROD-S03
Small part, fast-moving 03
Products Number
EWMPROD-S04
Small part, fast-moving 04
Products Number
EWMPROD-S05
Small part, slow-moving 05
Products Number
EWMPROD-S06
Small part, slow-moving 06
Products Number
EWMPROD-M01
Medium part 01
Products Number
EWMPROD-M02
Medium part 02
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Comments
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Master Data
Value
Master Data Details
Products Number
EWMPROD-M03
Medium part 03
Products Number
EWMPROD-L01
Large part 01
Products Number
EWMPROD-L02
Large part 02
Products Number
EWMPROD-L03
Large part 03
Comments
Physical Inventory Procedures Physical Inventory procedure
Description
AL
Annual Physical Inventory (Storage-Bin-Specific)
AS
Annual Physical Inventory (Product-Specific)
PL
Putaway Physical Inventory (Storage-Bin-Specific)
NL
Low Stock Physical Inventory (Storage-Bin-Specific)
HL
Ad-hoc Physical Inventory (Storage-Bin-Specific)
HS
Ad-hoc Physical Inventory (Product-Specific)
EWM-Organizational Data Master / Org. Data EWM Warehouse Number
Value
Master / Org. Data Details
Comments
YEWM
Warehouse-specific structure Org. Data
Value
Org. Data Details
Storage Type
T020
Storage type for small parts; it is divided into 2 sections: 0001 (slow moving part) and 0002 (fast moving part); Number of bins: 480 1 Europallet per bin
Storage Type
T050
Storage type for large parts; Fixed bins are used; Number of bins: 48 3 Europallets per bin
Storage Type
T010
Rack for pallets Standard storage type S001: Total Section Number of bins: 64 3 Europallets per bin
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Comments
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SAP Best Practices Org. Data
Periodic Physical Inventory (Y39): BPD Value
Org. Data Details
Storage Type
T051
Rack for all-size parts Standard storage type Three Storage Sections: S001:Small Parts” S002: Medium Parts S003:Large Parts Number of bins: 192 for small parts, 64 bins for medium parts, 48 for large parts
Storage Type
T970
Floor area Staging area group S001: Total Section Bins: STAGE-O02, STAGE-O03 Storage bin type F101 (Floor Ground – Size 6*10)
Activity Area
PIA1
Physical Inventory Area 1
Activity Area
PIAC
PI Area C: Clarification Zone
Comments
.
2.2 Business Conditions The business process described in this Business Process Documentation is part of a larger chain of integrated business processes or scenarios. As a result, you must have completed the following processes and fulfilled the following business conditions before you can start any activities in this scenario: The Following prerequisites must be implemented: •
ERP-EWM Integration Guide (Y31)
•
The process-specific warehouse structure (warehouse number, storage types, activity areas, storage sections) (Y32)
•
Master Data (Y33)
•
Resource Management (Y34)
•
Periodic Physical Inventory (Y39)
•
A fiscal year variant has been created (transaction OB29) in SAP Extended Warehouse Management (EWM) as a prerequisite for defining the PI year
•
Implementation of SAP Note 1516253
•
Implementation of SAP Note 1550675
•
Implementation of SAP Note 1559241
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2.3 Preliminary Steps 2.3.1
Creating User Settings for the Difference Analyzer Transaction
Use In this step, you set up user settings that are necessary for the Difference Analyzer transaction.
Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
Extended Warehouse Management → Physical Inventory → Difference Analyzer
Transaction Code
/N/SCWM/DIFF_ANALYZER
2. On the Difference Analyzer – Warehouse YEWM screen, choose Default Values. 3. A dialog box appears. In the dialog box, enter YEWM in the Warehouse No. field, and select Phys. Inv. Diff. 4. Choose Enter.
Result You have created the user settings necessary for the Difference Analyzer transaction.
2.3.2
Determining and Setting Prices from SAP ERP
Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
Extended Warehouse Management → Physical Inventory → Periodic Processing → Determine and Set Prices from ERP
Transaction Code
/N/SCWM/VALUATION_SET
2. On the Determine and Set Prices screen, enter the warehouse number, for which you have to carry out periodic physical inventory, in the Warehouse Number field. 3. Choose Execute (F8). 4. A new screen appears displaying all the products pertaining to the warehouse number. 5. Select all products and choose Overtake values (F8).
Result The prices for all products are available in SAP EWM.
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2.3.3
Periodic Physical Inventory (Y39): BPD
Assigning Users to Tolerance Groups for the Difference Analyzer
Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
Extended Warehouse Management → Settings → Physical Inventory → Assign User to Tolerance Group for Recount/Clearing
Transaction Code
/N/SCWM/PI_USER_DIFF
2. On the Display View “Assignment of User Tolerance Group Difference Analyzer”: Overview screen, choose Display → Change. 3. Choose New Entries. 4. On the New Entries: Overview of Added Entries screen, make the following entries: Field
User Action and Values
Comment
User
UserID of the supervisor
Tolerance Group Difference Analyzer
For example SUPERVISOR
5. Choose Save.
Result The assignment of users to the tolerance group difference analyzer is completed.
2.3.4
Assign Users to Tolerance Groups for Recount/Clearing
Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
Extended Warehouse Management → Settings → Physical Inventory
Transaction Code
/N/SCWM/PI_USER
2. On the Display View “Assignment of User Tolerance Group Posting and Recounting”: Overview screen, choose Display → Change. 3. Choose New Entries. 4. On the New Entries: Overview of Added Entries screen, make the following entries:
Field User Name
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User Action and Values
Comment UserID of the
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Field
User Action and Values
Comment supervisor
Activity Area
For example PIA1
Tolerance Group Posting
For example SUPERVISOR
Tolerance Group Recounting
For example WORKER
5. Choose Save.
Result The assignment of users to the tolerance group posting and recounting is completed.
3 Process Overview Table In the periodic physical inventory process, you create physical inventory (PI) documents for a selected number of storage bins or products on a regular base to spread the workload for physical inventory over the year. You perform the counting by using two different variants: 1. Variant 1: Counting by using paper Process Step
Business Condition
Business Role
Transaction Code
Expected Results
Check physical inventory progress
Physical inventory over the year
Warehouse Clerk
/N/SCWM/MON
Check the Number of open objects field to calculate the number of bins to be counted at the current date
Select bins or products and create PI documents
–
Warehouse Clerk
/N/SCWM/PI_DOC_CREATE
PI documents are created
Print PI documents within the warehouse management monitor
–
Warehouse Clerk
/N/SCWM/MON
PI count documents are printed
Enter the count result
Counting completed and PI
Warehouse Clerk
/N/SCWM/PI_COUNT
1. PI documents have the status
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Periodic Physical Inventory (Y39): BPD
Business Condition
Business Role
Transaction Code
papers were brought to the office
Expected Results POSTED (POST), no differences; 2. PI documents have the status Counted (COUN), and differences have been calculated; 3. PI documents have the status Recounted (RECO), and a new PI document has been created
Review recounted documents within the warehouse management monitor and print the newly created PI Documents
_
Warehouse Clerk
/N/SCWM/MON
PI documents reviewed
Post the differences in EWM within the warehouse management monitor
_
Warehouse Clerk
/N/SCWM/MON
PI documents have the status Posted (POST), book quantities on the bins are adjusted, differences are posted to the Difference Analyzer
Post the differences to ERP
_
Background User
/N/SCWM/WM_ADJUST
All differences with a value lower than the threshold value are posted to ERP
Review remaining (high-value)
_
Warehouse Clerk
/N/SCWM/DIFF_ANALYZER
All differences are posted to ERP
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SAP Best Practices Process Step
Periodic Physical Inventory (Y39): BPD
Business Condition
Business Role
Transaction Code
Expected Results
differences and post them to ERP within the Difference Analyzer 2. Variant 2: Counting by using a RF (Radio Frequency) device Process Step
Business Condition
Business Role
Transaction Code
Expected Results
Check Physical Inventory Progress
Physical inventory over the year
Warehouse Clerk
/N/SCWM/MON
Check the field Number of open objects to calculate the number of bins to be counted at the current date
Selects bins or products and create PI documents
–
Warehouse Clerk
/N/SCWM/PI_DOC_CREATE
PI documents are created
Enter the count result using RF(Radio Frequency) device
-
Counter
/N/SCWM/RFUI
1. PI documents have the status POSTED (POST), no differences; 2. PI documents have the status Counted (COUN), and differences have been calculated; 3. PI documents have the status Recounted (RECO), and a new PI document has been created
Review recounted documents within the warehouse management
_
Warehouse Clerk
/N/SCWM/MON
PI documents reviewed
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Periodic Physical Inventory (Y39): BPD
Business Condition
Business Role
Transaction Code
Expected Results
monitor Post the differences in EWM within the warehouse management monitor
_
Warehouse Clerk
/N/SCWM/MON
PI documents have the status Posted (POST), book quantities on the bins are adjusted, differences are posted to the Difference Analyzer
Post the differences to ERP
_
Background User
/N/SCWM/WM_ADJUST
All differences with a value lower than the threshold value are posted to ERP
Review remaining (high-value) differences and post them to ERP within the Difference Analyzer
_
Warehouse Clerk
/N/SCWM/DIFF_ANALYZER
All differences are posted to ERP
4 Process Steps 4.1 Variant 1: Paper based Variant 4.1.1
Checking the Periodic Physical Inventory Progress
Use As a part of the periodic physical inventory procedure, you can check the ongoing progress of PI according to the storage bins or products through the warehouse management monitor.
Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
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Extended Warehouse Management → Monitoring → Warehouse Management Monitor
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Transaction Code
/N/SCWM/MON
2. On the Warehouse Management Monitor SAP – Warehouse Number screen, choose Proposed values. A dialog box appears. 3. In the dialog box, make the following entries: Field
User Action and Values
Comment
Warehouse Number
< Warehouse Number >
For example YEWM
Monitor
< Monitor >
For example SAP
4. Choose Execute (F8). 5. Choose Physical Inventory → Physical Inventory Progress. 6. To check the PI progress according to the storage bin, choose Storage Bin. 7. Choose Activity Area and choose Execute. 8. Select the line item appearing on the left-hand section of the warehouse monitor. Then choose Open Bins.
Result The warehouse monitor displays all the open objects, for which you can perform physical inventory counting.
4.1.2
Creating PI Documents
Use You create PI documents for the selected number of bins or products.
Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
Extended Warehouse Management → Physical Inventory → Periodic Processing
Transaction Code
/N/SCWM/PI_DOC_CREATE
2. On the Create Physical Inventory Documents screen, enter the current date in the Count Date field. 3. In the Physical Inventory Procedure field enter, for example, AL. 4. Select Active PI Document. 5. Enter the storage bins, for which you have to perform the inventory counting in the Storage Bin field. This is applicable only in case of Storage Bin-specific PI procedures like AL.
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6. Enter the warehouse number in the Warehouse Number field (for example YEWM). 7. Enter the activity area in the Activity Area field (for example PIA1). 8. Choose Execute (F8). 9. Select the line item and choose Create.
You can also carry out the product-specific periodic physical inventory. In this case, you can use inventory procedures like AS and HS. For the product-specific periodic physical inventory procedure, you can restrict the number of storage bins to be counted per PI document by entering the number of bins in the Maximum Number of Items field, for example 10.
Result You have created the PI documents for the objects, for which you want to perform the periodic physical inventory counting.
4.1.3
Printing PI Documents (Paper-Driven PI only)
Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
Extended Warehouse Management → Monitoring → Warehouse Management Monitor
Transaction Code
/N/SCWM/MON
2. On the Warehouse Management Monitor SAP – Warehouse Number screen, choose Proposed values. A dialog box appears. 3. In the dialog box, make the following entries: Field
User Action and Values
Comment
Warehouse Number
< Warehouse Number >
for example YEWM
Monitor
< Monitor >
for example SAP
4. Choose Execute. 5. Choose Physical Inventory → Physical Inventory Documents. 6. Choose Physical Inventory Documents, enter the following selection criteria, and choose Execute: Field Activity Area
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User Action and Values < Activity Area >
Comment For example PIA1
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SAP Best Practices Field
Periodic Physical Inventory (Y39): BPD User Action and Values
Phys. Inventory Doc
< Phys. Inventory Doc >
Document Year
< Document Year>
Comment The PI document number generated in previous step
7. Select the line item appearing on the left-hand section of the warehouse monitor, and choose More Methods. 8. Choose Print PI Doc.
Result The PI documents are printed and ready to use.
4.1.4 Transferring Count Results from the PI Count Document to the System (Paper-Driven PI only) Use In case of paper-driven PI, the warehouse clerk enters the count results into the system with the help of the PI count documents.
Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
Extended Warehouse Management → Physical Inventory → Enter Count Results
Transaction Code
/N/SCWM/PI_COUNT
2. On the Create Count Results for Physical Inventory screen, create the following entries: Field Phys. Inv. Doc.
User Action and Values
Comment
< PI Doc >
3. Choose Execute. 4. Select the line item, and choose Switch to List View. 5. Choose Count. 6. Make the following entries: Field
User Action and Values
Counter
< Counter Name >
for example Name of the Counter
Count date
for example Counting Date
7. Choose Enter.
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8. Enter the Handling Unit in the HU field, in case the HU is found in the storage bin 9. In the Qty in Alt. Un field, enter the count results (quantity and unit of measure), and choose Enter. 10. Select the line item and choose Save. In case the bin is empty, you can choose Check in the SBin Empty field on the Count Items screen.
Result •
PI document has the status Posted (POST), in case of no differences.
•
PI document has the status Counted (COUN), and the differences have been calculated.
•
PI document has the status Recounted (RECO), and a new PI document has been created.
4.1.5 Reviewing Recounted Documents within the Warehouse Management Monitor (Only for Recounted PI Documents) Use After the input of the count results, the system calculates the differences on the base of count results and book inventory. If a difference exceeds the predefined, counter-dependent thresholds for recounting, the system automatically creates a recount document. The warehouse clerk monitors the recounted PI documents and triggers again the count process if necessary by printing the new PI document.
Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
Extended Warehouse Management → Monitoring → Warehouse Management Monitor
Transaction Code
/N/SCWM/MON
2. On the SAP screen, create the following entries: Field
User Action and Values
Comment
Warehouse Number
< Warehouse Number >
For example YEWM
Monitor
< Monitor >
For example SAP
3. Choose Execute. 4. Choose Physical Inventory → Physical Inventory Documents. 5. Use the following selection criteria and choose Execute: Field Activity Area
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User Action and Values < Activity Area >
Comment for example PIA1
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SAP Best Practices Field
Periodic Physical Inventory (Y39): BPD User Action and Values
Comment
Physical Inventory Status
RECO
Recounted
Creation Date
< current date >
The date on which recounted doc has been crated.
6. For the selected PI documents, note down the referenced PI document number (DOC_NUMBER_REF field). 7. With the help of the new PI document number, you can enter new counting results with the same procedure mentioned in the Enter Count Results Using RF Device section in case of RF-driven PI counting, and with the procedure mentioned in Transferring Count Results from the PI Count Document to the System in case of paper-driven PI.
4.1.6 Posting Differences in SAP EWM within the Warehouse Management Monitor Use At the end of the count process, the warehouse clerk posts all the counted PI documents. In each case, the system checks if a difference exceeds the thresholds for posting assigned to the warehouse clerk. If so, the warehouse clerk is not allowed to post the corresponding PI document. The supervisor has to do it. During the posting of the PI documents, the system adapts the book inventory and posts the differences to the Difference Analyzer. Additionally, the system checks if a product is completely counted. If so, the system sets the completeness indicator.
Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
Extended Warehouse Management → Monitoring → Warehouse Management Monitor
Transaction Code
/N/SCWM/MON
2. On the Warehouse Management Monitor SAP – Warehouse Number screen, choose Proposed values. A dialog box appears. 3. In the dialog box, make the following entries: Field
User Action and Values
Comment
Warehouse Number
< Warehouse Number >
For example YEWM
Monitor
< Monitor >
For example SAP
4. Choose Execute 5. Choose Physical Inventory → Physical Inventory Documents. 6. Use the following selection criteria, and choose Execute:
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SAP Best Practices Field
Periodic Physical Inventory (Y39): BPD User Action and Values
Activity Area
< Activity Area >
Physical Inventory Status
COUN
Creation Date
< current date >
Comment For example PIA1
The date on which recounted doc has been created
7. Select all lines and choose More Methods, and choose Post PI Doc.
Result The PI documents have the status Posted (POST), book quantities on the bins are adjusted, and differences are posted to the difference analyzer.
4.1.7
Posting the Differences to SAP ERP (in the Background)
Use With the help of a background job, most of the differences are automatically posted to SAP ERP by the background user.
Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
Extended Warehouse Management → Physical Inventory → Periodic Processing
Transaction Code
/N/SCWM/WM_ADJUST
2. On the Automatic Posting of Differences screen, proceed as follows: 1. Enter the warehouse number in the Warehouse Number field (for example YEWM). 2. Select Physical Inventory Difference in the Difference Category screen area. 3. Select Post on Item Level in the Settings screen area. 4. Choose Execute
Result The differences are automatically posted to SAP ERP.
4.1.8 Reviewing Remaining (High-Value) Differences and Posting them to SAP ERP within the Difference Analyzer Use With the help of a background job, most of the differences are automatically posted to SAP ERP. If the value of some differences violates the tolerances assigned to the background user, the warehouse clerk or the supervisor has to review these differences in the Difference Analyzer. For
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example, they analyze the movements of the product and may decide that a new PI is necessary. After the review, they manually.post these differences to SAP ERP.
Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
Extended Warehouse Management → Physical Inventory →Difference Analyzer
Transaction Code
/N/SCWM/DIFF_ANALYZER
2. On the Difference Analyzer – Warehouse YEWM screen, choose Product in the Find field, and enter the product number, for example EWMPROD-S01, in the adjacent field. 3. Choose Execute. 4. Select the line item and choose Post.
Result You posted all differences to SAP ERP.
4.2 RF Based Variant 4.2.1
Checking the Periodic Physical Inventory Progress
Use As a part of the periodic physical inventory procedure, you can check the ongoing progress of PI according to the storage bins or products through the warehouse management monitor.
Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
Extended Warehouse Management → Monitoring → Warehouse Management Monitor
Transaction Code
/N/SCWM/MON
2. On the Warehouse Management Monitor SAP – Warehouse Number screen, choose Proposed values. A dialog box appears. 3. In the dialog box, make the following entries: Field
User Action and Values
Comment
Warehouse Number
< Warehouse Number >
For example YEWM
Monitor
< Monitor >
For example SAP
4. Choose Execute (F8). 5. Choose Physical Inventory → Physical Inventory Progress.
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6. To check the PI progress according to the storage bin, choose Storage Bin. 7. Choose Activity Area and choose Execute. 8. Select the line item appearing on the left-hand section of the warehouse monitor. Then choose Open Bins.
Result The warehouse monitor displays all the open objects, for which you can perform physical inventory counting.
4.2.2
Creating PI Documents
Use You create PI documents for the selected number of bins or products.
Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
Extended Warehouse Management → Physical Inventory → Periodic Processing
Transaction Code
/N/SCWM/PI_DOC_CREATE
2. On the Create Physical Inventory Documents screen, enter the current date in the Count Date field. 3. In the Physical Inventory Procedure field, enter, for example, AL. 4. Choose Active PI Document. 5. Enter the storage bins, for which you have to perform the inventory counting in the Storage Bin field. This is applicable only in case of Storage Bin-specific PI procedures like AL. 6. Enter the warehouse number in the Warehouse Number field (for example YEWM). 7. Enter the activity area in the Activity Area field (for example PIA1). 8. Choose Execute (F8). 9. Select the line item and choose Create.
You can also carry out the product-specific periodic physical inventory. In this case, you can use inventory procedures like AS and HS. For the product-specific periodic physical inventory procedure, you can restrict the number of storage bins to be counted per PI document by entering the number of bins in the Maximum Number of Items field, for example 10.
Result © SAP AG
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You have created the PI documents for the objects, for which you want to perform the periodic physical inventory counting.
4.2.3 Entering Count Results Using RF Devices (RF-Driven PI Only) Use In case of radio-frequency-driven (RF-driven) PI, the counter takes a mobile device and logs on as a resource, which is assigned to the PI queue. The system guides the counter to the first bin. The counter verifies the bin, the HU, and the product proposed by the system. Then he or she counts the product and enters the quantity. If he or she finds a product not proposed by the system (in case of bin-specific PI procedure), he or she records it and enters the quantity counted. When the counter finishes the counting of this bin, the system guides him or her to the next bin.
Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
Extended Warehouse Management → Execution → Log On to RF Environment
Transaction Code
/N/SCWM/RFUI
2. On the SAP screen, make the following entries: Field
User Action and Values
Comment
Warehouse No.
< Warehouse Number >
For example YEWM
Resource
< Monitor >
For example CNT1
DefPresDvc
< DefPresDvc>
For example PD01, that is Mobile Device PD01
3. Choose Enter. 4. Choose 05 Internal Processes → 01 Inventory Counting → 01 Inventory Counting Guided. 5. Copy the bin proposed by the system next to the bin description, and choose Enter. In case the bin is empty, you can choose F1 BnEmp. 6. Enter the HU (Handling Unit) found in the storage bin during the counting the bin and choose Enter. In case the HU is empty, you can choose F1 HUEmp after step 6, and choose Save. In case the HU is complete along with the product associated with it, you can choose F3 HUCmp, and choose Save after step 6. 7. Choose Enter.
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SAP Best Practices
Periodic Physical Inventory (Y39): BPD
8. Copy the product description proposed by the system next to the Product Description, and choose Enter. 9. Enter the count result for the product next to the Product Description. 10. Choose Save (F11).
Result The following inventory counts status are possible: •
PI document has the status Posted (POST) in case of no differences
•
PI document has the status Counted (COUN) and differences have been calculated
•
PI document has the status Recounted (RECO) and a new PI document has been created
4.2.4 Reviewing Recounted Documents within the Warehouse Management Monitor (Only for Recounted PI Documents) Use After the input of the count results, the system calculates the differences on the base of count results and book inventory. If a difference exceeds the predefined, counter-dependent thresholds for recounting, the system automatically creates a recount document. The warehouse clerk monitors the recounted PI documents and triggers again the count process again.
Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
Extended Warehouse Management → Monitoring → Warehouse Management Monitor
Transaction Code
/N/SCWM/MON
2. On the SAP screen, create the following entries: Field
User Action and Values
Comment
Warehouse Number
< Warehouse Number >
For example YEWM
Monitor
< Monitor >
For example SAP
3. Choose Execute. 4. Choose Physical Inventory → Physical Inventory Documents. 5. Use the following selection criteria, and choose Execute: Field
User Action and Values
Comment
Activity Area
< Activity Area >
For example PIA1
Physical Inventory Status
RECO
Recounted
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SAP Best Practices Field Creation Date
Periodic Physical Inventory (Y39): BPD User Action and Values < current date >
Comment The date on which the recounted document has been crated.
6. For the selected PI documents, note down the referenced PI document number (DOC_NUMBER_REF field). 7. With the help of the new PI document number, you can enter new counting results with the same procedure mentioned in Enter Count Results Using RF Device in case of RF-driven PI counting, and with the procedure mentioned in Transferring Count Results from the PI Count Document to the System in case of paper-driven PI.
4.2.5 Posting Differences in SAP EWM within the Warehouse Management Monitor Use At the end of the count process, the warehouse clerk posts all counted PI documents. In each case, the system checks if a difference exceeds the thresholds for posting assigned to the warehouse clerk. If so, the warehouse clerk is not allowed to post the corresponding PI document. The supervisor has to do it. During the posting of the PI documents, the system adapts the book inventory and posts the differences to the difference analyzer. Additionally, the system checks if a product is completely counted. If so, the system sets the completeness indicator.
Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
Extended Warehouse Management → Monitoring → Warehouse Management Monitor
Transaction Code
/N/SCWM/MON
2. On the Warehouse Management Monitor SAP – Warehouse Number screen, choose Proposed values. A dialog box appears. 3. In the dialog box, make the following entries: Field
User Action and Values
Comment
Warehouse Number
< Warehouse Number >
For example YEWM
Monitor
< Monitor >
For example SAP
4. Choose Execute. 5. Choose Physical Inventory → Physical Inventory Documents. 6. Use the following selection criteria and choose Execute: Field Activity Area
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User Action and Values < Activity Area >
Comment For example PIA1
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SAP Best Practices Field
Periodic Physical Inventory (Y39): BPD User Action and Values
Physical Inventory Status
COUN
Creation Date
< current date >
Comment
The date on which the recounted document has been created
7. Select all lines, and choose More Methods, and choose Post PI Doc.
Result The PI documents have the status Posted (POST), book quantities on the bins are adjusted, and differences are posted to the difference analyzer.
4.2.6
Posting the Differences to SAP ERP (in the Background)
Use With the help of a background job, most of the differences are automatically posted to SAP ERP by the background user.
Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
Extended Warehouse Management → Physical Inventory → Periodic Processing
Transaction Code
/N/SCWM/WM_ADJUST
2. On the Automatic Posting of Differences screen, proceed as follows: 1. Enter the warehouse number in the warehouse number field (for example YEWM). 2. Select Physical Inventory Difference in the Difference Category screen area. 3. Select Post on Item Level in the Settings screen area. 4. Choose Execute.
Result The differences are automatically posted to SAP ERP.
4.2.7 Reviewing Remaining (High-Value) Differences and Posting them to SAP ERP within the Difference Analyzer Use With the help of a background job, most of the differences are automatically posted to SAP ERP. If the value of some differences violates the tolerances assigned to the background user, the warehouse clerk or the supervisor has to review these differences in the difference analyzer. For example, they analyze the movements of the product and may decide that a new PI is necessary. After the review, they post these differences to ERP manually.
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SAP Best Practices
Periodic Physical Inventory (Y39): BPD
Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
Extended Warehouse Management → Physical Inventory →Difference Analyzer
Transaction Code
/N/SCWM/DIFF_ANALYZER
2. On the Difference Analyzer – Warehouse YEWM screen, select Product in the Find field, and enter the product number, for example EWMPROD-S01, in the adjacent field. 3. Choose Execute. 4. Select the line item and choose Post.
Result You posted all differences to SAP ERP.
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